Institutions / Moulton Wealth Management, Inc

Moulton Wealth Management, Inc

CIK 1792510 · Institution · as of Dec 31, 2025

Portfolio value

$105.51M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 40 →

Company	Class	Value	Shares	% of portfolio
SPDR Series Trust	—	$11.55M	143,653	10.9%
SPDR Series Trust	—	$10.04M	396,498	9.5%
iShares Tr	—	$9.32M	184,615	8.8%
Vanguard Index Fds	—	$9.08M	26,996	8.6%
SPDR Series Trust	—	$8.20M	198,524	7.8%
VanEck ETF Trust	—	$5.53M	64,492	5.2%
Select Sector SPDR Tr	—	$3.31M	22,966	3.1%
VanEck ETF Trust	—	$2.78M	7,448	2.6%
Select Sector SPDR Tr	—	$2.52M	16,208	2.4%
SPDR Series Trust	—	$2.51M	23,338	2.4%
iShares Tr	—	$2.48M	19,171	2.4%
iShares Tr	—	$2.48M	12,397	2.3%
SPDR Gold Tr	—	$2.14M	5,383	2.0%
iShares Tr	—	$2.13M	9,577	2.0%
Global X Fds	—	$2.12M	25,544	2.0%
Select Sector SPDR Tr	—	$1.96M	12,392	1.9%
iShares MSCI UAE ETF	—	$1.93M	7,636	1.8%
iShares MSCI UAE ETF	—	$1.86M	9,361	1.8%
WisdomTree Tr	—	$1.84M	12,702	1.7%
ProShares Tr	—	$1.80M	17,188	1.7%
SPDR Series Trust	—	$1.79M	19,555	1.7%
Global X Fds	—	$1.68M	22,977	1.6%
Exxon Mobil Corp	—	$1.65M	13,424	1.6%
iShares Tr	—	$1.58M	39,788	1.5%
iShares Tr	—	$1.54M	15,871	1.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.