Institutional Fund
Shelton Wealth Management, LLC
Fort Worth, TXCIK 19038835 filings on record
Portfolio Value
$227.00M
Q1 2026
Holdings
124
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-1.0%
from $229.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange-Traded Fd5.7%
- Ishares Tr4.5%
- Ishares Tr4.5%
- Ishares Tr4.5%
- Ishares Tr4.5%
- Ishares Tr4.5%
- Other71.9%
Portfolio Holdings
124 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd | 216.4K | $12.94M | 5.7% | +1.8K | Added |
| 2 | Ishares Tr | 456.4K | $10.24M | 4.5% | +69.5K | Added |
| 3 | Ishares Tr | 458.4K | $10.22M | 4.5% | +68.9K | Added |
| 4 | Ishares Tr | 466.9K | $10.20M | 4.5% | +69.2K | Added |
| 5 | Ishares Tr | 515.1K | $10.16M | 4.5% | +75.4K | Added |
| 6 | Ishares Tr | 495.8K | $10.11M | 4.5% | +495.8K | New |
| 7 | Ishares Tr | 95.8K | $9.31M | 4.1% | +16.9K | Added |
| 8 | Ishares Tr | 15.2K | $5.41M | 2.4% | −261 | Reduced |
| 9 | First Tr Exchange-Traded Fd | 55.1K | $5.11M | 2.2% | −3.3K | Reduced |
| 10 | Ishares Tr | 49.7K | $4.31M | 1.9% | −490 | Reduced |
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