McElhenny Sheffield Capital Management, LLC - Portfolio Stock Holdings

McElhenny Sheffield Capital Management, LLC disclosed 120 stock positions in a recent SEC 13F filing. $431,113,871 of stock holdings were filed, with the largest holdings including MSMR, TQQQ, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $663,171,788 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.