SEC Form 13F

SHELTON WEALTH MANAGEMENT, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-14
Reported value$254,914,444
Positions144

Largest disclosed positions

IssuerTickerClassReported valueReported amount
FIRST TR EXCHANGE-TRADED FDFTSMFIRST TR ENH NEW$13,034,671218,227
ISHARES TRIBTHIBONDS 27 TRM TS$10,891,416486,876
ISHARES TRIBTIIBONDS 28 TRM TS$10,870,253490,978
ISHARES TRIBTJIBONDS 29 TRM TS$10,851,218501,211
ISHARES TRIBTLIBONDS DEC 2031$10,838,093536,805
ISHARES TRIBTKIBOND DEC 2030$10,834,461554,476
ISHARES TRIWRRUS MID CAP ETF$9,452,62385,684
ISHARES TRIWBRUS 1000 ETF$6,114,24514,931
FIRST TR EXCHANGE-TRADED FDFTCSCAP STRENGTH ETF$5,342,46056,883
ISHARES INCEMXCMSCI EMRG CHN$4,380,30342,818

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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