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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 SPYM, USFR, VTI, TFLO, FLOT, and represent 42.93% of Moulton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SRLN (+$6.6M), JAAA, NOBL, XOM, AVUV, AAAU, SLV, SJNK, SPHD, GDX.
Started 4 new stock positions in SPHD, SRLN, NOBL, XOM.
Reduced shares in these 10 stocks: LVLN (-$5.7M), XLK, SPYM, GLL, TFLO, , DUST, ION, ZSL, DBMF.
Sold out of its positions in DUST, Exxon Mobil Corporation, ICLN, DBMF, ION, ZSL, LVLN.
Moulton Wealth Management was a net seller of stock by $-5.4M.
Moulton Wealth Management has $148M in assets under management (AUM), dropping by -2.95%.
Central Index Key (CIK): 0001792510

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Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 63 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	10.8	$16M	-14%	178k	89.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	9.2	$14M		270k	50.39	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	8.4	$13M	-2%	33k	375.18	View chart
Ishares Tr TRS FLT RT BD (TFLO)	7.7	$11M	-17%	225k	50.51	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	6.7	$9.9M	-2%	195k	50.86	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	4.5	$6.6M	NEW	164k	40.19	View chart
Spdr Series Trust St Term High Etf (SJNK)	4.3	$6.4M	+7%	264k	24.13	View chart
Goldman Sachs Physical Gold Unit (AAAU)	2.8	$4.1M	+44%	99k	41.15	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.4	$3.6M	+1627%	71k	50.46	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.2	$3.2M		36k	91.41	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.1	$3.1M		5.0k	617.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	2.0	$2.9M		18k	166.20	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.0	$2.9M	+13%	34k	86.74	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$2.7M	+207%	23k	119.10	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.8	$2.6M		15k	179.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.6	$2.4M	NEW	44k	54.23	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	1.5	$2.2M	NEW	14k	163.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.5	$2.2M		27k	82.48	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$2.0M		5.3k	382.75	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.3	$2.0M		12k	168.65	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$1.6M	+37%	30k	55.02	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$1.5M		4.8k	320.88	View chart
Proshares Tr Ii Ultrashort Gold (GLL)	1.0	$1.5M	-62%	62k	24.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$1.5M		5.6k	266.81	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.9	$1.3M		21k	62.70	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.3M		6.2k	208.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.2M		5.5k	223.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.2M		5.2k	233.53	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.8	$1.2M	-77%	6.1k	197.80	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.7	$1.1M		9.1k	116.27	View chart
Chevron Corporation (CVX)	0.7	$1.0M		4.9k	207.09	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.7	$978k		36k	27.12	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.7	$973k	+43%	8.4k	115.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.7	$967k		14k	67.42	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.6	$958k		42k	22.82	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.6	$957k		43k	22.27	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.6	$912k	-5%	47k	19.45	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.6	$874k		8.0k	109.95	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.6	$869k		11k	80.33	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.6	$854k	-5%	40k	21.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$829k		7.3k	113.41	View chart
Global X Fds Global X Silver (SIL)	0.6	$825k	+20%	9.6k	85.63	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.5	$806k		41k	19.56	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.5	$802k		13k	62.70	View chart
Global X Fds Global X Copper (COPX)	0.5	$801k	+40%	9.6k	83.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$783k		1.1k	741.71	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.5	$717k		13k	53.46	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$714k		18k	39.68	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$651k		7.2k	90.50	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$587k		2.7k	216.70	View chart
Costco Wholesale Corporation (COST)	0.4	$577k		631.00	914.79	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$535k		6.0k	89.29	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.3	$485k	+39%	4.7k	104.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$459k		5.9k	78.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$435k		1.6k	279.08	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.3	$432k	-2%	20k	21.73	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$413k	NEW	8.6k	48.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$354k		463.00	764.46	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$256k		2.4k	108.83	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$253k	-50%	3.0k	85.50	View chart
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN)	0.1	$215k		25k	8.47	View chart
AutoZone (AZO)	0.1	$211k		75.00	2819.03	View chart
Meritage Homes Corporation (MTH)	0.1	$207k		3.2k	64.37	View chart

Past Filings by Moulton Wealth Management

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

Moulton Wealth Management 2026 Q3 filed Oct. 13, 2026
Moulton Wealth Management 2026 Q2 filed July 7, 2026
Moulton Wealth Management 2026 Q1 filed April 8, 2026
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

View all past filings

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