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Manager record

Carlton Hofferkamp & Jenks Wealth Management, LLC

The Woodlands, TX · CIK 1510870 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$319.16MReported 13F valueQ3 2026 · as filed
146Holdings listed
+2.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $275.9M$275.9MQ2 2025140 holdingsQ3 2025: $297.4M$297.4MQ3 2025141 holdingsQ4 2025: $299.4M$299.4MQ4 2025140 holdingsQ1 2026: $299.5M$299.5MQ1 2026142 holdingsQ2 2026: $310.2M$310.2MQ2 2026144 holdingsQ3 2026: $319.2M$319.2MQ3 2026146 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$319.16M · 146 holdings listed · View original SEC filing ↗
Jul 23 2026 13F-HR · period Q2 2026

$310.20M · 144 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$299.49M · 142 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$299.35M · 140 holdings listed · View original SEC filing ↗
Oct 29 2025 13F-HR · period Q3 2025

$297.40M · 141 holdings listed · View original SEC filing ↗
Jul 31 2025 13F-HR · period Q2 2025

$275.88M · 140 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology