# EDGAR Filing Document

**Accession Number:** 0001903883
**File Stem:** 0001725547-23-000047
**Filing Date:** 2023-2
**Character Count:** 10070
**Document Hash:** db8316017a78aaa755f95b4e169752e4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-23-000047.hdr.sgml**: 20230210

**ACCESSION NUMBER**: 0001725547-23-000047

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230210

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SHELTON WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001903883
- **IRS NUMBER:** 861667954
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21498
- **FILM NUMBER:** 23607820

**BUSINESS ADDRESS:**
- **STREET 1:** 201 MAIN STREET
- **STREET 2:** SUITE 1230
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102
- **BUSINESS PHONE:** (817) 415-1632

**MAIL ADDRESS:**
- **STREET 1:** 201 MAIN STREET
- **STREET 2:** SUITE 1230
- **CITY:** FORT WORTH
- **STATE:** TX
- **ZIP:** 76102

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SHELTON WEALTH MANAGEMENT LLC<br>**Address:** 201 MAIN STREET<br>SUITE 1230<br>FORT WORTH, TX 76102

**Form 13F File Number:** 028-21498

**CRD Number (if applicable):** 000312686

**SEC File Number (if applicable):** 801-120423

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Justin Fulmer<br>**Title:** Vice President - Operations<br>**Phone:** (817) 415-1632

**Signature, Place, and Date of Signing:**

Justin Fulmer  Fort Worth, TX  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 64

**Form 13F Information Table Value Total:** $126637703

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 215935 | 1967 | SH |  | SOLE |  | 0 | 0 | 1966 |
| ABBVIE INC | COM | 00287Y109 |  | 283616 | 1755 | SH |  | SOLE |  | 0 | 0 | 1754 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 476902 | 7363 | SH |  | SOLE |  | 0 | 0 | 7363 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 438062 | 4965 | SH |  | SOLE |  | 0 | 0 | 4965 |
| AMAZON COM INC | COM | 023135106 |  | 598416 | 7124 | SH |  | SOLE |  | 0 | 0 | 7124 |
| APPLE INC | COM | 037833100 |  | 1024578 | 7886 | SH |  | SOLE |  | 0 | 0 | 7885 |
| APPLIED MATLS INC | COM | 038222105 |  | 574511 | 5900 | SH |  | SOLE |  | 0 | 0 | 5899 |
| ASHLAND INC | COM | 044186104 |  | 293342 | 2728 | SH |  | SOLE |  | 0 | 0 | 2728 |
| BANK AMERICA CORP | COM | 060505104 |  | 367365 | 11092 | SH |  | SOLE |  | 0 | 0 | 11091 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 691318 | 2238 | SH |  | SOLE |  | 0 | 0 | 2238 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1794793 | 24945 | SH |  | SOLE |  | 0 | 0 | 24945 |
| BROADCOM INC | COM | 11135F101 |  | 622534 | 1113 | SH |  | SOLE |  | 0 | 0 | 1113 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 233402 | 14488 | SH |  | SOLE |  | 0 | 0 | 14488 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 224191 | 967 | SH |  | SOLE |  | 0 | 0 | 967 |
| CUMMINS INC | COM | 231021106 |  | 248479 | 1026 | SH |  | SOLE |  | 0 | 0 | 1025 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 492687 | 3602 | SH |  | SOLE |  | 0 | 0 | 3602 |
| EOG RES INC | COM | 26875P101 |  | 664981 | 5134 | SH |  | SOLE |  | 0 | 0 | 5134 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 364802 | 3307 | SH |  | SOLE |  | 0 | 0 | 3307 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 9660826 | 128897 | SH |  | SOLE |  | 0 | 0 | 128896 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 1541683 | 38629 | SH |  | SOLE |  | 0 | 0 | 38628 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 6982244 | 158976 | SH |  | SOLE |  | 0 | 0 | 158976 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 6351284 | 259342 | SH |  | SOLE |  | 0 | 0 | 259341 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 |  | 5235046 | 293939 | SH |  | SOLE |  | 0 | 0 | 293938 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 18108185 | 304646 | SH |  | SOLE |  | 0 | 0 | 304646 |
| HOME DEPOT INC | COM | 437076102 |  | 319019 | 1010 | SH |  | SOLE |  | 0 | 0 | 1010 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 224376 | 3835 | SH |  | SOLE |  | 0 | 0 | 3835 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 4020334 | 40381 | SH |  | SOLE |  | 0 | 0 | 40381 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 4036715 | 42146 | SH |  | SOLE |  | 0 | 0 | 42145 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1751275 | 26680 | SH |  | SOLE |  | 0 | 0 | 26680 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 10167580 | 150742 | SH |  | SOLE |  | 0 | 0 | 150742 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 654312 | 2705 | SH |  | SOLE |  | 0 | 0 | 2705 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 |  | 3838646 | 13709 | SH |  | SOLE |  | 0 | 0 | 13709 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 6678536 | 31724 | SH |  | SOLE |  | 0 | 0 | 31724 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1365936 | 7834 | SH |  | SOLE |  | 0 | 0 | 7834 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 4778165 | 50488 | SH |  | SOLE |  | 0 | 0 | 50487 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 |  | 1736229 | 48175 | SH |  | SOLE |  | 0 | 0 | 48175 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 743484 | 15090 | SH |  | SOLE |  | 0 | 0 | 15090 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1216115 | 19729 | SH |  | SOLE |  | 0 | 0 | 19729 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1114901 | 23486 | SH |  | SOLE |  | 0 | 0 | 23486 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 467525 | 3486 | SH |  | SOLE |  | 0 | 0 | 3486 |
| KLA CORP | COM NEW | 482480100 |  | 357990 | 949 | SH |  | SOLE |  | 0 | 0 | 949 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 382319 | 786 | SH |  | SOLE |  | 0 | 0 | 785 |
| MICROSOFT CORP | COM | 594918104 |  | 780378 | 3254 | SH |  | SOLE |  | 0 | 0 | 3254 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 214403 | 3052 | SH |  | SOLE |  | 0 | 0 | 3052 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 456189 | 9127 | SH |  | SOLE |  | 0 | 0 | 9127 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 580982 | 3976 | SH |  | SOLE |  | 0 | 0 | 3975 |
| OLIN CORP | COM PAR $1 | 680665205 |  | 219013 | 4137 | SH |  | SOLE |  | 0 | 0 | 4137 |
| OVINTIV INC | COM | 69047Q102 |  | 269422 | 5313 | SH |  | SOLE |  | 0 | 0 | 5313 |
| PIONEER NAT RES CO | COM | 723787107 |  | 360350 | 1578 | SH |  | SOLE |  | 0 | 0 | 1577 |
| PROSPERITY BANCSHARES INC | COM | 743606105 |  | 459265 | 6319 | SH |  | SOLE |  | 0 | 0 | 6319 |
| SPDR SER TR | S BIOTECH | 78464A870 |  | 204014 | 2458 | SH |  | SOLE |  | 0 | 0 | 2458 |
| SPDR SER TR | S OILGAS EXP | 78468R556 |  | 3134606 | 23069 | SH |  | SOLE |  | 0 | 0 | 23068 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 7155005 | 158472 | SH |  | SOLE |  | 0 | 0 | 158471 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 808524730 |  | 2226037 | 89832 | SH |  | SOLE |  | 0 | 0 | 89832 |
| TEKLA HEALTHCARE OPPORTUNITI | SHS | 879105104 |  | 337768 | 17050 | SH |  | SOLE |  | 0 | 0 | 17050 |
| TEKLA WORLD HEALTHCARE FD | BEN INT SHS | 87911L108 |  | 190450 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| UNITED STATES STL CORP NEW | COM | 912909108 |  | 317709 | 12683 | SH |  | SOLE |  | 0 | 0 | 12683 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 246489 | 1943 | SH |  | SOLE |  | 0 | 0 | 1943 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 1972775 | 6488 | SH |  | SOLE |  | 0 | 0 | 6488 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 |  | 1590092 | 6410 | SH |  | SOLE |  | 0 | 0 | 6410 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 2648985 | 13209 | SH |  | SOLE |  | 0 | 0 | 13209 |
| VISA INC | COM CL A | 92826C839 |  | 367079 | 1767 | SH |  | SOLE |  | 0 | 0 | 1766 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1246323 | 30185 | SH |  | SOLE |  | 0 | 0 | 30184 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 317730 | 2492 | SH |  | SOLE |  | 0 | 0 | 2492 |

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