SHELTON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 254,914
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 144 | 254,914 | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/28/2026 | 137 | 228,561 | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC |
| 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):
2.331 K
(0.9% of total reported value)
· QoQ Δ:
+773
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 136.8 K | 54.2% | 17.98 K | 0 | 17.98 K |
| ETFs | 61.5 K | 24.3% | 4.233 K | 0 | 4.233 K |
| Debt | 54.28 K | 21.5% | 3.362 K | 0 | 3.362 K |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
254,914
Holdings
144
QoQ value change ($000)
26,353
(11.5%)
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.