Moulton Wealth Management, Inc Portfolio Stock Holdings
Moulton Wealth Management, Inc disclosed 52 stock positions valued at approximately $146.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, WISDOMTREE TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $146.9M
Holdings by Sector
Moulton Wealth Management, Inc Portfolio Holdings in Q1 2026
37 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | TFLO | Other | 15.87% | 461,402 | +461,402 | +100.00% | $23,305,419 |
| WISDOMTREE TR | USFR | Other | 15.61% | 455,153 | +455,153 | +100.00% | $22,926,041 |
| ISHARES TR | FLOT | Other | 6.78% | 196,477 | +196,477 | +100.00% | $9,966,295 |
| SPDR SERIES TRUST | SPLG | Other | 4.80% | 91,466 | +91,466 | +100.00% | $7,043,827 |
| VANGUARD INDEX FDS | VTI | Other | 3.33% | 15,128 | -11,868 | -43.96% | $4,886,075 |
| SPDR SERIES TRUST | SJNK | Other | 3.14% | 185,308 | +185,308 | +100.00% | $4,619,575 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 2.36% | 75,094 | +75,094 | +100.00% | $3,466,332 |
| SSGA ACTIVE ETF TR | SRLN | Other | 2.22% | 81,542 | +81,542 | +100.00% | $3,254,739 |
| VANECK ETF TRUST | GDX | Other | 2.10% | 32,566 | -31,926 | -49.50% | $3,082,016 |
| SPDR GOLD TR | GLD | Other | 1.57% | 5,378 | -5 | -0.09% | $2,312,126 |
| EXXON MOBIL CORP | XOM | Energy | 1.48% | 13,517 | +93 | +0.69% | $2,174,284 |
| ISHARES TR | IBTL | Other | 1.48% | 106,671 | +106,671 | +100.00% | $2,170,231 |
| ISHARES TR | IBTG | Other | 1.45% | 93,125 | +93,125 | +100.00% | $2,128,089 |
| ISHARES TR | IBTH | Other | 1.45% | 95,079 | +95,079 | +100.00% | $2,126,911 |
| ISHARES TR | IBMR | Other | 1.42% | 95,473 | +95,473 | +100.00% | $2,078,929 |
| ISHARES TR | IEI | Other | 1.40% | 17,392 | +17,392 | +100.00% | $2,058,360 |
| WISDOMTREE TR | DXJ | Other | 1.28% | 11,726 | +11,726 | +100.00% | $1,884,643 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.21% | 23,619 | +23,619 | +100.00% | $1,781,825 |
| ISHARES TR | IEF | Other | 1.19% | 18,372 | +18,372 | +100.00% | $1,750,566 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 1.16% | 25,987 | +25,987 | +100.00% | $1,707,494 |
| ISHARES SILVER TR | SLV | Other | 1.07% | 23,994 | +23,994 | +100.00% | $1,576,047 |
| VANECK ETF TRUST | SMH | Other | 0.96% | 3,607 | -3,841 | -51.57% | $1,405,415 |
| ISHARES TR | ITA | Other | 0.78% | 5,130 | -4,447 | -46.43% | $1,142,938 |
| ISHARES TR | IYW | Other | 0.71% | 5,654 | +5,654 | +100.00% | $1,041,495 |
| CHEVRON CORPORATION | CVX | Energy | 0.67% | 4,932 | +2 | +0.04% | $988,870 |
| GLOBAL X FDS | SIL | Other | 0.55% | 8,662 | +8,662 | +100.00% | $802,037 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.46% | 6,939 | +6,939 | +100.00% | $682,534 |
| PROSHARES TR | NOBL | Other | 0.43% | 6,004 | -11,184 | -65.07% | $636,334 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.43% | 630 | +201 | +46.85% | $634,558 |
| GLOBAL X FDS | COPX | Other | 0.38% | 7,292 | -15,685 | -68.26% | $560,778 |
| ISHARES GOLD TR | IAU | Other | 0.36% | 6,006 | +6,006 | +100.00% | $528,801 |
| WISDOMTREE TR | USDU | Other | 0.35% | 19,421 | +19,421 | +100.00% | $510,977 |
| INVESCO EXCHANGE TRADED FD T | RPV | Other | 0.27% | 3,645 | +3,645 | +100.00% | $390,888 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.21% | 461 | +1 | +0.22% | $301,542 |
| DIREXION SHARES ETF TRUST | NUGT | Other | 0.20% | 6,089 | +6,089 | +100.00% | $289,532 |
| ISHARES TR | IBTM | Other | 0.19% | 11,892 | +11,892 | +100.00% | $272,053 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.17% | 75 | +75 | +100.00% | $256,131 |