13F Insight
DOSSIER · 13F-HR · Q1 2026

SHELTON WEALTH MANAGEMENT, LLC

SHELTON WEALTH's pension fund based in Greenwich, CT — $229M in tracked AUM across 137 positions as of Q1 2026.

SW
SHELTON WEALTH·Greenwich, CT·Pension Fund
CIK 0001903883 · last filed Mar 31, 2026
Total AUM
$229M
▲ 14.5%
vs prior
Holdings
137
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SHELTON WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FTSM
FIRST TR EXCHANGE-TRADED FD
$13M216K5.7%
02
IBTH
ISHARES TR
$10M456K4.5%
03
IBTI
ISHARES TR
$10M458K4.5%
04
IBTJ
ISHARES TR
$10M467K4.5%
05
IBTK
ISHARES TR
$10M515K4.4%
06
IBTL
ISHARES TR
$10M496K4.4%
07
IWR
ISHARES TR
$9M96K4.1%
08
IWB
ISHARES TR
$5M15K2.4%
09
FTCS
FIRST TR EXCHANGE-TRADED FD
$5M55K2.2%
10
TLT
ISHARES TR
$4M50K1.9%

Filing history

Filing history loading…