13F Filings History of SHELTON WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$229,260,213
Signature - Title
Justin Fulmer - Vice President - Operations
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by SHELTON WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SHELTON WEALTH MANAGEMENT, LLC reported 133 stock holdings with total value $229,260,213 as of Q4 2025. Top holdings included FTSM, IBTJ, IBTK, IBTI, and IBTH.

Notify me when SHELTON WEALTH MANAGEMENT, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 133 $229,260,213 +$18,991,695 -$8,080,769 +$10,910,926 FTSM, IBTJ, IBTK, IBTI, IBTH 13F-HR 26 Jan 2026, 15:06
Q3 2025 129 $214,745,890 +$16,636,037 -$10,938,598 +$5,697,439 FTSM, IBTK, IBTJ, IBTI, IBTH 13F-HR 09 Oct 2025, 14:47
Q2 2025 116 $198,457,008 +$32,119,459 -$23,277,875 +$8,841,584 FTSM, IBTK, IBTJ, IBTI, IBTH 13F-HR 11 Jul 2025, 11:42
Q1 2025 116 $174,364,924 +$19,249,162 -$19,684,494 -$435,332 FTSM, IBTJ, IBTI, IBTK, IBTH 13F-HR 21 Apr 2025, 17:03
Q4 2024 120 $182,646,611 +$37,532,066 -$30,455,164 +$7,076,902 FTSM, IBTG, IBTH, IBTF, IBTI 13F-HR 15 Jan 2025, 14:47
Q3 2024 110 $176,156,588 +$16,106,221 -$12,543,014 +$3,563,207 FTSM, IWR, FTCS, TLT, IWB 13F-HR 21 Oct 2024, 11:47
Q2 2024 117 $167,161,403 +$32,900,641 -$23,692,725 +$9,207,916 FTSM, IWR, FTCS, TLT, SCHX 13F-HR 23 Jul 2024, 10:58
Q1 2024 114 $159,033,799 +$25,579,110 -$14,052,288 +$11,526,822 FTSM, IWR, FTCS, SCHX, TLT 13F-HR 14 May 2024, 09:55
Q4 2023 104 $140,868,188 +$36,936,075 -$30,507,785 +$6,428,290 FTSM, IWR, FTCS, SCHX, RDVY 13F-HR 14 Feb 2024, 11:29
Q3 2023 64 $125,047,436 +$2,428,806 -$3,464,822 -$1,036,016 FTSM, FTCS, IWR, TLT, FTGC 13F-HR 01 Nov 2023, 12:03
Q2 2023 69 $129,006,956 +$5,480,043 -$5,036,967 +$443,076 FTSM, IWR, FTCS, TLT, SCHX 13F-HR 01 Aug 2023, 10:16
Q1 2023 66 $123,277,939 +$13,149,523 -$19,992,977 -$6,843,454 FTSM, FTCS, IWR, SCHX, TLT 13F-HR 08 May 2023, 14:27
Q4 2022 64 $126,637,703 +$17,327,184 -$10,171,087 +$7,156,097 FTSM, IWR, FTCS, SCHX, RDVY 13F-HR 09 Feb 2023, 18:27
Q3 2022 61 $112,271,000 +$1,074,786 -$861,396 +$213,390 FTSM, IWR, FTCS, SCHX, FTGC 13F-HR 08 Nov 2022, 17:46
Q2 2022 62 $117,665,000 +$21,319,323 -$13,501,246 +$7,818,077 FTSM, IWR, FTCS, SCHX, FTGC 13F-HR 28 Jul 2022, 10:43
Q1 2022 68 $126,758,000 +$15,565,265 -$9,230,212 +$6,335,053 FTSM, IWR, FTCS, FTGC, IWB 13F-HR 10 May 2022, 13:18
Q4 2021 71 $127,064,000 $0 $0 $0 FTSM, IWR, FTCS, IWB, FTGC 13F-HR 26 Jan 2022, 17:00