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Amar Shah

Client First Capital Llc

Assets Managed
$251.125M
Holdings
26
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.94%(2Q avg: 3.06%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Client First Capital Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Client First Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 251.125M in assets, with a quarterly growth rate of 8.94% and a 2-quarter average growth rate of 3.06%. The portfolio is managed by Amar Shah, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.02%
22.54%
$56.59M
76,847 shares@ $736.4 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.18%
14.22%
$35.685M
47,651 shares@ $748.89 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -3.26%
12.14%
$30.477M
276,188 shares@ $110.35 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.01%
10.78%
$27.058M
123,309 shares@ $219.43 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -2.19%
9.19%
$23.075M
458,302 shares@ $50.35 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.25%
6.1%
$15.312M
41,566 shares@ $368.38 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased 0%
2.93%
$7.351M
20,091 shares@ $365.87 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -0.27%
2.93%
$7.344M
71,793 shares@ $102.31 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 2.25%
2.85%
$7.132M
137,395 shares@ $51.91 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 0.2%
2.81%
$7.04M
38,009 shares@ $185.24 avg price

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