Moulton Wealth Management Portfolio Shifts in Q1 2026
This analysis details significant changes observed in Moulton Wealth Management's portfolio holdings during the first quarter of 2026, highlighting notable purchases and sales.
As reported by InsiderSet, Moulton Wealth Management Inc. experienced substantial changes in its portfolio holdings during the period ending June 30, 2026 (Q1 2026). The total portfolio value stood at $138,101,783 as of that date.
Among the most significant movements were adjustments within prominent Exchange-Traded Fund (ETF) categories. Notably, Moulton significantly increased its position in SPDR Series Trust ETFs by acquiring more shares in SPLG and VTI during Q1 2026. The investor purchased a substantial number of SPLG shares, increasing the allocation from previous levels, while Vanguard Index Funds (VTI) also saw a considerable increase.
Conversely, Moulton reduced its exposure to several ETFs in this category, including SPDR Series Trust ETF SJNK and SPDR Series Trust ETF XME. The position in SJNK increased slightly but was overshadowed by the significant growth elsewhere; however, the reduction in XME shares was quite pronounced.
Turning to other ETF types, Moulton sold off several positions held previously. Significant reductions were observed in holdings of iShares TR ETFs (TFLO and FLOT), WisdomTree ETF USFR, and Direcion Shares ETF SPDN during the quarter. The data shows substantial decreases for TFLO and USFR.
Additionally, Moulton disposed of some other ETF positions entirely or significantly reduced their impact on the portfolio, such as exiting holdings in ISHARES TR (IBTL), ISHARES TR (IBTG), ISHARES TR (IBTH), and ISHARES TR (IBTJ). These actions resulted in these specific symbols no longer appearing among the top allocations or having a reduced weight.
Furthermore, Moulton added new positions during Q1 2026. The portfolio now includes holdings in INVESCO ACTVELY MNGD ETC FD (PDBC) and ISHARES TR (ICLN), which were not present previously or had minimal prior impact.
Overall, the changes reflect a dynamic adjustment strategy by the investor during this period, focusing on increasing allocations to certain large-cap trusts while reducing exposure in others. The portfolio's top holdings remain concentrated within major ETF providers like SPDR Series Trust and Vanguard Index Funds.