Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $18.3M | 12.0% |
| iShares TRTRS FLT RT BD | TRS FLT RT BD | $13.7M | 9.0% |
| Wisdomtree TRFLOATNG RAT TREA | FLOATNG RAT TREA | $13.5M | 8.9% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $12.6M | 8.3% |
| iShares TRFLTG RATE NT ETF | FLTG RATE NT ETF | $10.2M | 6.7% |
| SPDR Series TrustST TERM HIGH ETF | ST TERM HIGH ETF | $6.12M | 4.0% |
| SPDR Series TrustST STR S& LN ETF | ST STR S& LN ETF | $5.68M | 3.7% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $5.02M | 3.3% |
| Proshares TR IIULTRASHORT GOLD | ULTRASHORT GOLD | $4.31M | 2.8% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $3.2M | 2.1% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $3.16M | 2.1% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $2.81M | 1.9% |
| Goldman Sachs Physical GoldUNIT | UNIT | $2.75M | 1.8% |
| Wisdomtree TRJAPN HEDGE EQT | JAPN HEDGE EQT | $2.57M | 1.7% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $2.27M | 1.5% |
| Vaneck ETF TrustGOLD MINERS ETF | GOLD MINERS ETF | $2.25M | 1.5% |
| Select Sector SPDR TRST STR INDL ETF | ST STR INDL ETF | $2.18M | 1.4% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $2M | 1.3% |
| Exxon Mobil Corp.COM | COM | $1.86M | 1.2% |
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $1.6M | 1.1% |
| iShares TRUS AER DEF ETF | US AER DEF ETF | $1.52M | 1.0% |
| Direxion Shares ETF TrustDAI GOL BEA ETF | DAI GOL BEA ETF | $1.45M | 1.0% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $1.41M | 0.9% |
| Proshares TRPROSHARES S&P | PROSHARES S&P | $1.28M | 0.8% |
| Proshares TR IIULTRA SHORT SILV | ULTRA SHORT SILV | $1.27M | 0.8% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.23M | 0.8% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $1.21M | 0.8% |
| iShares Silver TRISHARES | ISHARES | $1.18M | 0.8% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $1.1M | 0.7% |
| Vanguard Intl Equity Index FFTSE PACIFIC ETF | FTSE PACIFIC ETF | $1.03M | 0.7% |
| iShares TRIBONDS DEC 2031 | IBONDS DEC 2031 | $995K | 0.7% |
| Wisdomtree TRBLMBG US BULL | BLMBG US BULL | $972K | 0.6% |
| iShares TRIBONDS 26 TRM TS | IBONDS 26 TRM TS | $969K | 0.6% |
| iShares TRIBONDS 27 TRM TS | IBONDS 27 TRM TS | $969K | 0.6% |
| Invesco Exchange Traded FD TS&P500 EQL TEC | S&P500 EQL TEC | $933K | 0.6% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $921K | 0.6% |
| iShares TRIBONDS 29 TRM TS | IBONDS 29 TRM TS | $915K | 0.6% |
| Select Sector SPDR TRST STR STAPL ETF | ST STR STAPL ETF | $897K | 0.6% |
| Select Sector SPDR TRST STR SVC ETF | ST STR SVC ETF | $884K | 0.6% |
| iShares TR3 7 YR TREAS BD | 3 7 YR TREAS BD | $860K | 0.6% |
| Vanguard Whitehall FdsEM MK GOV BD ETF | EM MK GOV BD ETF | $858K | 0.6% |
| Chevron CorporationCOM | COM | $822K | 0.5% |
| Select Sector SPDR TRST STR UTIL ETF | ST STR UTIL ETF | $806K | 0.5% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $780K | 0.5% |
| Litman Gregory Fds TRIMGP DBI MAN ETF | IMGP DBI MAN ETF | $762K | 0.5% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $743K | 0.5% |
| Invesco Exchange Traded FD TS&P500 PUR VAL | S&P500 PUR VAL | $678K | 0.4% |
| Invesco Actvely Mngd Etc FDOPTIMUM YIELD | OPTIMUM YIELD | $661K | 0.4% |
| iShares TRMSCI EAFE MIN VL | MSCI EAFE MIN VL | $632K | 0.4% |
| Global X FdsGLOBAL X SILVER | GLOBAL X SILVER | $626K | 0.4% |
SPDR Series TrustST STR P500ETF$18.3M
- Class
- ST STR P500ETF
- Share
- 12.0%
iShares TRTRS FLT RT BD$13.7M
- Class
- TRS FLT RT BD
- Share
- 9.0%
Wisdomtree TRFLOATNG RAT TREA$13.5M
- Class
- FLOATNG RAT TREA
- Share
- 8.9%
Vanguard Index FdsTOTAL STK MKT$12.6M
- Class
- TOTAL STK MKT
- Share
- 8.3%
iShares TRFLTG RATE NT ETF$10.2M
- Class
- FLTG RATE NT ETF
- Share
- 6.7%
SPDR Series TrustST TERM HIGH ETF$6.12M
- Class
- ST TERM HIGH ETF
- Share
- 4.0%
SPDR Series TrustST STR S& LN ETF$5.68M
- Class
- ST STR S& LN ETF
- Share
- 3.7%
Select Sector SPDR TRST STR TECHN ETF$5.02M
- Class
- ST STR TECHN ETF
- Share
- 3.3%
Proshares TR IIULTRASHORT GOLD$4.31M
- Class
- ULTRASHORT GOLD
- Share
- 2.8%
SPDR Series TrustST STR BLO 1 ETF$3.2M
- Class
- ST STR BLO 1 ETF
- Share
- 2.1%
Vaneck ETF TrustSEMICONDUCTR ETF$3.16M
- Class
- SEMICONDUCTR ETF
- Share
- 2.1%
Select Sector SPDR TRST STR CARE ETF$2.81M
- Class
- ST STR CARE ETF
- Share
- 1.9%
Goldman Sachs Physical GoldUNIT$2.75M
- Class
- UNIT
- Share
- 1.8%
Wisdomtree TRJAPN HEDGE EQT$2.57M
- Class
- JAPN HEDGE EQT
- Share
- 1.7%
Vanguard Intl Equity Index FALLWRLD EX US$2.27M
- Class
- ALLWRLD EX US
- Share
- 1.5%
Vaneck ETF TrustGOLD MINERS ETF$2.25M
- Class
- GOLD MINERS ETF
- Share
- 1.5%
Select Sector SPDR TRST STR INDL ETF$2.18M
- Class
- ST STR INDL ETF
- Share
- 1.4%
SPDR Gold TRGOLD SHS$2M
- Class
- GOLD SHS
- Share
- 1.3%
Exxon Mobil Corp.COM$1.86M
- Class
- COM
- Share
- 1.2%
iShares TRMSCI USA MMENTM$1.6M
- Class
- MSCI USA MMENTM
- Share
- 1.1%
iShares TRUS AER DEF ETF$1.52M
- Class
- US AER DEF ETF
- Share
- 1.0%
Direxion Shares ETF TrustDAI GOL BEA ETF$1.45M
- Class
- DAI GOL BEA ETF
- Share
- 1.0%
iShares TRU.S. TECH ETF$1.41M
- Class
- U.S. TECH ETF
- Share
- 0.9%
Proshares TRPROSHARES S&P$1.28M
- Class
- PROSHARES S&P
- Share
- 0.8%
Proshares TR IIULTRA SHORT SILV$1.27M
- Class
- ULTRA SHORT SILV
- Share
- 0.8%
Vanguard Specialized FundsDIV APP ETF$1.23M
- Class
- DIV APP ETF
- Share
- 0.8%
iShares TRMSCI USA QLT FCT$1.21M
- Class
- MSCI USA QLT FCT
- Share
- 0.8%
iShares Silver TRISHARES$1.18M
- Class
- ISHARES
- Share
- 0.8%
Select Sector SPDR TRST STR ENERG ETF$1.1M
- Class
- ST STR ENERG ETF
- Share
- 0.7%
Vanguard Intl Equity Index FFTSE PACIFIC ETF$1.03M
- Class
- FTSE PACIFIC ETF
- Share
- 0.7%
iShares TRIBONDS DEC 2031$995K
- Class
- IBONDS DEC 2031
- Share
- 0.7%
Wisdomtree TRBLMBG US BULL$972K
- Class
- BLMBG US BULL
- Share
- 0.6%
iShares TRIBONDS 26 TRM TS$969K
- Class
- IBONDS 26 TRM TS
- Share
- 0.6%
iShares TRIBONDS 27 TRM TS$969K
- Class
- IBONDS 27 TRM TS
- Share
- 0.6%
Invesco Exchange Traded FD TS&P500 EQL TEC$933K
- Class
- S&P500 EQL TEC
- Share
- 0.6%
American Centy ETF TRUS SML CP VALU$921K
- Class
- US SML CP VALU
- Share
- 0.6%
iShares TRIBONDS 29 TRM TS$915K
- Class
- IBONDS 29 TRM TS
- Share
- 0.6%
Select Sector SPDR TRST STR STAPL ETF$897K
- Class
- ST STR STAPL ETF
- Share
- 0.6%
Select Sector SPDR TRST STR SVC ETF$884K
- Class
- ST STR SVC ETF
- Share
- 0.6%
iShares TR3 7 YR TREAS BD$860K
- Class
- 3 7 YR TREAS BD
- Share
- 0.6%
Vanguard Whitehall FdsEM MK GOV BD ETF$858K
- Class
- EM MK GOV BD ETF
- Share
- 0.6%
Chevron CorporationCOM$822K
- Class
- COM
- Share
- 0.5%
Select Sector SPDR TRST STR UTIL ETF$806K
- Class
- ST STR UTIL ETF
- Share
- 0.5%
Invesco Qqq TRUNIT SER 1$780K
- Class
- UNIT SER 1
- Share
- 0.5%
Litman Gregory Fds TRIMGP DBI MAN ETF$762K
- Class
- IMGP DBI MAN ETF
- Share
- 0.5%
Select Sector SPDR TRST STR FINL ETF$743K
- Class
- ST STR FINL ETF
- Share
- 0.5%
Invesco Exchange Traded FD TS&P500 PUR VAL$678K
- Class
- S&P500 PUR VAL
- Share
- 0.4%
Invesco Actvely Mngd Etc FDOPTIMUM YIELD$661K
- Class
- OPTIMUM YIELD
- Share
- 0.4%
iShares TRMSCI EAFE MIN VL$632K
- Class
- MSCI EAFE MIN VL
- Share
- 0.4%
Global X FdsGLOBAL X SILVER$626K
- Class
- GLOBAL X SILVER
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 66 positions by value, with holdings of the same security combined. The 66 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1792510
- File number
- 028-19648
- Options
- 0 call, 0 put
- In the 25 largest
- 80.9%
- Prior quarter
- $147M at 31 March 2026
- Positions opened
- 31
- Positions closed
- 17
Common questions
What are Moulton Wealth Management’s 13F holdings worth?
$152 million across 66 positions for the quarter ended 30 June 2026.
What is Moulton Wealth Management’s largest 13F holding?
SPDR SERIES TRUST (ST STR P500ETF) was the largest position at $18.3 million, or 12.0% of reported 13F value, as of 30 June 2026.
How concentrated is Moulton Wealth Management’s 13F portfolio?
The ten largest positions accounted for 60.9% of reported value and the twenty-five largest for 80.9%, across 66 positions as of 30 June 2026.
Does Form 13F show everything Moulton Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Moulton Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.