McElhenny Sheffield Capital Management, LLC - Portfolio overview

McElhenny Sheffield Capital Management, LLC has 131 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSMR - ETF SER SOLUTIONS, 18.25%
2. SHY - ISHARES TR, 14.77%
3. SGOV - ISHARES TR, 12.80%

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

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