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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SHELTON WEALTH MANAGEMENT, LLC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001725547-25-004105

Total Value
$220.9M
Positions
152
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (152)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIRST TR EXCHANGE-TRADED FD33739Q408214,901$12.9M5.83%
2ISHARES TR46436E593413,115$8.2M3.72%
3ISHARES TR46436E825372,795$8.2M3.70%
4ISHARES TR46436E833365,038$8.2M3.70%
5ISHARES TR46436E841362,348$8.2M3.69%
6ISHARES TR46436E858354,835$8.1M3.69%
7ISHARES TR46428749961,966$6.0M2.71%
8ISHARES TR46428762215,683$5.7M2.59%
9FIRST TR EXCHANGE-TRADED FD33733E10458,726$5.5M2.49%
10ISHARES TR46428743251,294$4.6M2.07%
11SCHWAB STRATEGIC TR808524201167,732$4.4M2.00%
12ISHARES TR46428866135,726$4.3M1.93%
13APPLOVIN CORPAPP5,620$4.0M1.83%
14ISHARES INC46434G76455,057$3.7M1.68%
15FIRST TR EXCHANGE TRADED FD33738R50653,627$3.6M1.63%
16NVIDIA CORPORATIONNVDA17,702$3.3M1.49%
17ALPHABET INCGOOG11,946$2.9M1.31%
18VANGUARD INDEX FDS9229085958,968$2.7M1.21%
19AMAZON COM INCAMZN11,722$2.6M1.16%
20ISHARES TR46428754920,202$2.5M1.15%
21WELLS FARGO CO NEW94974610129,696$2.5M1.13%
22LAM RESEARCH CORPLRCX17,804$2.4M1.08%
23MICROSOFT CORPMSFT4,399$2.3M1.03%
24ISHARES TR46428780418,769$2.2M1.01%
25TESLA INCTSLA4,874$2.2M0.98%
26ADVANCED MICRO DEVICES INCAMD13,110$2.1M0.96%
27CAMECO CORPCCJ24,595$2.1M0.93%
28UBER TECHNOLOGIES INCUBER21,010$2.1M0.93%
29VERTIV HOLDINGS COVRT13,462$2.0M0.92%
30ARISTA NETWORKS INCANET13,665$2.0M0.90%
31NU HLDGS LTDNU122,453$2.0M0.89%
32MERCADOLIBRE INCMELI813$1.9M0.86%
33MICRON TECHNOLOGY INCMU11,174$1.9M0.85%
34PARKER-HANNIFIN CORPPH2,465$1.9M0.85%
35EMERSON ELEC COEMR14,010$1.8M0.83%
36ISHARES TR4642876557,534$1.8M0.83%
37APPLE INCAAPL7,156$1.8M0.82%
38INVESCO QQQ TRIVZ3,000$1.8M0.82%
39ASML HOLDING N VASMLF1,734$1.7M0.76%
40ZSCALER INCZS5,391$1.6M0.73%
41PALO ALTO NETWORKS INCPANW7,931$1.6M0.73%
42EATON CORP PLCETN4,228$1.6M0.72%
43EQT CORPEQT28,901$1.6M0.71%
44JPMORGAN CHASE & CO.VYLD4,888$1.5M0.70%
45CANADIAN PACIFIC KANSAS CITYCP20,655$1.5M0.70%
46ISHARES TR46432F84217,569$1.5M0.69%
47VANECK ETF TRUST92189F60111,002$1.5M0.68%
48VISA INCV4,370$1.5M0.68%
49HALOZYME THERAPEUTICS INCHALO20,297$1.5M0.67%
50CITIGROUP INCC-PR14,339$1.5M0.66%
51JEFFERIES FINL GROUP INC47233W10921,390$1.4M0.63%
52T-MOBILE US INCTMUSZ5,755$1.4M0.62%
53ABBOTT LABSABLZF10,248$1.4M0.62%
54VANECK ETF TRUST92189H6075,135$1.3M0.60%
55TRANSDIGM GROUP INCTDG997$1.3M0.59%
56CONSTELLATION ENERGY CORPCEG3,982$1.3M0.59%
57CLOUDFLARE INCNET5,960$1.3M0.58%
58CBRE GROUP INCCBRE8,059$1.3M0.57%
59SHIFT4 PMTS INC82452J10916,341$1.3M0.57%
60META PLATFORMS INCMETA1,712$1.3M0.57%
61SERVICENOW INCNOW1,343$1.2M0.56%
62GOLDMAN SACHS GROUP INCGSCE1,518$1.2M0.55%
63BOOKING HOLDINGS INCBKNG219$1.2M0.54%
64TRANSMEDICS GROUP INCTMDX10,436$1.2M0.53%
65LPL FINL HLDGS INC50212V1003,428$1.1M0.52%
66MARVELL TECHNOLOGY INCMRVL13,454$1.1M0.51%
67ISHARES TR46428860420,792$1.1M0.51%
68STRYKER CORPORATIONSYK2,972$1.1M0.50%
69FIRST TR EXCH TRADED FD III33739P85556,614$1.1M0.50%
70TWILIO INCTWLO10,867$1.1M0.49%
71ON HLDG AGH5919C10425,578$1.1M0.49%
72CHIPOTLE MEXICAN GRILL INCCMG27,110$1.1M0.48%
73PROGRESSIVE CORP7433151034,266$1.1M0.48%
74JONES LANG LASALLE INCJLL3,520$1.0M0.48%
75FREEPORT-MCMORAN INCFCX26,128$1.0M0.46%
76SPDR SERIES TRUST78464A87010,212$1.0M0.46%
77BERKSHIRE HATHAWAY INC DELBRK-A1,985$997,9390.45%
78AXALTA COATING SYS LTDAXTA34,433$985,4720.45%
79ELI LILLY & COLLY1,271$969,7730.44%
80DOMINION ENERGY INCD15,662$958,0450.43%
81LINDE PLCLIN1,828$868,3000.39%
82MONDAY COM LTDMNDY4,342$841,0020.38%
83ISHARES TR46428750711,789$769,3500.35%
84APPLIED MATLS INC0382221053,458$707,9370.32%
85CORTEVA INCCTVA9,936$671,9720.30%
86ORACLE CORPORCL-PD2,220$624,3540.28%
87KLA CORPKLAC545$588,3030.27%
88SPDR SERIES TRUST78468R5564,351$575,2580.26%
89EXXON MOBIL CORPXOM4,931$555,9590.25%
90BROADCOM INCAVGO1,664$548,9580.25%
91CARPENTER TECHNOLOGY CORPCRS2,225$546,3270.25%
92GLOBAL X FDS37954Y87110,692$509,6880.23%
93LOCKHEED MARTIN CORPLMT1,000$499,2100.23%
94EOG RES INCEOG4,412$494,6690.22%
95TEMPUS AI INCTEM6,069$489,8290.22%
96PROCTER AND GAMBLE CO7427181093,000$460,9500.21%
97LOCKHEED MARTIN CORPLMT896$447,4750.20%
98DIAMONDBACK ENERGY INCFANG2,960$423,5110.19%
99GRAB HOLDINGS LIMITEDGRABW70,000$421,4000.19%
100PROSPERITY BANCSHARES INCPB6,319$419,2660.19%
101FIRST TR EXCHANGE TRAD FD VI33739H10116,087$416,6530.19%
102KRATOS DEFENSE & SEC SOLUTIO50077B2074,365$398,8300.18%
103MARRIOTT INTL INC NEW5719032021,500$390,6600.18%
104WELLTOWER INCWELL2,193$390,5790.18%
105INVESCO QQQ TRIVZ603$362,0230.16%
106CSX CORPCSX10,067$357,4790.16%
107ISHARES TR4642873092,641$318,8760.14%
108LOWES COS INC5486611071,249$313,7840.14%
109ROBINHOOD MKTS INC7707001022,111$302,2530.14%
110BANK AMERICA CORP0605051045,827$300,5920.14%
111COUPANG INCCPNG9,241$297,5600.13%
112MP MATERIALS CORPMP3,970$266,2680.12%
113COINBASE GLOBAL INCCOIN758$255,8170.12%
114ISHARES TR464287614528$247,3200.11%
115AIRBNB INCABNB2,000$242,8400.11%
116JOHNSON & JOHNSONJNJ1,296$240,3040.11%
117ISHARES TR464287200357$239,0330.11%
118EOS ENERGY ENTERPRISES INCEOSE20,877$237,7890.11%
119APPLIED DIGITAL CORPAPLD10,313$236,5800.11%
120MP MATERIALS CORPMP3,500$234,7450.11%
121SENTINELONE INCS13,000$228,9300.10%
122REALTY INCOME CORPO3,646$221,6400.10%
123GRAB HOLDINGS LIMITEDGRABW36,727$221,0970.10%
124VALERO ENERGY CORPVLO1,274$216,8520.10%
125ALIBABA GROUP HLDG LTDBBAAY1,200$214,4760.10%
126SNOWFLAKE INCSNOW933$210,4380.10%
127WALMART INCWMT2,000$206,1200.09%
128TWILIO INCTWLO2,000$200,1800.09%
129SEA LTDSE1,042$186,2370.08%
130TRANSMEDICS GROUP INCTMDX1,500$168,3000.08%
131NU HLDGS LTDNU10,000$160,1000.07%
132WALMART INCWMT1,509$155,5210.07%
133UPSTART HLDGS INCUPST3,000$152,4000.07%
134SEA LTDSE800$142,9840.06%
135PERMIAN RESOURCES CORPPR10,000$128,0000.06%
136ARCHER AVIATION INCACHR-WT13,000$124,5400.06%
137TEMPUS AI INCTEM1,500$121,0650.05%
138CORVUS PHARMACEUTICALS INCCRVS13,742$101,2790.05%
139PRIME MEDICINE INCPRME17,332$96,0190.04%
140MARVELL TECHNOLOGY INCMRVL1,000$84,0700.04%
141COINBASE GLOBAL INCCOIN200$67,4980.03%
142HEALTH CATALYST INCHCAT20,000$57,0000.03%
143EOS ENERGY ENTERPRISES INCEOSE5,000$56,9500.03%
144UPSTART HLDGS INCUPST1,000$50,8000.02%
145IOVANCE BIOTHERAPEUTICS INCIOVA13,000$28,2100.01%
146AIRBNB INCABNB226$27,4410.01%
147ALIBABA GROUP HLDG LTDBBAAY105$18,8490.01%
148ARCHER AVIATION INCACHR-WT1,176$11,2660.01%
149MARRIOTT INTL INC NEW57190320223$5,9900.00%
150HEALTH CATALYST INCHCAT300$8550.00%
151IOVANCE BIOTHERAPEUTICS INCIOVA300$6510.00%
152SENTINELONE INCS8$1410.00%