Carlton Hofferkamp & Jenks Wealth Management, LLC: 13F holdings
CIK 15108702026Q2
| Positions | 144 |
|---|---|
| Reported value | $310.2m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| RSP INVESCO EXCHANGE TRADED FD T | 120,123 | $25.6m | 8.2% |
| SCHB SCHWAB STRATEGIC TR | 837,415 | $24.2m | 7.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 27,960 | $20.9m | 6.7% |
| VTI VANGUARD INDEX FDS | 38,504 | $14.2m | 4.6% |
| AAPL APPLE INC | 33,828 | $11.0m | 3.6% |
| VV VANGUARD INDEX FDS | 31,752 | $10.9m | 3.5% |
| VUG VANGUARD INDEX FDS | 117,999 | $10.1m | 3.3% |
| VOO VANGUARD INDEX FDS | 13,629 | $9.4m | 3.0% |
| EXXON MOBIL CORP | 57,129 | $8.8m | 2.8% |
| GOOGL ALPHABET INC | 19,936 | $6.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1510870")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.