Shelton Wealth Management, LLC Top Holdings and 13F Report (2026)

About Shelton Wealth Management, LLC

Investment Activity

Shelton Wealth Management, LLC has $254.91 million in total holdings as of June 30, 2026.
Shelton Wealth Management, LLC owns shares of 126 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 9.66% of the portfolio was purchased this quarter.
About 10.71% of the portfolio was sold this quarter.
This quarter, Shelton Wealth Management, LLC has purchased 127 new stocks and bought additional shares in 54 stocks.
Shelton Wealth Management, LLC sold shares of 51 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

First Trust Enhanced Short Maturity ETF: $13,034,671
iShares iBonds Dec 2027 Term Treasury ETF: $10,891,416
iShares iBonds Dec 2028 Term Treasury ETF: $10,870,253
iShares iBonds Dec 2029 Term Treasury ETF: $10,851,218
iShares iBonds Dec 2031 Term Treasury ETF: $10,838,093

Largest New Holdings this Quarter

244199105 - Deere & Company: $1,774,221 Holding
032095101 - Amphenol: $1,552,321 Holding
64125C109 - Neurocrine Biosciences: $1,030,086 Holding
438516205 - HONEYWELL INTL INC: $930,758 Holding
43849R105 - HONEYWELL AEROSPACE INC: $918,814 Holding

Largest Purchases this Quarter

Deere & Company: 2,797 shares (about $1.77M)
Amphenol: 8,804 shares (about $1.55M)
Booking: 8,092 shares (about $1.44M)
Neurocrine Biosciences: 6,112 shares (about $1.03M)
HONEYWELL INTL INC: 4,157 shares (about $930.76K)

Largest Sales this Quarter

Advanced Micro Devices: 4,078 shares (about $2.37M)
Micron Technology: 2,044 shares (about $2.36M)
Marvell Technology: 7,225 shares (about $2.15M)
LAM RESEARCH CORP: 3,352 shares (about $1.45M)
iShares Russell Mid-Cap ETF: 10,076 shares (about $1.11M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FTSM First Trust Enhanced Short Maturity ETF	$13,034,671	$110,142 â–²	0.9%	218,227	5.1%	Manufacturing
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$10,891,416	$681,972 â–²	6.7%	486,876	4.3%	Manufacturing
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$10,870,253	$720,568 â–²	7.1%	490,978	4.3%	Manufacturing
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$10,851,218	$742,898 â–²	7.3%	501,211	4.3%	Manufacturing
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$10,838,093	$827,406 â–²	8.3%	536,805	4.3%	ETF
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$10,834,461	$769,387 â–²	7.6%	554,476	4.3%	Manufacturing
IWR iShares Russell Mid-Cap ETF	$9,452,623	$1,111,580 â–¼	-10.5%	85,684	3.7%	ETF
IWB iShares Russell 1000 ETF	$6,114,245	$101,556 â–¼	-1.6%	14,931	2.4%	ETF
FTCS First Trust Capital Strength ETF	$5,342,460	$171,404 â–²	3.3%	56,883	2.1%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,380,303	$368,691 â–¼	-7.8%	42,818	1.7%	Manufacturing
SCHX Schwab US Large-Cap ETF	$4,357,019	$245,564 â–¼	-5.3%	148,047	1.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$4,346,899	$48,481 â–²	1.1%	50,300	1.7%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$4,196,502	$97,719 â–²	2.4%	35,730	1.6%	ETF
AMD Advanced Micro Devices	$4,154,668	$2,368,951 â–¼	-36.3%	7,152	1.6%	Computer and Technology
LAM RESEARCH CORP	$3,855,025	$1,452,568 â–¼	-27.4%	8,896	1.5%	COM NEW
RDVY First Trust Rising Dividend Achievers ETF	$3,752,400	$161,470 â–¼	-4.1%	46,292	1.5%	Manufacturing
NVDA NVIDIA	$3,122,219	$282,929 â–¼	-8.3%	15,604	1.2%	Computer and Technology
GOOGL Alphabet	$3,027,888	$523,528 â–¼	-14.7%	8,473	1.2%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$2,881,467	$197,486 â–¼	-6.4%	7,879	1.1%	ETF
MU Micron Technology	$2,845,489	$2,359,505 â–¼	-45.3%	2,465	1.1%	Computer and Technology
AMZN Amazon.com	$2,795,967	$391,593 â–¼	-12.3%	11,731	1.1%	Retail/Wholesale
IGM iShares Expanded Tech Sector ETF	$2,699,244	$342,211 â–¼	-11.3%	16,501	1.1%	ETF
WFC Wells Fargo & Company	$2,472,400	$8,512 â–²	0.3%	29,918	1.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,451,314	$65,258 â–¼	-2.6%	16,528	1.0%	ETF
CSX CSX	$2,377,791	$25,334 â–¼	-1.1%	50,027	0.9%	Transportation
APPLOVIN CORP	$2,374,695	$680,619 â–¼	-22.3%	4,609	0.9%	COM CL A
TSLA Tesla	$2,361,248	$174,128 â–²	8.0%	5,614	0.9%	Auto/Tires/Trucks
MRVL Marvell Technology	$2,350,996	$2,152,299 â–¼	-47.8%	7,892	0.9%	Computer and Technology
VRT Vertiv	$2,263,056	$935,155 â–¼	-29.2%	6,759	0.9%	Computer and Technology
EMR Emerson Electric	$2,190,283	$91,614 â–²	4.4%	15,301	0.9%	Industrials
IWM iShares Russell 2000 ETF	$2,170,150	$10,816 â–¼	-0.5%	7,223	0.9%	Finance
PH Parker-Hannifin	$2,134,882	$24,449 â–²	1.2%	2,183	0.8%	Industrials
ASML ASML	$2,130,690	$374,015 â–¼	-14.9%	1,071	0.8%	Computer and Technology
CCJ Cameco	$2,126,437	$65,802 â–¼	-3.0%	20,876	0.8%	Basic Materials
MSFT Microsoft	$2,000,679	$83,564 â–¼	-4.0%	5,363	0.8%	Computer and Technology
AAPL Apple	$1,968,310	$226,868 â–¼	-10.3%	6,802	0.8%	Computer and Technology
AMAT Applied Materials	$1,943,099	$504,570 â–¼	-20.6%	2,688	0.8%	Computer and Technology
MELI MercadoLibre	$1,892,590	$195,200 â–²	11.5%	1,115	0.7%	Retail/Wholesale
UBER Uber Technologies	$1,878,325	$327,534 â–²	21.1%	26,030	0.7%	Computer and Technology
CP Canadian Pacific Kansas City	$1,863,323	$381,000 â–²	25.7%	21,504	0.7%	Transportation
FTNT Fortinet	$1,855,730	$249,633 â–²	15.5%	12,080	0.7%	Computer and Technology
ARISTA NETWORKS INC	$1,824,341	$239,701 â–¼	-11.6%	10,739	0.7%	COM SHS
EQT EQT	$1,785,990	$32,434 â–²	1.8%	33,590	0.7%	Energy
GD General Dynamics	$1,785,015	$179,600 â–²	11.2%	5,039	0.7%	Aerospace
DE Deere & Company	$1,774,221	$1,774,221 â–²	New Holding	2,797	0.7%	Industrials
FCX Freeport-McMoRan	$1,744,872	$147,916 â–²	9.3%	27,745	0.7%	Basic Materials
HALO Halozyme Therapeutics	$1,648,131	$236,767 â–²	16.8%	21,057	0.6%	Medical
LLY Eli Lilly and Company	$1,632,424	$237,487 â–²	17.0%	1,361	0.6%	Medical
TWLO Twilio	$1,629,594	$724,218 â–¼	-30.8%	7,898	0.6%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,581,490	$36,121 â–²	2.3%	16,375	0.6%	ETF
V Visa	$1,581,328	$7,891 â–¼	-0.5%	4,609	0.6%	Business Services
ONON ON	$1,564,395	$388,699 â–²	33.1%	44,167	0.6%	Retail/Wholesale
NU NU	$1,556,240	$103,927 â–²	7.2%	116,485	0.6%	Finance
APH Amphenol	$1,552,321	$1,552,321 â–²	New Holding	8,804	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,545,069	$56,631 â–¼	-3.5%	4,720	0.6%	Finance
C Citigroup	$1,519,639	$265,496 â–¼	-14.9%	10,858	0.6%	Financial Services
BKNG Booking	$1,498,285	$1,442,318 â–²	2,577.1%	8,406	0.6%	Retail/Wholesale
EW Edwards Lifesciences	$1,487,343	$270,475 â–²	22.2%	16,442	0.6%	Medical
XBI SPDR S&P Biotech ETF	$1,456,591	$64,252 â–¼	-4.2%	9,204	0.6%	ETF
AVGO Broadcom	$1,455,071	$72,527 â–²	5.2%	3,852	0.6%	Computer and Technology
TMUS T-Mobile US	$1,454,746	$235,497 â–²	19.3%	8,673	0.6%	Computer and Technology
CRS Carpenter Technology	$1,398,376	$64,768 â–¼	-4.4%	2,267	0.5%	Basic Materials
KO CocaCola	$1,389,718	$95,736 â–²	7.4%	17,100	0.5%	Consumer Staples
META Meta Platforms	$1,379,497	$149,272 â–²	12.1%	2,449	0.5%	Computer and Technology
VST Vistra	$1,346,219	$361,022 â–²	36.6%	8,487	0.5%	Utilities
MDT Medtronic	$1,329,369	$378,713 â–²	39.8%	16,993	0.5%	Medical
SYK Stryker	$1,323,907	$248,410 â–²	23.1%	4,205	0.5%	Medical
CBRE CBRE Group	$1,292,755	$25,860 â–¼	-2.0%	9,598	0.5%	Finance
CEG Constellation Energy	$1,282,095	$74,512 â–²	6.2%	5,162	0.5%	Energy
AXP American Express	$1,280,278	$368,017 â–²	40.3%	3,785	0.5%	Finance
OIH VanEck Oil Services ETF	$1,273,481	$97,102 â–¼	-7.1%	3,423	0.5%	ETF
MDB MongoDB	$1,270,374	$517,958 â–²	68.8%	3,782	0.5%	Computer and Technology
COP ConocoPhillips	$1,250,826	$243,886 â–²	24.2%	12,032	0.5%	Energy
GS The Goldman Sachs Group	$1,225,780	$83,944 â–¼	-6.4%	1,212	0.5%	Finance
ISCG iShares Morningstar Small-Cap Growth ETF	$1,206,126	$32,835 â–¼	-2.7%	18,403	0.5%	ETF
D Dominion Energy	$1,204,376	$153,040 â–²	14.6%	17,636	0.5%	Utilities
NLR VanEck Uranium and Nuclear ETF	$1,198,074	$79,098 â–²	7.1%	10,330	0.5%	ETF
FITB Fifth Third Bancorp	$1,178,358	$349,156 â–²	42.1%	20,904	0.5%	Finance
NEE NextEra Energy	$1,134,889	$248,306 â–²	28.0%	12,930	0.4%	Utilities
LINDE PLC	$1,131,289	$42,553 â–²	3.9%	2,180	0.4%	SHS
SRE Sempra Energy	$1,113,169	$373,436 â–²	50.5%	12,007	0.4%	Utilities
NBIX Neurocrine Biosciences	$1,030,086	$1,030,086 â–²	New Holding	6,112	0.4%	Medical
JLL Jones Lang LaSalle	$1,016,016	$164,583 â–¼	-13.9%	3,278	0.4%	Finance
LPLA LPL Financial	$967,852	$66,476 â–¼	-6.4%	3,436	0.4%	Finance
KLAC KLA	$957,956	$816,752 â–²	578.4%	3,175	0.4%	Computer and Technology
HONEYWELL INTL INC	$930,758	$930,758 â–²	New Holding	4,157	0.4%	COM
HONEYWELL AEROSPACE INC	$918,814	$918,814 â–²	New Holding	4,156	0.4%	COM
FPEI First Trust Institutional Preferred Securities and Income ETF	$895,017	$72,453 â–¼	-7.5%	46,398	0.4%	ETF
KR Kroger	$890,424	$279,982 â–²	45.9%	16,035	0.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$882,688	$1,001 â–²	0.1%	1,764	0.3%	Finance
IJH iShares Core S&P Mid-Cap ETF	$831,400		0.0%	10,782	0.3%	ETF
AA Alcoa	$739,659	$191,145 â–²	34.8%	14,186	0.3%	Industrials
CRDO Credo Technology Group	$627,933	$627,933 â–²	New Holding	2,309	0.2%	Computer and Technology
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$605,008	$47,975 â–¼	-7.3%	3,922	0.2%	ETF
XOM ExxonMobil	$565,987	$82,711 â–¼	-12.8%	4,140	0.2%	Energy
WELL Welltower	$503,003	$1,589 â–²	0.3%	2,216	0.2%	Finance
URA Global X Uranium ETF	$487,823	$33,999 â–¼	-6.5%	11,163	0.2%	ETF
PANW Palo Alto Networks	$480,156	$365,573 â–¼	-43.2%	1,408	0.2%	Computer and Technology
APLD Applied Digital	$469,644	$89,371 â–²	23.5%	12,591	0.2%	Finance
EOG EOG Resources	$461,543	$84,577 â–¼	-15.5%	3,558	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Shelton Wealth Management, LLC Top Holdings and 13F Report (2026)

About Shelton Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Shelton Wealth Management, LLC Top Holdings and 13F Report (2026)

About Shelton Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofShelton Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools