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CIK: 0001792510
Total reported value
$152.1M
$152.1M
34 檔
47.1%
At the close of Q1 2025, Moulton Wealth Management, Inc disclosed equity holdings valued at approximately $152.1M, spread across 34 reported holdings.
In Q1 2025, Moulton Wealth Management, Inc displayed an active expansion posture, initiating 34 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.92% | — | +2.53% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 13.24% | -6.73% | +19.43% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 12.91% | -6.86% | +16.88% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 8.32% | -0.06% | +54.15% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.20% | +2.11% | NEW | |
| 6 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 5.40% | -0.55% | +21.83% | |
| 7 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 4.02% | +0.14% | NEW | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.61% | -0.06% | -1.81% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.08% | +0.42% | NEW | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.43% | +1.85% | NEW | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.38% | +0.88% | — | |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.32% | -2.22% | EXIT | |
| 13 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.11% | -0.62% | +224.13% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.09% | +4.94% | -71.36% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 2.01% | +0.49% | NEW | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.72% | -0.43% | EXIT | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.61% | +0.58% | NEW | |
| 18 | XLI | Ss Industrial Select Sector | ETF-Other | 1.56% | +1.43% | NEW | |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.30% | +0.53% | NEW | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.28% | +0.59% | NEW | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.22% | -0.25% | -4.72% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.26% | +0.89% | |
| 23 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 1.05% | +0.29% | +333.50% | |
| 24 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.71% | +0.41% | — | |
| 25 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.69% | — | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.13% | +0.04% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.51% | NEW | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | — | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.47% | — | -24.75% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.81% | NEW | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.43% | — | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.05% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.02% | +0.21% | |
| 34 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.17% | +0.17% | NEW |
According to official SEC Form 13F filings, Moulton Wealth Management, Inc reported a total U.S. public equity portfolio value of $152.1M across 34 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, USFR, TFLO) accounted for 47.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $18.3M
During Q1 2025, Moulton Wealth Management, Inc's top holdings by market value included VOO (13.9%)、USFR (13.2%)、TFLO (12.9%). The largest single position, VOO, represented 13.9% of total portfolio value.
In Q1 2025, Moulton Wealth Management, Inc made 34 total portfolio adjustments, initiating 34 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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