SEC Form 13F · Q2 2026

SHELTON WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRTX
$254.9M
Portfolio Value
144
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
SHELTON WEALTH MANAGEMENT, LLC
CIK
1903883
Accession No.
0001725547-26-000222
Location
FORT WORTH, TX
Form Type
13F-HR
Portfolio Value
$254.9M
Holdings Reported
144
Reporting Period
Q2 2026
Filed
July 13, 2026

About this Filing

SHELTON WEALTH MANAGEMENT, LLC is an institutional investment manager based in FORT WORTH, TX reporting approximately $254.9M in 13(f) securities across 144 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.