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CIK: 0001792510
Total reported value
$152.1M
$152.1M
40 檔
31.7%
According to the latest 13F quarterly dataset, Moulton Wealth Management, Inc managed an equity portfolio of $152.1M at the end of Q4 2025, spanning 40 distinct U.S. exchange-listed positions.
Moulton Wealth Management, Inc executed strategic sector rebalancing during Q4 2025, establishing 12 new positions while fully exiting 17 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 10.94% | — | — | |
| 2 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 9.51% | — | — | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 8.83% | — | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.60% | +4.94% | -5.07% | |
| 5 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 7.77% | — | — | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 5.24% | -0.62% | +3.26% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.14% | +3.30% | NEW | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.64% | +1.12% | -16.61% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.39% | +1.85% | NEW | |
| 10 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 2.38% | +0.23% | NEW | |
| 11 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.35% | — | — | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.35% | — | — | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.03% | -0.25% | -0.33% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.02% | +0.22% | -6.19% | |
| 15 | BOTZ | Global X Robotics & Artifici | ETF-Other | 2.01% | — | — | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.86% | +1.43% | NEW | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.83% | +1.05% | NEW | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.77% | +0.80% | NEW | |
| 19 | HYZD | Wisdomtree Interest Rate Hed | ETF-Other | 1.75% | — | — | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.70% | -0.43% | EXIT | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.69% | +2.11% | NEW | |
| 22 | COPX | Global X Copper Miners ETF | ETF-Other | 1.59% | -0.04% | +17.88% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -0.26% | +0.86% | |
| 24 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.50% | — | -28.72% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.46% | — | -0.68% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.42% | +0.59% | NEW | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 1.18% | +0.49% | NEW | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.51% | NEW | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.99% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | — | +1.16% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.91% | +0.19% | NEW | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.83% | +0.58% | NEW | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | +0.72% | NEW | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.73% | +0.53% | NEW | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.73% | -0.13% | +1.59% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.05% | +0.23% | |
| 37 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.33% | — | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | +0.31% | NEW | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.02% | +0.44% | |
| 40 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.20% | +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 40 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including KOMP, JNK, IUSB) accounted for 31.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
KOMP
市值: $11.5M
Top Position Liquidated / Trimmed
SPYM
前期市值: $12.9M
During Q4 2025, Moulton Wealth Management, Inc's top holdings by market value included KOMP (10.9%)、JNK (9.5%)、IUSB (8.8%). The largest single position, KOMP, represented 10.9% of total portfolio value.
In Q4 2025, Moulton Wealth Management, Inc made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 9 holdings, and fully liquidating 17 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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