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Moulton Wealth Management, Inc Portfolio
$147.6M across 63 positions as of 2026-09-30, with 59% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+4.2%
-10.3% a year vs the S&P 500
3 years
+5.2%
-16.1% a year vs the S&P 500
5 years
+0.1%
-12.1% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +1.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -0.5% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +3.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $16M | 10.8% | 177,700 |
| USFRWISDOMTREE TR | $13.6M | 9.2% | 270,200 |
| VTIVanguard Total Stock Market ETF | $12.5M | 8.4% | 33,239 |
| TFLOiShares Treasury Floating Rate Bond ETF | $11.4M | 7.7% | 225,145 |
| FLOTiShares Floating Rate Bond ETF | $9.9M | 6.7% | 195,419 |
| SRLNState Street Blackstone Senior Loan ETF | $6.6M | 4.5% | 164,332 |
| SPDR SERIES TRUST | $6.4M | 4.3% | 263,969 |
| GOLDMAN SACHS PHYSICAL GOLD | $4.1M | 2.8% | 99,027 |
| JAAAJanus Henderson AAA CLO ETF | $3.6M | 2.4% | 71,262 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.2M | 2.2% | 35,457 |
| SMHVanEck Semiconductor ETF | $3.1M | 2.1% | 5,029 |
| XLVState Street Health Care Select Sector SPDR ETF | $2.9M | 2.0% | 17,636 |
| GDXVanEck Gold Miners ETF | $2.9M | 2.0% | 33,641 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.7M | 1.8% | 22,667 |
| WISDOMTREE TR | $2.6M | 1.8% | 14,533 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $2.4M | 1.6% | 44,042 |
| XOMExxonmobil Holdings Corp | $2.2M | 1.5% | 13,694 |
| VEUVanguard FTSE All World Ex US ETF | $2.2M | 1.5% | 26,904 |
| GLDSPDR Gold Shares | $2M | 1.4% | 5,308 |
| XLIState Street Industrial Select Sector SPDR ETF | $2M | 1.3% | 11,813 |
| SLViShares Silver Trust | $1.6M | 1.1% | 29,969 |
| MTUMiShares MSCI USA Momentum Factor ETF | $1.5M | 1.0% | 4,830 |
| PROSHARES TR II | $1.5M | 1.0% | 61,716 |
| IYWiShares U.S. Technology ETF | $1.5M | 1.0% | 5,636 |
| XLEState Street Energy Select Sector SPDR ETF | $1.3M | 0.9% | 20,582 |
| ITAiShares U.S. Aerospace & Defense ETF | $1.3M | 0.9% | 6,153 |
| QUALiShares MSCI USA Quality Factor ETF | $1.2M | 0.8% | 5,492 |
| VIGVanguard Div Appreciation ETF | $1.2M | 0.8% | 5,205 |
| XLKState Street Technology Select Sector SPDR ETF | $1.2M | 0.8% | 6,068 |
| VPLVanguard FTSE Pacific ETF | $1.1M | 0.7% | 9,066 |
| CVXChevron Corp | $1M | 0.7% | 4,936 |
| WISDOMTREE TR | $978.1K | 0.7% | 36,065 |
| RPVInvesco S&P 500 Pure Value ETF | $973.3K | 0.7% | 8,448 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $967.2K | 0.7% | 14,345 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $957.8K | 0.6% | 41,980 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $957.4K | 0.6% | 42,990 |
| ISHARES TR | $912K | 0.6% | 46,875 |
| XLCThe Communication Services Select Sector SPDR Fund | $874.3K | 0.6% | 7,952 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $869.4K | 0.6% | 10,823 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $854K | 0.6% | 40,263 |
| IEIiShares 3-7 Year Treasury Bond ETF | $828.9K | 0.6% | 7,309 |
| SILGLOBAL X FDS | $825.4K | 0.6% | 9,640 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $805.8K | 0.5% | 41,196 |
| VWOBVanguard Emerging Markets Government Bond ETF | $802.2K | 0.5% | 12,794 |
| COPXGlobal X Copper Miners ETF | $801.2K | 0.5% | 9,606 |
| QQQInvesco QQQ Trust, Series 1 | $783.2K | 0.5% | 1,056 |
| XLFState Street Financial Select Sector SPDR ETF | $716.5K | 0.5% | 13,403 |
| XLUState Street Utilities Select Sector SPDR ETF | $713.7K | 0.5% | 17,987 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $650.5K | 0.4% | 7,188 |
| VTVVanguard Value ETF | $586.8K | 0.4% | 2,708 |
| COSTCostco Wholesale Corp | $577.2K | 0.4% | 631 |
| IEFiShares 7-10 Year Treasury Bond ETF | $534.6K | 0.4% | 5,987 |
| SPDR SERIES TRUST | $485.3K | 0.3% | 4,653 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $459.4K | 0.3% | 5,855 |
| IWMiShares Russell 2000 Index Fund | $434.5K | 0.3% | 1,557 |
| ISHARES TR | $432.3K | 0.3% | 19,891 |
| SPHDInvesco S&P 500 High Dividend Low Volatility ETF | $413.3K | 0.3% | 8,597 |
| SPYState Street SPDR S&P 500 ETF Trust | $353.9K | 0.2% | 463 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $256.2K | 0.2% | 2,354 |
| VGKVanguard FTSEEuropean ETF | $253.3K | 0.2% | 2,963 |
| DIREXION SHARES ETF TRUST | $214.8K | 0.1% | 25,355 |
| AZOAutozone Inc | $211.4K | 0.1% | 75 |
| MTHMeritage Homes Corp | $207K | 0.1% | 3,215 |
Quarter ending 2026-09-30.
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