McElhenny Sheffield Capital Management, LLC

The investment strategy appears to be a blend of beta exposure through ETFs and tactical opportunism. The firm utilizes a core-satellite approach where a significant portion of assets is deployed in broad market and sector-specific ETFs, while the remainder is allocated to individual large-cap equities and niche digital assets. The high level of activity—with 26 new positions and 21 exits—suggests an active management style focused on capitalizing on short-to-medium-term macro trends rather than passive buy-and-hold investing.

Key Holdings