§ 13F · FUND PROFILE
SHELTON WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $207.6T (13F)Positions · 146Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | 215K | $12.9T | 5.5% | ±0% |
| 2 | IBTJ | ISHARES TR | 398K | $8.7T | 3.7% | +7% |
| 3 | IBTK | ISHARES TR | 440K | $8.7T | 3.7% | +6% |
| 4 | IBTI | ISHARES TR | 390K | $8.7T | 3.7% | +7% |
| 5 | IBTH | ISHARES TR | 387K | $8.7T | 3.7% | +7% |
| 6 | IBTG | ISHARES TR | 376K | $8.6T | 3.7% | +6% |
| 7 | IWR | ISHARES TR | 79K | $7.6T | 3.3% | +27% |
| 8 | IWB | ISHARES TR | 15K | $5.8T | 2.5% | −2% |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | 58K | $5.4T | 2.3% | −1% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 163K | $4.4T | 1.9% | −3% |
§ 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 $207560.0 trillion in assets. The fund runs a portfolio of 146 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed