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| Shelton Wealth Management LLC
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| CRD # | 312686 |
| SEC # | 801-120423 |
| CIK # | 0001903883 |
| AUM | 364.5 M (2026-03-10) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 817-415-2877 |
| Address | 100 Throckmorton Street Fort Worth, TX 76102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001903883 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 4.2 | ||
| Lam Research Corp | 3.9 | ||
| Nvidia Corp | 3.1 | ||
| Alphabet Inc | 3.0 | ||
| Micron Technology Inc | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| Wells Fargo & Co/MN | 2.5 | ||
| CSX Corp | 2.4 | ||
| Applovin Corp | 2.4 | ||
| Tesla Motors Inc | 2.4 | ||
| Marvell Technology Inc | 2.4 | ||
| GS Acquisition Holdings Corp | 2.3 | ||
| Emerson Electric Co | 2.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 23.3 |
| (b) Individuals (high net worth individuals) | 91 | 340.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.3 |
| Total | 477 | 364.5 |
| By Discretionary | ||
| Discretionary | 314 | 307.4 |
| Non-Discretionary | 163 | 57.0 |
| Total | 477 | 364.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.5 | |
| Total | 477 | 364.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903883] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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