Shelton Wealth Management, LLC Top Holdings and 13F Report (2026) About Shelton Wealth Management, LLCInvestment ActivityShelton Wealth Management, LLC has $254.42 million in total holdings as of September 30, 2026.Shelton Wealth Management, LLC owns shares of 126 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 8.60% of the portfolio was purchased this quarter.About 6.38% of the portfolio was sold this quarter.This quarter, Shelton Wealth Management, LLC has purchased 126 new stocks and bought additional shares in 53 stocks.Shelton Wealth Management, LLC sold shares of 51 stocks and completely divested from 15 stocks this quarter.Largest Holdings First Trust Enhanced Short Maturity ETF $12,926,440iShares iBonds Dec 2027 Term Treasury ETF $11,436,009iShares iBonds Dec 2028 Term Treasury ETF $11,403,958iShares iBonds Dec 2029 Term Treasury ETF $11,313,264iShares iBonds Dec 2030 Term Treasury ETF $11,227,496 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $1,737,579 Holding231021106 - Cummins $1,301,353 Holding009066101 - Airbnb $1,290,823 Holding29364G103 - Entergy $1,214,155 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $597,707 Holding Largest Purchases this Quarter Thermo Fisher Scientific 2,574 shares (about $1.74M)REDDIT INC 9,180 shares (about $1.31M)Cummins 2,519 shares (about $1.30M)Airbnb 8,035 shares (about $1.29M)Entergy 12,232 shares (about $1.21M) Largest Sales this Quarter T-Mobile US 7,439 shares (about $1.21M)Halozyme Therapeutics 5,371 shares (about $592.96K)Fortinet 3,096 shares (about $553.44K)Marvell Technology 1,463 shares (about $386.55K)Twilio 1,201 shares (about $351.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShelton Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFTSMFirst Trust Enhanced Short Maturity ETF$12,926,440$60,224 ▼-0.5%217,2155.1%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$11,436,009$568,937 ▲5.2%512,3664.5%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$11,403,958$646,630 ▲6.0%520,4914.5%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$11,313,264$675,061 ▲6.3%533,0164.4%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$11,227,496$697,996 ▲6.6%591,2324.4%ETFIBTLiShares iBonds Dec 2031 Term Treasury ETF$11,165,850$714,257 ▲6.8%573,4904.4%ETFIWRiShares Russell Mid-Cap ETF$9,128,532$14,833 ▼-0.2%85,5453.6%ETFIWBiShares Russell 1000 ETF$6,176,618$36,619 ▼-0.6%14,8432.4%ETFFTCSFirst Trust Capital Strength ETF$5,280,464$57,999 ▼-1.1%56,2652.1%ETFSCHXSchwab US Large-Cap ETF$4,393,301$48,120 ▼-1.1%146,4431.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,189,222$53,206 ▼-1.3%42,2811.6%ETFNVDANVIDIA$4,085,964$522,307 ▲14.7%17,8911.6%TechnologyAMDAdvanced Micro Devices$4,026,604$348,703 ▼-8.0%6,5821.6%TechnologyIEIiShares 3-7 Year Treasury Bond ETF$3,905,361$147,811 ▼-3.6%34,4271.5%ETFTLTiShares 20+ Year Treasury Bond ETF$3,719,968$192,349 ▼-4.9%47,8271.5%ETFRDVYFirst Trust Rising Dividend Achievers ETF$3,625,794$1,566 ▲0.0%46,3121.4%ETFGOOGLAlphabet$3,517,530$602,140 ▲20.7%10,2231.4%Communication ServicesAMZNAmazon.com$3,346,583$423,804 ▲14.5%13,4321.3%Consumer DiscretionaryMSFTMicrosoft$3,208,538$457,996 ▲16.7%6,2561.3%TechnologyLAM RESEARCH CORP$3,079,323$157,021 ▲5.4%9,3741.2%COM NEWMUMicron Technology$2,800,367$174,690 ▲6.7%2,6291.1%TechnologyIGMiShares Expanded Tech Sector ETF$2,761,456$27,892 ▼-1.0%16,3361.1%ETFVBKVanguard Small-Cap Growth ETF$2,634,875$27,028 ▼-1.0%7,7991.0%ETFWFCWells Fargo & Company$2,403,070$8,165 ▲0.3%30,0200.9%FinanceMETAMeta Platforms$2,385,842$609,876 ▲34.3%3,2900.9%Communication ServicesEMREmerson Electric$2,309,788$63,437 ▼-2.7%14,8920.9%IndustrialsAAPLApple$2,290,025$24,975 ▲1.1%6,8770.9%TechnologyIJRiShares Core S&P Small-Cap ETF$2,222,356$26,120 ▼-1.2%16,3360.9%ETFDEDeere & Company$2,118,740$240,415 ▲12.8%3,1550.8%IndustrialsTSLATesla$2,077,058$85,154 ▲4.3%5,8540.8%Consumer DiscretionaryPHParker-Hannifin$2,043,458$42,035 ▼-2.0%2,1390.8%IndustrialsUBERUber Technologies$2,033,582$250,267 ▲14.0%29,6830.8%IndustrialsCCJCameco$2,027,304$217,976 ▲12.0%23,3910.8%EnergyMELIMercadoLibre$2,022,380$95,069 ▲4.9%1,1700.8%Consumer DiscretionaryARISTA NETWORKS INC$2,019,409$166,944 ▼-7.6%9,9190.8%COM SHSCSXCSX$2,016,034$310,735 ▼-13.4%43,3460.8%IndustrialsIWMiShares Russell 2000 ETF$1,993,861$13,339 ▼-0.7%7,1750.8%ETFTWLOTwilio$1,958,605$351,245 ▼-15.2%6,6970.8%TechnologyVRTVertiv$1,904,183$273,164 ▲16.7%7,8910.7%IndustrialsCPCanadian Pacific Kansas City$1,829,398$596 ▼0.0%21,4970.7%IndustrialsAVGOBroadcom$1,817,475$464,641 ▲34.3%5,1750.7%TechnologyASMLASML$1,766,378$173,920 ▼-9.0%9750.7%TechnologyTMOThermo Fisher Scientific$1,737,579$1,737,579 ▲New Holding2,5740.7%HealthcareHALOHalozyme Therapeutics$1,731,734$592,958 ▼-25.5%15,6860.7%HealthcareAPPLOVIN CORP$1,713,247$374,655 ▲28.0%5,8990.7%COM CL AMRVLMarvell Technology$1,698,667$386,553 ▼-18.5%6,4290.7%TechnologyVVisa$1,684,319$28,030 ▲1.7%4,6870.7%FinanceREDDIT INC$1,649,170$1,307,599 ▲382.8%11,5780.6%CL AGDGeneral Dynamics$1,634,595$37,497 ▼-2.2%4,9260.6%IndustrialsFTNTFortinet$1,605,980$553,441 ▼-25.6%8,9840.6%TechnologyFCXFreeport-McMoRan$1,597,872$344,256 ▼-17.7%22,8270.6%MaterialsJPMJPMorgan Chase & Co.$1,594,049$32,424 ▲2.1%4,8180.6%FinanceXBISPDR S&P Biotech ETF$1,590,103$138,763 ▲9.6%10,0840.6%ETFLLYEli Lilly and Company$1,577,168$2,314 ▲0.1%1,3630.6%HealthcareIEFAiShares Core MSCI EAFE ETF$1,571,193$15,210 ▼-1.0%16,2180.6%ETFCOPConocoPhillips$1,564,279$58,446 ▲3.9%12,4990.6%EnergyEQTEQT$1,562,625$68,519 ▼-4.2%32,1790.6%EnergyNUNU$1,498,906$24,206 ▲1.6%118,3970.6%FinanceAMATApplied Materials$1,466,597$92,046 ▲6.7%2,8680.6%TechnologyCEGConstellation Energy$1,455,557$144,286 ▲11.0%5,7300.6%UtilitiesKOCoca-Cola$1,447,265$24,705 ▼-1.7%16,8130.6%Consumer StaplesCCitigroup$1,426,447$20,587 ▲1.5%11,0170.6%FinanceEWEdwards Lifesciences$1,423,676$4,402 ▲0.3%16,4930.6%HealthcareNBIXNeurocrine Biosciences$1,412,585$545,659 ▲62.9%9,9590.6%HealthcareAPHAmphenol$1,368,189$626,012 ▲84.3%16,2300.5%TechnologyCMICummins$1,301,353$1,301,353 ▲New Holding2,5190.5%IndustrialsCBRECBRE Group$1,296,262$63,207 ▲5.1%10,0900.5%Real EstateVSTVistra$1,292,928$118,709 ▲10.1%9,3450.5%UtilitiesBKNGBooking$1,291,876$77,545 ▼-5.7%7,9300.5%Consumer DiscretionaryABNBAirbnb$1,290,823$1,290,823 ▲New Holding8,0350.5%Consumer DiscretionaryOIHVanEck Oil Services ETF$1,287,994$7,189 ▼-0.6%3,4040.5%ETFETREntergy$1,214,155$1,214,155 ▲New Holding12,2320.5%UtilitiesAXPAmerican Express$1,169,070$17,944 ▲1.6%3,8440.5%FinanceLINDE PLC$1,134,414$99,677 ▲9.6%2,3900.4%SHSSYKStryker$1,133,062$25,063 ▼-2.2%4,1140.4%HealthcareISCGiShares Morningstar Small-Cap Growth ETF$1,124,429$1,468 ▼-0.1%18,3790.4%ETFNLRVanEck Uranium and Nuclear ETF$1,071,536$2,793 ▲0.3%10,3570.4%ETFNEENextEra Energy$1,067,486$88,162 ▲9.0%14,0940.4%UtilitiesGSThe Goldman Sachs Group$1,059,724$31,513 ▼-2.9%1,1770.4%FinanceFITBFifth Third Bancorp$1,020,097$37,227 ▼-3.5%20,1680.4%FinanceDDominion Energy$1,019,547$47,812 ▼-4.5%16,8460.4%UtilitiesLPLALPL Financial$1,008,834$41,895 ▼-4.0%3,2990.4%FinanceMDBMongoDB$1,001,905$316,538 ▼-24.0%2,8740.4%TechnologyJLLJones Lang LaSalle$987,135$14,359 ▼-1.4%3,2310.4%Real EstateBRK.BBerkshire Hathaway$878,3840.0%1,7640.3%FinanceCRSCarpenter Technology$869,013$12,442 ▼-1.4%2,2350.3%IndustrialsKLACKLA$797,078$178,168 ▲28.8%4,0890.3%TechnologyFPEIFirst Trust Institutional Preferred Securities and Income ETF$789,214$66,366 ▼-7.8%42,7990.3%ETFAAAlcoa$743,109$147,295 ▲24.7%17,6930.3%MaterialsIJHiShares Core S&P Mid-Cap ETF$723,313$52,452 ▼-6.8%10,0530.3%ETFCATCaterpillar$683,514$441,892 ▲182.9%8430.3%IndustrialsXOPSPDR S&P Oil & Gas Exploration & Production ETF$679,073$24,208 ▼-3.4%3,7870.3%ETFPALANTIR TECHNOLOGIES INC$637,841$56,115 ▲9.6%3,4100.3%CL AEXXONMOBIL HOLDINGS CORP$597,707$597,707 ▲New Holding3,6730.2%COM SHSORCLOracle$596,489$220,800 ▲58.8%4,3440.2%TechnologyPANWPalo Alto Networks$542,328$17,084 ▼-3.1%1,3650.2%TechnologyWELLWelltower$512,088$1,842 ▲0.4%2,2240.2%Real EstateLMTLockheed Martin$457,377$2,037 ▲0.4%8980.2%IndustrialsURAGlobal X Uranium ETF$452,736$7,890 ▲1.8%11,3610.2%ETFEOGEOG Resources$421,806$68,327 ▼-13.9%3,0620.2%EnergyShowing largest 100 holdings. 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