SHELTON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 233,264
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 165 | 233,264 | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/9/2025 | 152 | 220,938 | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/11/2025 | 146 | 207,560 | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.003 K
(1.7% of total reported value)
· QoQ Δ:
-2.189 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 145.5 K | 63.5% | 10.53 K | 0 | 10.53 K |
| ETFs | 40.29 K | 17.6% | 1.392 K | 0 | 1.392 K |
| Debt | 43.46 K | 19.0% | 2.59 K | 0 | 2.59 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
233,264
Holdings
165
QoQ value change ($000)
12,326
(5.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.