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
$123B
$1.31 Million 0.62% of portfolio
3,982
Q3 2025 Reduced 2.93%
$70.2B
$1.28 Million 0.6% of portfolio
5,960
Q3 2025 Reduced 15.01%
$48.6B
$1.27 Million 0.6% of portfolio
8,059
Q3 2025 Reduced 0.62%
$3.49B
$1.26 Million 0.59% of portfolio
16,341
Q3 2025 Added 5.82%
$1.46T
$1.26 Million 0.59% of portfolio
1,712
Q3 2025 Reduced 2.95%
$179B
$1.24 Million 0.58% of portfolio
1,343
Q3 2025 Added 10.63%
$270B
$1.21 Million 0.57% of portfolio
1,518
Q3 2025 Reduced 6.93%
$198B
$1.18 Million 0.56% of portfolio
219
Q3 2025 Reduced 0.45%
$32.7B
$1.17 Million 0.55% of portfolio
13,462
Q3 2025 Reduced 10.18%
$3.97B
$1.17 Million 0.55% of portfolio
10,436
Q3 2025 New
$30.2B
$1.14 Million 0.54% of portfolio
3,428
Q3 2025 Added 9.56%
$74.7B
$1.13 Million 0.53% of portfolio
13,454
Q3 2025 New
$0
$1.13 Million 0.53% of portfolio
20,792
Q3 2025 Reduced 4.18%
$137B
$1.1 Million 0.52% of portfolio
2,972
Q3 2025 Added 8.86%
$0
$1.09 Million 0.51% of portfolio
56,614
Q3 2025 Reduced 0.1%
$23.6B
$1.09 Million 0.51% of portfolio
10,867
Q3 2025 Added 2.68%
$880M
$1.06 Million 0.5% of portfolio
27,110
Q3 2025 Added 6.28%
$123B
$1.05 Million 0.5% of portfolio
4,266
Q3 2025 Added 16.62%
$14.4B
$1.05 Million 0.49% of portfolio
3,520
Q3 2025 Added 1.76%
$0
$1.02 Million 0.48% of portfolio
10,212
Q3 2025 Reduced 4.27%
$56.3B
$1.02 Million 0.48% of portfolio
26,128
Q3 2025 Reduced 0.2%
$621B
$997,000 0.47% of portfolio
1,985
Q2 2025 Reduced 0.35%
$862B
$969,000 0.46% of portfolio
1,271
Q3 2025 Added 6.45%
$6.2B
$985,000 0.46% of portfolio
34,433
Q3 2025 Added 15.12%
$49.4B
$958,000 0.45% of portfolio
15,662
Q3 2025 Added 5.95%
$8.97B
$841,000 0.4% of portfolio
4,342
Q3 2025 Added 6.47%
$0
$769,000 0.36% of portfolio
11,789
Q3 2025 Added 8.97%
$198B
$707,000 0.33% of portfolio
3,458
Q3 2025 Added 1.77%
$44.9B
$671,000 0.32% of portfolio
9,936
Q3 2025 Reduced 0.39%
$669B
$624,000 0.29% of portfolio
2,220
Q3 2025 Added 0.18%
$169B
$587,000 0.28% of portfolio
545
Q3 2025 Reduced 3.2%
$0
$575,000 0.27% of portfolio
4,351
Q3 2025 Reduced 0.05%
$476B
$555,000 0.26% of portfolio
4,931
Q3 2025 Reduced 36.57%
$143B
$548,000 0.26% of portfolio
1,664
Q3 2025 Reduced 68.92%
$15.1B
$546,000 0.26% of portfolio
2,225
Q3 2025 Added 138.22%
$0
$509,000 0.24% of portfolio
10,692
Q3 2025 Added 4.41%
$61.7B
$494,000 0.23% of portfolio
4,412
Q3 2025 Added 5.68%
$127B
$447,000 0.21% of portfolio
896
Q3 2025 Added 0.45%
$24.8B
$423,000 0.2% of portfolio
2,960
Q3 2025 Reduced 3.99%
$0
$416,000 0.2% of portfolio
16,087
Q2 2025 Reduced 83.43%
$6.07B
$419,000 0.2% of portfolio
6,319
Q4 2021 New
$11.5B
$398,000 0.19% of portfolio
4,365
Q3 2025 New
$85.4B
$390,000 0.18% of portfolio
2,193
Q3 2025 Added 0.46%
$0
$362,000 0.17% of portfolio
603
Q3 2025 Added 714.86%
$75.4B
$357,000 0.17% of portfolio
10,067
Q3 2025 Added 8.31%
$148B
$313,000 0.15% of portfolio
1,249
Q3 2025 Added 3.39%
$0
$318,000 0.15% of portfolio
2,641
Q3 2025 Added 0.04%
$123B
$302,000 0.14% of portfolio
2,111
Q3 2025 New
$51.1B
$297,000 0.14% of portfolio
9,241
Q3 2025 New

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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