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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, TFLO, USFR, VTI, FLOT, and represent 44.91% of Moulton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$10M), VTI (+$7.0M), LVLN (+$5.7M), XLK (+$5.0M), BIL, XLV, XLI, MTUM, SJNK, DUST.
Started 31 new stock positions in ION, DUST, IWM, LVLN, QUAL, VTV, XME, PDBC, IBTJ, XLF.
Reduced shares in these 10 stocks: TFLO (-$9.6M), USFR (-$9.4M), SH (-$7.6M), SGVT, SRLN, SPXU, ROKT, IBMR, XLVI, XLEI.
Sold out of its positions in SPXS, NUGT, IBMR, NOBL, SH, SPXU, SRLN, ROKT, SGVT, XLVI. XLUI, XLRI, XLSI, XLKI, XLII, XLEI, XLCI.
Moulton Wealth Management was a net buyer of stock by $3.0M.
Moulton Wealth Management has $152M in assets under management (AUM), dropping by 3.54%.
Central Index Key (CIK): 0001792510

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Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	12.0	$18M	+127%	208k	88.00	View chart
Ishares Tr TRS FLT RT BD (TFLO)	9.0	$14M	-41%	271k	50.50	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	8.9	$14M	-41%	268k	50.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.3	$13M	+124%	34k	370.46	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	6.7	$10M	+2%	201k	50.89	View chart
Spdr Series Trust St Term High Etf (SJNK)	4.0	$6.1M	+32%	246k	24.89	View chart
Spdr Series Trust St Str S& Ln Etf (LVLN)	3.7	$5.7M	NEW	142k	40.09	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.3	$5.0M	NEW	27k	186.44	View chart
Proshares Tr Ii Ultrashort Gold (GLL)	2.8	$4.3M	+21%	164k	26.28	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.1	$3.2M	NEW	35k	91.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.1	$3.2M	+40%	5.1k	623.18	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.9	$2.8M	NEW	18k	159.16	View chart
Goldman Sachs Physical Gold Unit (AAAU)	1.8	$2.7M	-8%	69k	40.13	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.7	$2.6M	+24%	15k	175.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.5	$2.3M	+15%	27k	82.93	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.5	$2.3M	-9%	30k	76.22	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.4	$2.2M	NEW	12k	184.13	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$2.0M		5.4k	373.47	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.9M		14k	136.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$1.6M	NEW	4.9k	328.97	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$1.5M	+21%	6.2k	244.06	View chart
Direxion Shares Etf Trust Dai Gol Bea Etf (DUST)	1.0	$1.4M	NEW	23k	62.25	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.4M		5.6k	249.67	View chart
Proshares Tr Proshares S&p (ION)	0.8	$1.3M	NEW	23k	56.76	View chart
Proshares Tr Ii Ultra Short Silv (ZSL)	0.8	$1.3M		43k	29.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.2M	NEW	5.2k	236.85	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.2M	NEW	5.5k	219.20	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$1.2M	-9%	22k	54.31	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.7	$1.1M	NEW	21k	53.03	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.7	$1.0M	+31%	9.1k	113.46	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.7	$995k	-53%	50k	20.10	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.6	$972k	+86%	36k	26.79	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.6	$969k	-54%	42k	22.83	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.6	$969k	-54%	44k	22.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.6	$933k	NEW	15k	63.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$921k	NEW	7.4k	125.10	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.6	$915k	NEW	42k	21.57	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.6	$897k	NEW	11k	83.13	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.6	$884k	NEW	8.0k	110.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$860k	-57%	7.3k	117.01	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.6	$858k	-50%	13k	66.89	View chart
Chevron Corporation (CVX)	0.5	$823k		4.9k	166.70	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.5	$806k	NEW	18k	44.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$780k	NEW	1.1k	728.47	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.5	$762k	NEW	25k	30.54	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.5	$743k	NEW	14k	54.92	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.4	$678k	+61%	5.9k	115.01	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$661k	NEW	42k	15.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$632k	NEW	7.2k	87.27	View chart
Global X Fds Global X Silver (SIL)	0.4	$626k	-7%	8.0k	78.53	View chart
Costco Wholesale Corporation (COST)	0.4	$583k		630.00	926.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$581k	NEW	2.7k	217.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$563k	-67%	6.0k	94.10	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.4	$540k	NEW	26k	20.50	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$528k	NEW	6.0k	87.91	View chart
Global X Fds Global X Copper (COPX)	0.3	$524k	-6%	6.9k	76.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$472k	NEW	1.6k	301.26	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.3	$461k	+71%	20k	22.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$456k		6.0k	76.53	View chart
Spdr Series Trust St Str Sp Metal (XME)	0.2	$355k	NEW	3.3k	105.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$346k		462.00	747.87	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$282k	NEW	2.4k	118.74	View chart
Meritage Homes Corporation (MTH)	0.2	$262k	NEW	3.2k	82.00	View chart
AutoZone (AZO)	0.2	$242k		75.00	3232.32	View chart
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN)	0.1	$217k	NEW	25k	8.66	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$208k	NEW	4.1k	50.49	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 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
Moulton Wealth Management 2022 Q3 filed Oct. 14, 2022

View all past filings

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