Notify me when Carlton Hofferkamp & Jenks Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 140 | $299,351,524 | +$5,383,025 | -$4,112,264 | +$1,270,761 | RSP, SCHB, SPY, VTI, XOM | 13F-HR | 22 Jan 2026, 12:22 |
| Q3 2025 | 141 | $297,757,415 | +$6,548,620 | -$3,073,675 | +$3,474,945 | RSP, SCHB, SPY, VTI, XOM | 13F-HR | 29 Oct 2025, 13:22 |
| Q2 2025 | 140 | $275,880,440 | +$5,746,327 | -$4,886,595 | +$859,732 | RSP, SCHB, SPY, VTI, XOM | 13F-HR | 31 Jul 2025, 11:25 |
| Q1 2025 | 133 | $242,240,033 | +$3,653,735 | -$4,208,244 | -$554,509 | RSP, SCHB, SPY, XOM, VTI | 13F-HR | 17 Apr 2025, 13:50 |
| Q4 2024 | 134 | $270,908,842 | +$3,784,747 | -$5,725,512 | -$1,940,765 | RSP, SCHB, SPY, VTI, XOM | 13F-HR | 06 Feb 2025, 11:19 |
| Q3 2024 | 138 | $234,998,419 | +$3,299,793 | -$2,411,722 | +$888,071 | RSP, SPY, XOM, VTI, AAPL | 13F-HR | 05 Nov 2024, 14:43 |
| Q2 2024 | 139 | $254,870,883 | +$8,324,076 | -$4,444,698 | +$3,879,378 | RSP, SCHB, SPY, XOM, VTI | 13F-HR | 31 Jul 2024, 14:28 |
| Q1 2024 | 129 | $237,132,813 | +$4,181,336 | -$11,032,210 | -$6,850,874 | RSP, SCHB, SPY, XOM, VTI | 13F-HR | 26 Apr 2024, 14:30 |
| Q4 2023 | 133 | $239,102,197 | +$5,210,737 | -$3,409,301 | +$1,801,436 | RSP, SCHB, SPY, XOM, AAPL | 13F-HR | 25 Jan 2024, 15:14 |
| Q3 2023 | 126 | $214,740,533 | +$6,413,830 | -$5,212,628 | +$1,201,202 | RSP, SCHB, XOM, SPY, AAPL | 13F-HR | 26 Oct 2023, 12:33 |
| Q2 2023 | 137 | $227,237,560 | +$2,309,294 | -$4,341,037 | -$2,031,743 | RSP, SCHB, SPY, XOM, AAPL | 13F-HR | 07 Aug 2023, 14:29 |
| Q1 2023 | 133 | $218,930,861 | +$3,221,690 | -$7,974,857 | -$4,753,167 | RSP, SCHB, XOM, SPY, AAPL | 13F-HR | 11 May 2023, 09:57 |
| Q4 2022 | 134 | $223,361,559 | +$15,180,498 | -$13,909,153 | +$1,271,345 | RSP, SCHB, XOM, SPY, SHY | 13F-HR | 30 Jan 2023, 10:37 |
| Q3 2022 | 129 | $195,088,000 | +$12,234,395 | -$10,052,053 | +$2,182,342 | RSP, SCHB, SPY, SHY, AAPL | 13F-HR | 24 Oct 2022, 11:29 |
| Q2 2022 | 132 | $217,868,000 | +$7,663,484 | -$7,839,338 | -$175,854 | RSP, SCHB, SPY, XOM, SHY | 13F-HR | 12 Jul 2022, 09:56 |
| Q1 2022 | 137 | $244,141,000 | +$12,595,754 | -$3,495,567 | +$9,100,187 | RSP, SCHB, SPY, XOM, AAPL | 13F-HR | 11 Apr 2022, 11:50 |
| Q4 2021 | 134 | $227,634,000 | +$3,203,665 | -$4,899,019 | -$1,695,354 | RSP, SCHB, SPY, SHY, AAPL | 13F-HR | 26 Jan 2022, 09:51 |
| Q3 2021 | 137 | $247,033,000 | +$6,433,374 | -$3,285,851 | +$3,147,523 | RSP, SCHB, SPY, SHY, XOM | 13F-HR | 09 Nov 2021, 10:15 |
| Q2 2021 | 135 | $232,233,000 | +$9,802,655 | -$5,566,184 | +$4,236,471 | RSP, SCHB, SPY, SHY, XOM | 13F-HR | 19 Jul 2021, 13:55 |
| Q1 2021 | 127 | $224,641,000 | +$9,511,359 | -$4,445,056 | +$5,066,303 | RSP, SCHB, SPY, SHY, SCHO | 13F-HR | 28 Apr 2021, 13:33 |
| Q4 2020 | 116 | $202,572,000 | +$3,688,123 | -$3,787,691 | -$99,568 | SCHB, RSP, SPY, SHY, SCHO | 13F-HR | 20 Jan 2021, 14:28 |
| Q3 2020 | 112 | $184,443,000 | +$12,136,478 | -$5,429,624 | +$6,706,854 | SCHB, RSP, SPY, SHY, SCHO | 13F-HR | 12 Nov 2020, 10:09 |
| Q2 2020 | 103 | $171,821,000 | +$6,707,508 | -$4,925,584 | +$1,781,924 | SCHB, RSP, SPY, SHY, SCHO | 13F-HR | 30 Jul 2020, 17:41 |
| Q1 2020 | 100 | $151,502,000 | +$6,245,182 | -$3,715,935 | +$2,529,247 | SCHB, RSP, SHY, SCHO, SPY | 13F-HR | 30 Apr 2020, 13:35 |
| Q4 2019 | 100 | $177,581,000 | +$14,770,950 | -$10,763,386 | +$4,007,564 | SCHB, RSP, SHY, SCHO, SPY | 13F-HR | 28 Jan 2020, 12:26 |
| Q3 2019 | 94 | $162,519,000 | +$2,830,372 | -$3,767,304 | -$936,932 | RSP, SCHB, SHY, SPY, XOM | 13F-HR | 11 Oct 2019, 12:56 |
| Q2 2019 | 97 | $165,659,000 | +$5,537,317 | -$3,375,253 | +$2,162,064 | RSP, SCHB, SHY, XOM, SPY | 13F-HR | 18 Jul 2019, 12:14 |
| Q1 2019 | 92 | $159,637,000 | +$16,181,561 | -$9,920,120 | +$6,261,441 | RSP, SCHB, XOM, SHY, SPY | 13F-HR | 22 Apr 2019, 12:23 |
| Q4 2018 | 85 | $139,682,000 | +$8,821,680 | -$11,075,233 | -$2,253,553 | SCHB, RSP, SHY, SCHO, XOM | 13F-HR | 29 Jan 2019, 10:58 |
| Q3 2018 | 89 | $162,953,000 | +$3,246,367 | -$4,005,259 | -$758,892 | SCHB, RSP, XOM, SHY, SCHO | 13F-HR | 09 Oct 2018, 12:34 |
| Q2 2018 | 87 | $155,343,000 | +$17,770,413 | -$17,030,553 | +$739,860 | SCHB, RSP, XOM, SHY, SCHO | 13F-HR | 06 Jul 2018, 14:54 |
| Q1 2018 | 86 | $148,859,000 | +$3,738,146 | -$9,862,305 | -$6,124,159 | SCHB, RSP, SHY, XOM, SCHO | 13F-HR | 18 Apr 2018, 10:25 |
| Q4 2017 | 90 | $159,544,000 | +$3,908,331 | -$7,728,057 | -$3,819,726 | RSP, SCHB, XOM, SHY, SCHO | 13F-HR | 26 Jan 2018, 10:10 |
| Q3 2017 | 88 | $156,586,000 | +$9,925,987 | -$4,160,771 | +$5,765,216 | RSP, SCHB, SHY, XOM, SCHO | 13F-HR | 06 Oct 2017, 13:43 |
| Q2 2017 | 85 | $147,313,000 | +$5,401,880 | -$3,041,022 | +$2,360,858 | RSP, SCHB, SHY, XOM, SCHO | 13F-HR | 07 Jul 2017, 12:16 |
| Q1 2017 | 85 | $143,457,000 | +$9,495,605 | -$5,825,116 | +$3,670,489 | RSP, SCHB, SHY, XOM, SCHO | 13F-HR | 24 Apr 2017, 12:15 |
| Q4 2016 | 79 | $137,352,000 | +$12,391,191 | -$8,005,499 | +$4,385,692 | RSP, XOM, SHY, SCHB, SCHO | 13F-HR | 10 Jan 2017, 15:24 |
| Q3 2016 | 80 | $127,995,000 | +$7,048,742 | -$7,073,410 | -$24,668 | RSP, XOM, SHY, SCHB, SCHO | 13F-HR | 18 Oct 2016, 14:59 |
| Q2 2016 | 77 | $126,851,000 | +$8,995,881 | -$6,574,946 | +$2,420,935 | XOM, RSP, SHY, SCHB, SCHO | 13F-HR | 18 Jul 2016, 12:23 |
| Q1 2016 | 74 | $122,597,000 | +$10,017,187 | -$5,283,857 | +$4,733,330 | XOM, RSP, SHY, SCHB, SCHO | 13F-HR | 15 Apr 2016, 10:39 |
| Q4 2015 | 71 | $116,507,000 | +$20,630,074 | -$8,463,969 | +$12,166,105 | XOM, RSP, SHY, SCHB, SCHO | 13F-HR | 21 Jan 2016, 12:35 |
| Q3 2015 | 66 | $102,881,000 | +$5,897,022 | -$2,962,847 | +$2,934,175 | XOM, RSP, SCHB, SCHO, SHY | 13F-HR | 29 Oct 2015, 11:54 |
| Q2 2015 | 67 | $106,676,000 | +$11,269,436 | -$2,327,726 | +$8,941,710 | XOM, RSP, SCHB, SCHO, SHY | 13F-HR | 10 Jul 2015, 15:08 |
| Q1 2015 | 66 | $100,172,000 | +$8,879,813 | -$1,559,684 | +$7,320,129 | XOM, RSP, SCHB, SCHO, SHY | 13F-HR | 21 Apr 2015, 11:19 |
| Q4 2014 | 61 | $113,427,000 | +$27,523,442 | -$12,651,641 | +$14,871,801 | COYN, XOM, RSP, SCHO, SCHB | 13F-HR | 02 Feb 2015, 11:27 |
| Q3 2014 | 57 | $87,096,000 | +$17,948,106 | -$5,513,664 | +$12,434,442 | XOM, RSP, SCHO, SCHB, SHY | 13F-HR | 20 Oct 2014, 12:13 |
| Q2 2014 | 46 | $76,227,000 | +$5,881,734 | -$6,431,664 | -$549,930 | XOM, SCHO, SCHB, MINT, RSP | 13F-HR | 30 Jul 2014, 13:11 |
| Q1 2014 | 45 | $76,948,000 | +$10,379,222 | -$4,217,881 | +$6,161,341 | XOM, SCHO, SCHB, MINT, RSP | 13F-HR | 09 May 2014, 12:22 |
| Q4 2013 | 43 | $71,097,000 | $0 | $0 | $0 | XOM, SCHO, SCHB, MINT, SHY | 13F-HR | 27 Jan 2014, 15:08 |