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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
+3.35%
1 Year Est. Return
+34.47%
3 Year Est. Return
+87.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
+$12.3M
Cap. Flow
+$8.05M
Cap. Flow %
3.45%
Top 10 Hldgs %
34.07%
Holding
183
New
31
Increased
84
Reduced
34
Closed
18

Top Buys

Rank Stock Value
1
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.62M
2
AFRM icon
Affirm
AFRM
+$1.27M
3
BSX icon
Boston Scientific
BSX
+$1.21M
4
ALAB icon
Astera Labs
ALAB
+$862K
5
DIS icon
Walt Disney
DIS
+$831K

Top Sells

Rank Stock Value
1
FOUR icon
Shift4
FOUR
+$1.26M
2
CMG icon
Chipotle Mexican Grill
CMG
+$1.06M
3
ABT icon
Abbott
ABT
+$1.03M
4
MNDY icon
monday.com
MNDY
+$841K
5
UBER icon
Uber
UBER
+$749K

Sector Composition

Rank Sector Weight
1 Technology 14.62%
2 Financials 8.18%
3 Industrials 5.89%
4 Communication Services 4.89%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRAB icon
126
Grab
GRAB
$14.9B
$207K 0.09%
41,537
+4,810
+13% +$26.6K
VHT icon
127
Vanguard Health Care ETF
VHT
$18.3B
$201K 0.09%
+698
New +$195K
UPST icon
128
CALL
Upstart Holdings
UPST
$2.87B
$197K 0.08%
4,500
+1,500
+50% +$69.1K
S icon
129
CALL
SentinelOne
S
$7.07B
$195K 0.08%
13,000
– –
CCJ icon
130
CALL
Cameco
CCJ
$40.8B
$183K 0.08%
+2,000
New +$180K
TMDX icon
131
CALL
Transmedics
TMDX
$2.76B
$182K 0.08%
1,500
– –
PLTR icon
132
CALL
Palantir
PLTR
$375B
$178K 0.08%
+1,000
New +$181K
TWLO icon
133
CALL
Twilio
TWLO
$28.8B
$171K 0.07%
1,200
-800
-40% -$99.1K
NU icon
134
CALL
Nu Holdings
NU
$67.9B
$167K 0.07%
10,000
– –
RIOT icon
135
Riot Platforms
RIOT
$8.15B
$146K 0.06%
+11,504
New +$197K
PR
136
CALL
Permian Resources
PR
$17B
$140K 0.06%
10,000
– –
RDDT icon
137
Reddit
RDDT
$29.1B
$140K 0.06%
+608
New +$128K
APP icon
138
CALL
Applovin
APP
$112B
$135K 0.06%
+200
New +$126K
GEV icon
139
CALL
GE Vernova
GEV
$267B
$131K 0.06%
+200
New +$122K
ONDS icon
140
CALL
Ondas Inc
ONDS
$5B
$127K 0.05%
+13,000
New +$104K
MP icon
141
CALL
MP Materials
MP
$8.45B
$126K 0.05%
2,500
-1,000
-29% -$63.4K
CRVS icon
142
Corvus Pharmaceuticals
CRVS
$1.16B
$120K 0.05%
15,638
+1,896
+14% +$15K
SE icon
143
CALL
Sea Limited
SE
$68B
$102K 0.04%
800
– –
GRAB icon
144
CALL
Grab
GRAB
$14.9B
$99.8K 0.04%
20,000
-50,000
-71% -$276K
NVDA icon
145
CALL
NVIDIA
NVDA
$5.33T
$93.3K 0.04%
+500
New +$93.1K
RDDT icon
146
CALL
Reddit
RDDT
$29.1B
$91.9K 0.04%
+400
New +$84.1K
AFRM icon
147
CALL
Affirm
AFRM
$25.7B
$89.3K 0.04%
+1,200
New +$86.4K
ALAB icon
148
CALL
Astera Labs
ALAB
$58.2B
$83.2K 0.04%
+500
New +$83.6K
PLTR icon
149
Palantir
PLTR
$375B
$71.1K 0.03%
+400
New +$72.4K
PRME icon
150
Prime Medicine
PRME
$527M
$69.6K 0.03%
20,066
+2,734
+16% +$12.2K
4 5
6
7 8

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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
CIM
Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return
IGM
Incline Global Management New York $255M AUM 7.23% 1-Year Est. Return
2
2Xideas Kusnacht, Switzerland $255M AUM 0.46% 1-Year Est. Return
LIA
LifePlan Investment Advisors Raleigh, North Carolina $254M AUM 17.26% 1-Year Est. Return

Shelton Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Shelton Wealth Management held 183 positions worth $233M, up 5.6% from $221M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Shelton Wealth Management deployed $8.05M of net new capital in Q4 2025, opening 31 new positions and adding to 84 existing holdings. Its largest new stake was Affirm: 17,675 shares worth $1.32M.

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

On the sell side, the largest reduction was Abbott, an estimated $1.03M trimmed.

  • Shelton Wealth Management's largest Q4 2025 buy was Affirm: 17,675 shares worth $1.32M.
  • Shelton Wealth Management added most to iShares Russell Mid-Cap ETF in Q4 2025, an estimated $1.62M increase.
  • Shelton Wealth Management's biggest Q4 2025 reduction was Abbott, cutting an estimated $1.03M.
  • Shelton Wealth Management fully exited Shift4 in Q4 2025, selling an estimated $1.26M.
  • Shelton Wealth Management's ten largest holdings make up 34% of its $233M portfolio in Q4 2025.
  • Shelton Wealth Management opened 31 new positions and closed 18 in Q4 2025.
  • Shelton Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $233M.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.