Shelton Wealth Management
Latest statistics and disclosures from Shelton Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FTSM, IBTH, IBTI, IBTJ, IBTK, and represent 23.51% of Shelton Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IBTL (+$10M), IWR, IBTH, IBTI, IBTJ, IBTK, HON, COP, KO, EW.
- Started 18 new stock positions in MDB, IBTL, NFLX, OEF, MDT, EW, AA, FTNT, KR, VLO. COP, SRE, HON, POET, NEE, FITB, KO, AXP.
- Reduced shares in these 10 stocks: IBTG (-$8.6M), MU, AFRM, LRCX, AXTA, VRT, PANW, ALAB, DIS, SE.
- Sold out of its positions in AFRM, ALAB, Bitfarms, COIN, CPNG, DIS, EOSE, GEV, HCAT, IOVA.
- Shelton Wealth Management was a net seller of stock by $-1.7M.
- Shelton Wealth Management has $229M in assets under management (AUM), dropping by -2.02%.
- Central Index Key (CIK): 0001903883
Tip: Access up to 7 years of quarterly data
Positions held by Shelton Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Shelton Wealth Management
Shelton Wealth Management holds 127 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 5.7 | $13M | 216k | 59.78 |
|
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 4.5 | $10M | +17% | 456k | 22.43 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 4.5 | $10M | +17% | 458k | 22.28 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 4.5 | $10M | +17% | 467k | 21.84 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 4.4 | $10M | +17% | 515k | 19.72 |
|
| Ishares Tr Ibonds Dec 2031 (IBTL) | 4.4 | $10M | NEW | 496k | 20.40 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 4.1 | $9.3M | +21% | 96k | 97.23 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 2.4 | $5.4M | 15k | 356.56 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 2.2 | $5.1M | -5% | 55k | 92.76 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.9 | $4.3M | 50k | 86.69 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.8 | $4.1M | 35k | 118.60 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.8 | $4.0M | -4% | 156k | 25.64 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.6 | $3.7M | -12% | 46k | 78.66 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.4 | $3.3M | -8% | 48k | 68.28 |
|
| NVIDIA Corporation Call Option (NVDA) | 1.3 | $3.0M | -11% | 17k | 174.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.9M | -19% | 9.9k | 287.57 |
|
| Amazon Call Option (AMZN) | 1.2 | $2.8M | +6% | 13k | 208.27 |
|
| Lam Research Corp Com New (LRCX) | 1.1 | $2.6M | -33% | 12k | 213.66 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.1 | $2.5M | -3% | 8.4k | 302.26 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.0 | $2.4M | -30% | 9.6k | 250.58 |
|
| Wells Fargo & Company (WFC) | 1.0 | $2.4M | 30k | 79.61 |
|
|
| Applovin Corp Com Cl A Call Option (APP) | 1.0 | $2.4M | -4% | 5.9k | 398.00 |
|
| Cameco Corporation (CCJ) | 1.0 | $2.3M | -22% | 22k | 108.61 |
|
| Advanced Micro Devices (AMD) | 1.0 | $2.3M | -19% | 11k | 203.43 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.0 | $2.2M | 19k | 118.51 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $2.1M | -8% | 17k | 124.31 |
|
| EQT Corporation (EQT) | 0.9 | $2.1M | +4% | 33k | 63.64 |
|
| CSX Corporation (CSX) | 0.9 | $2.1M | +70% | 51k | 41.05 |
|
| Microsoft Corporation Call Option (MSFT) | 0.9 | $2.1M | +19% | 5.6k | 370.17 |
|
| Tesla Motors Put Option (TSLA) | 0.8 | $1.9M | -2% | 5.2k | 371.75 |
|
| Parker-Hannifin Corporation (PH) | 0.8 | $1.9M | -16% | 2.2k | 895.43 |
|
| Apple Call Option (AAPL) | 0.8 | $1.9M | +2% | 7.6k | 253.79 |
|
| Emerson Electric (EMR) | 0.8 | $1.9M | -3% | 15k | 131.02 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.8M | -2% | 7.3k | 248.00 |
|
| MercadoLibre (MELI) | 0.8 | $1.7M | +12% | 1.0k | 1729.02 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $1.7M | -30% | 1.3k | 1320.83 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.7 | $1.6M | -22% | 109k | 14.37 |
|
| General Dynamics Corporation (GD) | 0.7 | $1.6M | +126% | 4.5k | 343.22 |
|
| Uber Technologies (UBER) | 0.7 | $1.5M | +69% | 22k | 71.93 |
|
| Metropcs Communications (TMUS) | 0.7 | $1.5M | +15% | 7.3k | 210.03 |
|
| Micron Technology (MU) | 0.7 | $1.5M | -59% | 4.5k | 337.84 |
|
| Eaton Corp SHS (ETN) | 0.7 | $1.5M | -5% | 4.3k | 357.70 |
|
| Marvell Technology (MRVL) | 0.7 | $1.5M | +2% | 15k | 99.05 |
|
| Freeport Mcmoran CL B (FCX) | 0.7 | $1.5M | -9% | 25k | 58.78 |
|
| Arista Networks Com Shs (ANET) | 0.7 | $1.5M | -15% | 12k | 122.78 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.7 | $1.5M | -25% | 3.7k | 404.22 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $1.4M | -7% | 16k | 90.53 |
|
| Citigroup Com New (C) | 0.6 | $1.4M | -16% | 13k | 113.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.4M | -6% | 4.9k | 294.16 |
|
| Twilio Cl A (TWLO) | 0.6 | $1.4M | -11% | 11k | 125.82 |
|
| Visa Com Cl A (V) | 0.6 | $1.4M | 4.6k | 302.22 |
|
|
| Constellation Energy (CEG) | 0.6 | $1.4M | +13% | 4.9k | 279.24 |
|
| Canadian Pacific Kansas City (CP) | 0.6 | $1.3M | +30% | 17k | 78.66 |
|
| Cbre Group Cl A (CBRE) | 0.6 | $1.3M | +9% | 9.8k | 135.46 |
|
| Booking Holdings (BKNG) | 0.6 | $1.3M | +31% | 314.00 | 4210.32 |
|
| Transmedics Group (TMDX) | 0.6 | $1.3M | 13k | 99.41 |
|
|
| Honeywell International (HON) | 0.6 | $1.3M | NEW | 5.7k | 226.03 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.6 | $1.3M | 9.6k | 133.19 |
|
|
| ConocoPhillips (COP) | 0.6 | $1.3M | NEW | 9.7k | 132.00 |
|
| Meta Platforms Cl A Call Option (META) | 0.5 | $1.2M | +16% | 2.2k | 572.13 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.5 | $1.2M | -8% | 9.6k | 127.73 |
|
| Cloudflare Cl A Com (NET) | 0.5 | $1.2M | -6% | 5.9k | 206.34 |
|
| Coca-Cola Company (KO) | 0.5 | $1.2M | NEW | 16k | 76.05 |
|
| Halozyme Therapeutics (HALO) | 0.5 | $1.2M | -14% | 18k | 64.63 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.5 | $1.2M | +2% | 3.8k | 304.32 |
|
| Applied Materials (AMAT) | 0.5 | $1.2M | -8% | 3.4k | 341.80 |
|
| Broadcom (AVGO) | 0.5 | $1.1M | +124% | 3.7k | 309.47 |
|
| On Hldg Namen Akt A (ONON) | 0.5 | $1.1M | +15% | 33k | 34.02 |
|
| Stryker Corporation (SYK) | 0.5 | $1.1M | +7% | 3.4k | 328.55 |
|
| Lpl Financial Holdings (LPLA) | 0.5 | $1.1M | 3.7k | 300.83 |
|
|
| Goldman Sachs (GS) | 0.5 | $1.1M | -19% | 1.3k | 845.99 |
|
| Edwards Lifesciences (EW) | 0.5 | $1.1M | NEW | 14k | 80.08 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | -13% | 1.2k | 919.77 |
|
| Medtronic SHS (MDT) | 0.5 | $1.1M | NEW | 12k | 86.65 |
|
| Linde SHS (LIN) | 0.5 | $1.0M | +6% | 2.1k | 495.76 |
|
| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.5 | $1.0M | -6% | 19k | 54.80 |
|
| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.4 | $953k | -11% | 50k | 19.00 |
|
| Dominion Resources (D) | 0.4 | $952k | -9% | 15k | 61.82 |
|
| Nextera Energy (NEE) | 0.4 | $938k | NEW | 10k | 92.88 |
|
| Carpenter Technology Corporation (CRS) | 0.4 | $935k | 2.4k | 394.15 |
|
|
| Vistra Energy (VST) | 0.4 | $934k | +253% | 6.2k | 150.33 |
|
| Fortinet (FTNT) | 0.4 | $854k | NEW | 11k | 81.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $844k | -11% | 1.8k | 479.20 |
|
| American Express Company (AXP) | 0.4 | $816k | NEW | 2.7k | 302.48 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $805k | -10% | 4.7k | 169.67 |
|
| Kroger (KR) | 0.3 | $796k | NEW | 11k | 72.36 |
|
| Sempra Energy (SRE) | 0.3 | $775k | NEW | 8.0k | 97.17 |
|
| Spdr Series Trust State Street Spd (XOP) | 0.3 | $770k | -3% | 4.2k | 181.82 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $728k | 11k | 67.53 |
|
|
| Alcoa (AA) | 0.3 | $698k | NEW | 11k | 66.33 |
|
| Kla Corp Com New (KLAC) | 0.3 | $689k | -14% | 468.00 | 1472.41 |
|
| Fifth Third Ban (FITB) | 0.3 | $683k | NEW | 15k | 46.46 |
|
| EOG Resources (EOG) | 0.3 | $609k | -11% | 4.2k | 144.58 |
|
| Global X Fds Global X Uranium (URA) | 0.3 | $578k | 12k | 48.43 |
|
|
| Diamondback Energy (FANG) | 0.2 | $551k | -12% | 2.8k | 197.82 |
|
| Mongodb Cl A (MDB) | 0.2 | $548k | NEW | 2.2k | 244.77 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $537k | 889.00 | 604.41 |
|
|
| Ishares Tr S&p 100 Etf Call Option (OEF) | 0.2 | $488k | NEW | 4.0k | 122.04 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $437k | 2.2k | 197.68 |
|
|
| Prosperity Bancshares (PB) | 0.2 | $425k | 6.3k | 67.18 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $398k | -71% | 2.5k | 160.32 |
|
| Servicenow Call Option (NOW) | 0.2 | $391k | -33% | 3.7k | 104.55 |
|
| Zscaler Incorporated (ZS) | 0.2 | $364k | -55% | 2.6k | 140.29 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $344k | -22% | 12k | 28.71 |
|
| Oracle Corporation (ORCL) | 0.1 | $328k | -11% | 2.2k | 147.11 |
|
| Lowe's Companies (LOW) | 0.1 | $326k | 1.4k | 236.21 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $312k | 541.00 | 577.18 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $311k | 6.4k | 48.75 |
|
|
| Tempus Ai Cl A Call Option (TEM) | 0.1 | $308k | -10% | 6.8k | 45.22 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $307k | -11% | 4.4k | 70.51 |
|
| Realty Income (O) | 0.1 | $307k | +20% | 5.0k | 61.18 |
|
| Johnson & Johnson (JNJ) | 0.1 | $294k | -7% | 1.2k | 244.49 |
|
| Jefferies Finl Group (JEF) | 0.1 | $281k | -70% | 6.8k | 41.27 |
|
| Valero Energy Corporation (VLO) | 0.1 | $265k | NEW | 1.1k | 247.07 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $263k | -5% | 2.3k | 113.12 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $260k | -66% | 4.1k | 62.75 |
|
| Applied Digital Corp Com New (APLD) | 0.1 | $242k | -14% | 10k | 23.74 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $233k | 357.00 | 653.76 |
|
|
| Corteva (CTVA) | 0.1 | $231k | -74% | 2.8k | 83.71 |
|
| Caterpillar (CAT) | 0.1 | $214k | -27% | 302.00 | 709.60 |
|
| Netflix Call Option (NFLX) | 0.1 | $202k | NEW | 2.1k | 96.15 |
|
| Abbott Laboratories (ABT) | 0.1 | $200k | -9% | 2.0k | 102.69 |
|
| Corvus Pharmaceuticals (CRVS) | 0.1 | $180k | -21% | 12k | 14.63 |
|
| Sentinelone Cl A Call Option (S) | 0.1 | $167k | 13k | 12.88 |
|
|
| Riot Blockchain (RIOT) | 0.1 | $142k | -14% | 12k | 12.36 |
|
| Prime Medicine (PRME) | 0.0 | $70k | 20k | 3.48 |
|
|
| Poet Technologies Com New Call Option (POET) | 0.0 | $59k | NEW | 10k | 5.94 |
|
Past Filings by Shelton Wealth Management
SEC 13F filings are viewable for Shelton Wealth Management going back to 2021
- Shelton Wealth Management 2026 Q1 filed April 28, 2026
- Shelton Wealth Management 2025 Q4 filed Jan. 26, 2026
- Shelton Wealth Management 2025 Q3 filed Oct. 9, 2025
- Shelton Wealth Management 2025 Q2 filed July 11, 2025
- Shelton Wealth Management 2025 Q1 filed April 21, 2025
- Shelton Wealth Management 2024 Q4 filed Jan. 15, 2025
- Shelton Wealth Management 2024 Q3 filed Oct. 21, 2024
- Shelton Wealth Management 2024 Q2 filed July 23, 2024
- Shelton Wealth Management 2024 Q1 filed May 14, 2024
- Shelton Wealth Management 2023 Q3 filed Nov. 1, 2023
- Shelton Wealth Management 2023 Q2 filed Aug. 1, 2023
- Shelton Wealth Management 2023 Q1 filed May 8, 2023
- Shelton Wealth Management 2022 Q4 filed Feb. 10, 2023
- Shelton Wealth Management 2022 Q3 filed Nov. 9, 2022
- Shelton Wealth Management 2022 Q2 filed July 28, 2022
- Shelton Wealth Management 2022 Q1 filed May 10, 2022