Shelton Wealth Management, LLC

13F filer · CIK 0001903883

Reported Jul 13, 2026

Net seller this quarter

13F portfolio value$255MU.S. long equity reported on 13F

Positions9613 new · 14 closed

Net flow last quarter-$8.01MBuys minus sells

Top 10 positions weight12.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202696 positions
EMXCEmax Holdings Corp	$4.38M	1.72%	Not reported	-7.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$4.15M	1.63%	0.00%	-36.3%	Q4 2021
LRCXLam Research Corp	$3.86M	1.51%	0.00%	-27.4%	Q4 2024
GOOGLAlphabet Inc.	$3.03M	1.19%	0.00%	-14.7%	Q4 2021
NVDANvidia Corp	$3M	1.18%	0.00%	-9.2%	Q4 2021
MUMicron Technology Inc	$2.85M	1.12%	0.00%	-45.3%	Q4 2021
AMZNAmazon Com Inc	$2.7M	1.06%	0.00%	-12.7%	Q4 2021
WFCWells Fargo & Company	$2.47M	0.97%	0.00%	+0.4%	Q4 2021
CSXCSX Corp	$2.38M	0.93%	0.00%	-1.1%	Q2 2024
APPAppLovin Corp	$2.37M	0.93%	0.00%	-19.6%	Q2 2024
MRVLMarvell Technology, Inc.	$2.35M	0.92%	0.00%	-47.8%	Q3 2025
VRTVertiv Holdings Co	$2.26M	0.89%	0.00%	-29.2%	Q2 2024
TSLATesla, Inc.	$2.19M	0.86%	0.00%	+4.3%	Q2 2024
EMREmerson Electric Co	$2.19M	0.86%	0.00%	+4.4%	Q2 2025
PHParker-Hannifin Corp	$2.13M	0.84%	0.00%	+1.2%	Q4 2023
ASMLAsml Holding NV	$2.13M	0.84%	0.00%	-14.9%	Q4 2023
CCJCameco Corp	$2.08M	0.81%	0.00%	-5.3%	Q4 2023
MSFTMicrosoft Corp	$2M	0.78%	0.00%	+1.4%	Q4 2021
AAPLApple Inc.	$1.97M	0.77%	0.00%	-4.0%	Q4 2021
AMATApplied Materials Inc	$1.94M	0.76%	0.00%	-20.6%	Q4 2021
MELIMercadolibre Inc	$1.89M	0.74%	0.00%	+11.5%	Q4 2023
UBERUber Technologies, Inc	$1.88M	0.74%	0.00%	+21.1%	Q4 2024
CPCanadian Pacific Kansas City Ltd	$1.86M	0.73%	0.00%	+25.7%	Q4 2023
FTNTFortinet, Inc.	$1.86M	0.73%	0.00%	+15.5%	Q1 2026
ANETArista Networks, Inc.	$1.82M	0.72%	0.00%	-11.6%	Q4 2023
EQTEQT Corp	$1.79M	0.70%	0.01%	+1.9%	Q2 2025
GDGeneral Dynamics Corp	$1.79M	0.70%	0.00%	+11.2%	Q4 2025
DEDeere & Co	$1.77M	0.70%	0.00%	Not reported	Q2 2023
HALOHalozyme Therapeutics, Inc.	$1.65M	0.65%	0.02%	+16.8%	Q1 2024
LLYELI LILLY & Co	$1.63M	0.64%	0.00%	+17.0%	Q4 2023
TWLOTwilio Inc	$1.63M	0.64%	0.01%	-30.8%	Q4 2024
FCXFreeport-Mcmoran Inc	$1.62M	0.64%	0.00%	+1.4%	Q4 2023
VVisa Inc.	$1.58M	0.62%	0.00%	-0.5%	Q4 2021
ONONOn Holding AG	$1.56M	0.61%	0.01%	+33.1%	Q2 2024
NUNu Holdings Ltd.	$1.56M	0.61%	Not reported	+7.2%	Q2 2024
JPMJPMorgan Chase & Co	$1.55M	0.61%	0.00%	-3.5%	Q4 2021
CCitigroup Inc	$1.52M	0.60%	0.00%	-14.9%	Q4 2021
APHAmphenol Corp	$1.5M	0.59%	0.00%	New	Q2 2026
BKNGBooking Holdings Inc.	$1.5M	0.59%	0.00%	+7.1%	Q4 2023
EWEdwards Lifesciences Corp	$1.49M	0.58%	0.00%	+22.2%	Q1 2026
AVGOBroadcom Inc.	$1.46M	0.57%	0.00%	+5.3%	Q4 2021
TMUST-Mobile US, Inc.	$1.45M	0.57%	0.00%	+19.3%	Q4 2023
CRSCarpenter Technology Corp	$1.4M	0.55%	0.00%	-4.4%	Q2 2024
KOCoca Cola Co	$1.39M	0.55%	0.00%	+7.4%	Q1 2026
METAMeta Platforms, Inc.	$1.38M	0.54%	Not reported	+17.5%	Q4 2021
VSTVistra Corp.	$1.35M	0.53%	0.00%	+36.6%	Q4 2025
MDTMedtronic plc	$1.33M	0.52%	0.00%	+39.8%	Q1 2026
SYKStryker Corp	$1.32M	0.52%	0.00%	+23.1%	Q4 2021
CBRECbre Group, Inc.	$1.29M	0.51%	0.00%	-2.0%	Q1 2024
CEGConstellation Energy Corp	$1.28M	0.50%	0.00%	+6.2%	Q4 2023

Q1 2026Reported Apr 28, 202696 positions
EMXCEmax Holdings Corp	$3.65M	1.60%	Not reported	-12.9%	Q4 2021
NVDANvidia Corp	$2.88M	1.26%	0.00%	-11.8%	Q4 2021
GOOGLAlphabet Inc.	$2.86M	1.25%	0.00%	-19.3%	Q4 2021
AMZNAmazon Com Inc	$2.7M	1.18%	0.00%	+3.2%	Q4 2021
LRCXLam Research Corp	$2.62M	1.14%	0.00%	-33.5%	Q4 2024
VRTVertiv Holdings Co	$2.39M	1.05%	0.00%	-30.9%	Q2 2024
WFCWells Fargo & Company	$2.37M	1.04%	0.00%	+0.3%	Q4 2021
CCJCameco Corp	$2.34M	1.02%	0.00%	-16.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$2.28M	1.00%	0.00%	-18.1%	Q4 2021
APPAppLovin Corp	$2.28M	1.00%	0.00%	-4.6%	Q2 2024
EQTEQT Corp	$2.1M	0.92%	0.01%	+4.9%	Q2 2025
CSXCSX Corp	$2.08M	0.91%	0.00%	+70.3%	Q2 2024
MSFTMicrosoft Corp	$1.96M	0.86%	0.00%	+12.9%	Q4 2021
PHParker-Hannifin Corp	$1.93M	0.85%	0.00%	-16.5%	Q4 2023
EMREmerson Electric Co	$1.92M	0.84%	0.00%	-3.8%	Q2 2025
TSLATesla, Inc.	$1.86M	0.81%	0.00%	-6.5%	Q2 2024
AAPLApple Inc.	$1.8M	0.79%	0.00%	-4.3%	Q4 2021
MELIMercadolibre Inc	$1.73M	0.76%	0.00%	+12.2%	Q4 2023
ASMLAsml Holding NV	$1.66M	0.73%	0.00%	-30.8%	Q4 2023
NUNu Holdings Ltd.	$1.56M	0.68%	Not reported	-16.1%	Q2 2024
GDGeneral Dynamics Corp	$1.56M	0.68%	0.00%	+126.2%	Q4 2025
UBERUber Technologies, Inc	$1.55M	0.68%	0.00%	+69.3%	Q4 2024
TMUST-Mobile US, Inc.	$1.53M	0.67%	0.00%	+15.3%	Q4 2023
MUMicron Technology Inc	$1.52M	0.67%	0.00%	-59.9%	Q4 2021
ETNEaton Corp plc	$1.52M	0.67%	0.00%	-5.8%	Q1 2024
MRVLMarvell Technology, Inc.	$1.5M	0.66%	0.00%	+3.0%	Q3 2025
FCXFreeport-Mcmoran Inc	$1.49M	0.65%	0.00%	-9.1%	Q4 2023
ANETArista Networks, Inc.	$1.49M	0.65%	0.00%	-15.5%	Q4 2023
CCitigroup Inc	$1.45M	0.63%	0.00%	-16.6%	Q4 2021
JPMJPMorgan Chase & Co	$1.44M	0.63%	0.00%	-6.7%	Q4 2021
TWLOTwilio Inc	$1.44M	0.63%	0.01%	-2.4%	Q4 2024
VVisa Inc.	$1.4M	0.61%	0.00%	-1.9%	Q4 2021
CEGConstellation Energy Corp	$1.36M	0.59%	0.00%	+13.6%	Q4 2023
CPCanadian Pacific Kansas City Ltd	$1.35M	0.59%	0.00%	+30.5%	Q4 2023
CBRECbre Group, Inc.	$1.33M	0.58%	0.00%	+9.6%	Q1 2024
BKNGBooking Holdings Inc.	$1.32M	0.58%	0.00%	+31.9%	Q4 2023
TMDXTransMedics Group, Inc.	$1.31M	0.57%	0.04%	+10.6%	Q3 2025
HONHoneywell International Inc	$1.3M	0.57%	0.00%	New	Q1 2026
COPConocophillips	$1.28M	0.56%	0.00%	New	Q1 2026
NETCloudflare, Inc.	$1.21M	0.53%	Not reported	-6.6%	Q2 2025
KOCoca Cola Co	$1.21M	0.53%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$1.19M	0.52%	Not reported	+11.4%	Q4 2021
HALOHalozyme Therapeutics, Inc.	$1.17M	0.51%	0.02%	-15.0%	Q1 2024
JLLJones Lang Lasalle Inc	$1.16M	0.51%	0.01%	+2.8%	Q1 2024
AMATApplied Materials Inc	$1.16M	0.51%	0.00%	-8.9%	Q4 2021
AVGOBroadcom Inc.	$1.13M	0.50%	0.00%	+124.8%	Q4 2021
ONONOn Holding AG	$1.13M	0.49%	0.01%	+15.1%	Q2 2024
SYKStryker Corp	$1.12M	0.49%	0.00%	+7.1%	Q4 2021
LPLALPL Financial Holdings Inc.	$1.1M	0.48%	0.00%	-1.4%	Q4 2024
GSGoldman Sachs Group Inc	$1.1M	0.48%	0.00%	-19.0%	Q1 2024

Q4 2025Reported Jan 26, 2026104 positions
IBTGInternational Building Technologies Group, Inc.	$8.6M	3.69%	Not reported	+6.0%	Q4 2023
APPAppLovin Corp	$4.04M	1.73%	0.00%	+6.8%	Q2 2024
EMXCEmax Holdings Corp	$3.87M	1.66%	Not reported	-3.3%	Q4 2021
GOOGLAlphabet Inc.	$3.86M	1.65%	0.00%	+3.1%	Q4 2021
NVDANvidia Corp	$3.49M	1.50%	0.00%	+5.8%	Q4 2021
MUMicron Technology Inc	$3.2M	1.37%	0.00%	+0.5%	Q4 2021
LRCXLam Research Corp	$3.15M	1.35%	0.00%	+3.5%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.94M	1.26%	0.00%	+4.6%	Q4 2021
AMZNAmazon Com Inc	$2.9M	1.24%	0.00%	+7.3%	Q4 2021
WFCWells Fargo & Company	$2.77M	1.19%	0.00%	+0.1%	Q4 2021
TSLATesla, Inc.	$2.4M	1.03%	0.00%	+9.7%	Q2 2024
CCJCameco Corp	$2.37M	1.02%	0.01%	+5.3%	Q4 2023
PHParker-Hannifin Corp	$2.27M	0.97%	0.00%	+4.8%	Q4 2023
MSFTMicrosoft Corp	$2.26M	0.97%	0.00%	+6.4%	Q4 2021
VRTVertiv Holdings Co	$2.24M	0.96%	0.00%	+2.8%	Q2 2024
NUNu Holdings Ltd.	$2.17M	0.93%	Not reported	+5.9%	Q2 2024
EMREmerson Electric Co	$2.02M	0.87%	0.00%	+8.8%	Q2 2025
AAPLApple Inc.	$2.01M	0.86%	0.00%	+3.4%	Q4 2021
ASMLAsml Holding NV	$1.95M	0.83%	0.00%	+5.0%	Q4 2023
ANETArista Networks, Inc.	$1.88M	0.81%	0.00%	+5.3%	Q4 2023
MELIMercadolibre Inc	$1.79M	0.77%	0.00%	+9.6%	Q4 2023
CCitigroup Inc	$1.78M	0.76%	0.00%	+6.6%	Q4 2021
JPMJPMorgan Chase & Co	$1.69M	0.72%	0.00%	+7.3%	Q4 2021
EQTEQT Corp	$1.69M	0.72%	0.01%	+8.8%	Q2 2025
TWLOTwilio Inc	$1.66M	0.71%	0.01%	+7.6%	Q4 2024
VVisa Inc.	$1.66M	0.71%	0.00%	+8.0%	Q4 2021
PANWPalo Alto Networks Inc	$1.58M	0.68%	0.00%	+8.4%	Q4 2024
CEGConstellation Energy Corp	$1.51M	0.65%	0.00%	+7.5%	Q4 2023
TMDXTransMedics Group, Inc.	$1.45M	0.62%	0.03%	+13.9%	Q3 2025
LLYELI LILLY & Co	$1.44M	0.62%	0.00%	+5.4%	Q4 2023
ETNEaton Corp plc	$1.44M	0.62%	0.00%	+6.8%	Q1 2024
CBRECbre Group, Inc.	$1.44M	0.62%	0.00%	+10.8%	Q1 2024
JEFJefferies Financial Group Inc.	$1.43M	0.61%	0.01%	+7.9%	Q1 2024
HALOHalozyme Therapeutics, Inc.	$1.43M	0.61%	0.02%	+4.5%	Q1 2024
FCXFreeport-Mcmoran Inc	$1.42M	0.61%	0.00%	+6.9%	Q4 2023
GSGoldman Sachs Group Inc	$1.41M	0.60%	0.00%	+5.3%	Q1 2024
ONONOn Holding AG	$1.34M	0.57%	0.01%	+12.7%	Q2 2024
LPLALPL Financial Holdings Inc.	$1.33M	0.57%	0.00%	+8.6%	Q4 2024
AFRMAffirm Holdings, Inc.	$1.32M	0.56%	0.03%	New	Q4 2025
ZSZscaler, Inc.	$1.3M	0.56%	0.00%	+7.1%	Q4 2023
TMUST-Mobile US, Inc.	$1.28M	0.55%	0.00%	+9.6%	Q4 2023
BKNGBooking Holdings Inc.	$1.27M	0.55%	0.00%	+8.7%	Q4 2023
JLLJones Lang Lasalle Inc	$1.25M	0.53%	0.01%	+5.3%	Q1 2024
MRVLMarvell Technology, Inc.	$1.25M	0.53%	0.00%	+9.1%	Q3 2025
NETCloudflare, Inc.	$1.24M	0.53%	Not reported	+5.6%	Q2 2025
METAMeta Platforms, Inc.	$1.23M	0.53%	Not reported	+9.2%	Q4 2021
AXTAAxalta Coating Systems Ltd.	$1.2M	0.52%	0.02%	+8.2%	Q4 2024
BSXBoston Scientific Corp	$1.18M	0.51%	0.00%	Not reported	Q1 2024
SYKStryker Corp	$1.12M	0.48%	0.00%	+7.4%	Q4 2021
CSXCSX Corp	$1.08M	0.46%	0.00%	+194.9%	Q2 2024

Q3 2025Reported Oct 9, 2025101 positions
IBTGInternational Building Technologies Group, Inc.	$8.14M	3.69%	Not reported	+7.7%	Q4 2023
APPAppLovin Corp	$4.04M	1.83%	0.00%	+4.4%	Q2 2024
EMXCEmax Holdings Corp	$3.72M	1.68%	Not reported	-3.2%	Q4 2021
NVDANvidia Corp	$3.3M	1.49%	0.00%	-7.4%	Q4 2021
GOOGLAlphabet Inc.	$2.9M	1.31%	0.00%	-1.0%	Q4 2021
AMZNAmazon Com Inc	$2.57M	1.16%	0.00%	+2.8%	Q4 2021
WFCWells Fargo & Company	$2.49M	1.13%	0.00%	+0.1%	Q4 2021
LRCXLam Research Corp	$2.38M	1.08%	0.00%	-5.0%	Q4 2024
MSFTMicrosoft Corp	$2.28M	1.03%	0.00%	-22.6%	Q4 2021
TSLATesla, Inc.	$2.17M	0.98%	0.00%	+406.7%	Q2 2024
AMDAdvanced Micro Devices Inc	$2.12M	0.96%	0.00%	-9.8%	Q4 2021
CCJCameco Corp	$2.06M	0.93%	0.01%	-7.0%	Q4 2023
UBERUber Technologies, Inc	$2.06M	0.93%	0.00%	+6.1%	Q4 2024
VRTVertiv Holdings Co	$2.03M	0.92%	0.00%	-10.2%	Q2 2024
ANETArista Networks, Inc.	$1.99M	0.90%	0.00%	-2.6%	Q4 2023
NUNu Holdings Ltd.	$1.96M	0.89%	Not reported	+7.1%	Q2 2024
MELIMercadolibre Inc	$1.9M	0.86%	0.00%	+8.4%	Q4 2023
MUMicron Technology Inc	$1.87M	0.85%	0.00%	-12.3%	Q4 2021
PHParker-Hannifin Corp	$1.87M	0.85%	0.00%	+4.1%	Q4 2023
EMREmerson Electric Co	$1.84M	0.83%	0.00%	+1.5%	Q2 2025
AAPLApple Inc.	$1.82M	0.82%	0.00%	+2.2%	Q4 2021
ASMLAsml Holding NV	$1.68M	0.76%	0.00%	+3.0%	Q4 2023
ZSZscaler, Inc.	$1.62M	0.73%	0.00%	-6.7%	Q4 2023
PANWPalo Alto Networks Inc	$1.61M	0.73%	0.00%	+212.4%	Q4 2024
ETNEaton Corp plc	$1.58M	0.72%	0.00%	-0.6%	Q1 2024
EQTEQT Corp	$1.57M	0.71%	0.00%	+15.8%	Q2 2025
JPMJPMorgan Chase & Co	$1.54M	0.70%	0.00%	-0.2%	Q4 2021
CPCanadian Pacific Kansas City Ltd	$1.54M	0.70%	0.00%	+6.2%	Q4 2023
VVisa Inc.	$1.49M	0.68%	0.00%	+8.0%	Q4 2021
HALOHalozyme Therapeutics, Inc.	$1.49M	0.67%	0.02%	+25.3%	Q1 2024
CCitigroup Inc	$1.46M	0.66%	0.00%	-6.8%	Q4 2021
JEFJefferies Financial Group Inc.	$1.4M	0.63%	0.01%	+5.3%	Q1 2024
TMUST-Mobile US, Inc.	$1.38M	0.62%	0.00%	+10.0%	Q4 2023
ABTAbbott Laboratories	$1.37M	0.62%	0.00%	+7.4%	Q4 2021
TDGTransDigm Group INC	$1.31M	0.59%	0.00%	+4.1%	Q2 2025
CEGConstellation Energy Corp	$1.31M	0.59%	0.00%	-2.9%	Q4 2023
NETCloudflare, Inc.	$1.28M	0.58%	Not reported	-15.0%	Q2 2025
CBRECbre Group, Inc.	$1.27M	0.57%	0.00%	-0.6%	Q1 2024
FOURShift4 Payments, Inc.	$1.26M	0.57%	0.02%	+5.8%	Q2 2025
METAMeta Platforms, Inc.	$1.26M	0.57%	Not reported	-3.0%	Q4 2021
NOWServiceNow, Inc.	$1.24M	0.56%	0.00%	+10.6%	Q2 2024
GSGoldman Sachs Group Inc	$1.21M	0.55%	0.00%	-6.9%	Q1 2024
BKNGBooking Holdings Inc.	$1.18M	0.54%	0.00%	-0.5%	Q4 2023
TMDXTransMedics Group, Inc.	$1.17M	0.53%	0.03%	New	Q3 2025
LPLALPL Financial Holdings Inc.	$1.14M	0.52%	0.00%	+9.6%	Q4 2024
MRVLMarvell Technology, Inc.	$1.13M	0.51%	0.00%	New	Q3 2025
SYKStryker Corp	$1.1M	0.50%	0.00%	+8.9%	Q4 2021
TWLOTwilio Inc	$1.09M	0.49%	0.01%	+2.7%	Q4 2024
ONONOn Holding AG	$1.08M	0.49%	0.01%	+8.5%	Q2 2024
CMGChipotle Mexican Grill Inc	$1.06M	0.48%	0.00%	+6.3%	Q2 2025

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