Latest MOULTON WEALTH MANAGEMENT, INC Stock Portfolio
MOULTON WEALTH MANAGEMENT, INC Performance:
2025 Q3: 0.97%YTD: 244.64%2024: 0.22%
Performance for 2025 Q3 is 0.97%, and YTD is 244.64%, and 2024 is 0.22%.
About MOULTON WEALTH MANAGEMENT, INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MOULTON WEALTH MANAGEMENT, INC reported an equity portfolio of $137.5 Millions as of 30 Sep, 2025.
The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are BIL, DWMF, ACWF. The fund has invested 9.4% of it's portfolio in SPDR SERIES TRUST and 7.6% of portfolio in WISDOMTREE TR.
They significantly reduced their stock positions in ISHARES TR (AMPS), SELECT SECTOR SPDR TR (XLB) and SPDR SERIES TRUST (BIL). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in VANECK ETF TRUST (AFK), ISHARES TR (IJR) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO QQQ TR (QQQ) and ISHARES TR (IJR).
The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are BIL, DWMF, ACWF. The fund has invested 9.4% of it's portfolio in SPDR SERIES TRUST and 7.6% of portfolio in WISDOMTREE TR.
They significantly reduced their stock positions in ISHARES TR (AMPS), SELECT SECTOR SPDR TR (XLB) and SPDR SERIES TRUST (BIL). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in VANECK ETF TRUST (AFK), ISHARES TR (IJR) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), INVESCO QQQ TR (QQQ) and ISHARES TR (IJR).
MOULTON WEALTH MANAGEMENT, INC Annual Return Estimates Vs S&P 500
Our best estimate is that MOULTON WEALTH MANAGEMENT, INC made a return of 0.97% in the last quarter. In trailing 12 months, it's portfolio return was 241.05%.
New Buys
| Ticker | $ Bought |
|---|---|
| vaneck etf trust | 2,915,050 |
| ishares tr | 2,838,670 |
| ishares tr | 2,832,480 |
| ishares silver tr | 1,932,840 |
| global x fds | 1,212,620 |
| global x fds | 1,165,820 |
| vanguard intl equity index f | 985,740 |
| vanguard index fds | 948,917 |
New stocks bought by MOULTON WEALTH MANAGEMENT, INC
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 37.1 |
| invesco qqq tr | 18.96 |
| ishares tr | 17.35 |
| select sector spdr tr | 16.61 |
| ishares tr | 7.31 |
| select sector spdr tr | 6.93 |
| ishares tr | 6.76 |
| select sector spdr tr | 2.93 |
Additions to existing portfolio by MOULTON WEALTH MANAGEMENT, INC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -78.07 |
| select sector spdr tr | -51.84 |
| spdr series trust | -50.88 |
| ishares tr | -46.4 |
| vanguard intl equity index f | -29.07 |
| direxion shs etf tr | -22.46 |
| vanguard index fds | -21.91 |
| spdr series trust | -13.01 |
MOULTON WEALTH MANAGEMENT, INC reduced stake in above stock
Sold off
Sector Distribution
MOULTON WEALTH MANAGEMENT, INC has about 90.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 90.1 |
| Utilities | 7.8 |
| Energy | 1.6 |
Market Cap. Distribution
MOULTON WEALTH MANAGEMENT, INC has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 90.1 |
| SMALL-CAP | 7.8 |
| MEGA-CAP | 1.9 |
Stocks belong to which Index?
About 9.9% of the stocks held by MOULTON WEALTH MANAGEMENT, INC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.1 |
| RUSSELL 2000 | 8 |
| S&P 500 | 1.9 |
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 45 stocks in it's portfolio. About 62.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for MOULTON WEALTH MANAGEMENT, INC last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 5.12 | 184,797 | 7,044,460 | added | 1.57 | ||
| AAXJ | ishares tr | 1.55 | 10,209 | 2,136,420 | reduced | -46.4 | ||
| ACWF | ishares tr | 7.54 | 205,004 | 10,371,100 | reduced | -7.03 | ||
| AFK | vaneck etf trust | 3.47 | 62,458 | 4,771,820 | reduced | -3.86 | ||
| AFK | vaneck etf trust | 2.12 | 8,932 | 2,915,050 | new | |||
| AGNG | global x fds | 0.88 | 16,929 | 1,212,620 | new | |||
| AGNG | global x fds | 0.85 | 19,492 | 1,165,820 | new | |||
| AGZD | wisdomtree tr | 1.69 | 18,122 | 2,320,150 | reduced | -2.64 | ||
| AMPS | ishares tr | 7.08 | 190,557 | 9,734,610 | reduced | -1.06 | ||
| AMPS | ishares tr | 0.75 | 12,090 | 1,025,610 | reduced | -78.07 | ||
| BIL | spdr series trust | 9.41 | 165,096 | 12,933,600 | reduced | -11.26 | ||
| BIL | spdr series trust | 7.14 | 383,449 | 9,816,280 | reduced | -13.01 | ||
| BIL | spdr series trust | 1.39 | 20,808 | 1,909,150 | reduced | -50.88 | ||
| BZQ | proshares tr | 1.26 | 16,870 | 1,738,800 | reduced | -0.29 | ||
| COM | direxion shs etf tr | 0.21 | 30,161 | 289,843 | reduced | -22.46 | ||
| COST | costco whsl corp new | 0.29 | 428 | 396,603 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.55 | 4,853 | 753,574 | added | 0.06 | ||
| DWMF | wisdomtree tr | 7.56 | 206,829 | 10,397,300 | reduced | -6.69 | ||
| GAL | ssga active etf tr | 5.80 | 191,910 | 7,979,620 | reduced | -12.37 | ||
| GLD | spdr gold tr | 1.40 | 5,401 | 1,919,860 | reduced | -1.41 | ||