SEC Form 13F

Carlton Hofferkamp & Jenks Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$310,202,187
Positions144

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$25,550,170120,123
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$24,192,925837,415
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$20,897,79227,960
VANGUARD INDEX FDSVTITOTAL STK MKT$14,202,96638,504
APPLE INCAAPLCOM$11,024,36533,828
VANGUARD INDEX FDSVVLARGE CAP ETF$10,921,50131,752
VANGUARD INDEX FDSVUGGROWTH ETF$10,110,123117,999
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$9,363,68813,629
EXXON MOBIL CORPXOMCOM$8,823,62357,129
ALPHABET INCGOOGLCAP STK CL A$6,820,03919,936

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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