§ 13F · FUND PROFILE
SHELTON WEALTH MANAGEMENT, LLC.
AUM · $255M (13F)Positions · 144Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 218K | $13M | 5.1% | +1% |
| 2 | IBTH | ISHARES TR | 487K | $11M | 4.3% | +7% |
| 3 | IBTI | ISHARES TR | 491K | $11M | 4.3% | +7% |
| 4 | IBTJ | ISHARES TR | 501K | $11M | 4.3% | +7% |
| 5 | IBTL | ISHARES TR | 537K | $11M | 4.3% | +8% |
| 6 | IBTK | ISHARES TR | 554K | $11M | 4.3% | +8% |
| 7 | IWR | ISHARES TR | 86K | $9M | 3.7% | −11% |
| 8 | IWB | ISHARES TR | 15K | $6M | 2.4% | −2% |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 57K | $5M | 2.1% | +3% |
| 10 | EMXC | ISHARES INC | 43K | $4M | 1.7% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHELTON SIGNAL
AC read
SHELTON WEALTH MANAGEMENT, LLC is a Other fund managing $255 million in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →