McElhenny Sheffield Capital Management, LLC

McElhenny Sheffield Capital Management, LLC manages $411M across a diversified portfolio of 100 positions. The fund exhibits significant concentration in thematic and sector-specific ETFs, notably allocating $107.5M to MSMR and $64.0M to TQQQ. Further substantial exposure includes $57.6M in NDQ and $37.7M in SPY, indicating a tactical tilt toward technology and broad market indices. This structure suggests a mandate focused on capturing momentum within high-growth and established market segments.

📌 Top Holdings