Latest MOULTON WEALTH MANAGEMENT, INC Stock Portfolio
MOULTON WEALTH MANAGEMENT, INC Performance:
2026 Q1: 0.82%YTD: 0.82%2025: 15.96%
Performance for 2026 Q1 is 0.82%, and YTD is 0.82%, and 2025 is 15.96%.
About MOULTON WEALTH MANAGEMENT, INC and 13F Hedge Fund Stock Holdings
On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, MOULTON WEALTH MANAGEMENT, INC reported an equity portfolio of $146.9 Millions as of 31 Mar, 2026.
The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are ACWF, DWMF, AMPS. The fund has invested 15.9% of it's portfolio in ISHARES TR and 15.6% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), ISHARES TR (ACWF) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), PROSHARES TR (BZQ) and VANECK ETF TRUST (AFK). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in ISHARES TR (ACWF), WISDOMTREE TR (DWMF) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORPORATION (COST), EXXON MOBIL CORP (XOM) and STATE STR SPDR S&P 500 ETF T (SPY).
The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are ACWF, DWMF, AMPS. The fund has invested 15.9% of it's portfolio in ISHARES TR and 15.6% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), ISHARES TR (ACWF) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), PROSHARES TR (BZQ) and VANECK ETF TRUST (AFK). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in ISHARES TR (ACWF), WISDOMTREE TR (DWMF) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHOLESALE CORPORATION (COST), EXXON MOBIL CORP (XOM) and STATE STR SPDR S&P 500 ETF T (SPY).
MOULTON WEALTH MANAGEMENT, INC Annual Return Estimates Vs S&P 500
Our best estimate is that MOULTON WEALTH MANAGEMENT, INC made a return of 0.82% in the last quarter. In trailing 12 months, it's portfolio return was 15.23%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 23,305,400 |
| wisdomtree tr | 22,926,000 |
| ishares tr | 9,966,300 |
| proshares tr | 7,632,150 |
| spdr series trust | 7,043,830 |
| spdr series trust | 4,619,580 |
| schwab strategic tr | 4,610,840 |
| goldman sachs physical gold | 3,466,330 |
New stocks bought by MOULTON WEALTH MANAGEMENT, INC
Additions
| Ticker | % Inc. |
|---|---|
| costco wholesale corporation | 46.85 |
| exxon mobil corp | 0.69 |
| state str spdr s&p 500 etf t | 0.22 |
| chevron corporation | 0.04 |
Additions to existing portfolio by MOULTON WEALTH MANAGEMENT, INC
Reductions
| Ticker | % Reduced |
|---|---|
| global x fds | -68.26 |
| proshares tr | -65.07 |
| vaneck etf trust | -51.57 |
| vaneck etf trust | -49.5 |
| ishares tr | -46.43 |
| vanguard index fds | -43.96 |
| spdr gold tr | -0.09 |
MOULTON WEALTH MANAGEMENT, INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -10,039,300 |
| spdr series trust | -8,199,020 |
| ishares tr | -9,319,370 |
| spdr series trust | -11,548,200 |
| ishares tr | -1,584,340 |
| global x fds | -2,120,410 |
| spdr series trust | -2,509,540 |
| select sector spdr tr | -3,313,950 |
MOULTON WEALTH MANAGEMENT, INC got rid off the above stocks
Sector Distribution
MOULTON WEALTH MANAGEMENT, INC has about 90.5% of it's holdings in Others sector.
- Others
- Utilities
- Energy
| Sector | % |
|---|---|
| Others | 90.5 |
| Utilities | 6.8 |
| Energy | 2.2 |
Market Cap. Distribution
MOULTON WEALTH MANAGEMENT, INC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 90.5 |
| MID-CAP | 6.8 |
| MEGA-CAP | 2.6 |
Stocks belong to which Index?
About 9.6% of the stocks held by MOULTON WEALTH MANAGEMENT, INC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 90.5 |
| RUSSELL 2000 | 6.8 |
| S&P 500 | 2.8 |
MOULTON WEALTH MANAGEMENT, INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC has 52 stocks in it's portfolio. About 62.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for MOULTON WEALTH MANAGEMENT, INC last quarter.
Last Reported on: 08 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 2.36 | 75,094 | 3,466,330 | new | |||
| AAXJ | ishares tr | 1.40 | 17,392 | 2,058,360 | new | |||
| AAXJ | ishares tr | 0.78 | 5,130 | 1,142,940 | reduced | -46.43 | ||
| ACWF | ishares tr | 15.87 | 461,402 | 23,305,400 | new | |||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 2.10 | 32,566 | 3,082,020 | reduced | -49.5 | ||
| AFK | vaneck etf trust | 0.96 | 3,607 | 1,405,420 | reduced | -51.57 | ||
| AGNG | global x fds | 0.55 | 8,662 | 802,037 | new | |||
| AGNG | global x fds | 0.38 | 7,292 | 560,778 | reduced | -68.26 | ||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 1.28 | 11,726 | 1,884,640 | new | |||
| AGZD | wisdomtree tr | 0.35 | 19,421 | 510,977 | new | |||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMPS | ishares tr | 6.78 | 196,477 | 9,966,300 | new | |||
| AZO | autozone inc | 0.17 | 75.00 | 256,131 | new | |||
| BIL | spdr series trust | 4.80 | 91,466 | 7,043,830 | new | |||
| BIL | spdr series trust | 3.14 | 185,308 | 4,619,580 | new | |||
| BIL | spdr series trust | 1.75 | 28,176 | 2,576,130 | new | |||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||