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 101–140 of 140
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWF | ISHARES TR | 805 | $100K–$500K | SH |
| PFE | PFIZER INC | 15K | $100K–$500K | SH |
| INFL | LISTED FDS TR | 8K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 2K | $100K–$500K | SH |
| MET | METLIFE INC | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 6K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 653 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 839 | $100K–$500K | SH |
| WYNN | WYNN RESORTS LTD | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 9K | $100K–$500K | SH |
| CLX | CLOROX CO DEL | 3K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 3K | $100K–$500K | SH |
| SLB | SLB LIMITED | 6K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| MHK | MOHAWK INDS INC | 2K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 2K | $100K–$500K | SH |
| DOW | DOW INC | 9K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 5K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| IWO | ISHARES TR | 642 | $100K–$500K | SH |
| IWR | ISHARES TR | 2K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 15K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 12K | $50K–$100K | SH |