SHELTON WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 254,417
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 141 | 254,417 | 13F-HR | SHELTON WEALTH MANAGEMENT, LLC |
| 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):
2.815 K
(1.1% of total reported value)
· QoQ Δ:
+484
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.5 K | 53.9% | 0 | 1.282 K | -1.282 K |
| ETFs | 59.54 K | 23.7% | 0 | 1.959 K | -1.959 K |
| Debt | 56.55 K | 22.5% | 2.262 K | 0 | 2.262 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
254,417
Holdings
141
QoQ value change ($000)
-497
(-0.2%)
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.