SHELTON WEALTH MANAGEMENT, LLC

Est. AUM

$187.9M

13F long equity, this entity only

Positions

133

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$12.9M	216383	6.88%	SOLE
2	ISHARES TR	IBONDS 27 TRM TS	$10.2M	456390	5.45%	SOLE
3	ISHARES TR	RUS MID CAP ETF	$9.3M	95760	4.96%	SOLE
4	ISHARES TR	RUS 1000 ETF	$5.4M	15179	2.88%	SOLE
5	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$5.1M	55058	2.72%	SOLE
6	ISHARES TR	20 YR TR BD ETF	$4.3M	49739	2.30%	SOLE
7	ISHARES TR	3 7 YR TREAS BD	$4.1M	34898	2.20%	SOLE
8	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.0M	156391	2.13%	SOLE
9	ISHARES INC	MSCI EMRG CHN	$3.7M	46422	1.94%	SOLE
10	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$3.3M	48284	1.75%	SOLE
11	NVIDIA CORPORATION	COM	$2.9M	16518	1.53%	SOLE
12	ALPHABET INC	CAP STK CL A	$2.9M	9938	1.52%	SOLE
13	AMAZON COM INC	COM	$2.7M	12974	1.44%	SOLE
14	LAM RESEARCH CORP	COM NEW	$2.6M	12248	1.39%	SOLE
15	VANGUARD INDEX FDS	SML CP GRW ETF	$2.5M	8419	1.35%	SOLE
16	VERTIV HOLDINGS CO	COM CL A	$2.4M	9552	1.27%	SOLE
17	WELLS FARGO & CO	COM	$2.4M	29815	1.26%	SOLE
18	CAMECO CORP	COM	$2.3M	21522	1.24%	SOLE
19	ADVANCED MICRO DEVICES INC	COM	$2.3M	11230	1.22%	SOLE
20	APPLOVIN CORP	COM CL A	$2.3M	5730	1.21%	SOLE
21	ISHARES TR	EXPND TEC SC ETF	$2.2M	18593	1.17%	SOLE
22	ISHARES TR	CORE S&P SCP ETF	$2.1M	16968	1.12%	SOLE
23	EQT CORP	COM	$2.1M	32980	1.12%	SOLE
24	CSX CORP	COM	$2.1M	50560	1.10%	SOLE
25	MICROSOFT CORP	COM	$2.0M	5287	1.04%	SOLE
26	PARKER-HANNIFIN CORP	COM	$1.9M	2158	1.03%	SOLE
27	EMERSON ELEC CO	COM	$1.9M	14661	1.02%	SOLE
28	TESLA INC	COM	$1.9M	5000	0.99%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$1.8M	7259	0.96%	SOLE
30	APPLE INC	COM	$1.8M	7086	0.96%	SOLE
31	MERCADOLIBRE INC	COM	$1.7M	1000	0.92%	SOLE
32	ASML HLDG NV	N Y REGISTRY SHS	$1.7M	1259	0.89%	SOLE
33	NU HLDGS LTD	ORD SHS CL A	$1.6M	108706	0.83%	SOLE
34	GENERAL DYNAMICS CORP	COM	$1.6M	4532	0.83%	SOLE
35	UBER TECHNOLOGIES INC	COM	$1.5M	21491	0.82%	SOLE
36	T-MOBILE US INC	COM	$1.5M	7269	0.81%	SOLE
37	MICRON TECHNOLOGY INC	COM	$1.5M	4509	0.81%	SOLE
38	EATON CORP PLC	SHS	$1.5M	4252	0.81%	SOLE
39	MARVELL TECHNOLOGY INC	COM	$1.5M	15117	0.80%	SOLE
40	FREEPORT MCMORAN INC	CL B	$1.5M	25393	0.79%	SOLE
41	ARISTA NETWORKS INC	COM SHS	$1.5M	12150	0.79%	SOLE
42	VANECK ETF TRUST	OIL SERVICES ETF	$1.5M	3684	0.79%	SOLE
43	ISHARES TR	CORE MSCI EAFE	$1.4M	16001	0.77%	SOLE
44	CITIGROUP INC	COM NEW	$1.4M	12755	0.77%	SOLE
45	JPMORGAN CHASE & CO	COM	$1.4M	4893	0.77%	SOLE
46	TWILIO INC	CL A	$1.4M	11408	0.76%	SOLE
47	VISA INC	COM CL A	$1.4M	4632	0.75%	SOLE
48	CONSTELLATION ENERGY CORP	COM	$1.4M	4862	0.72%	SOLE
49	CANADIAN PACIFIC KANSAS CITY	COM	$1.3M	17107	0.72%	SOLE
50	CBRE GROUP INC	CL A	$1.3M	9790	0.71%	SOLE

1–50 of 133

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.