Carlton Hofferkamp & Jenks Wealth Management, LLC Portfolio Holdings

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $285 Million
  • Q3 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $285 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $24.1M, Schwab Strategic Tr Us Broad M with a value of $21.9M, Spdr S&P 500 ETF Trust with a value of $19.3M, Vanguard Total Stock Market Et with a value of $12.7M, and Exxon Mobil Corp with a value of $11.7M.

Examining the 13F form we can see an increase of $20.2M in the current position value, from $265M to 285M.

Below you can find more details about Carlton Hofferkamp & Jenks Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $285 Million
ETFs: $175 Million
Technology: $18.2 Million
Consumer Defensive: $17.4 Million
Energy: $16.2 Million
Consumer Cyclical: $14.3 Million
Communication Services: $12.4 Million
Financial Services: $10.5 Million
Industrials: $10.4 Million
Other: $10.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $285 Million
  • Prior Value $265 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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