13F Insight
DOSSIER · 13F-HR · Q3 2026

SHELTON WEALTH MANAGEMENT, LLC

$254M in tracked AUM across 141 positions as of Q3 2026.

SW
CIK 0001903883 · last filed Sep 30, 2026
Total AUM
$254M
as of Q3 2026
Holdings
141
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SHELTON WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
FTSM
FIRST TR EXCHANGE-TRADED FD
$13M217K5.1%02
IBTH
ISHARES TR
$11M512K4.5%03
IBTI
ISHARES TR
$11M520K4.5%04
IBTJ
ISHARES TR
$11M533K4.4%05
IBTK
ISHARES TR
$11M591K4.4%06
IBTL
ISHARES TR
$11M573K4.4%07
IWR
ISHARES TR
$9M86K3.6%08
IWB
ISHARES TR
$6M15K2.4%09
FTCS
FIRST TR EXCHANGE-TRADED FD
$5M56K2.1%10
SCHX
SCHWAB STRATEGIC TR
$4M146K1.7%

Filing history

2026Q3Sep 30
$254M▼ 0.2%
141 positionsView →2026Q2Jun 30
$255M▲ 11.5%
144 positionsView →2026Q1Mar 31
$229M▼ 2.0%
137 positionsView →2025Q4Dec 31
$233M▲ 5.6%
165 positionsView →2025Q3Sep 30
$221M▲ 6.4%
152 positionsLocked2025Q2Jun 30
$208M▲ 12.9%
146 positionsLocked2025Q1Mar 31
$184M▼ 4.9%
135 positionsLocked2024Q4Dec 31
$193M▲ 5.0%
142 positionsLocked2024Q3Sep 30
$184M▲ 4.4%
125 positionsLocked2024Q2Jun 30
$176M▲ 10.9%
136 positionsLocked2024Q1Mar 31
$159M▲ 12.9%
114 positionsLocked2023Q4Dec 31
$141M▲ 12.7%
104 positionsLocked
Showing 12 of 20