Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SHELTON WEALTH MANAGEMENT, LLC (CIK 1903883) reported $228.6M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTSM ($12.9M, 5.66%), IBTH ($10.2M, 4.48%), IBTI ($10.2M, 4.47%), IBTJ ($10.2M, 4.46%), IBTK ($10.2M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | $12.9M | 5.66% | 216,383 | Added |
| 2 | IBTH | ISHARES TR | $10.2M | 4.48% | 456,390 | Added |
| 3 | IBTI | ISHARES TR | $10.2M | 4.47% | 458,432 | Added |
| 4 | IBTJ | ISHARES TR | $10.2M | 4.46% | 466,897 | Added |
| 5 | IBTK | ISHARES TR | $10.2M | 4.44% | 515,101 | Added |
| 6 | IBTL | ISHARES TR | $10.1M | 4.43% | 495,824 | New |
| 7 | IWR | ISHARES TR | $9.3M | 4.07% | 95,760 | Added |
| 8 | IWB | ISHARES TR | $5.4M | 2.37% | 15,179 | Trimmed |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $5.1M | 2.23% | 55,058 | Trimmed |
| 10 | TLT | ISHARES TR | $4.3M | 1.89% | 49,739 | Trimmed |
| 11 | IEI | ISHARES TR | $4.1M | 1.81% | 34,898 | Trimmed |
| 12 | SCHX | SCHWAB STRATEGIC TR | $4.0M | 1.75% | 156,391 | Trimmed |
| 13 | EMXC | ISHARES INC | $3.7M | 1.60% | 46,422 | Trimmed |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.3M | 1.44% | 48,284 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $3.0M | 1.30% | 17,018 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $2.9M | 1.25% | 9,938 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $2.8M | 1.22% | 13,374 | Added |
| 18 | LRCX | LAM RESEARCH CORP | $2.6M | 1.14% | 12,248 | Trimmed |
| 19 | VBK | VANGUARD INDEX FDS | $2.5M | 1.11% | 8,419 | Trimmed |
| 20 | VRT | VERTIV HOLDINGS CO | $2.4M | 1.05% | 9,552 | Trimmed |
| 21 | WFC | WELLS FARGO & CO | $2.4M | 1.04% | 29,815 | Added |
| 22 | APP | APPLOVIN CORP | $2.4M | 1.03% | 5,930 | Trimmed |
| 23 | CCJ | CAMECO CORP | $2.3M | 1.02% | 21,522 | Trimmed |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $2.3M | 1.00% | 11,230 | Trimmed |
| 25 | IGM | ISHARES TR | $2.2M | 0.96% | 18,593 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31