SHELTON WEALTH MANAGEMENT, LLC
•CIK: 1903883•Filing: Q4 2025
**SHELTON WEALTH MANAGEMENT, LLC** manages $216M across a portfolio of 140 positions. The fund exhibits significant concentration in technology and industrials, highlighted by top holdings including FTSM at $12.9M and IBTJ, IBTK, IBTI, and IBTH, each valued at $8.7M. Further notable allocations include IBTG ($8.6M) and IWR ($7.6M). This structure suggests a tactical, large-cap growth orientation within its current mandate.
Total AUM
$213.0M
+ $2.6M in options
QoQ Performance
+1.4%
Positions
100
+ 20 options
Top 10 Concentration
36.8%
Latest Filing
Q4 2025
Top Holdings Allocation
FTSM
FTSM6.0%
IBTJ4.0%
IBTK4.0%
IBTI4.0%
IBTH4.0%
IBTG4.0%
IWR3.5%
IWB2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.5%
Technology6.3%
Financial5.0%
Consumer3.7%
Materials1.0%
Communication1.0%
Healthcare0.9%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW18 new positions
↑75 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023