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CIK: 0001792510
Total reported value
$152.1M
$152.1M
52 檔
46.6%
As reported in its official Q1 2026 Form 13F filing, Moulton Wealth Management, Inc's tracked investment portfolio stood at $152.1M with 52 total positions.
Moulton Wealth Management, Inc executed strategic sector rebalancing during Q1 2026, establishing 41 new positions while fully exiting 29 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 15.87% | -6.86% | — | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 15.61% | -6.73% | — | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 6.78% | -0.06% | — | |
| 4 | SH | Proshares Short S&p500 | ETF-Other | 5.20% | -5.20% | EXIT | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.80% | +7.23% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.33% | +4.94% | -43.96% | |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.14% | +0.88% | — | |
| 8 | SGVT | Schwab Govt Money Market ETF | ETF-Other | 3.14% | -3.14% | EXIT | |
| 9 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 2.36% | -0.55% | — | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.22% | -2.22% | EXIT | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.10% | -0.62% | -49.50% | |
| 12 | GLL | Proshares Ultrashort Gold | ETF-Commodities | 1.86% | +0.98% | — | |
| 13 | SPXU | Prosh Ultrapro Short S&p 500 | ETF-Large Cap & Growth | 1.78% | -1.78% | EXIT | |
| 14 | ROKT | Ss Spdr S&p Kensho Ff ETF | ETF-Other | 1.75% | -1.75% | EXIT | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.57% | -0.25% | -0.09% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.26% | +0.69% | |
| 17 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 1.48% | -0.83% | — | |
| 18 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.45% | -0.81% | — | |
| 19 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.45% | -0.81% | — | |
| 20 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 1.42% | -1.42% | EXIT | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.40% | -0.83% | — | |
| 22 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.28% | +0.41% | — | |
| 23 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.21% | +0.28% | — | |
| 24 | XLVI | St Sr Ht Cr Ss Spdr Pr In-us | ETF-Other | 1.20% | -1.20% | EXIT | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.19% | -0.82% | — | |
| 26 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.16% | -0.60% | — | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 1.07% | -0.29% | — | |
| 28 | XLEI | Ss Energy Ss Spdr Prem Inc | ETF-Other | 1.03% | -1.03% | EXIT | |
| 29 | XLKI | Ss Technology Ss Spdr Prem I | ETF-Tech | 1.00% | -1.00% | EXIT | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.96% | +1.12% | -51.57% | |
| 31 | XLII | Ss Industrial Ss Spdr Prem I | ETF-Other | 0.95% | -0.95% | EXIT | |
| 32 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.78% | +0.22% | -46.43% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.71% | +0.22% | — | |
| 34 | ZSL | Proshares Ultrashort Silver | ETF-Commodities | 0.70% | +0.14% | — | |
| 35 | XLUI | Ss Utilities Ss Spdr Prm Inc | ETF-Other | 0.68% | -0.68% | EXIT | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.13% | +0.04% | |
| 37 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.55% | -0.14% | — | |
| 38 | XLCI | Ss Comm Ss Spdr Prem Inc | ETF-Other | 0.54% | -0.54% | EXIT | |
| 39 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.46% | +0.22% | — | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.43% | -0.43% | EXIT | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.05% | +46.85% | |
| 42 | XLSI | Ss Cons Stap Ss Spdr Prm Inc | ETF-Other | 0.39% | -0.39% | EXIT | |
| 43 | COPX | Global X Copper Miners ETF | ETF-Other | 0.38% | -0.04% | -68.26% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.36% | -0.06% | — | |
| 45 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.35% | +0.29% | — | |
| 46 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.27% | +0.18% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.02% | +0.22% | |
| 48 | NUGT | Dirxn Dly Gm Indx B2x Etf-ui | ETF-Other | 0.20% | -0.20% | EXIT | |
| 49 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-Other | 0.19% | +0.11% | — | |
| 50 | AZO | Autozone Inc | Stock-Consumer Disc | 0.17% | -0.01% | — |
According to official SEC Form 13F filings, Moulton Wealth Management, Inc reported a total U.S. public equity portfolio value of $152.1M across 52 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including TFLO, USFR, FLOT) accounted for 46.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
TFLO
市值: $23.3M
Top Position Liquidated / Trimmed
KOMP
前期市值: $11.5M
During Q1 2026, Moulton Wealth Management, Inc's top holdings by market value included TFLO (15.9%)、USFR (15.6%)、FLOT (6.8%). The largest single position, TFLO, represented 15.9% of total portfolio value.
In Q1 2026, Moulton Wealth Management, Inc made 81 total portfolio adjustments, initiating 41 new buys, adding to 4 positions, trimming 7 holdings, and fully liquidating 29 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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