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CIK: 0001792510
Total reported value
$147.6M
$147.6M
66 檔
46.3%
During the Q2 2026 filing period, Moulton Wealth Management, Inc (CIK: 0001792510) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $147.6M across 66 reported positions.
In Q2 2026, Moulton Wealth Management, Inc displayed an active expansion posture, initiating 31 new positions and adding to 16 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 | 12.03% | -1.21% | +127.31% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 9.01% | -1.31% | -41.19% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.88% | +0.34% | -41.11% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.27% | +0.18% | +124.44% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 6.72% | +0.01% | +2.22% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.02% | +0.30% | +32.67% | |
| 7 | LVLN | Ss Spdr S&p Leveraged Loan | ETF-Other | 3.74% | -3.74% | EXIT | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 3.30% | -2.49% | — | |
| 9 | GLL | Proshares Ultrashort Gold | ETF-Commodities | 2.84% | -1.81% | +21.41% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.11% | +0.09% | — | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.08% | +0.02% | +40.73% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.85% | +0.14% | — | |
| 13 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.81% | +0.95% | -8.80% | |
| 14 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 1.69% | +0.08% | +24.70% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.49% | +0.01% | +15.82% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.48% | +0.50% | -9.18% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 1.43% | -0.08% | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.32% | +0.06% | -0.32% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -1.22% | EXIT | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.05% | — | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.00% | -0.13% | +21.56% | |
| 22 | DUST | Dir Dly Gol Mn Idx Br 2x ETF | ETF-Other | 0.95% | -0.95% | EXIT | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.93% | +0.09% | -0.18% | |
| 24 | ION | Proshares S&p Gl Core Bat Mt | ETF-Other | 0.84% | -0.84% | EXIT | |
| 25 | ZSL | Proshares Ultrashort Silver | ETF-Commodities | 0.84% | -0.84% | EXIT | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | +0.01% | — | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | +0.03% | — | |
| 28 | SLV | Ishares Silver Trust | ETF-Commodities | 0.78% | +0.34% | -9.06% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.72% | +0.15% | — | |
| 30 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.68% | +0.03% | +31.45% | |
| 31 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-Other | 0.65% | -0.03% | -53.59% | |
| 32 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.64% | +0.02% | +86.77% | |
| 33 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.64% | +0.01% | -54.43% | |
| 34 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.64% | +0.01% | -54.29% | |
| 35 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | +0.05% | — | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.61% | +1.22% | — | |
| 37 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.60% | -0.02% | — | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.59% | — | — | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | +0.01% | — | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.57% | -0.01% | -57.76% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.56% | -0.02% | -50.63% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.54% | +0.15% | +0.04% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.53% | -0.05% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.02% | — | |
| 45 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.50% | -0.50% | EXIT | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | — | — | |
| 47 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.45% | +0.21% | +61.65% | |
| 48 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.43% | +0.12% | — | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.42% | +0.02% | — | |
| 50 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.41% | +0.15% | -7.92% |
According to official SEC Form 13F filings, Moulton Wealth Management, Inc reported a total U.S. public equity portfolio value of $147.6M across 66 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, TFLO, USFR) accounted for 46.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
LVLN
市值: $5.7M
Top Position Liquidated / Trimmed
SH
前期市值: $7.6M
During Q2 2026, Moulton Wealth Management, Inc's top holdings by market value included SPYM (12.0%)、TFLO (9.0%)、USFR (8.9%). The largest single position, SPYM, represented 12.0% of total portfolio value.
In Q2 2026, Moulton Wealth Management, Inc made 81 total portfolio adjustments, initiating 31 new buys, adding to 16 positions, trimming 17 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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