Shelton Wealth Management, LLC Portfolio Holdings

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

Shelton Wealth Management, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $213 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $12.9M, Ishares Tr Ibonds Dec 2030 Ter with a value of $8.21M, Ishares Tr Ibonds Dec 2029 Tre with a value of $8.19M, Ishares Tr Ibonds Dec 2028 Ter with a value of $8.17M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $8.16M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $201M to 213M.

Below you can find more details about Shelton Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $105 Million
Technology: $32.4 Million
Financial Services: $16.1 Million
Consumer Cyclical: $11.8 Million
Industrials: $10.4 Million
Communication Services: $6.83 Million
Healthcare: $6.69 Million
Energy: $5.45 Million
Other: $9.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Million 6.06% of portfolio
214,901
Q3 2025 Added 3.13%
$0
$8.21 Million 3.86% of portfolio
413,115
Q3 2025 Added 7.11%
$0
$8.19 Million 3.85% of portfolio
372,795
Q3 2025 Added 7.24%
$0
$8.17 Million 3.84% of portfolio
365,038
Q3 2025 Added 7.42%
$0
$8.16 Million 3.84% of portfolio
362,348
Q3 2025 Added 7.6%
$0
$8.14 Million 3.83% of portfolio
354,835
Q3 2025 Added 7.74%
$0
$5.98 Million 2.81% of portfolio
61,966
Q3 2025 Added 0.21%
$0
$5.73 Million 2.7% of portfolio
15,683
Q3 2025 Added 1.02%
$0
$5.5 Million 2.59% of portfolio
58,726
Q3 2025 Added 3.08%
$0
$4.58 Million 2.16% of portfolio
51,294
Q3 2025 Added 2.74%
$0
$4.42 Million 2.08% of portfolio
167,732
Q3 2025 Reduced 6.64%
$0
$4.27 Million 2.01% of portfolio
35,726
Q3 2025 Added 2.67%
$186B
$4.04 Million 1.9% of portfolio
5,620
Q3 2025 Added 4.36%
$0
$3.72 Million 1.75% of portfolio
55,057
Q3 2025 Reduced 3.2%
$0
$3.61 Million 1.7% of portfolio
53,627
Q3 2025 Reduced 6.4%
$505B
$3.3 Million 1.55% of portfolio
17,702
Q3 2025 Reduced 7.35%
$0
$2.67 Million 1.26% of portfolio
8,968
Q3 2025 Reduced 3.51%
$2.49T
$2.57 Million 1.21% of portfolio
11,722
Q3 2025 Added 2.79%
$0
$2.54 Million 1.2% of portfolio
20,202
Q3 2025 Reduced 7.71%
$330B
$2.49 Million 1.17% of portfolio
29,696
Q3 2025 Added 0.07%
$3.86T
$2.28 Million 1.07% of portfolio
4,399
Q3 2025 Reduced 22.57%
$0
$2.23 Million 1.05% of portfolio
18,769
Q3 2025 Reduced 0.51%
$1.44T
$2.17 Million 1.02% of portfolio
4,874
Q3 2025 Added 406.65%
$413B
$2.12 Million 1.0% of portfolio
13,110
Q3 2025 Reduced 9.79%
$191B
$2.06 Million 0.97% of portfolio
21,010
Q3 2025 Added 6.14%
$44.2B
$2.06 Million 0.97% of portfolio
24,595
Q3 2025 Reduced 7.03%
$57.4B
$1.96 Million 0.92% of portfolio
122,453
Q3 2025 Added 7.1%
$117B
$1.9 Million 0.89% of portfolio
813
Q3 2025 Added 8.4%
$99.3B
$1.87 Million 0.88% of portfolio
2,465
Q3 2025 Added 4.1%
$243B
$1.87 Million 0.88% of portfolio
11,174
Q3 2025 Reduced 12.27%
$0
$1.82 Million 0.86% of portfolio
7,534
Q3 2025 Reduced 1.05%
$82.5B
$1.84 Million 0.86% of portfolio
14,010
Q3 2025 Added 1.51%
$4.35T
$1.82 Million 0.86% of portfolio
7,156
Q3 2025 Added 2.17%
$421B
$1.68 Million 0.79% of portfolio
1,734
Q3 2025 Added 3.03%
$65.9B
$1.61 Million 0.76% of portfolio
7,931
Q3 2025 Added 212.37%
$47.4B
$1.62 Million 0.76% of portfolio
5,391
Q3 2025 Reduced 6.7%
$152B
$1.58 Million 0.74% of portfolio
4,228
Q3 2025 Reduced 0.56%
$19.7B
$1.57 Million 0.74% of portfolio
28,901
Q3 2025 Added 15.75%
$0
$1.53 Million 0.72% of portfolio
17,569
Q3 2025 Reduced 0.71%
$913B
$1.54 Million 0.72% of portfolio
4,888
Q3 2025 Reduced 0.24%
$557B
$1.49 Million 0.7% of portfolio
4,370
Q3 2025 Added 7.98%
$0
$1.49 Million 0.7% of portfolio
11,002
Q3 2025 Reduced 24.76%
$9.08B
$1.49 Million 0.7% of portfolio
20,297
Q3 2025 Added 25.32%
$196B
$1.46 Million 0.68% of portfolio
14,339
Q3 2025 Reduced 6.82%
$12.1B
$1.4 Million 0.66% of portfolio
21,390
Q3 2025 Added 5.34%
$261B
$1.38 Million 0.65% of portfolio
5,755
Q3 2025 Added 10.0%
$216B
$1.37 Million 0.65% of portfolio
10,248
Q3 2025 Added 7.38%
$0
$1.33 Million 0.63% of portfolio
5,135
Q3 2025 Added 0.65%
$71B
$1.31 Million 0.62% of portfolio
997
Q3 2025 Added 4.07%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $213 Million
  • Prior Value $201 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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