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Paul Zarling

Client First Investment Management Llc

Assets Managed
$192.37M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
2mo 7d ago
Growth Rate
0.9%(2Q avg: -0.92%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Client First Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 192.37M in assets, with a quarterly growth rate of 0.9% and a 2-quarter average growth rate of -0.92%. The portfolio is managed by Paul Zarling, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ADPV
Adaptiv Select Etf
Recent Activity
Increased 1.93%
52.21%
$100.432M
2.382M shares@ $42.17 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 191.13%
24.6%
$47.314M
406,866 shares@ $116.29 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
New Position
4.17%
$8.013M
161,880 shares@ $49.5 avg price
SDS
Proshares Ultrashort S&p500
Recent Activity
New Position
4.13%
$7.931M
105,390 shares@ $75.26 avg price
SSO
Proshares Ultra S&p500
Recent Activity
Decreased -78.14%
3.19%
$6.125M
118,057 shares@ $51.88 avg price
XLP
Consumer Staples Spdr
Recent Activity
New Position
2.93%
$5.635M
68,738 shares@ $81.98 avg price
DIG
Proshares Ultra Energy
Recent Activity
New Position
2.27%
$4.363M
65,354 shares@ $66.76 avg price
QID
Proshares Ultrashort Qqq
Recent Activity
New Position
1.24%
$2.371M
104,613 shares@ $22.67 avg price
PLTD
Direxion Dly Pltr Bear 1x Sh
Recent Activity
New Position
1.22%
$2.329M
310,184 shares@ $7.52 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.18%
1.1%
$2.1M
2,283 shares@ $919.8 avg price

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