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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 TFLO, USFR, FLOT, SH, SPYM, and represent 48.25% of Moulton Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TFLO (+$23M), USFR (+$23M), FLOT (+$10M), SH (+$7.6M), SPYM (+$7.0M), SJNK, SGVT, AAAU, SRLN, GLL.
Started 41 new stock positions in AAAU, SRLN, AZO, NUGT, VEU, SPYM, FLOT, SPXU, DXJ, XLVI.
Reduced shares in these 10 stocks: KOMP (-$12M), JNK (-$10M), IUSB (-$9.3M), ONEY (-$8.2M), VTI, , GDX, , , SOXX.
Sold out of its positions in BOTZ, QQQ, FXI, IWR, IGV, SOXX, IWM, QUAL, MTUM, IUSB.
Moulton Wealth Management was a net buyer of stock by $40M.
Moulton Wealth Management has $147M in assets under management (AUM), dropping by 39.22%.
Central Index Key (CIK): 0001792510

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

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Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr TRS FLT RT BD (TFLO)	15.9	$23M	NEW	461k	50.51	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	15.6	$23M	NEW	455k	50.37	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	6.8	$10M	NEW	197k	50.73	View chart
Proshares Tr Short S&p 500 Ne (SH)	5.2	$7.6M	NEW	202k	37.71	View chart
Spdr Series Trust State Street Spd (SPYM)	4.8	$7.0M	NEW	92k	77.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$4.9M	-43%	15k	322.98	View chart
Spdr Series Trust State Street Spd (SJNK)	3.1	$4.6M	NEW	185k	24.93	View chart
Schwab Strategic Tr Government Money (SGVT)	3.1	$4.6M	NEW	4.6M	1.00	View chart
Goldman Sachs Physical Gold Unit (AAAU)	2.4	$3.5M	NEW	75k	46.16	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	2.2	$3.3M	NEW	82k	39.91	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	2.1	$3.1M	-49%	33k	94.64	View chart
Proshares Tr Ii Ultrashort Gold (GLL)	1.9	$2.7M	NEW	135k	20.18	View chart
Proshares Tr Ultrapro Short S (SPXU)	1.8	$2.6M	NEW	47k	55.74	View chart
Spdr Series Trust State Street Spd (ROKT)	1.8	$2.6M	NEW	28k	91.43	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$2.3M		5.4k	429.92	View chart
Exxon Mobil Corporation (XOM)	1.5	$2.2M		14k	160.86	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	1.5	$2.2M	NEW	107k	20.35	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	1.4	$2.1M	NEW	93k	22.85	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	1.4	$2.1M	NEW	95k	22.37	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	1.4	$2.1M	NEW	96k	21.77	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.4	$2.1M	NEW	17k	118.35	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.3	$1.9M	NEW	12k	160.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$1.8M	NEW	24k	75.44	View chart
Select Sector Spdr Tr State Street Hea (XLVI)	1.2	$1.8M	NEW	12k	147.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.2	$1.8M	NEW	18k	95.28	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.2	$1.7M	NEW	26k	65.71	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$1.6M	NEW	24k	65.69	View chart
Select Sector Spdr Tr State Street Ene (XLEI)	1.0	$1.5M	NEW	25k	59.48	View chart
Select Sector Spdr Tr State Street Tec (XLKI)	1.0	$1.5M	NEW	11k	135.00	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.0	$1.4M	-51%	3.6k	389.64	View chart
Select Sector Spdr Tr State Street Ind (XLII)	1.0	$1.4M	NEW	8.6k	163.87	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.8	$1.1M	-46%	5.1k	222.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$1.0M	NEW	5.7k	184.21	View chart
Proshares Tr Ii Ultra Short Silv (ZSL)	0.7	$1.0M	NEW	43k	24.20	View chart
Select Sector Spdr Tr State Street Uti (XLUI)	0.7	$1.0M	NEW	22k	46.42	View chart
Chevron Corporation (CVX)	0.7	$989k		4.9k	200.50	View chart
Global X Fds Global X Silver (SIL)	0.5	$802k	NEW	8.7k	92.59	View chart
Select Sector Spdr Tr State Street Com (XLCI)	0.5	$791k	NEW	7.1k	111.27	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.5	$683k	NEW	6.9k	98.36	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$636k	-65%	6.0k	105.98	View chart
Costco Wholesale Corporation (COST)	0.4	$635k	+46%	630.00	1007.23	View chart
Select Sector Spdr Tr State Street Con (XLSI)	0.4	$578k	NEW	7.1k	81.69	View chart
Global X Fds Global X Copper (COPX)	0.4	$561k	-68%	7.3k	76.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$529k	NEW	6.0k	88.05	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.3	$511k	NEW	19k	26.31	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$391k	NEW	3.6k	107.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$302k		461.00	654.10	View chart
Direxion Shares Etf Trust Daily Gold Miner (NUGT)	0.2	$290k	NEW	6.1k	47.55	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.2	$272k	NEW	12k	22.88	View chart
AutoZone (AZO)	0.2	$256k	NEW	75.00	3415.08	View chart
Direxion Shares Etf Trust Daily S&p 500 Be (SPXS)	0.2	$225k	NEW	23k	9.89	View chart
Select Sector Spdr Tr State Street Rea (XLRI)	0.1	$215k	NEW	5.2k	41.31	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 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
Moulton Wealth Management 2022 Q2 filed July 8, 2022

View all past filings

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