Arkolith/Funds/Carlton Hofferkamp & Jenks Wealth Management, LLC

Carlton Hofferkamp & Jenks Wealth Management, LLC

CIK 1510870Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Carlton Hofferkamp & Jenks Wealth Management, LLC holds a focused book of 144 reported positions worth $310.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Prosperity Bancshares Inc and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Carlton Hofferkamp & Jenks Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
6
bought for the first time
+3 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.5%
+15.9%/yr · since Nov '24
Their reported book
+27.5%
held from quarter-end
S&P 500
+35.2%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Carlton Hofferkamp & Jenks Wealth Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.0 points over this window.

Growth of $10,000 cloning Carlton Hofferkamp & Jenks Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
46%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

36% mapped to company sectors

ETFs / funds
63%
Information Technology
9%
Consumer Discretionary
7%
Financials
4%
Industrials
4%
Energy
4%
Health Care
3%
Consumer Staples
2%

+5 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Carlton Hofferkamp & Jenks Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd36 / 80$1.0B
New World Advisors LLC40 / 80$537.0M
Emerald Advisors, LLC38 / 80$688.7M
Independent Investors Inc31 / 80$437.8M
Kearns & Associates LLC17 / 80$178.7M
XP Advisory US, Inc.21 / 80$149.8M

Ranked by the share of each fund's own book sitting in the names it shares with Carlton Hofferkamp & Jenks Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

144 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$25.6M120.1K
8.2%
−0.6%
Reduced · −750 sh
2Schwab Strategic TR
US BRD MKT ETF
$24.2M837.4K
7.8%
−1.2%
Reduced · −10K sh
3State STR SPDR S&P 500 ETF T
TR UNIT
$20.9M28.0K
6.7%
−1.6%
Reduced · −445 sh
4Vanguard Index FDS
TOTAL STK MKT
$14.2M38.5K
4.6%
−0.3%
Reduced · −130 sh
5Apple Inc
COM
$11.0M33.8K
3.6%
−1.6%
Reduced · −545 sh
6Vanguard Index FDS
LARGE CAP ETF
$10.9M31.8K
3.5%
+0.9%
Added · +289 sh
7Vanguard Index FDS
GROWTH ETF
$10.1M118.0K
3.3%
+6.0%
Added · +7K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$9.4M13.6K
3.0%
+4.8%
Added · +621 sh
9Exxon Mobil Corp
COM
$8.8M57.1K
2.8%
−1.6%
Reduced · −918 sh
10Alphabet Inc
CAP STK CL A
$6.8M19.9K
2.2%
−1.6%
Reduced · −319 sh
11Invesco QQQ TR
UNIT SER 1
$6.8M9.7K
2.2%
+0.1%
Added · +9 sh
12Costco Wholesale Corporation
COM
$5.8M6.2K
1.9%
−1.6%
Reduced · −99 sh
13State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$5.7M8.2K
1.8%
−0.1%
Reduced · −11 sh
14Vanguard Star FDS
VG TL INTL STK F
$5.5M65.4K
1.8%
+4.2%
Added · +3K sh
15Ishares TR
CORE S&P SCP ETF
$4.7M32.0K
1.5%
−1.9%
Reduced · −625 sh
16Amazon Com Inc
COM
$4.6M18.8K
1.5%
−2.1%
Reduced · −412 sh
17TJX Cos Inc New
COM
$4.6M29.5K
1.5%
−2.5%
Reduced · −762 sh
18Select Sector SPDR TR
ST STR INDL ETF
$4.2M23.7K
1.4%
−2.3%
Reduced · −565 sh
19Schwab Strategic TR
SHT TM US TRES
$4.2M173.6K
1.3%
−0.3%
Reduced · −493 sh
20Vanguard Index FDS
VALUE ETF
$4.0M18.3K
1.3%
+6.0%
Added · +1K sh
21JPMorgan Chase & Co
COM
$3.8M10.9K
1.2%
−2.5%
Reduced · −276 sh
22Coca Cola Co
COM
$3.8M46.1K
1.2%
−1.3%
Reduced · −599 sh
23Alphabet Inc
CAP STK CL C
$3.7M10.9K
1.2%
−0.7%
Reduced · −77 sh
24Ishares TR
1 3 YR TREAS BD
$3.4M41.4K
1.1%
−10%
Reduced · −5K sh
25Johnson & Johnson
COM
$3.3M12.8K
1.1%
−2.0%
Reduced · −263 sh
26Walmart Inc
COM
$3.0M27.4K
1.0%
+1.9%
Added · +503 sh
27Vanguard Specialized Funds
DIV APP ETF
$2.9M12.0K
0.9%
+0.6%
Added · +67 sh
28Ishares TR
TRUST ISHARE 0-1
$2.5M22.7K
0.8%
−6.6%
Reduced · −2K sh
29Chevron Corporation
COM
$2.5M12.9K
0.8%
−3.5%
Reduced · −467 sh
30Abbvie Inc
COM
$2.2M8.8K
0.7%
−0.1%
Reduced · −13 sh
31Bank Of Amer Corp
COM
$2.2M35.6K
0.7%
−2.6%
Reduced · −969 sh
32Microsoft Corp
COM
$2.1M5.4K
0.7%
−1.4%
Reduced · −75 sh
33Home Depot Inc
COM
$2.0M6.0K
0.6%
−2.4%
Reduced · −146 sh
34Dimensional ETF Trust
US COR EQU 2 ETF
$1.9M42.8K
0.6%
Held
35Prosperity Bancshares Inc
COM
$1.9M25.8K
0.6%
New
New position
36Caterpillar Inc
COM
$1.9M2.1K
0.6%
−2.0%
Reduced · −43 sh
37Ishares TR
SP SMCP600VL ETF
$1.8M13.4K
0.6%
+8.1%
Added · +1K sh
38Cisco Sys Inc
COM
$1.7M15.3K
0.6%
−11%
Reduced · −2K sh
39Ishares TR
CORE S&P US VLU
$1.7M15.3K
0.6%
−1.9%
Reduced · −303 sh
40SPDR Series Trust
ST STR BLO 1 ETF
$1.7M18.5K
0.5%
−3.9%
Reduced · −752 sh
41Verizon Communications Inc
COM
$1.7M38.3K
0.5%
+1.5%
Added · +570 sh
42Amgen Inc
COM
$1.6M4.4K
0.5%
−0.5%
Reduced · −23 sh
43Lockheed Martin Corp
COM
$1.6M3.1K
0.5%
−1.7%
Reduced · −53 sh
44Select Sector SPDR TR
ST STR TECHN ETF
$1.6M8.7K
0.5%
Held
45Ea Series Trust
BRID OMN SMA ETF
$1.6M52.6K
0.5%
Held
46Schwab Strategic TR
INTL EQTY ETF
$1.5M56.3K
0.5%
−4.2%
Reduced · −2K sh
47Union Pac Corp
COM
$1.5M5.0K
0.5%
−3.1%
Reduced · −159 sh
48Ishares TR
CORE S&P US GWT
$1.5M7.8K
0.5%
−1.3%
Reduced · −105 sh
49Nvidia Corporation
COM
$1.4M6.8K
0.5%
+1.1%
Added · +77 sh
50Merck & Co Inc
COM
$1.4M11.3K
0.5%
−2.1%
Reduced · −239 sh
Showing 50 of 144 positions
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Filing history

As-of date vs the date the SEC received each filing

$310.2M · Q2 2026Q3 2024 · $262.4MQ2 2026 · $310.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d144$310.2M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d142$299.5M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202622d140$299.4M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d141$297.8M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202531d140$275.9M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202517d133$242.2M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202537d134$270.9M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202436d138$262.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.