Moulton Wealth Management

Moulton Wealth Management as of Dec. 31, 2025

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