Client First Investment Management LLC
RIA/Wealth
Client First Investment Management LLC is a RIA/Wealth based in West Bend, WI led by Paul Zarling, managing $193.8M across 36 long positions as of Q3 2025 with 93% ETF concentration, 85% concentrated in top 10 holdings, and 50% allocation to ADPV.
Managing PartnerPaul Zarling
- Portfolio Value
- $193.8M
- Positions
- 36
- Top Holding
- ADPV at 49.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Client First Investment Management LLC's portfolio (85% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $96.5M | 49.80% | +$3.1M Bought | — 2.3M shares | |
ETF ETF | $18.7M | 9.65% | -$8.4M Sold | — 164.2K shares | |
ETF ETF | $11.0M | 5.70% | -$566.3K Sold | — 111.6K shares | |
ETF ETF | $10.2M | 5.26% | -$5.9M Sold | — 91.0K shares | |
ETF ETF | $7.7M | 3.98% | +$7.7M Bought | — 50.0K shares | |
ETF ETF | $5.0M | 2.60% | +$5.0M Bought | — 108.8K shares | |
ETF ETF | $4.3M | 2.20% | +$4.3M New | — 51.9K shares | |
ETF ETF | $3.8M | 1.98% | +$3.8M New | — 125.5K shares | |
ETF ETF | $3.7M | 1.93% | -$394.5 Sold | — 66.3K shares | |
ETF ETF | $3.7M | 1.92% | +$3.7M New | — 22.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Client First Investment Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Client First Investment Management LLC
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