Moulton Wealth Management, Inc holds a focused book of 66 reported positions worth $152.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-day 13F lag). This quarter they opened SS SPDR S&P Leveraged Loan and trimmed Ishares Treasury Floating Ra. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 12% of the reported non-option book.
Moulton Wealth Management, Inc is a wealth platform: this book aggregates client accounts across many advisers.
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.
10% mapped to company sectors
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Moulton Wealth Management, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Valence8 US LP | 10 / 66 | $246.3M |
| IMZ Advisory Inc | 11 / 66 | $244.5M |
| Emerald Advisors, LLC | 9 / 66 | $607.4M |
| Beacon Wealthcare LLC | 8 / 66 | $234.7M |
| Wallace Hart LLC | 9 / 66 | $112.3M |
| XP Advisory US, Inc. | 15 / 66 | $124.6M |
| Trust Asset Management LLC | 6 / 66 | $1.0B |
| Wealthcare Capital Management LLC | 12 / 66 | $666.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Moulton Wealth Management, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 66 | $152.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 52 | $146.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 13d | 40 | $105.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 8d | 45 | $137.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 37 | $132.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 34 | $131.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 43 | $130.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 39 | $119.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.