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Moulton Wealth Management

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

Top 5 stock holdings are KOMP, JNK, IUSB, VTI, ONEY, and represent 45.67% of Moulton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: KOMP (+$12M), JNK (+$10M), IUSB (+$9.3M), ONEY (+$8.2M), XME, SOXX, IGV, BOTZ, HYZD, XLK.
Started 12 new stock positions in KOMP, SPHY, VWO, SOXX, IWM, ONEY, BOTZ, IGV, IUSB, JNK. XME, HYZD.
Reduced shares in these 10 stocks: , USFR (-$10M), TFLO (-$10M), , , SRLN (-$8.0M), AAAU (-$7.0M), IYW, IGM, .
Sold out of its positions in SPDN, SIL, AAAU, IAU, IGM, IYW, SLV, FLOT, EFAV, TFLO. SPLG, SRLN, SJNK, VEU, VPL, DXJ, USFR.
Moulton Wealth Management was a net seller of stock by $-31M.
Moulton Wealth Management has $106M in assets under management (AUM), dropping by -23.26%.
Central Index Key (CIK): 0001792510

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Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 40 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (KOMP)	10.9	$12M	NEW	144k	80.39	View chart
Spdr Series Trust State Street Spd (JNK)	9.5	$10M	NEW	397k	25.32	View chart
Ishares Tr Core Univrsl Usd (IUSB)	8.8	$9.3M	NEW	185k	50.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.6	$9.1M	-5%	27k	336.31	View chart
Spdr Series Trust State Street Spd (ONEY)	7.8	$8.2M	NEW	199k	41.30	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	5.2	$5.5M	+3%	65k	85.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	3.1	$3.3M	+102%	23k	144.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.6	$2.8M	-16%	7.4k	373.35	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.4	$2.5M	+3%	16k	155.51	View chart
Spdr Series Trust State Street Spd (XME)	2.4	$2.5M	NEW	23k	107.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.4	$2.5M	NEW	19k	129.37	View chart
Ishares Tr Expanded Tech (IGV)	2.3	$2.5M	NEW	12k	199.88	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$2.1M		5.4k	398.27	View chart
Ishares Tr Us Aer Def Etf (ITA)	2.0	$2.1M	-6%	9.6k	222.00	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	2.0	$2.1M	NEW	26k	83.01	View chart
Select Sector Spdr Tr State Street Ind (XLI)	1.9	$2.0M		12k	157.98	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.8	$1.9M	-2%	7.6k	252.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$1.9M	-3%	9.4k	199.18	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	1.7	$1.8M	NEW	13k	144.99	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.7	$1.8M		17k	104.46	View chart
Spdr Series Trust State Street Spd (BIL)	1.7	$1.8M	-6%	20k	91.42	View chart
Global X Fds Global X Copper (COPX)	1.6	$1.7M	+17%	23k	73.06	View chart
Exxon Mobil Corporation (XOM)	1.6	$1.6M		13k	122.65	View chart
Ishares Tr China Lg-cap Etf (FXI)	1.5	$1.6M	-28%	40k	39.82	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.5	$1.5M		16k	97.32	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.4	$1.5M		19k	77.69	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.2	$1.2M		23k	54.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$1.1M	-6%	1.9k	613.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$1.0M	NEW	11k	91.80	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$973k		2.0k	486.08	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.9	$959k	+99%	8.1k	118.34	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.8	$881k		7.5k	116.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$839k	+117%	18k	45.65	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.7	$770k	+98%	18k	43.18	View chart
Chevron Corporation (CVX)	0.7	$769k		4.9k	155.90	View chart
Costco Wholesale Corporation (COST)	0.3	$367k		429.00	854.65	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$348k	NEW	7.4k	47.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$329k	NEW	1.3k	248.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$314k		460.00	682.59	View chart
Meritage Homes Corporation (MTH)	0.2	$209k		3.1k	66.23	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 Q4 filed Jan. 13, 2026
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

View all past filings

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