Justin Fulmer

Shelton Wealth Management, Llc

Assets Managed

$254.914M

Holdings

126

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

11.54%(2Q avg: 4.76%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Shelton Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Shelton Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 254.914M in assets, with a quarterly growth rate of 11.54% and a 2-quarter average growth rate of 4.76%. The portfolio is managed by Justin Fulmer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FTSM First Trust Enh Short Mat Fd Recent Activity Increased 0.86%	5.12%	$13.035M 218,227 shares@ $59.73 avg price	Increased 0.86%
IBTH Ishares Ibonds Dec 2027 Term Recent Activity Increased 6.68%	4.28%	$10.891M 486,876 shares@ $22.37 avg price	Increased 6.68%
IBTI Ishares Ibonds Dec 2028 Term Recent Activity Increased 7.1%	4.27%	$10.87M 490,978 shares@ $22.15 avg price	Increased 7.1%
IBTJ Ishares Ibonds Dec 2029 Term Recent Activity Increased 7.35%	4.26%	$10.851M 501,211 shares@ $21.65 avg price	Increased 7.35%
IBTL Ishares Ibonds Dec 2031 Term Recent Activity Increased 8.27%	4.26%	$10.838M 536,805 shares@ $20.2 avg price	Increased 8.27%
IBTK Ishares Ibonds Dec 2030 Trea Recent Activity Increased 7.65%	4.26%	$10.834M 554,476 shares@ $19.54 avg price	Increased 7.65%
IWR Ishares Russell Mid-cap Etf Recent Activity Decreased -10.52%	3.71%	$9.453M 85,684 shares@ $110.32 avg price	Decreased -10.52%
IWB Ishares Russell 1000 Etf Recent Activity Decreased -1.63%	2.4%	$6.114M 14,931 shares@ $409.51 avg price	Decreased -1.63%
FTCS First Trust Capital Strength Recent Activity Increased 3.32%	2.1%	$5.342M 56,883 shares@ $93.93 avg price	Increased 3.32%
EMXC Ishares Msci Emr Mrk Ex Chna Recent Activity Decreased -7.76%	1.72%	$4.38M 42,818 shares@ $102.31 avg price	Decreased -7.76%

1-10 of 126