Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Moulton Wealth Management

Latest statistics and disclosures from Moulton Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, USFR, TFLO, SJNK, FLOT, and represent 38.73% of Moulton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SMH, IYW, IGM, SLV, SIL, COPX, VPL, VUG, XLV, XLK.
Started 8 new stock positions in IGM, SLV, SMH, VUG, VPL, SIL, IYW, COPX.
Reduced shares in these 10 stocks: EFAV, VTI, BIL, ITA, SPLG, SJNK, SRLN, XLU, VEU, TFLO.
Moulton Wealth Management was a net seller of stock by $-1.5M.
Moulton Wealth Management has $138M in assets under management (AUM), dropping by 3.96%.
Central Index Key (CIK): 0001792510

Tip: Access up to 7 years of quarterly data

Positions held by Moulton Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 45 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	9.4	$13M	-11%	165k	78.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.6	$10M	-6%	207k	50.27	View chart
Ishares Tr TRS FLT RT BD (TFLO)	7.5	$10M	-7%	205k	50.59	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	7.1	$9.8M	-13%	383k	25.60	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	7.1	$9.7M		191k	51.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.8	$9.3M	-21%	28k	328.17	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	5.8	$8.0M	-12%	192k	41.58	View chart
Goldman Sachs Physical Gold Unit (AAAU)	5.1	$7.0M		185k	38.12	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	3.5	$4.8M	-3%	63k	76.40	View chart
Select Sector Spdr Tr Technology (XLK)	2.3	$3.2M	+16%	11k	281.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.1	$2.9M	NEW	8.9k	326.36	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.1	$2.8M	NEW	15k	195.86	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.1	$2.8M	NEW	23k	125.95	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.7	$2.3M	-2%	18k	128.03	View chart
Ishares Tr China Lg-cap Etf (FXI)	1.7	$2.3M	-4%	56k	41.14	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$2.2M	+37%	16k	139.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$2.1M	-46%	10k	209.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.5	$2.0M	-29%	28k	71.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.5	$2.0M	+7%	7.8k	256.44	View chart
Ishares Silver Tr Ishares (SLV)	1.4	$1.9M	NEW	46k	42.37	View chart
Select Sector Spdr Tr Indl (XLI)	1.4	$1.9M		13k	154.23	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$1.9M		5.4k	355.46	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.4	$1.9M	-50%	21k	91.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$1.9M	+6%	9.7k	194.51	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.3	$1.7M		17k	103.07	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$1.5M	+17%	16k	96.55	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.1	$1.5M	-6%	19k	78.37	View chart
Exxon Mobil Corporation (XOM)	1.1	$1.5M		13k	112.75	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$1.4M	-6%	19k	72.77	View chart
Select Sector Spdr Tr Financial (XLF)	0.9	$1.2M		23k	53.87	View chart
Global X Fds Global X Silver (SIL)	0.9	$1.2M	NEW	17k	71.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$1.2M	+18%	2.0k	600.28	View chart
Global X Fds Global X Copper (COPX)	0.8	$1.2M	NEW	20k	59.81	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.7	$1.0M	-78%	12k	84.83	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.7	$986k	NEW	11k	87.84	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.7	$973k		4.1k	239.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$949k	NEW	2.0k	479.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.6	$893k	+2%	7.5k	118.37	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$782k	-51%	9.0k	87.21	View chart
Chevron Corporation (CVX)	0.5	$754k		4.9k	155.28	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$753k	+6%	8.4k	89.34	View chart
Costco Wholesale Corporation (COST)	0.3	$397k		428.00	926.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$305k		458.00	666.73	View chart
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)	0.2	$290k	-22%	30k	9.61	View chart
Meritage Homes Corporation (MTH)	0.2	$227k		3.1k	72.43	View chart

Past Filings by Moulton Wealth Management

SEC 13F filings are viewable for Moulton Wealth Management going back to 2019

Moulton Wealth Management 2025 Q3 filed Oct. 8, 2025
Moulton Wealth Management 2025 Q2 filed July 8, 2025
Moulton Wealth Management 2025 Q1 filed April 14, 2025
Moulton Wealth Management 2024 Q4 filed Jan. 16, 2025
Moulton Wealth Management 2024 Q3 filed Oct. 17, 2024
Moulton Wealth Management 2024 Q2 filed July 16, 2024
Moulton Wealth Management 2024 Q1 filed April 11, 2024
Moulton Wealth Management 2023 Q4 filed Jan. 10, 2024
Moulton Wealth Management 2023 Q3 filed Oct. 11, 2023
Moulton Wealth Management 2023 Q2 filed July 13, 2023
Moulton Wealth Management 2023 Q1 filed April 13, 2023
Moulton Wealth Management 2022 Q4 filed Jan. 11, 2023
Moulton Wealth Management 2022 Q3 filed Oct. 14, 2022
Moulton Wealth Management 2022 Q2 filed July 8, 2022
Moulton Wealth Management 2022 Q1 filed April 19, 2022
Moulton Wealth Management 2021 Q4 filed Jan. 12, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z