Moulton Wealth Management, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$146.9M
Q ending 2026-03-31
Prior quarter
$105.5M
Q ending 2025-12-31
Change
+39.2% QoQ · +12.0% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | TFLO | Shares | $23.3M | 461K |
| Wisdomtree Tr | USFR | Shares | $22.9M | 455K |
| Ishares Tr | FLOT | Shares | $10.0M | 196K |
| Proshares Tr | SH | Shares | $7.6M | 202K |
| Spdr Series Trust | SPYM | Shares | $7.0M | 91K |
| Vanguard Index Fds | VTI | Shares | $4.9M | 15K |
| Spdr Series Trust | SJNK | Shares | $4.6M | 185K |
| Schwab Strategic Tr | SGVT | Shares | $4.6M | 4.6M |
| Goldman Sachs Physical Gold | AAAU | Shares | $3.5M | 75K |
| Ssga Active Etf Tr | SRLN | Shares | $3.3M | 82K |
| Vaneck Etf Trust | GDX | Shares | $3.1M | 33K |
| Proshares Tr Ii | GLL | Shares | $2.7M | 135K |
| Proshares Tr | SPXU | Shares | $2.6M | 47K |
| Spdr Series Trust | ROKT | Shares | $2.6M | 28K |
| Spdr Gold Tr | GLD | Shares | $2.3M | 5K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 14K |
| Ishares Tr | IBTL | Shares | $2.2M | 107K |
| Ishares Tr | IBTG | Shares | $2.1M | 93K |
| Ishares Tr | IBTH | Shares | $2.1M | 95K |
| Ishares Tr | IBMR | Shares | $2.1M | 95K |
| Ishares Tr | IEI | Shares | $2.1M | 17K |
| Wisdomtree Tr | DXJ | Shares | $1.9M | 12K |
| Vanguard Intl Equity Index F | VEU | Shares | $1.8M | 24K |
| Select Sector Spdr Tr | XLVI | Shares | $1.8M | 12K |
| Ishares Tr | IEF | Shares | $1.8M | 18K |
| Vanguard Whitehall Fds | VWOB | Shares | $1.7M | 26K |
| Ishares Silver Tr | SLV | Shares | $1.6M | 24K |
| Select Sector Spdr Tr | XLEI | Shares | $1.5M | 25K |
| Select Sector Spdr Tr | XLKI | Shares | $1.5M | 11K |
| Vaneck Etf Trust | SMH | Shares | $1.4M | 4K |
| Select Sector Spdr Tr | XLII | Shares | $1.4M | 9K |
| Ishares Tr | ITA | Shares | $1.1M | 5K |
| Ishares Tr | IYW | Shares | $1.0M | 6K |
| Proshares Tr Ii | ZSL | Shares | $1.0M | 43K |
| Select Sector Spdr Tr | XLUI | Shares | $1.0M | 22K |
| Chevron Corporation | CVX | Shares | $989K | 5K |
| Global X Fds | SIL | Shares | $802K | 9K |
| Select Sector Spdr Tr | XLCI | Shares | $791K | 7K |
| Vanguard Intl Equity Index F | VPL | Shares | $683K | 7K |
| Proshares Tr | NOBL | Shares | $636K | 6K |
| Costco Wholesale Corporation | COST | Shares | $635K | 630 |
| Select Sector Spdr Tr | XLSI | Shares | $578K | 7K |
| Global X Fds | COPX | Shares | $561K | 7K |
| Ishares Gold Tr | IAU | Shares | $529K | 6K |
| Wisdomtree Tr | USDU | Shares | $511K | 19K |
| Invesco Exchange Traded Fd T | RPV | Shares | $391K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $302K | 461 |
| Direxion Shares Etf Trust | NUGT | Shares | $290K | 6K |
| Ishares Tr | IBTM | Shares | $272K | 12K |
| Autozone Inc | AZO | Shares | $256K | 75 |
| Direxion Shares Etf Trust | SPXS | Shares | $225K | 23K |
| Select Sector Spdr Tr | XLRI | Shares | $215K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.