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Paul Zarling

Client First Investment Management Llc

Assets Managed
$237.295M
Holdings
28
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
23.36%(2Q avg: 12.13%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Client First Investment Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Client First Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 237.295M in assets, with a quarterly growth rate of 23.36% and a 2-quarter average growth rate of 12.13%. The portfolio is managed by Paul Zarling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ADPV
Adaptiv Select Etf
Recent Activity
Increased 3.53%
50.21%
$119.13M
2.466M shares@ $48.32 avg price
SSO
Proshares Ultra S&p500
Recent Activity
Increased 361.27%
15.47%
$36.692M
544,551 shares@ $67.38 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Decreased -62.1%
7.61%
$18.055M
154,198 shares@ $117.1 avg price
UWM
Proshares Ultra Russell2000
Recent Activity
New Position
3.39%
$8.04M
119,587 shares@ $67.23 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Decreased -9.68%
3.06%
$7.244M
146,204 shares@ $49.55 avg price
SOXL
Direxion Daily Semi Bull 3x
Recent Activity
New Position
1.69%
$4.007M
15,022 shares@ $266.72 avg price
FALN
Ishares Fallen Angels Etf
Recent Activity
New Position
1.6%
$3.79M
139,127 shares@ $27.24 avg price
VEMY
Vir S H Emrg Mkt Hy Bnd Etf
Recent Activity
New Position
1.59%
$3.75M
130,099 shares@ $28.83 avg price
FLRT
Pacer Pacific Asset Floating
Recent Activity
New Position
1.49%
$3.532M
75,741 shares@ $46.64 avg price
CVRT
Calamos Conv Eqty Alt Etf
Recent Activity
New Position
1.35%
$3.189M
62,004 shares@ $51.44 avg price

1-10 of 28