SHELTON WEALTH MANAGEMENT, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 141 separate positions held by the firm, which is headquartered at 100 Throckmorton Street, Suite 300, in Fort Worth, Texas. The filing was signed by Justin Fulmer, Vice President of Operations, and was submitted on October 16, 2026.
The portfolio is diversified across a wide range of sectors, including technology, energy, healthcare, and financial services. Major technology holdings include Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Meta Platforms Inc. The firm also holds significant positions in energy companies such as ExxonMobil Holdings Corp. and Chevron Corporation. Additionally, the filing details positions in consumer staples like Coca-Cola Co., and financial institutions including JPMorgan Chase & Co. and Wells Fargo & Co.
The filing includes a mix of common stock and exchange-traded funds (ETFs). Notable ETF holdings include the Invesco QQQ Trust, the iShares Core S&P 500 ETF, and various bond ETFs tracking Treasury securities. The report provides specific share counts and identifies the type of security (common stock or call option) for each position listed in the information table.
