SHELTON WEALTH MANAGEMENT, LLC - Portfolio overview

SHELTON WEALTH MANAGEMENT, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. FTSM - FIRST TR EXCHANGE-TRADED FD, 5.30%
2. IBTH - ISHARES TR, 4.19%
3. IBTI - ISHARES TR, 4.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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