SHELTON WEALTH MANAGEMENT, LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$233.3M

Holdings

140

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
FTSMFIRST TR EXCHANGE-TRADED FD
$12.9M
IBMSISHARES TR
$8.7M
IBTKISHARES TR
$8.7M
IBTIISHARES TR
$8.7M
IBTHISHARES TR
$8.7M
IBTGISHARES TR
$8.6M
IWRISHARES TR
$7.6M
IWBISHARES TR
$5.8M
FTCSFIRST TR EXCHANGE-TRADED FD
$5.4M
SCHXSCHWAB STRATEGIC TR
$4.4M
TLTISHARES TR
$4.4M
IEIISHARES TR
$4.2M
APPAPPLOVIN CORP
$4.2M
EMXCISHARES INC
$3.9M
GOOGLALPHABET INC
$3.9M
RDVYFIRST TR EXCHANGE TRADED FD
$3.7M
NVDANVIDIA CORPORATION
$3.6M
MUMICRON TECHNOLOGY INC
$3.2M
LRCXLAM RESEARCH CORP
$3.2M
AMDADVANCED MICRO DEVICES INC
$3.0M
AMZNAMAZON COM INC
$2.9M
WFCWELLS FARGO CO NEW
$2.8M
VBKVANGUARD INDEX FDS
$2.6M
CCOCAMECO CORP
$2.6M
IGMISHARES TR
$2.4M
TSLATESLA INC
$2.4M
NUNU HLDGS LTD
$2.3M
PHPARKER-HANNIFIN CORP
$2.3M
MSFTMICROSOFT CORP
$2.3M
VRTVERTIV HOLDINGS CO
$2.2M
IJRISHARES TR
$2.2M
EMREMERSON ELEC CO
$2.0M
AAPLAPPLE INC
$2.0M
ASMLASML HOLDING N V
$1.9M
ANETARISTA NETWORKS INC
$1.9M
IWMISHARES TR
$1.8M
TWLOTWILIO INC
$1.8M
MLB1MERCADOLIBRE INC
$1.8M
TRVCCITIGROUP INC
$1.8M
JPMJPMORGAN CHASE & CO.
$1.7M
EQTEQT CORP
$1.7M
VVISA INC
$1.7M
TMDXTRANSMEDICS GROUP INC
$1.6M
PANWPALO ALTO NETWORKS INC
$1.6M
AQLTISHARES TR
$1.6M
CEGCONSTELLATION ENERGY CORP
$1.5M
LLYELI LILLY & CO
$1.4M
ETNEATON CORP PLC
$1.4M
CBRECBRE GROUP INC
$1.4M
JEFJEFFERIES FINL GROUP INC
$1.4M
HALOHALOZYME THERAPEUTICS INC
$1.4M
FCXFREEPORT-MCMORAN INC
$1.4M
OIHVANECK ETF TRUST
$1.4M
GSGOLDMAN SACHS GROUP INC
$1.4M
AFRMAFFIRM HLDGS INC
$1.4M
ONONON HLDG AG
$1.3M
LPLALPL FINL HLDGS INC
$1.3M
ZSZSCALER INC
$1.3M
XBISPDR SERIES TRUST
$1.3M
TMUST-MOBILE US INC
$1.3M
BKNGBOOKING HOLDINGS INC
$1.3M
JLLJONES LANG LASALLE INC
$1.2M
MRVLMARVELL TECHNOLOGY INC
$1.2M
NETCLOUDFLARE INC
$1.2M
METAMETA PLATFORMS INC
$1.2M
NLRVANECK ETF TRUST
$1.2M
AXTAAXALTA COATING SYS LTD
$1.2M
BSXBOSTON SCIENTIFIC CORP
$1.2M
ISCGISHARES TR
$1.1M
SYKSTRYKER CORPORATION
$1.1M
FPEIFIRST TR EXCH TRADED FD III
$1.1M
CSXCSX CORP
$1.1M
UBERUBER TECHNOLOGIES INC
$1.0M
DDOMINION ENERGY INC
$1.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$999K
CPCANADIAN PACIFIC KANSAS CITY
$965K
AMATAPPLIED MATLS INC
$955K
ALABASTERA LABS INC
$940K
NOWSERVICENOW INC
$861K
DISDISNEY WALT CO
$858K
SESEA LTD
$850K
LINLINDE PLC
$839K
CRSCARPENTER TECHNOLOGY CORP
$760K
CTVACORTEVA INC
$721K
T7DTRANSDIGM GROUP INC
$711K
IJHISHARES TR
$711K
GDGENERAL DYNAMICS CORP
$674K
KLACKLA CORP
$662K
XOMEXXON MOBIL CORP
$635K
PGRPROGRESSIVE CORP
$619K
AVGOBROADCOM INC
$563K
XOPSPDR SERIES TRUST
$554K
URAGLOBAL X FDS
$510K
EOGEOG RES INC
$498K
ORCLORACLE CORP
$491K
FANGDIAMONDBACK ENERGY INC
$478K
TEMTEMPUS AI INC
$449K
AONAON PLC
$442K
PBPROSPERITY BANCSHARES INC
$436K
LMTLOCKHEED MARTIN CORP
$433K
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