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Manager record

McElhenny Sheffield Capital Management, LLC

Dallas, TX · CIK 1886813 · 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.

$403.78MReported 13F valueQ2 2026 · as filed
108Holdings listed
+0.1%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $375.0M$375.0MQ2 2025103 holdingsQ3 2025: $422.0M$422.0MQ3 2025106 holdingsQ4 2025: $410.9M$410.9MQ4 2025100 holdingsQ1 2026: $403.4M$403.4MQ1 202695 holdingsQ2 2026: $403.8M$403.8MQ2 2026108 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
Jul 22 2026 13F-HR · period Q2 2026

$403.78M · 108 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR · period Q1 2026

$403.38M · 95 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$410.93M · 100 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$421.95M · 106 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR/A · period Q2 2025

$374.99M · 103 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$90.12M · 167 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: Q2 2026 · latest filing Jul 22, 2026 · Change methodology