Holdings
Shelton Wealth Management, LLC
As of Sep 30, 2026, Shelton Wealth Management, LLC reported 123 positions worth US$250M. Largest: First Trust Enhanced Short Maturity ETF, iShares iBonds Dec 2027 Term Treasury ETF and iShares iBonds Dec 2028 Term Treasury ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| First Trust Enhanced Short Maturity ETF | 217K | US$12.9M | new | Sep 30, 2026 |
| iShares iBonds Dec 2027 Term Treasury ETF | 512K | US$11.4M | new | Sep 30, 2026 |
| iShares iBonds Dec 2028 Term Treasury ETF | 520K | US$11.4M | new | Sep 30, 2026 |
| iShares iBonds Dec 2029 Term Treasury ETF | 533K | US$11.3M | new | Sep 30, 2026 |
| iShares iBonds Dec 2030 Term Treasury ETF | 591K | US$11.2M | new | Sep 30, 2026 |
| iShares iBonds Dec 2031 Term Treasury ETF | 573K | US$11.2M | new | Sep 30, 2026 |
| iShares Russell Midcap ETF | 85,545 | US$9.13M | new | Sep 30, 2026 |
| iShares Russell 1000 ETF | 14,843 | US$6.18M | new | Sep 30, 2026 |
| First Trust Capital Strength ETF | 56,265 | US$5.28M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap ETF | 146K | US$4.39M | new | Sep 30, 2026 |