account_balance

Investment manager · 13F filer · SEC CIK 1903883

Shelton Wealth Management, LLC

Reported value$252Mas of Sep 30, 2026

Positions126 14 new, 13 sold out

Top 10 weight37.5%FTSM alone is 5%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

FTSMFirst Tr Exchange-Traded Fd

5.1%

IBTHiShares Tr

4.5%Added +5%

IBTIiShares Tr

4.5%Added +6%

IBTJiShares Tr

4.5%Added +6%

IBTKiShares Tr

4.5%Added +7%

IBTLiShares Tr

4.4%Added +7%

IWRiShares Tr

3.6%

IWBiShares Tr

2.5%

FTCSFirst Tr Exchange-Traded Fd

2.1%

SCHXSchwab Strategic Tr

1.7%

EMXCiShares Inc

1.7%

AMDAdvanced Micro Devices Inc

1.6%Trimmed −8%

FTSMFirst Tr Exchange-Traded Fd

5.1%

IBTHiShares Tr

4.5%

IBTIiShares Tr

4.5%

IBTJiShares Tr

4.5%

IBTKiShares Tr

4.5%

IBTLiShares Tr

4.4%+7%

IWRiShares Tr

3.6%

IWBiShares Tr

2.5%

FTCS2.1%

SCHX

EMXC

AMD1.6%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

FTSM First Tr Exchange-Traded Fd 5.1% Held

IBTH iShares Tr 4.5% Added +5%

IBTI iShares Tr 4.5% Added +6%

IBTJ iShares Tr 4.5% Added +6%

IBTK iShares Tr 4.5% Added +7%

IBTL iShares Tr 4.4% Added +7%

IWR iShares Tr 3.6% Held

IWB iShares Tr 2.5% Held

FTCS First Tr Exchange-Traded Fd 2.1% Held

SCHX Schwab Strategic Tr 1.7% Held

EMXC iShares Inc 1.7% Held

AMD Advanced Micro Devices Inc 1.6% Trimmed −8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 13, 2026 filing

add_circleNew

TMO $1.74M
CMI $1.3M
ABNB $1.24M
ETR $1.21M

arrow_upwardAdded

RDDT +728%
CAT +183%
ORCL +67%
NBIX +63%

arrow_downwardTrimmed

FTNT −26%
HALO −26%
MDB −24%
MRVL −19%

remove_circleSold out

ONON $1.56M
MDT $1.33M
SRE $1.11M
HON $931K

Shelton Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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