Shelton Wealth Management, LLC 13F Holdings · Q2 2026
Shelton Wealth Management, LLC reported 125 securities worth $254.91M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FTSM (5.11%), IBTH (4.27%), IBTI (4.26%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | $13.0M | 5.11% | 218,227 | Added |
| 2 | IBTH | ISHARES TR | $10.9M | 4.27% | 486,876 | Added |
| 3 | IBTI | ISHARES TR | $10.9M | 4.26% | 490,978 | Added |
| 4 | IBTJ | ISHARES TR | $10.9M | 4.26% | 501,211 | Added |
| 5 | IBTK | ISHARES TR | $10.8M | 4.25% | 554,476 | Added |
| 6 | IBTL | ISHARES TR | $10.8M | 4.25% | 536,805 | Added |
| 7 | IWR | ISHARES TR | $9.5M | 3.71% | 85,684 | Trimmed |
| 8 | IWB | ISHARES TR | $6.1M | 2.40% | 14,931 | Trimmed |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $5.3M | 2.10% | 56,883 | Added |
| 10 | EMXC | ISHARES INC | $4.4M | 1.72% | 42,818 | Trimmed |
| 11 | SCHX | SCHWAB STRATEGIC TR | $4.4M | 1.71% | 148,047 | Trimmed |
| 12 | TLT | ISHARES TR | $4.3M | 1.71% | 50,300 | Added |
| 13 | IEI | ISHARES TR | $4.2M | 1.65% | 35,730 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $4.2M | 1.63% | 7,152 | Trimmed |
| 15 | LRCX | LAM RESEARCH CORP | $3.9M | 1.51% | 8,896 | Trimmed |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.8M | 1.47% | 46,292 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.1M | 1.22% | 15,604 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $3.0M | 1.19% | 8,473 | Trimmed |
| 19 | VBK | VANGUARD INDEX FDS | $2.9M | 1.13% | 7,879 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $2.8M | 1.12% | 2,465 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $2.8M | 1.10% | 11,731 | Trimmed |
| 22 | IGM | ISHARES TR | $2.7M | 1.06% | 16,501 | Trimmed |
| 23 | WFC | WELLS FARGO & CO | $2.5M | 0.97% | 29,918 | Added |
| 24 | IJR | ISHARES TR | $2.5M | 0.96% | 16,528 | Trimmed |
| 25 | APP | APPLOVIN CORP | $2.4M | 0.93% | 4,609 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR