Moulton Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Moulton Wealth Management, Inc disclosed 63 stock positions valued at approximately $147.61M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, WISDOMTREE TR, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 63
- Portfolio Value
- $147.61M
Holdings by Sector
Moulton Wealth Management, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 10.82% | 177,700 | -30,215 | -14.53% | $15,978,759 |
| WISDOMTREE TR | USFR | Other | 9.22% | 270,200 | +2,167 | +0.81% | $13,615,375 |
| VANGUARD INDEX FDS | VTI | Other | 8.45% | 33,239 | -714 | -2.10% | $12,470,518 |
| ISHARES TR | TFLO | Other | 7.70% | 225,145 | -46,226 | -17.03% | $11,372,060 |
| ISHARES TR | FLOT | Other | 6.73% | 195,419 | -5,415 | -2.70% | $9,938,998 |
| SSGA ACTIVE ETF TR | SRLN | Other | 4.47% | 164,332 | +82,790 | +101.53% | $6,604,490 |
| SPDR SERIES TRUST | SJNK | Other | 4.32% | 263,969 | +18,119 | +7.37% | $6,369,570 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 2.76% | 99,027 | +30,544 | +44.60% | $4,074,961 |
| JANUS DETROIT STR TR | JAAA | Other | 2.44% | 71,262 | +67,137 | +1627.56% | $3,595,881 |
| SPDR SERIES TRUST | BIL | Other | 2.20% | 35,457 | +417 | +1.19% | $3,241,090 |
| VANECK ETF TRUST | SMH | Other | 2.10% | 5,029 | -47 | -0.93% | $3,107,120 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.99% | 17,636 | -46 | -0.26% | $2,931,042 |
| VANECK ETF TRUST | GDX | Other | 1.98% | 33,641 | +4,065 | +13.74% | $2,918,039 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.83% | 22,667 | +15,306 | +207.93% | $2,699,618 |
| WISDOMTREE TR | DXJ | Other | 1.77% | 14,533 | -89 | -0.61% | $2,611,992 |
| PROSHARES TR | NOBL | Other | 1.62% | 44,042 | +38,038 | +633.54% | $2,388,402 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.52% | 13,694 | +85 | +0.62% | $2,243,403 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.50% | 26,904 | -452 | -1.65% | $2,219,050 |
| SPDR GOLD TR | GLD | Other | 1.38% | 5,308 | -53 | -0.99% | $2,031,649 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.35% | 11,813 | -33 | -0.28% | $1,992,226 |
| ISHARES SILVER TR | SLV | Other | 1.12% | 29,969 | +8,150 | +37.35% | $1,648,894 |
| ISHARES TR | MTUM | Other | 1.05% | 4,830 | -43 | -0.88% | $1,549,852 |
| PROSHARES TR II | GLL | Other | 1.03% | 61,716 | -102,399 | -62.39% | $1,524,385 |
| ISHARES TR | IYW | Other | 1.02% | 5,636 | -8 | -0.14% | $1,503,768 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.87% | 20,582 | -101 | -0.49% | $1,290,483 |
| ISHARES TR | ITA | Other | 0.87% | 6,153 | -83 | -1.33% | $1,280,081 |
| ISHARES TR | QUAL | Other | 0.83% | 5,492 | -26 | -0.47% | $1,227,182 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.82% | 5,205 | -6 | -0.12% | $1,215,524 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.81% | 6,068 | -20,853 | -77.46% | $1,200,274 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.71% | 9,066 | -55 | -0.60% | $1,054,078 |
Showing 30 of 63 holdings in the latest reporting period.