§ 13F · FUND PROFILE
SHELTON WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221M (13F)Positions · 152Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 216K | $13M | 5.7% | +1% |
| 2 | IBTH | ISHARES TR | 456K | $10M | 4.5% | +18% |
| 3 | IBTI | ISHARES TR | 458K | $10M | 4.5% | +18% |
| 4 | IBTJ | ISHARES TR | 467K | $10M | 4.5% | +17% |
| 5 | IBTK | ISHARES TR | 515K | $10M | 4.4% | +17% |
| 6 | IBTL | ISHARES TR | 496K | $10M | 4.4% | NEW |
| 7 | IWR | ISHARES TR | 96K | $9M | 4.1% | +21% |
| 8 | IWB | ISHARES TR | 15K | $5M | 2.4% | −2% |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 55K | $5M | 2.2% | −6% |
| 10 | TLT | ISHARES TR | 50K | $4M | 1.9% | −1% |
§ 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 $221 million in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed