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SWM

Shelton Wealth Management Portfolio holdings

AUM $255M
1-Year Est. Return 34.47%
This Fund
S&P 500
This Quarter Est. Return
+19.58%
1 Year Est. Return
+34.47%
3 Year Est. Return
+87.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$255M
AUM Growth
+$26.4M
Cap. Flow
-$2.58M
Cap. Flow %
-1.01%
Top 10 Hldgs %
36.33%
Holding
168
New
31
Increased
54
Reduced
55
Closed
24

Top Buys

Rank Stock Value
1
DE icon
Deere & Co
DE
+$1.62M
2
APH icon
Amphenol
APH
+$1.23M
3
HONA
Honeywell Aerospace
HONA
+$917K
4
NBIX icon
Neurocrine Biosciences
NBIX
+$907K
5
IBTL icon
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
+$829K

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$1.67M
2
MU icon
Micron Technology
MU
+$1.53M
3
ETN icon
Eaton
ETN
+$1.52M
4
MRVL icon
Marvell Technology
MRVL
+$1.45M
5
TMDX icon
Transmedics
TMDX
+$1.31M

Sector Composition

Rank Sector Weight
1 Technology 15.34%
2 Industrials 7.28%
3 Financials 5.96%
4 Consumer Discretionary 3.86%
5 Healthcare 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDDT icon
126
CALL
Reddit
RDDT
$35.6B
$174K 0.07%
+1,000
New +$160K
TSLA icon
127
CALL
Tesla
TSLA
$1.4T
$168K 0.07%
+400
New +$159K
SHOP icon
128
Shopify
SHOP
$165B
$144K 0.06%
+1,257
New +$143K
NFLX icon
129
CALL
Netflix
NFLX
$285B
$143K 0.06%
2,000
+1,000
+100% +$88.1K
LUV icon
130
Southwest Airlines
LUV
$23.5B
$139K 0.05%
+2,701
New +$113K
FCX icon
131
CALL
Freeport-McMoran
FCX
$84.6B
$126K 0.05%
+2,000
New +$129K
NVDA icon
132
CALL
NVIDIA
NVDA
$4.93T
$120K 0.05%
600
+100
+20% +$20.6K
APLD icon
133
CALL
Applied Digital
APLD
$7.97B
$112K 0.04%
+3,000
New +$116K
HOOD icon
134
CALL
Robinhood
HOOD
$90.3B
$100K 0.04%
+1,000
New +$83.7K
AMZN icon
135
CALL
Amazon
AMZN
$2.69T
$95.3K 0.04%
400
– –
NFLX icon
136
Netflix
NFLX
$285B
$78.1K 0.03%
1,094
-4
-0.4% -$352
LUV icon
137
CALL
Southwest Airlines
LUV
$23.5B
$77.1K 0.03%
+1,500
New +$63K
ORCL icon
138
CALL
Oracle
ORCL
$353B
$73.3K 0.03%
+500
New +$90.6K
PRME icon
139
Prime Medicine
PRME
$560M
$70.5K 0.03%
19,105
-961
-5% -$3.19K
SHOP icon
140
CALL
Shopify
SHOP
$165B
$57.1K 0.02%
+500
New +$57.1K
CRDO icon
141
CALL
Credo Technology Group
CRDO
$40.4B
$54.4K 0.02%
+200
New +$39.5K
APH icon
142
CALL
Amphenol
APH
$186B
$52.9K 0.02%
+300
New +$43.2K
CCJ icon
143
CALL
Cameco
CCJ
$36.9B
$50.9K 0.02%
+500
New +$56.1K
RIOT icon
144
CALL
Riot Platforms
RIOT
$7.46B
$21.9K 0.01%
+800
New +$18K
AAPL icon
145
CALL
Apple
AAPL
$4.77T
– –
-500
Closed -$127K
ABT icon
146
Abbott
ABT
$178B
– –
-1,951
Closed -$200K
APP icon
147
CALL
Applovin
APP
$144B
– –
-200
Closed -$79.6K
BAC icon
148
Bank of America
BAC
$426B
– –
-6,379
Closed -$311K
BSX icon
149
Boston Scientific
BSX
$65.6B
– –
-4,144
Closed -$260K
CRVS icon
150
Corvus Pharmaceuticals
CRVS
$1.2B
– –
-12,268
Closed -$179K
3 4 5
6
7

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TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
GAMC
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WWM
Westwood Wealth Management Los Angeles, California $255M AUM 54.97% 1-Year Est. Return
LRIC
Long Road Investment Counsel Kalamazoo, Michigan $255M AUM 12.85% 1-Year Est. Return
WFP
Wrenne Financial Planning Lexington, Kentucky $255M AUM 16.13% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
JFG
Juno Financial Group Richmond, Virginia $255M AUM
CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return

Shelton Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Shelton Wealth Management held 168 positions worth $255M, up 12% from $229M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Shelton Wealth Management's Q2 2026 filing shows 31 new, 54 increased, 55 reduced and 24 closed positions. Its largest new stake was Deere & Co: 2,797 shares worth $1.77M. The largest sale was Advanced Micro Devices, an estimated $1.67M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 12% a quarter earlier, followed by Industrials and Financials.

  • Shelton Wealth Management's largest Q2 2026 buy was Deere & Co: 2,797 shares worth $1.77M.
  • Shelton Wealth Management added most to iShares iBonds Dec 2031 Term Treasury ETF in Q2 2026, an estimated $829K increase.
  • Shelton Wealth Management's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $1.67M.
  • Shelton Wealth Management fully exited Eaton in Q2 2026, selling an estimated $1.52M.
  • Shelton Wealth Management's ten largest holdings make up 36% of its $255M portfolio in Q2 2026.
  • Shelton Wealth Management opened 31 new positions and closed 24 in Q2 2026.
  • Shelton Wealth Management's portfolio value rose 12% quarter-over-quarter to $255M.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.