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CIK: 0001792510
Total reported value
$152.1M
$152.1M
37 檔
38.4%
According to the latest 13F quarterly dataset, Moulton Wealth Management, Inc managed an equity portfolio of $152.1M at the end of Q2 2025, spanning 37 distinct U.S. exchange-listed positions.
Moulton Wealth Management, Inc executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 6 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.35% | +7.23% | — | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.48% | +4.94% | +265.94% | |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 8.47% | +0.88% | +255.23% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.43% | -6.73% | -35.77% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 8.42% | -6.86% | -34.00% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 7.41% | -0.06% | -9.89% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 6.87% | -2.22% | EXIT | |
| 8 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 4.53% | -0.55% | -20.70% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 3.50% | +0.42% | NEW | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.93% | +2.11% | NEW | |
| 11 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.69% | +0.22% | — | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.60% | -0.62% | +8.12% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.03% | +0.28% | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.89% | +3.30% | NEW | |
| 15 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.62% | +0.41% | +118.78% | |
| 16 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.60% | — | +131.57% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.40% | +1.43% | NEW | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.32% | +1.05% | NEW | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.32% | -0.43% | EXIT | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.28% | +0.59% | NEW | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.28% | +0.80% | NEW | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | -0.25% | -1.62% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.17% | +1.85% | NEW | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.15% | +0.53% | NEW | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.26% | +0.93% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.96% | — | — | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 0.95% | -0.06% | -75.00% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | +0.49% | NEW | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.51% | NEW | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.67% | +0.19% | NEW | |
| 31 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.60% | +0.58% | NEW | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.13% | +0.04% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | +0.72% | NEW | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.05% | +0.23% | |
| 35 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 0.30% | +0.14% | NEW | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.02% | -2.14% | |
| 37 | 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 37 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, VTI, SJNK) accounted for 38.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPYM
市值: $13.7M
Top Position Liquidated / Trimmed
VOO
前期市值: $18.3M
During Q2 2025, Moulton Wealth Management, Inc's top holdings by market value included SPYM (10.3%)、VTI (8.5%)、SJNK (8.5%). The largest single position, SPYM, represented 10.3% of total portfolio value.
In Q2 2025, Moulton Wealth Management, Inc made 43 total portfolio adjustments, initiating 9 new buys, adding to 13 positions, trimming 15 holdings, and fully liquidating 6 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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