SHELTON WEALTH MANAGEMENT, LLC
Q3 2026 13F filing
Updated 20 days ago141 disclosed positions worth $254.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FIRST TR EXCHANGE-TRADED FD | $12.9M | 217.2K | 5.08% | Trimmed(-0.5%) |
| 2 | E ISHARES TR | $11.4M | 512.4K | 4.50% | Added(+5.2%) |
| 3 | ? N/A ISHARES TR | $11.4M | 520.5K | 4.48% | Added(+6.0%) |
| 4 | ? N/A ISHARES TR | $11.3M | 533.0K | 4.45% | Added(+6.3%) |
| 5 | ? N/A ISHARES TR | $11.2M | 591.2K | 4.41% | Added(+6.6%) |
| 6 | ? N/A ISHARES TR | $11.2M | 573.5K | 4.39% | Added(+6.8%) |
| 7 | E ISHARES TR | $9.1M | 85.5K | 3.59% | Trimmed(-0.2%) |
| 8 | E ISHARES TR | $6.2M | 14.8K | 2.43% | Trimmed(-0.6%) |
| 9 | F FIRST TR EXCHANGE-TRADED FD | $5.3M | 56.3K | 2.08% | Trimmed(-1.1%) |
| 10 | S SCHWAB STRATEGIC TR | $4.4M | 146.4K | 1.73% | Trimmed(-1.1%) |
| 11 | E ISHARES INC | $4.2M | 42.3K | 1.65% | Trimmed(-1.3%) |
| 12 | A ADVANCED MICRO DEVICES INC | $4M | 6.6K | 1.58% | Trimmed(-8.0%) |
| 13 | E ISHARES TR | $3.9M | 34.4K | 1.53% | Trimmed(-3.6%) |
| 14 | E ISHARES TR | $3.7M | 47.8K | 1.46% | Trimmed(-4.9%) |
| 15 | F FIRST TR EXCHANGE TRADED FD | $3.6M | 46.3K | 1.43% | Added(+0.0%) |
| 16 | G ALPHABET INC | $3.5M | 10.2K | 1.38% | Added(+20.6%) |
| 17 | N NVIDIA CORPORATION | $3.5M | 15.2K | 1.36% | Added(+1.3%) |
| 18 | M MICROSOFT CORP | $3.2M | 6.3K | 1.26% | Added(+16.6%) |
| 19 | A AMAZON COM INC | $3M | 12.0K | 1.18% | Added(+6.2%) |
| 20 | ? N/A ISHARES TR | $2.8M | 16.3K | 1.09% | Trimmed(-1.0%) |
| 21 | L LAM RESEARCH CORP | $2.8M | 8.4K | 1.08% | Trimmed(-5.9%) |
| 22 | T VANGUARD INDEX FDS | $2.6M | 7.8K | 1.04% | Trimmed(-1.0%) |
| 23 | M MICRON TECHNOLOGY INC | $2.6M | 2.4K | 1.02% | Trimmed(-1.5%) |
| 24 | W WELLS FARGO & CO | $2.4M | 30.0K | 0.94% | Added(+0.3%) |
| 25 | M META PLATFORMS INC | $2.4M | 3.3K | 0.94% | Added(+34.3%) |
| 26 | E EMERSON ELEC CO | $2.3M | 14.9K | 0.91% | Trimmed(-2.7%) |
| 27 | A APPLE INC | $2.3M | 6.9K | 0.90% | Added(+1.1%) |
| 28 | E ISHARES TR | $2.2M | 16.3K | 0.87% | Trimmed(-1.2%) |
| 29 | D DEERE & CO | $2.1M | 3.2K | 0.83% | Added(+12.8%) |
| 30 | T TESLA INC | $2.1M | 5.9K | 0.82% | Added(+12.3%) |
| 31 | P PARKER-HANNIFIN CORP | $2M | 2.1K | 0.80% | Trimmed(-2.0%) |
| 32 | C CAMECO CORP | $2M | 23.4K | 0.80% | Added(+14.8%) |
| 33 | M MERCADOLIBRE INC | $2M | 1.2K | 0.79% | Added(+4.9%) |
| 34 | A ARISTA NETWORKS INC | $2M | 9.9K | 0.79% | Trimmed(-7.6%) |
| 35 | C CSX CORP | $2M | 43.3K | 0.79% | Trimmed(-13.3%) |
| 36 | E ISHARES TR | $2M | 7.2K | 0.78% | Trimmed(-0.7%) |
| 37 | T TWILIO INC | $2M | 6.7K | 0.77% | Trimmed(-15.2%) |
| 38 | V VERTIV HOLDINGS CO | $1.9M | 7.9K | 0.75% | Added(+16.8%) |
| 39 | U UBER TECHNOLOGIES INC | $1.9M | 27.7K | 0.75% | Added(+6.3%) |
| 40 | C CANADIAN PACIFIC KANSAS CITY | $1.8M | 21.5K | 0.72% | Trimmed(-0.0%) |
| 41 | A ASML HLDG NV | $1.8M | 975 | 0.69% | Trimmed(-9.0%) |
| 42 | T THERMO FISHER SCIENTIFIC INC | $1.7M | 2.6K | 0.68% | — |
| 43 | H HALOZYME THERAPEUTICS INC | $1.7M | 15.7K | 0.68% | Trimmed(-25.5%) |
| 44 | A APPLOVIN CORP | $1.7M | 5.9K | 0.67% | Added(+28.0%) |
| 45 | M MARVELL TECHNOLOGY INC | $1.7M | 6.4K | 0.67% | Trimmed(-18.5%) |
| 46 | V VISA INC | $1.7M | 4.7K | 0.66% | Added(+1.7%) |
| 47 | A BROADCOM INC | $1.7M | 4.8K | 0.66% | Added(+24.0%) |
| 48 | R REDDIT INC | $1.6M | 11.6K | 0.65% | Added(+728.2%) |
| 49 | G GENERAL DYNAMICS CORP | $1.6M | 4.9K | 0.64% | Trimmed(-2.2%) |
| 50 | F FORTINET INC | $1.6M | 9.0K | 0.63% | Trimmed(-25.6%) |