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Clientfirst Wealth Management, LLC
ClientFirst Wealth Management, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Little Rock, Arkansas. Founded by Ed Mahaffy, the firm specializes in comprehensive financial planning, wealth management, legacy and estate planning, and customized tax-free municipal bond portfolios, serving clients primarily in Arkansas, Texas, Nevada, and Florida. The firm manages over $250 million for a select clientele including professionals, retirees, and those nearing retirement. With more than three decades of market experience, ClientFirst Wealth Management's team provides highly personal, evidence-based, and fiduciary financial management. The team is small—approximately two employees—and emphasizes a rigorous, customized approach and a high-touch relationship with clients.
Investment Strategy
ClientFirst Wealth Management employs an evidence-based, holistic, and highly personal approach to investment management, focusing on the individual goals and tax situations of each client. Their strategies include customized tax-efficient municipal bond portfolios, diversified equity and fixed income solutions, and retirement income planning. The firm follows a fee-only fiduciary model—avoiding sales commissions—to ensure client interests remain central. Their approach combines deep market research, active portfolio management, and targeted financial planning for each client, with a particular expertise in tax optimization for Arkansas residents and those transitioning into or living in retirement.
Latest 13F Filing Activity
Clientfirst Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 48 equity positions with a total 13F market value of $98M. The fund increased holdings in Dillards Inc., Ishares TR, SPDR S&P 500 Etf TR among other positions. Clientfirst Wealth Management, LLC reduced exposure to Apple Inc., Ark Etf TR, Ishares TR among others.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DDS | DILLARDS INC | 46.24% | $45.2M | 108,282 | $431.74 | $417.83 | +$4.7M |
I IWF | ISHARES TR | 12.26% | $12.0M | 28,264 | $401.58 | $424.58 | +$1.8M |
S SPY | SPDR S&P 500 ETF TR | 5.02% | $4.9M | 7,950 | $585.78 | $617.85 | +$464.8K |
V VOO | VANGUARD INDEX FDS | 4.02% | $3.9M | 6,920 | $539.02 | $568.03 | +$400.2K |
A AAPL | APPLE INC | 3.02% | $3.0M | 14,402 | $250.01 | $205.17 | -$215.4K |
Industry Allocation
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