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CIK: 0001792510
Total reported value
$152.1M
$152.1M
45 檔
35.0%
In Q3 2025, Moulton Wealth Management, Inc's U.S. equity holdings reached a combined market value of $152.1M, distributed across 45 disclosed stock positions.
In Q3 2025, Moulton Wealth Management, Inc displayed an active expansion posture, initiating 17 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | 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 | 9.41% | +7.23% | -11.26% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.56% | -6.73% | -6.69% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 7.54% | -6.86% | -7.03% | |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 7.14% | +0.88% | -13.01% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 7.08% | -0.06% | -1.06% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.79% | +4.94% | -21.91% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 5.80% | -2.22% | EXIT | |
| 8 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 5.12% | -0.55% | +1.57% | |
| 9 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.47% | -0.62% | -3.86% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.33% | +3.30% | NEW | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.12% | +1.12% | — | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.06% | +0.22% | — | |
| 13 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.06% | — | — | |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.69% | +0.41% | -2.64% | |
| 15 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.67% | — | -4.52% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | +1.85% | NEW | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.55% | +0.22% | -46.40% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.46% | +0.28% | -29.07% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.46% | +1.05% | NEW | |
| 20 | SLV | Ishares Silver Trust | ETF-Commodities | 1.41% | -0.29% | — | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.40% | +1.43% | NEW | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.40% | -0.25% | -1.41% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.39% | +2.11% | NEW | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.38% | +0.80% | NEW | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.26% | -0.43% | EXIT | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.12% | — | +17.35% | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.10% | +0.59% | NEW | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.26% | +0.88% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 0.99% | -0.06% | -6.45% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.89% | +0.49% | NEW | |
| 31 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.88% | -0.14% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.87% | +0.51% | NEW | |
| 33 | COPX | Global X Copper Miners ETF | ETF-Other | 0.85% | -0.04% | — | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.75% | +0.42% | NEW | |
| 35 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.72% | +0.22% | — | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.71% | +0.19% | NEW | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | — | — | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.65% | +0.58% | NEW | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | +0.53% | NEW | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.13% | +0.06% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.55% | +0.72% | NEW | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.05% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.02% | +0.22% | |
| 44 | SPDN | Dir Dly Sp 500 Br 1x Etf-usi | ETF-Other | 0.21% | +0.14% | NEW | |
| 45 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.16% | +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 45 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, USFR, TFLO) accounted for 35.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPYM
市值: $12.9M
Top Position Liquidated / Trimmed
VOO
前期市值: $18.3M
During Q3 2025, Moulton Wealth Management, Inc's top holdings by market value included SPYM (9.4%)、USFR (7.6%)、TFLO (7.5%). The largest single position, SPYM, represented 9.4% of total portfolio value.
In Q3 2025, Moulton Wealth Management, Inc made 50 total portfolio adjustments, initiating 17 new buys, adding to 10 positions, trimming 17 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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