Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1FTSMFIRST TR EXCHANGE-TRADED FD$12.9M5.66%216,383Added
2IBTHISHARES TR$10.2M4.48%456,390Added
3IBTIISHARES TR$10.2M4.47%458,432Added
4IBTJISHARES TR$10.2M4.46%466,897Added
5IBTKISHARES TR$10.2M4.44%515,101Added
6IBTLISHARES TR$10.1M4.43%495,824New
7IWRISHARES TR$9.3M4.07%95,760Added
8IWBISHARES TR$5.4M2.37%15,179Trimmed
9FTCSFIRST TR EXCHANGE-TRADED FD$5.1M2.23%55,058Trimmed
10TLTISHARES TR$4.3M1.89%49,739Trimmed
11IEIISHARES TR$4.1M1.81%34,898Trimmed
12SCHXSCHWAB STRATEGIC TR$4.0M1.75%156,391Trimmed
13EMXCISHARES INC$3.7M1.60%46,422Trimmed
14RDVYFIRST TR EXCHANGE TRADED FD$3.3M1.44%48,284Trimmed
15NVDANVIDIA CORPORATION$3.0M1.30%17,018Trimmed
16GOOGLALPHABET INC$2.9M1.25%9,938Trimmed
17AMZNAMAZON COM INC$2.8M1.22%13,374Added
18LRCXLAM RESEARCH CORP$2.6M1.14%12,248Trimmed
19VBKVANGUARD INDEX FDS$2.5M1.11%8,419Trimmed
20VRTVERTIV HOLDINGS CO$2.4M1.05%9,552Trimmed
21WFCWELLS FARGO & CO$2.4M1.04%29,815Added
22APPAPPLOVIN CORP$2.4M1.03%5,930Trimmed
23CCJCAMECO CORP$2.3M1.02%21,522Trimmed
24AMDADVANCED MICRO DEVICES INC$2.3M1.00%11,230Trimmed
25IGMISHARES TR$2.2M0.96%18,593Trimmed

Source: SEC Form 13F filings · as of 2026-03-31