SHELTON WEALTH MANAGEMENT, LLC
SHELTON WEALTH MANAGEMENT, LLC reported 144 positions worth $254.9M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: FTSM (5.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FTSM | SH | $13.0M | 5.11% | 218,227 | — | — | |
| ▸ 2 | IBTH | SH | $10.9M | 4.27% | 486,876 | — | — | |
| ▸ 3 | IBTI | SH | $10.9M | 4.26% | 490,978 | — | — | |
| ▸ 4 | IBTJ | SH | $10.9M | 4.26% | 501,211 | — | — | |
| ▸ 5 | IBTL | SH | $10.8M | 4.25% | 536,805 | — | — | |
| ▸ 6 | IBTK | SH | $10.8M | 4.25% | 554,476 | — | — | |
| ▸ 7 | IWR | SH | $9.5M | 3.71% | 85,684 | — | — | |
| ▸ 8 | IWB | SH | $6.1M | 2.40% | 14,931 | — | — | |
| ▸ 9 | FTCS | SH | $5.3M | 2.10% | 56,883 | — | — | |
| ▸ 10 | EMXC | SH | $4.4M | 1.72% | 42,818 | — | — |
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Frequently Asked Questions
What stocks does SHELTON WEALTH MANAGEMENT, LLC hold as of Q2 2026?
SHELTON WEALTH MANAGEMENT, LLC reported 144 positions worth $254.9M in its Q2 2026 13F filing. Largest positions: FTSM (5.1%), IBTH (4.3%), IBTI (4.3%), IBTJ (4.3%) and IBTL (4.3%).
What did SHELTON WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SHELTON WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.