Shelton Wealth Management, LLC

Shelton Wealth Management, LLC reported 144 holdings worth US$255M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

Shelton Wealth Management, LLC reported 144 holdings worth US$255M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Lam Research Corporation and Alphabet Inc (google) Class C. Filed Jul 13, 2026 (Form 13F).

Holdings
144
Value as reported
US$255M

The filing in full

CompanySharesValue as reported% of portfolio
Advanced Micro Devices Inc7,152US$4.15M1.6%
Lam Research Corporation8,896US$3.86M1.5%
Alphabet Inc (google) Class C8,473US$3.03M1.2%
Nvidia Corporation15,004US$3M1.2%
Micron Technology, Inc.2,465US$2.85M1.1%
Amazon.com, Inc.11,331US$2.7M1.1%
Wells Fargo & Company29,918US$2.47M0.97%
Csx Corporation50,027US$2.38M0.93%
Applovin Corporation4,609US$2.37M0.93%
Marvell Technology, Inc.7,892US$2.35M0.92%
Vertiv Holdings, Llc6,759US$2.26M0.89%
Tesla, Inc.5,214US$2.19M0.86%
Emerson Electric Company15,301US$2.19M0.86%
Parker-hannifin Corporation2,183US$2.13M0.84%
Asml Holding Nv1,071US$2.13M0.84%
Cameco Corporation20,376US$2.08M0.81%
Microsoft Corp.5,363US$2M0.78%
Apple Inc6,802US$1.97M0.77%
Applied Materials, Inc.2,688US$1.94M0.76%
Mercadolibre, Inc.1,115US$1.89M0.74%
Uber Technologies, Inc.26,030US$1.88M0.74%
Canadian Pacific Kansas City Limited21,504US$1.86M0.73%
Fortinet, Inc.12,080US$1.86M0.73%
Arista Networks, Inc.10,739US$1.82M0.72%
Eqt Corporation33,590US$1.79M0.70%
General Dynamics Corporation5,039US$1.79M0.70%
Deere & Company2,797US$1.77M0.70%
Halozyme Therapeutics, Inc.21,057US$1.65M0.65%
Eli Lilly And Company1,361US$1.63M0.64%
Twilio Inc.7,898US$1.63M0.64%
Freeport-mcmoran, Inc.25,745US$1.62M0.64%
Visa Inc.4,609US$1.58M0.62%
Nu Holdings Ltd.116KUS$1.56M0.61%
Jp Morgan Chase & Co.4,720US$1.55M0.61%
Citigroup, Inc.10,858US$1.52M0.60%
Amphenol Corporation8,504US$1.5M0.59%
Booking Holdings Inc. Common Stock8,406US$1.5M0.59%
Edwards Lifesciences Corporation16,442US$1.49M0.58%
Broadcom Inc.3,852US$1.46M0.57%
T-mobile Us, Inc.8,673US$1.45M0.57%
Carpenter Technology Corporation2,267US$1.4M0.55%
Coca-cola Company (the)17,100US$1.39M0.55%
Meta Platforms, Inc.2,449US$1.38M0.54%
Vistra Corp.8,487US$1.35M0.53%
Stryker Corporation4,205US$1.32M0.52%
Cbre Group Inc9,598US$1.29M0.51%
Constellation Energy Corporation5,162US$1.28M0.50%
American Express Company3,785US$1.28M0.50%
Mongodb, Inc.3,782US$1.27M0.50%
Conocophillips12,032US$1.25M0.49%
Goldman Sachs Group, Inc. (the)1,212US$1.23M0.48%
Dominion Energy, Inc.17,636US$1.2M0.47%
Fifth Third Bancorp20,904US$1.18M0.46%
Nextera Energy, Inc.12,930US$1.13M0.45%
Dba Sempra12,007US$1.11M0.44%
Neurocrine Biosciences, Inc.6,112US$1.03M0.40%
Jones Lang Lasalle Incorporated3,278US$1.02M0.40%
Lpl Financial Holdings Inc.3,436US$968K0.38%
Kla Corporation3,175US$958K0.38%
Kroger Company (the)16,035US$890K0.35%
Berkshire Hathaway Inc.1,764US$883K0.35%
Alcoa Corporation14,186US$740K0.29%
Credo Technology Group Holding Ltd2,109US$574K0.22%
Exxon Mobil Corporation4,140US$566K0.22%
Welltower Inc.2,216US$503K0.20%
Palo Alto Networks, Inc.1,408US$480K0.19%
Eog Resources, Inc.3,558US$462K0.18%
Prosperity Bancshares, Inc.6,319US$461K0.18%
Lockheed Martin Corporation894US$455K0.18%
Diamondback Energy, Inc.2,333US$410K0.16%
Applied Digital Corporation9,591US$358K0.14%
Performance Food Group Company3,143US$351K0.14%
Robinhood Markets, Inc.3,329US$334K0.13%
Oracle Corporation2,236US$328K0.13%
Caterpillar, Inc.298US$317K0.12%
Johnson & Johnson1,192US$303K0.12%
Realty Income Corporation4,753US$294K0.12%
Valero Energy Corporation1,074US$280K0.11%
Reddit, Inc.1,398US$243K0.10%
Argenx Se226US$210K0.08%
Digital Realty Trust, Inc.1,159US$208K0.08%
Servicenow, Inc.2,069US$205K0.08%
Qualcomm Incorporated1,054US$195K0.08%
Palantir Technologies Inc.1,610US$188K0.07%
Riot Platforms, Inc.6,640US$182K0.07%
Shopify Inc.1,257US$144K0.06%
Southwest Airlines Company2,701US$139K0.05%
Netflix, Inc.1,094US$78,1120.03%
Prime Medicine, Inc.19,105US$70,4970.03%
Bank Of America Corporation0US$00.00%
Boston Scientific Corporation0US$00.00%
Cloudflare, Inc.0US$00.00%
Corteva, Inc.0US$00.00%
Corvus Pharmaceuticals, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Jefferies Financial Group Inc.0US$00.00%
Kratos Defense & Security Solutions, Inc.0US$00.00%
Lowe's Companies, Inc.0US$00.00%
Tempus Ai, Inc.0US$00.00%
Transmedics Group, Inc.0US$00.00%

Every holding of Shelton Wealth Management, LLC

Source

View original at SEC

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