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CIK: 0001903883
Total reported value
$254.9M
$254.9M
140 檔
18.7%
According to the latest 13F quarterly dataset, Shelton Wealth Management, LLC managed an equity portfolio of $254.9M at the end of Q4 2025, spanning 140 distinct U.S. exchange-listed positions.
In Q4 2025, Shelton Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.51% | -0.55% | -0.17% | |
| 2 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 3.74% | -0.20% | +6.67% | |
| 3 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-Other | 3.74% | -0.19% | +6.44% | |
| 4 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 3.74% | -0.21% | +6.72% | |
| 5 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 3.73% | -0.21% | +6.77% | |
| 6 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.69% | — | +5.97% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.25% | -0.36% | +27.21% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.47% | +0.03% | -1.55% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.31% | -0.13% | -0.69% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.89% | -0.04% | -2.55% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.88% | -0.18% | -2.08% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.82% | -0.16% | -0.63% | |
| 13 | APP | Applovin Corp-class A | Stock-Tech | 1.79% | -0.10% | +10.37% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.66% | +0.12% | -3.25% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | -0.06% | +3.10% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-Other | 1.58% | +0.03% | -1.31% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | -0.08% | +8.58% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.37% | +0.45% | +0.49% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.35% | +0.37% | +3.50% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.29% | +0.63% | +6.86% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | -0.12% | +7.29% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.19% | -0.07% | +0.07% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.13% | +0.02% | -2.48% | |
| 24 | CCJ | Cameco CORP | Stock-Energy | 1.09% | -0.19% | +13.46% | |
| 25 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.05% | +0.10% | -6.27% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | +0.08% | +9.68% | |
| 27 | NU | Nu Holdings Ltd. | Stock-Financials | 1.00% | -0.07% | +5.42% | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.97% | -0.01% | +4.79% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | -0.12% | +6.43% | |
| 30 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.96% | -0.16% | +2.75% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.04% | -1.24% | |
| 32 | EMR | Emerson Electric Co | Stock-Industrials | 0.87% | +0.02% | +8.81% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.86% | -0.07% | +3.44% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.83% | +0.11% | +4.96% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.81% | +0.07% | +5.25% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.79% | +0.06% | -0.92% | |
| 37 | TWLO | Twilio Inc - A | Stock-Tech | 0.79% | +0.01% | +0.19% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.77% | -0.02% | +9.59% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.76% | -0.03% | +6.62% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.02% | +7.32% | |
| 41 | EQT | Eqt CORP | Stock-Energy | 0.72% | -0.22% | +8.79% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.01% | +8.03% | |
| 43 | TMDX | Transmedics Group Inc | Stock-Healthcare | 0.70% | -0.57% | EXIT | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.68% | +0.02% | +8.35% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.01% | -1.34% | |
| 46 | CEG | Constellation Energy | Stock-Utilities | 0.65% | -0.09% | +7.53% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.17% | +5.35% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.62% | -0.67% | EXIT | |
| 49 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.62% | -0.07% | +10.83% | |
| 50 | JEF | Jefferies Financial Group In | Stock-Financials | 0.61% | -0.12% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWR | Ishares Russell Mid-cap ETF | +0.5% | +27.21% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | +0.49% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +3.10% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | +6.86% | Add |
| 5 | CSX | Csx CORP | +0.3% | +194.85% | Add |
| 6 | LRCX | Lam Research CORP | +0.3% | +3.50% | Add |
| 7 | TWLO | Twilio Inc - A | +0.2% | +0.19% | Add |
| 8 | SE | Sea Ltd-adr | +0.2% | +262.16% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | +5.35% | Add |
| 10 | CCJ | Cameco CORP | +0.2% | +13.46% | Add |
| 11 | FCX | Freeport-mcmoran Inc | +0.2% | +6.93% | Add |
| 12 | PH | Parker Hannifin CORP | +0.1% | +4.79% | Add |
| 13 | C | Citigroup Inc | +0.1% | +6.62% | Add |
| 14 | TMDX | Transmedics Group Inc | +0.1% | +12.14% | Add |
| 15 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +3.18% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +7.29% | Add |
| 17 | ASML | ASML Holding N.V. | +0.1% | +4.96% | Add |
| 18 | WFC | Wells Fargo & Co | +0.1% | +0.07% | Add |
| 19 | NVDA | Nvidia CORP | +0.1% | +8.58% | Add |
| 20 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +6.67% | Add |
| 21 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +6.72% | Add |
| 22 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +6.77% | Add |
| 23 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +6.44% | Add |
| 24 | IBTG | Ishares Ibonds Dec 2026 Term | — | +5.97% | Add |
| 25 | GRAB | Grab Holdings Limited | -0.2% | -42.34% | Trim |
| 26 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.2% | -10.58% | Trim |
| 27 | ZS | Zscaler Inc | -0.2% | +7.14% | Add |
| 28 | NOW | Servicenow Inc | -0.2% | +318.54% | Add |
| 29 | PGR | Progressive CORP | -0.2% | -36.19% | Trim |
| 30 | LMT | Lockheed Martin CORP | -0.2% | -52.74% | Trim |
| 31 | TDG | Transdigm Group Inc | -0.3% | -46.34% | Trim |
| 32 | CP | Canadian Pacific Kansas City | -0.3% | -36.54% | Trim |
| 33 | UBER | Uber Technologies Inc | -0.5% | -39.57% | Trim |
| 34 | ABT | Abbott Laboratories | -0.5% | -78.88% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | -84.98% | Trim |
| 36 | AFRM | Affirm Holdings Inc | — | NEW | New buy |
| 37 | FOUR | Shift4 Payments Inc-class A | — | EXIT | Sold out |
| 38 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 39 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 40 | ALAB | Astera Labs Inc | — | NEW | New buy |
| 41 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 42 | MNDY | monday.com Ltd. | — | EXIT | Sold out |
| 43 | GD | General Dynamics CORP | — | NEW | New buy |
| 44 | AON | Aon plc | — | NEW | New buy |
| 45 | MAR | Marriott International -cl A | — | EXIT | Sold out |
| 46 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 47 | GEV | GE Vernova Inc | — | NEW | New buy |
| 48 | WMT | Walmart Inc | — | EXIT | Sold out |
| 49 | VST | Vistra CORP | — | NEW | New buy |
| 50 | ABNB | Airbnb Inc-class A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Shelton Wealth Management, LLC reported a total U.S. public equity portfolio value of $254.9M across 140 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FTSM, IBTJ, IBTK) accounted for 18.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AFRM
市值: $1.4M
Top Position Liquidated / Trimmed
FOUR
前期市值: $1.3M
During Q4 2025, Shelton Wealth Management, LLC's top holdings by market value included FTSM (5.5%)、IBTJ (3.7%)、IBTK (3.7%). The largest single position, FTSM, represented 5.5% of total portfolio value.
In Q4 2025, Shelton Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 9 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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