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Latest MOULTON WEALTH MANAGEMENT, INC Stock Portfolio

$147Million | No. of Holdings #63

MOULTON WEALTH MANAGEMENT, INC Performance

2026 Q3+0.54%
YTD+3.53%
2025+15.96%

About MOULTON WEALTH MANAGEMENT, INC and 13F Hedge Fund Stock Holdings

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MOULTON WEALTH MANAGEMENT, INC reported an equity portfolio of $147.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are BIL, DWMF, VB. The fund has invested 10.8% of it's portfolio in SPDR SERIES TRUST and 9.2% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), EXXON MOBIL CORP (XOM) and DIREXION SHARES ETF TRUST stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), PROSHARES TR II (BOIL) and VANGUARD INTL EQUITY INDEX F (VEU). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in SSGA ACTIVE ETF TR (GAL), PROSHARES TR (BZQ) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to JANUS DETROIT STR TR (JAAA), AMERICAN CENTY ETF TR (AEMB) and GOLDMAN SACHS PHYSICAL GOLD (AAAU).
MOULTON WEALTH MANAGEMENT, INC Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$147Million
  as of Oct 13, 2026

MOULTON WEALTH MANAGEMENT, INC Annual Return Estimates Vs S&P 500

Our best estimate is that MOULTON WEALTH MANAGEMENT, INC made a return of 0.54% in the last quarter. In trailing 12 months, it's portfolio return was 11.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ssga active etf tr6,604,490
proshares tr2,388,400
exxonmobil holdings corp2,243,400
invesco exch traded fd tr ii413,344
New stocks bought by MOULTON WEALTH MANAGEMENT, INC

Additions

Ticker% Inc.
janus detroit str tr1,627
american centy etf tr207
goldman sachs physical gold44.6
invesco exchange traded fd t43.38
global x fds40.15
spdr series trust39.06
ishares silver tr37.35
global x fds20.86
Additions to existing portfolio by MOULTON WEALTH MANAGEMENT, INC

Reductions

Ticker% Reduced
select sector spdr tr-77.46
proshares tr ii-62.39
vanguard intl equity index f-50.67
ishares tr-17.03
spdr series trust-14.53
ishares tr-5.32
ishares tr-5.06
ishares tr-2.7
MOULTON WEALTH MANAGEMENT, INC reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-5,681,390
proshares tr ii-1,272,880
ishares tr-539,693
litman gregory fds tr-762,093
direxion shares etf trust-1,445,770
proshares tr-1,282,090
exxon mobil corp-1,860,730
MOULTON WEALTH MANAGEMENT, INC got rid off the above stocks

Sector Distribution

MOULTON WEALTH MANAGEMENT, INC has about 91.5% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others91.5
Utilities7.2

Market Cap. Distribution

MOULTON WEALTH MANAGEMENT, INC has about 8.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED91.5
MEGA-CAP8.3

Stocks belong to which Index?

About 8.5% 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%
Others91.5
RUSSELL 20007.3
S&P 5001.2
Top 5 Winners (%)%
CVX
chevron corporation
24.2 %
PDBC
invesco actvely mngd etc fd
23.3 %
XLB
select sector spdr tr
18.2 %
AFK
vaneck etf trust
12.9 %
AGNG
global x fds
8.2 %
Top 5 Winners ($)$
BIL
spdr series trust
0.4 M
AFK
vaneck etf trust
0.3 M
XLB
select sector spdr tr
0.2 M
CVX
chevron corporation
0.2 M
XLB
select sector spdr tr
0.2 M
Top 5 Losers (%)%
MTH
meritage homes corp
-21.4 %
AAXJ
ishares tr
-14.7 %
AZO
autozone inc
-12.8 %
XLB
select sector spdr tr
-11.4 %
XLB
select sector spdr tr
-8.4 %
Top 5 Losers ($)$
AAXJ
ishares tr
-0.2 M
BIL
spdr series trust
-0.2 M
XLB
select sector spdr tr
-0.2 M
BOIL
proshares tr ii
-0.2 M
XLB
select sector spdr tr
-0.1 M

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 63 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for MOULTON WEALTH MANAGEMENT, INC last quarter.

$147.61MTotal Value
70.00Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MOULTON WEALTH MANAGEMENT, INC, last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
MOULTON WEALTH MANAGEMENT, INC's holding in Goldman Sachs Physical Gold over time
2.76%99,027
$4.07M
2.76%
increased 44.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
0.87%6,153
$1.28M
0.87%
decreased 1.33 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
0.56%7,309
$828.9K
0.56%
decreased 0.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
7.7%225,145
$11.37M
7.7%
decreased 17.03 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
MOULTON WEALTH MANAGEMENT, INC's holding in American Centy Etf Tr over time
1.83%22,667
$2.70M
1.83%
increased 207.93 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MOULTON WEALTH MANAGEMENT, INC's holding in Vaneck Etf Trust over time
2.1%5,029
$3.11M
2.1%
decreased 0.93 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MOULTON WEALTH MANAGEMENT, INC's holding in Vaneck Etf Trust over time
1.98%33,641
$2.92M
1.98%
increased 13.74 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
MOULTON WEALTH MANAGEMENT, INC's holding in Global X Fds over time
0.56%9,640
$825.4K
0.56%
increased 20.86 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
MOULTON WEALTH MANAGEMENT, INC's holding in Global X Fds over time
0.54%9,606
$801.2K
0.54%
increased 40.15 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
MOULTON WEALTH MANAGEMENT, INC's holding in Wisdomtree Tr over time
1.77%14,533
$2.61M
1.77%
decreased 0.61 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
MOULTON WEALTH MANAGEMENT, INC's holding in Wisdomtree Tr over time
0.66%36,065
$978.1K
0.66%
decreased 0.57 percentreduced
ANEW
Proshares Tr

Proshares Tr

ANEW
MOULTON WEALTH MANAGEMENT, INC's holding in Proshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
10.82%177,700
$15.98M
10.82%
decreased 14.53 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
4.32%263,969
$6.37M
4.32%
increased 7.37 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
2.2%35,457
$3.24M
2.2%
increased 1.19 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
0.33%4,653
$485.3K
0.33%
increased 39.06 percentadded