Moulton Wealth Management, Inc holds a focused book of 66 stocks worth $152.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened SPDR SERIES TRUST and trimmed ISHARES TR. Their largest long position is SPDR SERIES TRUST at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1792510/holdings"
Use Arkolith to show MOULTON WEALTH MANAGEMENT, INC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $18.3M | 207.9K | 12.0% | ▲+127% Added · +116K sh | |
| 2 | Ishares TR TRS FLT RT BD | $13.7M | 271.4K | 9.0% | ▼−41% Reduced · −190K sh | |
| 3 | Wisdomtree TR FLOATNG RAT TREA | $13.5M | 268.0K | 8.9% | ▼−41% Reduced · −187K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $12.6M | 34.0K | 8.3% | ▲+124% Added · +19K sh | |
| 5 | Ishares TR FLTG RATE NT ETF | $10.2M | 200.8K | 6.7% | ▲+2.2% Added · +4K sh | |
| 6 | SPDR Series Trust ST TERM HIGH ETF | $6.1M | 245.8K | 4.0% | ▲+33% Added · +61K sh | |
| 7 | SPDR Series Trust ST STR S& LN ETF | $5.7M | 141.7K | 3.7% | ▲New New position | |
| 8 | Select Sector SPDR TR ST STR TECHN ETF | $5.0M | 26.9K | 3.3% | ▲New New position | |
| 9 | Proshares TR II ULTRASHORT GOLD | $4.3M | 164.1K | 2.8% | ▲+21% Added · +29K sh | |
| 10 | SPDR Series Trust ST STR BLO 1 ETF | $3.2M | 35.0K | 2.1% | ▲New New position | |
| 11 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.2M | 5.1K | 2.1% | ▲+41% Added · +1K sh | |
| 12 | Select Sector SPDR TR ST STR CARE ETF | $2.8M | 17.7K | 1.9% | ▲New New position | |
| 13 | Goldman Sachs Physical Gold UNIT | $2.7M | 68.5K | 1.8% | ▼−8.8% Reduced · −7K sh | |
| 14 | Wisdomtree TR JAPN HEDGE EQT | $2.6M | 14.6K | 1.7% | ▲+25% Added · +3K sh | |
| 15 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.3M | 27.4K | 1.5% | ▲+16% Added · +4K sh | |
| 16 | Vaneck ETF Trust GOLD MINERS ETF | $2.3M | 29.6K | 1.5% | ▼−9.2% Reduced · −3K sh | |
| 17 | Select Sector SPDR TR ST STR INDL ETF | $2.2M | 11.8K | 1.4% | ▲New New position | |
| 18 | SPDR Gold TR GOLD SHS | $2.0M | 5.4K | 1.3% | ▼−0.3% Reduced · −17 sh | |
| 19 | Exxon Mobil Corp COM | $1.9M | 13.6K | 1.2% | ▲+0.7% Added · +92 sh | |
| 20 | Ishares TR MSCI USA MMENTM | $1.6M | 4.9K | 1.1% | ▲New New position | |
| 21 | Ishares TR US AER DEF ETF | $1.5M | 6.2K | 1.0% | ▲+22% Added · +1K sh | |
| 22 | Direxion Shares ETF Trust DAI GOL BEA ETF | $1.4M | 23.2K | 1.0% | ▲New New position | |
| 23 | Ishares TR U.S. TECH ETF | $1.4M | 5.6K | 0.9% | ▼−0.2% Reduced · −10 sh | |
| 24 | Proshares TR PROSHARES S&P | $1.3M | 22.6K | 0.8% | ▲New New position | |
| 25 | Proshares TR II ULTRA SHORT SILV | $1.3M | 42.7K | 0.8% | ▼−0.2% Reduced · −83 sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $1.2M | 5.2K | 0.8% | ▲New New position | |
| 27 | Ishares TR MSCI USA QLT FCT | $1.2M | 5.5K | 0.8% | ▲New New position | |
| 28 | Ishares Silver TR ISHARES | $1.2M | 21.8K | 0.8% | ▼−9.1% Reduced · −2K sh | |
| 29 | Select Sector SPDR TR ST STR ENERG ETF | $1.1M | 20.7K | 0.7% | ▲New New position | |
| 30 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $1.0M | 9.1K | 0.7% | ▲+31% Added · +2K sh | |
| 31 | Ishares TR IBONDS DEC 2031 | $995K | 49.5K | 0.7% | ▼−54% Reduced · −57K sh | |
| 32 | Wisdomtree TR BLMBG US BULL | $972K | 36.3K | 0.6% | ▲+87% Added · +17K sh | |
| 33 | Ishares TR IBONDS 26 TRM TS | $969K | 42.4K | 0.6% | ▼−54% Reduced · −51K sh | |
| 34 | Ishares TR IBONDS 27 TRM TS | $969K | 43.5K | 0.6% | ▼−54% Reduced · −52K sh | |
| 35 | Invesco Exchange Traded FD T S&P500 EQL TEC | $933K | 14.6K | 0.6% | ▲New New position | |
| 36 | American Centy ETF TR US SML CP VALU | $921K | 7.4K | 0.6% | ▲New New position | |
| 37 | Ishares TR IBONDS 29 TRM TS | $915K | 42.4K | 0.6% | ▲New New position | |
| 38 | Select Sector SPDR TR ST STR STAPL ETF | $897K | 10.8K | 0.6% | ▲New New position | |
| 39 | Select Sector SPDR TR ST STR SVC ETF | $884K | 8.0K | 0.6% | ▲New New position | |
| 40 | Ishares TR 3 7 YR TREAS BD | $860K | 7.3K | 0.6% | ▼−58% Reduced · −10K sh | |
| 41 | Vanguard Whitehall FDS EM MK GOV BD ETF | $858K | 12.8K | 0.6% | ▼−51% Reduced · −13K sh | |
| 42 | Chevron Corporation COM | $822K | 4.9K | 0.5% | ▲~0% Added · +2 sh | |
| 43 | Select Sector SPDR TR ST STR UTIL ETF | $806K | 18.0K | 0.5% | ▲New New position | |
| 44 | Invesco QQQ TR UNIT SER 1 | $780K | 1.1K | 0.5% | ▲New New position | |
| 45 | Litman Gregory FDS TR IMGP DBI MAN ETF | $762K | 25.0K | 0.5% | ▲New New position | |
| 46 | Select Sector SPDR TR ST STR FINL ETF | $743K | 13.5K | 0.5% | ▲New New position | |
| 47 | Invesco Exchange Traded FD T S&P500 PUR VAL | $678K | 5.9K | 0.4% | ▲+62% Added · +2K sh | |
| 48 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $661K | 41.8K | 0.4% | ▲New New position | |
| 49 | Ishares TR MSCI EAFE MIN VL | $632K | 7.2K | 0.4% | ▲New New position | |
| 50 | Global X FDS GLOBAL X SILVER | $626K | 8.0K | 0.4% | ▼−7.9% Reduced · −686 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 66 | $152.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 52 | $146.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 40 | $105.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 45 | $137.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 37 | $132.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 34 | $131.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 43 | $130.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 39 | $119.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.