Carlton Hofferkamp & Jenks Wealth Management, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 299,489
- Description
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 112.9 K | 37.7% | 0 | 118.7 K | -118.7 K |
| ETFs | 186.2 K | 62.2% | 118.9 K | 0 | 118.9 K |
| Debt | 421 | 0.1% | 0 | 65 | -65 |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
299,489
Holdings
142
QoQ value change ($000)
137
(0.0%)
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.