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

About Shelton Wealth Management, LLC

Investment Activity

Shelton Wealth Management, LLC has $228.56 million in total holdings as of March 31, 2026.
Shelton Wealth Management, LLC owns shares of 127 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 16.28% of the portfolio was purchased this quarter.
About 17.04% of the portfolio was sold this quarter.
This quarter, Shelton Wealth Management, LLC has purchased 140 new stocks and bought additional shares in 31 stocks.
Shelton Wealth Management, LLC sold shares of 71 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

First Trust Enhanced Short Maturity ETF: $12,935,399
iShares iBonds Dec 2027 Term Treasury ETF: $10,236,828
iShares iBonds Dec 2028 Term Treasury ETF: $10,215,239
iShares iBonds Dec 2029 Term Treasury ETF: $10,198,430
iShares iBonds Dec 2030 Term Treasury ETF: $10,157,792

Largest New Holdings this Quarter

46436E460 - iShares iBonds Dec 2031 Term Treasury ETF: $10,114,263 Holding
438516106 - Honeywell International: $1,298,547 Holding
20825C104 - ConocoPhillips: $1,278,572 Holding
191216100 - CocaCola: $1,210,868 Holding
28176E108 - Edwards Lifesciences: $1,077,236 Holding

Largest Purchases this Quarter

iShares iBonds Dec 2031 Term Treasury ETF: 495,824 shares (about $10.11M)
iShares Russell Mid-Cap ETF: 16,930 shares (about $1.65M)
iShares iBonds Dec 2027 Term Treasury ETF: 69,502 shares (about $1.56M)
iShares iBonds Dec 2028 Term Treasury ETF: 68,855 shares (about $1.53M)
iShares iBonds Dec 2029 Term Treasury ETF: 69,236 shares (about $1.51M)

Largest Sales this Quarter

Micron Technology: 6,720 shares (about $2.27M)
LAM RESEARCH CORP: 6,180 shares (about $1.32M)
Vertiv: 4,280 shares (about $1.07M)
Palo Alto Networks: 6,113 shares (about $980.04K)
ASML: 561 shares (about $740.99K)

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	$12,935,399	$109,936 â–²	0.9%	216,383	5.7%	Manufacturing
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$10,236,828	$1,558,930 â–²	18.0%	456,390	4.5%	Manufacturing
IBTI iShares iBonds Dec 2028 Term Treasury ETF	$10,215,239	$1,534,296 â–²	17.7%	458,432	4.5%	Manufacturing
IBTJ iShares iBonds Dec 2029 Term Treasury ETF	$10,198,430	$1,512,322 â–²	17.4%	466,897	4.5%	Manufacturing
IBTK iShares iBonds Dec 2030 Term Treasury ETF	$10,157,792	$1,486,336 â–²	17.1%	515,101	4.4%	Manufacturing
IBTL iShares iBonds Dec 2031 Term Treasury ETF	$10,114,263	$10,114,263 â–²	New Holding	495,824	4.4%	ETF
IWR iShares Russell Mid-Cap ETF	$9,310,699	$1,646,096 â–²	21.5%	95,760	4.1%	ETF
IWB iShares Russell 1000 ETF	$5,412,224	$93,062 â–¼	-1.7%	15,179	2.4%	ETF
FTCS First Trust Capital Strength ETF	$5,107,164	$302,397 â–¼	-5.6%	55,058	2.2%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$4,311,876	$42,478 â–¼	-1.0%	49,739	1.9%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$4,138,883	$71,634 â–¼	-1.7%	34,898	1.8%	ETF
SCHX Schwab US Large-Cap ETF	$4,009,854	$181,249 â–¼	-4.3%	156,391	1.8%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$3,651,556	$538,585 â–¼	-12.9%	46,422	1.6%	Manufacturing
RDVY First Trust Rising Dividend Achievers ETF	$3,296,833	$316,888 â–¼	-8.8%	48,284	1.4%	Manufacturing
NVDA NVIDIA	$2,967,932	$384,028 â–¼	-11.5%	17,018	1.3%	Computer and Technology
GOOGL Alphabet	$2,857,887	$683,845 â–¼	-19.3%	9,938	1.3%	Computer and Technology
AMZN Amazon.com	$2,785,403	$166,199 â–²	6.3%	13,374	1.2%	Retail/Wholesale
LAM RESEARCH CORP	$2,616,864	$1,320,397 â–¼	-33.5%	12,248	1.1%	COM NEW
VBK Vanguard Small-Cap Growth ETF	$2,544,708	$98,838 â–¼	-3.7%	8,419	1.1%	ETF
VRT Vertiv	$2,393,546	$1,072,485 â–¼	-30.9%	9,552	1.0%	Computer and Technology
WFC Wells Fargo & Company	$2,373,563	$7,881 â–²	0.3%	29,815	1.0%	Finance
APPLOVIN CORP	$2,360,140	$108,654 â–¼	-4.4%	5,930	1.0%	COM CL A
CCJ Cameco	$2,337,512	$693,368 â–¼	-22.9%	21,522	1.0%	Basic Materials
AMD Advanced Micro Devices	$2,284,519	$565,332 â–¼	-19.8%	11,230	1.0%	Computer and Technology
IGM iShares Expanded Tech Sector ETF	$2,203,456	$40,530 â–¼	-1.8%	18,593	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,109,256	$195,039 â–¼	-8.5%	16,968	0.9%	ETF
EQT EQT	$2,098,855	$97,879 â–²	4.9%	32,980	0.9%	Energy
CSX CSX	$2,075,492	$857,003 â–²	70.3%	50,560	0.9%	Transportation
MSFT Microsoft	$2,068,211	$335,015 â–²	19.3%	5,587	0.9%	Computer and Technology
TSLA Tesla	$1,933,100	$54,276 â–¼	-2.7%	5,200	0.8%	Auto/Tires/Trucks
PH Parker-Hannifin	$1,932,335	$380,557 â–¼	-16.5%	2,158	0.8%	Industrials
AAPL Apple	$1,925,237	$46,697 â–²	2.5%	7,586	0.8%	Computer and Technology
EMR Emerson Electric	$1,920,879	$76,384 â–¼	-3.8%	14,661	0.8%	Industrials
IWM iShares Russell 2000 ETF	$1,800,232	$51,088 â–¼	-2.8%	7,259	0.8%	Finance
MELI MercadoLibre	$1,729,020	$188,463 â–²	12.2%	1,000	0.8%	Retail/Wholesale
ASML ASML	$1,662,925	$740,986 â–¼	-30.8%	1,259	0.7%	Computer and Technology
NU NU	$1,562,105	$444,407 â–¼	-22.1%	108,706	0.7%	Finance
GD General Dynamics	$1,555,473	$867,660 â–²	126.1%	4,532	0.7%	Aerospace
UBER Uber Technologies	$1,545,848	$632,625 â–²	69.3%	21,491	0.7%	Computer and Technology
TMUS T-Mobile US	$1,526,730	$202,052 â–²	15.3%	7,269	0.7%	Computer and Technology
MU Micron Technology	$1,523,333	$2,270,303 â–¼	-59.8%	4,509	0.7%	Computer and Technology
ETN Eaton	$1,520,927	$93,717 â–¼	-5.8%	4,252	0.7%	Industrials
MRVL Marvell Technology	$1,497,347	$43,582 â–²	3.0%	15,117	0.7%	Computer and Technology
FCX Freeport-McMoRan	$1,492,574	$149,592 â–¼	-9.1%	25,393	0.7%	Basic Materials
ARISTA NETWORKS INC	$1,491,777	$274,168 â–¼	-15.5%	12,150	0.7%	COM SHS
OIH VanEck Oil Services ETF	$1,489,134	$514,568 â–¼	-25.7%	3,684	0.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,448,530	$120,673 â–¼	-7.7%	16,001	0.6%	ETF
C Citigroup	$1,446,500	$287,259 â–¼	-16.6%	12,755	0.6%	Financial Services
JPM JPMorgan Chase & Co.	$1,439,309	$103,837 â–¼	-6.7%	4,893	0.6%	Finance
TWLO Twilio	$1,435,355	$186,591 â–¼	-11.5%	11,408	0.6%	Computer and Technology
V Visa	$1,399,890	$26,898 â–¼	-1.9%	4,632	0.6%	Business Services
CEG Constellation Energy	$1,357,684	$161,961 â–²	13.5%	4,862	0.6%	Energy
CP Canadian Pacific Kansas City	$1,345,637	$314,640 â–²	30.5%	17,107	0.6%	Transportation
CBRE CBRE Group	$1,326,153	$116,225 â–²	9.6%	9,790	0.6%	Finance
BKNG Booking	$1,322,040	$319,984 â–²	31.9%	314	0.6%	Retail/Wholesale
TMDX TransMedics Group	$1,307,043	$23,560 â–¼	-1.8%	13,148	0.6%	Medical
HON Honeywell International	$1,298,547	$1,298,547 â–²	New Holding	5,745	0.6%	Multi-Sector Conglomerates
NLR VanEck Uranium and Nuclear ETF	$1,285,018	$25,306 â–¼	-1.9%	9,648	0.6%	ETF
COP ConocoPhillips	$1,278,572	$1,278,572 â–²	New Holding	9,686	0.6%	Energy
META Meta Platforms	$1,249,532	$179,649 â–²	16.8%	2,184	0.5%	Computer and Technology
XBI SPDR S&P Biotech ETF	$1,227,525	$118,410 â–¼	-8.8%	9,610	0.5%	ETF
NET Cloudflare	$1,213,073	$85,837 â–¼	-6.6%	5,879	0.5%	Computer and Technology
KO CocaCola	$1,210,868	$1,210,868 â–²	New Holding	15,922	0.5%	Consumer Staples
HALO Halozyme Therapeutics	$1,165,408	$205,523 â–¼	-15.0%	18,032	0.5%	Medical
JLL Jones Lang LaSalle	$1,159,155	$31,041 â–²	2.8%	3,809	0.5%	Finance
AMAT Applied Materials	$1,157,345	$113,137 â–¼	-8.9%	3,386	0.5%	Computer and Technology
AVGO Broadcom	$1,132,666	$628,846 â–²	124.8%	3,660	0.5%	Computer and Technology
ONON ON	$1,129,226	$148,191 â–²	15.1%	33,193	0.5%	Retail/Wholesale
SYK Stryker	$1,122,329	$73,924 â–²	7.1%	3,416	0.5%	Medical
LPLA LPL Financial	$1,104,648	$15,643 â–¼	-1.4%	3,672	0.5%	Finance
GS The Goldman Sachs Group	$1,095,557	$257,181 â–¼	-19.0%	1,295	0.5%	Finance
EW Edwards Lifesciences	$1,077,236	$1,077,236 â–²	New Holding	13,452	0.5%	Medical
LLY Eli Lilly and Company	$1,069,693	$161,880 â–¼	-13.1%	1,163	0.5%	Medical
MDT Medtronic	$1,052,971	$1,052,971 â–²	New Holding	12,152	0.5%	Medical
LINDE PLC	$1,040,104	$63,953 â–²	6.6%	2,098	0.5%	SHS
ISCG iShares Morningstar Small-Cap Growth ETF	$1,035,913	$75,732 â–¼	-6.8%	18,904	0.5%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$952,926	$120,251 â–¼	-11.2%	50,154	0.4%	ETF
D Dominion Energy	$951,719	$105,589 â–¼	-10.0%	15,395	0.4%	Utilities
NEE NextEra Energy	$938,198	$938,198 â–²	New Holding	10,101	0.4%	Utilities
CRS Carpenter Technology	$934,924	$16,948 â–¼	-1.8%	2,372	0.4%	Basic Materials
VST Vistra	$933,677	$669,704 â–²	253.7%	6,211	0.4%	Utilities
FTNT Fortinet	$854,383	$854,383 â–²	New Holding	10,455	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$844,350	$108,299 â–¼	-11.4%	1,762	0.4%	Finance
AXP American Express	$815,789	$815,789 â–²	New Holding	2,697	0.4%	Finance
XOM ExxonMobil	$805,103	$90,606 â–¼	-10.1%	4,745	0.4%	Energy
KR Kroger	$795,453	$795,453 â–²	New Holding	10,993	0.3%	Retail/Wholesale
SRE Sempra Energy	$775,319	$775,319 â–²	New Holding	7,979	0.3%	Utilities
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$769,636	$28,364 â–¼	-3.6%	4,233	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$728,108		0.0%	10,782	0.3%	ETF
AA Alcoa	$697,792	$697,792 â–²	New Holding	10,520	0.3%	Industrials
KLAC KLA	$689,088	$113,376 â–¼	-14.1%	468	0.3%	Computer and Technology
FITB Fifth Third Bancorp	$683,427	$683,427 â–²	New Holding	14,710	0.3%	Finance
EOG EOG Resources	$608,678	$78,217 â–¼	-11.4%	4,210	0.3%	Energy
URA Global X Uranium ETF	$578,303		0.0%	11,941	0.3%	ETF
FANG Diamondback Energy	$550,738	$79,129 â–¼	-12.6%	2,784	0.2%	Energy
MDB MongoDB	$548,285	$548,285 â–²	New Holding	2,240	0.2%	Computer and Technology
LMT Lockheed Martin	$537,319	$4,231 â–¼	-0.8%	889	0.2%	Aerospace
OEF iShares S&P 100 ETF	$488,150	$488,150 â–²	New Holding	4,000	0.2%	ETF
WELL Welltower	$436,672	$1,581 â–²	0.4%	2,209	0.2%	Finance
PB Prosperity Bancshares	$424,510		0.0%	6,319	0.2%	Finance

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

Advanced Stock Screeners and Research Tools

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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