Shelton Wealth Management, LLC ETF holdings
Fort Worth, TX
Reported $130.0M in 31 ETFs in its Form 13F for June 30, 2026.
ETF value
$130.0M
ETFs held
31
Change from prior quarter
+6.2%
With price moves
ETFs as a share of its 13F
51.5%
of $252.6M
Top 10 of 31 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FTSM | First Trust Enhanced Short Maturity ETF | $13.0M | 218,227 | +1,844 shares |
| IBTH | iShares iBonds Dec 2027 Term Treasury ETF | $10.9M | 486,876 | +30,486 shares |
| IBTI | iShares iBonds Dec 2028 Term Treasury ETF | $10.9M | 490,978 | +32,546 shares |
| IBTJ | iShares iBonds Dec 2029 Term Treasury ETF | $10.9M | 501,211 | +34,314 shares |
| IBTL | iShares iBonds Dec 2031 Term Treasury ETF | $10.8M | 536,805 | +40,981 shares |
| IBTK | iShares iBonds Dec 2030 Term Treasury ETF | $10.8M | 554,476 | +39,375 shares |
| IWR | iShares Russell Mid-Cap ETF | $9.5M | 85,684 | −10,076 shares |
| IWB | iShares Russell 1000 ETF | $6.1M | 14,931 | −248 shares |
| FTCS | First Trust Capital Strength ETF | $5.3M | 56,883 | +1,825 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $4.4M | 42,818 | −3,604 shares |
21 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001903883. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shelton Wealth Management, LLC own?
Shelton Wealth Management, LLC reported 31 ETF positions worth $130.0M in its Form 13F for June 30, 2026. The largest was FTSM, at $13.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.