StockDriftsStockDriftsTop 50 Shelton Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | 5.16% | 218.2K | $13.0M | +0.85%(+1.84K) | $59.72(+0.11%) | 2026-06-30 | |
| IBTH | ISHARES TR | 4.31% | 486.9K | $10.9M | +6.68%(+30.49K) | $22.32(+0.09%) | 2026-06-30 | |
| IBTI | ISHARES TR | 4.3% | 491.0K | $10.9M | +7.10%(+32.55K) | $22.12(-0.21%) | 2026-06-30 | |
| IBTJ | ISHARES TR | 4.3% | 501.2K | $10.9M | +7.35%(+34.31K) | $21.66(-0.55%) | 2026-06-30 | |
| IBTL | ISHARES TR | 4.29% | 536.8K | $10.8M | +8.27%(+40.98K) | $20.45(-2.29%) | 2026-06-30 | |
| IBTK | ISHARES TR | 4.29% | 554.5K | $10.8M | +7.64%(+39.38K) | $19.54(-0.75%) | 2026-06-30 | |
| IWR | ISHARES TR | 3.74% | 85.7K | $9.5M | -10.52%(-10.08K) | $86.11(+31.65%) | 2026-06-30 | |
| IWB | ISHARES TR | 2.42% | 14.9K | $6.1M | -1.63%(-248) | $253.97(+66.81%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2.12% | 56.9K | $5.3M | +3.31%(+1.82K) | $80.12(+25.76%) | 2026-06-30 | |
| EMXC | ISHARES INC | 1.73% | 42.8K | $4.4M | -7.76%(-3.60K) | $51.44(+85.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.76% | +28.66% | — | — | +16.55% |
| Top 20 Holdings Unweighted | +12.23% | +41.38% | — | — | +25.91% |
Shelton Wealth Management LLC reports $254.91M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are FTSM (5.2%), IBTH (4.3%) and IBTI (4.3%). The top 20 holdings account for 51.08% of reported assets. Its disclosed equity book has returned +28.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shelton Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903883). View Shelton Wealth Management LLC’s 13F filings on SEC