Client First Capital LLC
RIA/Wealth
Client First Capital LLC is a RIA/Wealth led by Amar N Shah, reporting $236.8M in AUM as of Q3 2025 with 91% ETF concentration, 91% concentrated in top 10 holdings, and 21% allocation to QQQ.
Managing PartnerAmar N Shah
- Portfolio Value
- $219.5M
- Positions
- 21
- Top Holding
- QQQ at 20.9%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Client First Capital LLC's portfolio (91.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.9M | 20.90% | -$792.5K Sold | — 76.4K shares | |
ETF ETF | $37.3M | 16.99% | -$3.7M Sold | — 337.4K shares | |
ETF ETF | $25.4M | 11.57% | +$4.5M Bought | — 505.1K shares | |
ETF ETF | $24.0M | 10.94% | -$1.6M Sold | — 35.9K shares | |
ETF ETF | $23.9M | 10.88% | +$1.1M Bought | — 122.8K shares | |
Unknown Unknown | $14.9M | 6.78% | +$59.7K Bought | — 41.9K shares | |
ETF ETF | $9.9M | 4.53% | -$741.2K Sold | — 83.9K shares | |
ETF ETF | $6.7M | 3.04% | -$3.5M Sold | — 20.0K shares | |
ETF ETF | $6.6M | 3.02% | -$215.1K Sold | — 115.1K shares | |
ETF ETF | $6.2M | 2.84% | +$23.3K Bought | — 115.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Client First Capital LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+21.61% | |
+4.93% | |
+0.4% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-42.51% | |
-34.24% |
Analytics
Portfolio insights and performance metrics for Client First Capital LLC
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