Carlton Hofferkamp & Jenks Wealth Management, LLC - Portfolio Stock Holdings
Carlton Hofferkamp & Jenks Wealth Management, LLC disclosed 147 stock positions in a recent SEC 13F filing. $312,295,090 of stock holdings were filed, with the largest holdings including RSP, SCHB, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $600,211,084 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
147Est. Stock Holding Value:
$312,295,090Top Stock Holdings By Sector
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Portfolio Stock Holdings - Carlton Hofferkamp & Jenks Wealth Management, LLC
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% of Portfolio
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