Shelton Wealth Management, LLC
127 holdingsFiling period: 2026-06-30Current AUM: $247.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FTSM | First TR Exchange-Traded FD | 218.2K | $13.0M | $13.0M | 5.26% | +1.8K | 2026-06-30 |
| 2 | IBTH | iShares TR | 486.9K | $10.9M | $10.9M | 4.40% | +30.5K | 2026-06-30 |
| 3 | IBTI | iShares TR | 491.0K | $10.9M | $10.8M | 4.38% | +32.5K | 2026-06-30 |
| 4 | IBTJ | iShares TR | 501.2K | $10.9M | $10.7M | 4.35% | +34.3K | 2026-06-30 |
| 5 | IBTL | iShares TR | 536.8K | $10.8M | $10.6M | 4.30% | +41.0K | 2026-06-30 |
| 6 | IBTK | iShares TR | 554.5K | $10.8M | $10.7M | 4.31% | +39.4K | 2026-06-30 |
| 7 | IWR | iShares TR | 85.7K | $9.5M | $9.4M | 3.82% | -10,076 | 2026-06-30 |
| 8 | IWB | iShares TR | 14.9K | $6.1M | $6.2M | 2.50% | -248 | 2026-06-30 |
| 9 | FTCS | First TR Exchange-Traded FD | 56.9K | $5.3M | $5.8M | 2.35% | +1.8K | 2026-06-30 |
| 10 | EMXC | iShares Inc | 42.8K | $4.4M | $3.8M | 1.55% | -3,604 | 2026-06-30 |
| 11 | SCHX | Schwab Strategic TR | 148.0K | $4.4M | $4.4M | 1.78% | -8,344 | 2026-06-30 |
| 12 | TLT | iShares TR | 50.3K | $4.3M | $4.1M | 1.67% | +561 | 2026-06-30 |
| 13 | IEI | iShares TR | 35.7K | $4.2M | $4.1M | 1.67% | +832 | 2026-06-30 |
| 14 | AMD | Advanced Micro Devices Inc | 7.2K | $4.2M | $3.6M | 1.46% | -4,078 | 2026-06-30 |
| 15 | LRCX | Lam Research Corp | 8.9K | $3.9M | $2.1M | 0.86% | -3,352 | 2026-06-30 |
| 16 | RDVY | First TR Exchange Traded FD | 46.3K | $3.8M | $3.7M | 1.48% | -1,992 | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 15.6K | $3.1M | $3.2M | 1.29% | -1,414 | 2026-06-30 |
| 18 | GOOGL | Alphabet Inc | 8.5K | $3.0M | $2.4M | 0.96% | -1,465 | 2026-06-30 |
| 19 | VBK | Vanguard Index Fds | 7.9K | $2.9M | $2.6M | 1.05% | -540 | 2026-06-30 |
| 20 | MU | Micron Technology Inc | 2.5K | $2.8M | $2.2M | 0.88% | -2,044 | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 11.7K | $2.8M | $2.8M | 1.14% | -1,643 | 2026-06-30 |
| 22 | IGM | iShares TR | 16.5K | $2.7M | $2.5M | 1.02% | -2,092 | 2026-06-30 |
| 23 | WFC | Wells Fargo & Co | 29.9K | $2.5M | $2.5M | 1.01% | +103 | 2026-06-30 |
| 24 | IJR | iShares TR | 16.5K | $2.5M | $2.3M | 0.94% | -440 | 2026-06-30 |
| 25 | CSX | Csx Corp | 50.0K | $2.4M | $2.6M | 1.05% | -533 | 2026-06-30 |
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