Q2 2026 13F · SEC CIK 1792510

Moulton Wealth Management, Inc

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $152.1M
Reported positions: 66
Top holdings a year, 3 yrs: +7.3%
Assets under management: $159.7M

Moulton Wealth Management, Inc is a wealth manager that reported 66 positions worth $152.1M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were Spdr Series Trust (SPLG, 12.0%), Ishares Tr (TFLO, 9.0%), Wisdomtree Tr (USFR, 8.9%). A portfolio copying its top holdings returned 7.3% a year over the last 3 years, against 20.4% for the S&P 500.

Moulton Wealth Management, Inc holdings largest 50 of 66 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Moulton Wealth Management, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.0%	4.8%	207,915	+127.3%	$18.3M
TFLOIshares Tr	9.0%	15.9%	271,371	-41.2%	$13.7M
USFRWisdomtree Tr	8.9%	15.6%	268,033	-41.1%	$13.5M
VTIVanguard Index Fds	8.3%	3.3%	33,953	+124.4%	$12.6M
FLOTIshares Tr	6.7%	6.8%	200,834	+2.2%	$10.2M
SJNKSpdr Series Trust	4.0%	3.1%	245,850	+32.7%	$6.1M
78468R424Spdr Series Trust	3.7%	—	141,698	—	$5.7M
XLKState Street Technology Select Sector Sp	3.3%	—	26,921	—	$5.0M
GLLProshares Tr II	2.8%	1.9%	164,115	+21.4%	$4.3M
BILSPDR Brcy1-3 Ser	2.1%	—	35,040	—	$3.2M
SMHVaneck Semiconductor ETF	2.1%	1.0%	5,076	+40.7%	$3.2M
XLVSelect Sector Spdr Tr	1.9%	—	17,682	—	$2.8M
AAAUGoldman Sachs Physical Gold	1.8%	2.4%	68,483	-8.8%	$2.7M
DXJWisdomtree Tr	1.7%	1.3%	14,622	+24.7%	$2.6M
VEUVanguard FTSE All	1.5%	1.2%	27,356	+15.8%	$2.3M
GDXVaneck Gold Miners ETF	1.5%	2.1%	29,576	-9.2%	$2.3M
XLISelect Sector Spdr Tr	1.4%	—	11,846	—	$2.2M
GLDSpdr Gold Shares	1.3%	1.6%	5,361	-0.3%	$2.0M
XOMExxon Mobil Corp	1.2%	1.5%	13,609	+0.7%	$1.9M
MTUMIshares Msci USA Momentum Factor ETF	1.1%	—	4,873	—	$1.6M
ITAIshares U.s. Aerospace & Defense ETF	1.0%	0.8%	6,236	+21.6%	$1.5M
DUSTDirexion Shares ETF Trust	1.0%	—	23,225	—	$1.4M
IYWIshares Tr	0.9%	0.7%	5,644	-0.2%	$1.4M
IONProshares Tr	0.8%	—	22,588	—	$1.3M
ZSLProshares Tr II	0.8%	0.7%	42,657	-0.2%	$1.3M
VIGVanguard Dividend Appreciation ETF	0.8%	—	5,211	—	$1.2M
QUALIshares Msci USA Quality Factor ETF	0.8%	—	5,518	—	$1.2M
SLVIshares Silver Tr	0.8%	1.1%	21,819	-9.1%	$1.2M
XLEState Street Energy Select Sector Spdr E	0.7%	—	20,683	—	$1.1M
VPLVanguard Ftse Pacific ETF	0.7%	0.5%	9,121	+31.4%	$1.0M
IBTLIshares Tr	0.7%	1.5%	49,511	-53.6%	$995K
USDUWisdomtree Tr	0.6%	0.3%	36,273	+86.8%	$972K
IBTGIshares Tr	0.6%	1.4%	42,438	-54.4%	$969K
IBTHIshares Tr	0.6%	1.4%	43,462	-54.3%	$969K
RYTInvesco S&p 500 Equal Weight Technology	0.6%	—	14,615	—	$933K
AVUVAvantis US Small Cap Value ETF	0.6%	—	7,361	—	$921K
IBTJIshares Tr	0.6%	—	42,408	—	$915K
XLPState Street Consumer Staples Select Sec	0.6%	—	10,795	—	$897K
XLCSelect Sector Spdr Tr	0.6%	—	8,030	—	$884K
IEIIshares	0.6%	1.4%	7,346	-57.8%	$860K
VWOBVanguard Whitehall Fds	0.6%	1.2%	12,831	-50.6%	$858K
CVXChevron Corp New	0.5%	0.7%	4,934	+0.0%	$822K
XLUSpdr	0.5%	—	17,979	—	$806K
QQQInvesco Qqq Tr	0.5%	—	1,071	—	$780K
DBMFLitman Gregory Fds Tr	0.5%	—	24,958	—	$762K
XLFSelect Sector Spdr Tr	0.5%	—	13,527	—	$743K
RPVInvesco S&p 500 Pure Value	0.4%	0.3%	5,892	+61.6%	$678K
PDBCInvesco Actvely Mngd Etc Fd	0.4%	—	41,753	—	$661K
EFAVIshares Tr	0.4%	—	7,247	—	$632K
SILGlobal X Fds	0.4%	0.5%	7,976	-7.9%	$626K

What Moulton Wealth Management, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.4% /yr; S&P 500 +20.1%
3 years: +7.3% /yr; S&P 500 +20.4%
5 years: +0.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$152.1M	66
Q1 2026	$146.9M	52
Q4 2025	$105.5M	40
Q3 2025	$137.5M	45
Q2 2025	$132.3M	37
Q1 2025	$131.2M	34
Q4 2024	$130.2M	43
Q3 2024	$119.9M	39
Q2 2024	$110.3M	30
Q1 2024	$95.4M	24
Q4 2023	$77.9M	20
Q3 2023	$67.9M	18

Questions about Moulton Wealth Management, Inc's portfolio

What stocks does Moulton Wealth Management, Inc own?

Moulton Wealth Management, Inc's latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 66 positions worth $152.1M. The largest are Spdr Series Trust (SPLG) at 12.0%, Ishares Tr (TFLO) at 9.0%, Wisdomtree Tr (USFR) at 8.9%, Vanguard Index Fds (VTI) at 8.3% and Ishares Tr (FLOT) at 6.7%.

What did Moulton Wealth Management, Inc buy last quarter?

In Q2 2026, Moulton Wealth Management, Inc added Spdr Series Trust (SPLG) (+127.3% shares), Vanguard Index Fds (VTI) (+124.4% shares) and Wisdomtree Tr (USDU) (+86.8% shares), compared with its Q1 2026 filing.

What did Moulton Wealth Management, Inc sell last quarter?

In Q2 2026, Moulton Wealth Management, Inc cut from its top 50 Proshares Tr (SH), cut from its top 50 Schwab Strategic Tr (SGVT), cut from its top 50 Ssga Active ETF Tr (SRLN), cut from its top 50 Prosh Ultrapro Short S&p 500 (SPXU), cut from its top 50 State Street Spdr S&p Kensho Final Fro (ROKT), Ishares (IEI) (-57.8% shares), Ishares Tr (IBTG) (-54.4% shares) and Ishares Tr (IBTH) (-54.3% shares), compared with its Q1 2026 filing.

How has Moulton Wealth Management, Inc's portfolio performed?

A portfolio copying Moulton Wealth Management, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.4% against +20.1%. Over 5 years: +0.7% a year against +11.6%.

When is Moulton Wealth Management, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Moulton Wealth Management, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Moulton Wealth Management, Inc manage?

Moulton Wealth Management, Inc reported $159.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $152.1M.