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Shelton Wealth Management, LLC

CIK:0001903883
Investment Adviser
$184M AUM
152 holdings
Dallas, TX, US
Founded:2021
Latest filing:Sep 30, 2025

Shelton Wealth Management, LLC is a Texas-based investment adviser registered with the SEC, focusing on managing portfolios for high net worth individuals, families, and institutional clients. The firm is headquartered in Dallas, TX and files regular 13F reports with the SEC. Founded after 2021, Shelton Wealth Management manages a diverse portfolio across equities and fixed income ETFs, with reported assets under management fluctuating around $184–$221 million in recent quarters. The employee count is not publicly listed.

Investment Strategy

Shelton Wealth Management employs a diversified investment approach, with significant allocations to fixed income and ETF positions such as iShares iBonds series and First Trust short maturity strategies. The firm manages portfolios by adjusting allocations in response to market changes, focusing on risk management and broad exposure to equities and treasuries, reflecting a moderate and adaptive strategy suitable for preserving and growing wealth for its clients. Their portfolio turnover and rebalancing on a quarterly basis reflect a tactical approach to asset allocation.

Top Buys
A
APPAPPLOVIN CORP
+$2.2M
T
TSLATESLA INC
+$1.9M
T
TMDXTRANSMEDICS GROUP INC
+$1.2M
M
MRVLMARVELL TECHNOLOGY INC
+$1.1M
P
PANWPALO ALTO NETWORKS INC
+$1.1M
Top Sells
M
MCHPMICROCHIP TECHNOLOGY INC.
-$1.4M
T
TTDTHE TRADE DESK INC
-$1.4M
C
CVXCHEVRON CORP NEW
-$1.2M
A
ALCALCON AG
-$937.5K
A
AVGOBROADCOM INC
-$926.9K

Top Holdings

F
FTSMFIRST TR EXCHANGE-TRADED FD
+5.8%$12.9M
I
IBTKISHARES TR
+3.7%$8.2M
I
IBTJISHARES TR
+3.7%$8.2M
I
IBTIISHARES TR
+3.7%$8.2M
I
IBTHISHARES TR
+3.7%$8.2M

Equity Positions (129)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
F
FTSM
FIRST TR EXCHANGE-TRADED FD5.83%$12.9M214,901$59.69$59.91+$399.0K
I
IBTK
ISHARES TR3.72%$8.2M413,115$19.68$19.88+$558.7K
I
IBTJ
ISHARES TR3.70%$8.2M372,795$21.59$21.96+$564.6K
I
IBTI
ISHARES TR3.70%$8.2M365,038$22.07$22.39+$573.2K
I
IBTH
ISHARES TR3.69%$8.2M362,348$22.28$22.52+$586.6K

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
Q
QQQ
INVESCO QQQ TRBought
Call
$1.8M30$600.37$600.37+30+$1.8M
L
LMT
LOCKHEED MARTIN CORP
Call
$499.2K10$499.21$463.140+$36.1K
P
PG
PROCTER AND GAMBLE CONew
Call
$460.9K30$153.65$153.65+30+$460.9K
G
GRAB
GRAB HOLDINGS LIMITED
Call
$421.4K700$6.02$4.940+$69.3K
M
MAR
MARRIOTT INTL INC NEWNew
Call
$390.7K15$260.44$260.44+15+$390.7K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+4.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.1%
SERVICES-PREPACKAGED SOFTWARE
+3.6%
SERVICES-BUSINESS SERVICES, NEC
+3.4%
NATIONAL COMMERCIAL BANKS
+2.6%