SHELTON WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19038832026Q2
| Positions | 126 |
|---|
| Reported value | $254.9m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 126 (-1 vs prior quarter) |
|---|
| Reported value | $254.9m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FTSM FIRST TR EXCHANGE-TRADED FD | 218,227 | $13.0m | 5.1% |
| IBTH ISHARES TR | 486,876 | $10.9m | 4.3% |
| IBTI ISHARES TR | 490,978 | $10.9m | 4.3% |
| IBTJ ISHARES TR | 501,211 | $10.9m | 4.3% |
| IBTL ISHARES TR | 536,805 | $10.8m | 4.3% |
| IBTK ISHARES TR | 554,476 | $10.8m | 4.3% |
| IWR ISHARES TR | 85,684 | $9.5m | 3.7% |
| IWB ISHARES TR | 14,931 | $6.1m | 2.4% |
| FTCS FIRST TR EXCHANGE-TRADED FD | 56,883 | $5.3m | 2.1% |
| EMXC ISHARES INC | 42,818 | $4.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1903883")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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