← Every investor
Shelton Wealth Management, LLC Portfolio
$254.4M across 141 positions as of 2026-09-30, with 37% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| FTSMFirst Trust Enhanced Short Maturity ETF | $12.9M | 5.1% | 217,215 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $11.4M | 4.5% | 512,366 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $11.4M | 4.5% | 520,491 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $11.3M | 4.4% | 533,016 |
| ISHARES TR | $11.2M | 4.4% | 591,232 |
| ISHARES TR | $11.2M | 4.4% | 573,490 |
| IWRiShares Russell Mid-Cap ETF | $9.1M | 3.6% | 85,545 |
| IWBiShares Russell 1000 ETF | $6.2M | 2.4% | 14,843 |
| FIRST TR EXCHANGE-TRADED FD | $5.3M | 2.1% | 56,265 |
| SCHXSchwab U.S. Large-Cap ETF | $4.4M | 1.7% | 146,443 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $4.2M | 1.6% | 42,281 |
| AMDAdvanced Micro Devices Inc | $4M | 1.6% | 6,582 |
| IEIiShares 3-7 Year Treasury Bond ETF | $3.9M | 1.5% | 34,427 |
| TLTiShares 20+ Year Treasury Bond ETF | $3.7M | 1.5% | 47,827 |
| RDVYFirst Trust Rising Dividend Achievers ETF | $3.6M | 1.4% | 46,312 |
| GOOGLAlphabet Inc | $3.5M | 1.4% | 10,223 |
| NVDANVIDIA Corp | $3.5M | 1.4% | 15,191 |
| MSFTMicrosoft Corp | $3.2M | 1.3% | 6,256 |
| AMZNAmazon.com Inc | $3M | 1.2% | 12,032 |
| IGMiShares Expanded Tech Sector ETF | $2.8M | 1.1% | 16,336 |
| LRCXLam Research Corp | $2.8M | 1.1% | 8,374 |
| VBKVanguard Small-Cap Growth ETF | $2.6M | 1.0% | 7,799 |
| MUMicron Technology Inc | $2.6M | 1.0% | 2,429 |
| WFCWells Fargo & Co | $2.4M | 0.9% | 30,020 |
| METAMeta Platforms Inc | $2.4M | 0.9% | 3,290 |
| EMREmerson Electric Co | $2.3M | 0.9% | 14,892 |
| AAPLApple Inc | $2.3M | 0.9% | 6,877 |
| IJRiShares Core S&P Small-Cap ETF | $2.2M | 0.9% | 16,336 |
| DEDeere & Co | $2.1M | 0.8% | 3,155 |
| TSLATesla Inc | $2.1M | 0.8% | 5,854 |
| PHParker-Hannifin Corp | $2M | 0.8% | 2,139 |
| CCJCameco Corp | $2M | 0.8% | 23,391 |
| MELIMercadoLibre Inc | $2M | 0.8% | 1,170 |
| ANETArista Networks Inc | $2M | 0.8% | 9,919 |
| CSXCSX Corp | $2M | 0.8% | 43,346 |
| IWMiShares Russell 2000 Index Fund | $2M | 0.8% | 7,175 |
| TWLOTwilio Inc | $2M | 0.8% | 6,697 |
| VRTVertiv Holdings Co | $1.9M | 0.7% | 7,891 |
| UBERUber Technologies Inc | $1.9M | 0.7% | 27,683 |
| CPCanadian Pacific Kansas City Ltd | $1.8M | 0.7% | 21,497 |
| ASML HLDG NV | $1.8M | 0.7% | 975 |
| TMOThermo Fisher Scientific Inc | $1.7M | 0.7% | 2,574 |
| HALOHalozyme Therapeutics Inc | $1.7M | 0.7% | 15,686 |
| APPApplovin Corp | $1.7M | 0.7% | 5,899 |
| MRVLMarvell Technology Inc | $1.7M | 0.7% | 6,429 |
| VVisa Inc | $1.7M | 0.7% | 4,687 |
| AVGOBroadcom Inc | $1.7M | 0.7% | 4,775 |
| RDDTReddit Inc | $1.6M | 0.6% | 11,578 |
| GDGeneral Dynamics Corp | $1.6M | 0.6% | 4,926 |
| FTNTFortinet Inc | $1.6M | 0.6% | 8,984 |
| FCXFreeport-McMoRan Inc | $1.6M | 0.6% | 22,827 |
| JPMJPMorgan Chase & Co | $1.6M | 0.6% | 4,818 |
| XBIState Street SPDR S&P Biotech ETF | $1.6M | 0.6% | 10,084 |
| LLYEli Lilly and Co | $1.6M | 0.6% | 1,363 |
| IEFAiShares Core MSCI EAFE ETF | $1.6M | 0.6% | 16,218 |
| COPConocoPhillips | $1.6M | 0.6% | 12,499 |
| EQTEQT Corp | $1.6M | 0.6% | 32,179 |
| NU HLDGS LTD | $1.5M | 0.6% | 118,397 |
| CEGConstellation Energy Corp | $1.5M | 0.6% | 5,730 |
| KOCoca-Cola Co | $1.4M | 0.6% | 16,813 |
| CCitigroup Inc | $1.4M | 0.6% | 11,017 |
| EWEdwards Lifesciences Corp | $1.4M | 0.6% | 16,493 |
| NBIXNeurocrine Biosciences Inc | $1.4M | 0.6% | 9,959 |
| APHAmphenol Corp | $1.4M | 0.5% | 16,230 |
| AMATApplied Materials Inc | $1.4M | 0.5% | 2,668 |
| CMICummins Inc | $1.3M | 0.5% | 2,519 |
| CBRECBRE Group Inc | $1.3M | 0.5% | 10,090 |
| VSTVistra Corp | $1.3M | 0.5% | 9,345 |
| BKNGBooking Holdings Inc | $1.3M | 0.5% | 7,930 |
| OIHVANECK ETF TRUST | $1.3M | 0.5% | 3,404 |
| ABNBAirbnb Inc | $1.2M | 0.5% | 7,735 |
| ETREntergy Corp | $1.2M | 0.5% | 12,232 |
| AXPAmerican Express Co | $1.2M | 0.5% | 3,844 |
| LINDE PLC | $1.1M | 0.4% | 2,390 |
| SYKStryker Corp | $1.1M | 0.4% | 4,114 |
| ISCGiShares Morningstar Small-Cap Growth ETF | $1.1M | 0.4% | 18,379 |
| NLRVanEck Uranium and Nuclear ETF | $1.1M | 0.4% | 10,357 |
| NEENextera Energy Inc | $1.1M | 0.4% | 14,094 |
| GSGoldman Sachs Group Inc | $1.1M | 0.4% | 1,177 |
| FITBFifth Third Bancorp | $1M | 0.4% | 20,168 |
| DDominion Energy Inc | $1M | 0.4% | 16,846 |
| LPLALPL Financial Holdings Inc | $1M | 0.4% | 3,299 |
| MDBMongoDB Inc | $1M | 0.4% | 2,874 |
| JLLJones Lang LaSalle Inc | $987.1K | 0.4% | 3,231 |
| BRK.BBerkshire Hathaway Inc | $878.4K | 0.3% | 1,764 |
| CRSCarpenter Technology Corp | $869K | 0.3% | 2,235 |
| FPEIFIRST TR EXCH TRADED FD III | $789.2K | 0.3% | 42,799 |
| AAAlcoa Corp | $743.1K | 0.3% | 17,693 |
| IJHiShares Core S&P Mid-Cap ETF | $723.3K | 0.3% | 10,053 |
| CATCaterpillar Inc | $683.5K | 0.3% | 843 |
| SPDR SERIES TRUST | $679.1K | 0.3% | 3,787 |
| NVDANVIDIA Corpcall | $616.6K | 0.2% | 2,700 |
| KLACKLA Corp | $602.1K | 0.2% | 3,089 |
| XOMExxonmobil Holdings Corp | $597.7K | 0.2% | 3,673 |
| PANWPalo Alto Networks Inc | $542.3K | 0.2% | 1,365 |
| ORCLOracle Corp | $514.1K | 0.2% | 3,744 |
| WELLWelltower Inc | $512.1K | 0.2% | 2,224 |
| LMTLockheed Martin Corp | $457.4K | 0.2% | 898 |
| URAGlobal X Uranium ETF | $452.7K | 0.2% | 11,361 |
| EOGEOG Resources Inc | $421.8K | 0.2% | 3,062 |
| CREDO TECHNOLOGY GROUP HOLDI | $419.4K | 0.2% | 2,153 |
| PBProsperity Bancshares, Inc | $418.4K | 0.2% | 6,319 |
| VLOValero Energy Corp | $382.3K | 0.2% | 986 |
| HOODRobinhood Markets Inc | $375.6K | 0.1% | 3,339 |
| ABTAbbott Laboratories | $370.8K | 0.1% | 3,752 |
| FANGDiamondback Energy Inc | $362K | 0.1% | 1,969 |
| GEVGE Vernova Inc | $361.2K | 0.1% | 380 |
| AMZNAmazon.com Inccall | $348.8K | 0.1% | 1,400 |
| PLTRPalantir Technologies Inccall | $336.7K | 0.1% | 1,800 |
| WMTWalmart Inc | $333.6K | 0.1% | 3,210 |
| LRCXLam Research Corpcall | $328.5K | 0.1% | 1,000 |
| JNJJohnson & Johnson | $322.9K | 0.1% | 1,220 |
| IVWiShares S&P 500 Growth ETF | $310.7K | 0.1% | 2,184 |
| PLTRPalantir Technologies Inc | $301.2K | 0.1% | 1,610 |
| SNDKSandisk Corp | $301K | 0.1% | 173 |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $282.7K | 0.1% | 9,243 |
| NOWServiceNow Inc | $277.3K | 0.1% | 2,069 |
| QQQInvesco QQQ Trust, Series 1 | $275.2K | 0.1% | 372 |
| SHOPShopify Inc | $272.1K | 0.1% | 1,835 |
| CIENCiena Corp | $267.4K | 0.1% | 760 |
| MRKMerck & Co Inc | $244K | 0.1% | 1,679 |
| APPLIED DIGITAL CORP | $233.7K | 0.1% | 9,591 |
| GOOGAlphabet Inc | $233.4K | 0.1% | 685 |
| CVXChevron Corp | $224.6K | 0.1% | 1,100 |
| BEBloom Energy Corp | $223K | 0.1% | 805 |
| ARGXargenx SE | $216.7K | 0.1% | 226 |
| IWFiShares Russell 1000 Growth ETF | $216.4K | 0.1% | 1,728 |
| MUMicron Technology Inccall | $213K | 0.1% | 200 |
| IWDiShares Russell 1000 Value ETF | $209K | 0.1% | 843 |
| TMUST-Mobile US Inc | $201.2K | 0.1% | 1,234 |
| KLACKLA Corpcall | $194.9K | 0.1% | 1,000 |
| AVGOBroadcom Inccall | $140.5K | 0.1% | 400 |
| UBERUber Technologies Inccall | $137K | 0.1% | 2,000 |
| NOWServiceNow Inccall | $134K | 0.1% | 1,000 |
| AMATApplied Materials Inccall | $102.3K | 0.0% | 200 |
| ORCLOracle Corpcall | $82.4K | 0.0% | 600 |
| SHOPShopify Inccall | $74.2K | 0.0% | 500 |
| PRIME MEDICINE INC | $58.4K | 0.0% | 19,105 |
| BEBloom Energy Corpcall | $55.4K | 0.0% | 200 |
| ABNBAirbnb Inccall | $48.2K | 0.0% | 300 |
| APPLIED DIGITAL CORPcall | $2.4K | 0.0% | 100 |
Quarter ending 2026-09-30.
Follow Shelton Wealth Management, LLC by email
Shelton Wealth Management, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.