SHELTON WEALTH MANAGEMENT, LLC — 13F holdings
SHELTON WEALTH MANAGEMENT, LLC reported 141 holdings worth $254M in its 13F filing for Q3 2026, filed October 16, 2026.
Largest positions
- FTSM FIRST TR EXCHANGE-TRADED FD — $12.9M (5.1%)
- IBTH ISHARES TR — $11.4M (4.5%)
- IBTI ISHARES TR — $11.4M (4.5%)
- IBTJ ISHARES TR — $11.3M (4.4%)
- IBTK ISHARES TR — $11.2M (4.4%)
- IBTL ISHARES TR — $11.2M (4.4%)
- IWR ISHARES TR — $9.13M (3.6%)
- IWB ISHARES TR — $6.18M (2.4%)
- FTCS FIRST TR EXCHANGE-TRADED FD — $5.28M (2.1%)
- SCHX SCHWAB STRATEGIC TR — $4.39M (1.7%)