StockDriftsStockDriftsTop 50 Moulton Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 10.82% | 177.7K | $16.0M | -14.53%(-30.21K) | $78.91(+14.35%) | 2026-09-30 | |
| USFR | WISDOMTREE TR | 9.22% | 270.2K | $13.6M | +0.81%(+2.17K) | $50.31(+0.38%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 8.45% | 33.2K | $12.5M | -2.10%(-714) | $316.54(+18.64%) | 2026-09-30 | |
| TFLO | ISHARES TR | 7.7% | 225.1K | $11.4M | -17.03%(-46.23K) | $50.54(+0.15%) | 2026-09-30 | |
| FLOT | ISHARES TR | 6.73% | 195.4K | $9.9M | -2.70%(-5.42K) | $50.96(+0.04%) | 2026-09-30 | |
| SRLN | SSGA ACTIVE ETF TR | 4.47% | 164.3K | $6.6M | new | $40.85(-2.14%) | 2026-09-30 | |
| SJNK | SPDR SERIES TRUST | 4.32% | 264.0K | $6.4M | +7.37%(+18.12K) | $25.15(-4.34%) | 2026-09-30 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 2.76% | 99.0K | $4.1M | +44.60%(+30.54K) | $28.85(+41.47%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 2.44% | 71.3K | $3.6M | +1627.56%(+67.14K) | $50.48(+0.22%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.2% | 35.5K | $3.2M | +1.19%(+417) | $91.68(-0.12%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.70% | +14.78% | +0.11% | +0.54% |
| Top 20 Holdings Unweighted | +8.08% | +26.25% | +3.49% | +18.74% |
Moulton Wealth Management INC reports $147.61M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (10.8%), USFR (9.2%) and VTI (8.4%). The top 20 holdings account for 75.75% of reported assets. Its disclosed equity book has returned +14.78% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moulton Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792510). View Moulton Wealth Management INC’s 13F filings on SEC