Moulton Wealth Management

Moulton Wealth Management as of March 31, 2026

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