Carlton Hofferkamp & Jenks Wealth Management, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 319,162
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 146 | 319,162 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q2 2026 | 7/23/2026 | 144 | 310,202 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q1 2026 | 4/28/2026 | 142 | 299,489 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q4 2025 | 1/22/2026 | 140 | 299,352 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q3 2025 | 10/29/2025 | 141 | 297,757 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q2 2025 | 7/31/2025 | 140 | 275,880 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q2 2014 | 7/30/2014 | 48 | 77,556 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q1 2014 | 5/9/2014 | 47 | 76,948 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
| Q4 2013 | 1/27/2014 | 45 | 71,097 | 13F-HR | Carlton Hofferkamp & Jenks Wealth Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 118 K | 37.0% | 4.883 K | 0 | 4.883 K |
| ETFs | 200.8 K | 62.9% | 4.077 K | 0 | 4.077 K |
| Debt | 407 | 0.1% | 0 | 5 | -5 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
319,162
Holdings
146
QoQ value change ($000)
8,960
(2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.