Carlton Hofferkamp & Jenks Wealth Management, LLC - Portfolio overview

Carlton Hofferkamp & Jenks Wealth Management, LLC has 152 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. RSP - INVESCO EXCHANGE TRADED FD T, 8.06%
2. SCHB - SCHWAB STRATEGIC TR, 7.73%
3. SPY - STATE STR SPDR S&P 500 ETF T, 6.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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