CIK 1510870
Carlton Hofferkamp & Jenks Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
140
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 140
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 127K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 857K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 29K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 102K | $1M+ | SH |
| AAPL | APPLE INC | 40K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| GOOGL | ALPHABET INC | 23K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 7K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| TJX | TJX COS INC NEW | 33K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 8K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 183K | $1M+ | SH |
| AMZN | AMAZON COM INC | 19K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 57K | $1M+ | SH |
| SHY | ISHARES TR | 51K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| IJR | ISHARES TR | 33K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 24K | $1M+ | SH |
| STEL | STELLAR BANCORP INC | 121K | $1M+ | SH |
| GOOG | ALPHABET INC | 11K | $1M+ | SH |
| SHV | ISHARES TR | 32K | $1M+ | SH |
| KO | COCA COLA CO | 48K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 15K | $1M+ | SH |
| WMT | WALMART INC | 27K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 32K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 12K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 16K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 38K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 43K | $1M+ | SH |
| IUSV | ISHARES TR | 16K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 39K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| IUSG | ISHARES TR | 9K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| IJS | ISHARES TR | 12K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| PAYX | PAYCHEX INC | 11K | $1M+ | SH |