Moulton Wealth Management, Inc Top Holdings and 13F Report (2025) About Moulton Wealth Management, IncInvestment ActivityMoulton Wealth Management, Inc has $132.26 million in total holdings as of June 30, 2025.Moulton Wealth Management, Inc owns shares of 37 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 40.79% of the portfolio was purchased this quarter.About 41.39% of the portfolio was sold this quarter.This quarter, Moulton Wealth Management, Inc has purchased 34 new stocks and bought additional shares in 13 stocks.Moulton Wealth Management, Inc sold shares of 15 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $13,687,180Vanguard Total Stock Market ETF $11,216,777SPDR Bloomberg Short Term High Yield Bond ETF $11,195,691WisdomTree Floating Rate Treasury Fund $11,155,908iShares Treasury Floating Rate Bond ETF $11,133,546 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $13,687,180 Holding464288760 - iShares U.S. Aerospace & Defense ETF $3,559,123 Holding922042775 - Vanguard FTSE All-World ex-US ETF $2,688,120 Holding81369Y803 - Technology Select Sector SPDR Fund $2,502,298 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $1,748,746 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 186,043 shares (about $13.69M)Vanguard Total Stock Market ETF 26,464 shares (about $8.15M)SPDR Bloomberg Short Term High Yield Bond ETF 316,693 shares (about $8.04M)SPDR Blackstone Senior Loan ETF 145,153 shares (about $6.02M)iShares U.S. Aerospace & Defense ETF 19,047 shares (about $3.56M) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 123,424 shares (about $6.21M)iShares Treasury Floating Rate Bond ETF 113,615 shares (about $5.74M)Direxion Daily S&P 500 Bear 1x Shares 416,202 shares (about $4.24M)SPDR Bloomberg 1-3 Month T-Bill ETF 46,280 shares (about $4.23M)iShares Gold Trust 60,172 shares (about $3.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoulton Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$13,687,180$13,687,180 ▲New Holding186,04310.3%ETFVTIVanguard Total Stock Market ETF$11,216,777$8,151,607 ▲265.9%36,4158.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$11,195,691$8,044,007 ▲255.2%440,7758.5%ETFUSFRWisdomTree Floating Rate Treasury Fund$11,155,908$6,211,937 ▼-35.8%221,6558.4%FinanceTFLOiShares Treasury Floating Rate Bond ETF$11,133,546$5,736,419 ▼-34.0%220,5108.4%ETFFLOTiShares Floating Rate Bond ETF$9,799,057$1,075,295 ▼-9.9%192,5927.4%ETFSRLNSPDR Blackstone Senior Loan ETF$9,080,225$6,018,035 ▲196.5%219,0126.9%ETFAAAUGoldman Sachs Physical Gold ETF$5,992,162$1,563,886 ▼-20.7%181,9394.5%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$4,635,426$276,486 ▲6.3%55,1253.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,876,146$4,234,645 ▼-52.2%42,3622.9%ETFITAiShares U.S. Aerospace & Defense ETF$3,559,123$3,559,123 ▲New Holding19,0472.7%ETFGDXVanEck Gold Miners ETF$3,437,262$258,043 ▲8.1%64,9642.6%ETFVEUVanguard FTSE All-World ex-US ETF$2,688,120$2,688,120 ▲New Holding39,7832.0%ETFXLKTechnology Select Sector SPDR Fund$2,502,298$2,502,298 ▲New Holding9,7381.9%ETFDXJWisdomTree Japan Hedged Equity Fund$2,142,879$1,163,422 ▲118.8%18,6141.6%FinanceFXIiShares China Large-Cap ETF$2,120,368$1,204,737 ▲131.6%58,4611.6%ETFXLIIndustrial Select Sector SPDR Fund$1,854,944$474,420 ▼-20.4%12,4141.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,748,746$1,748,746 ▲New Holding7,3061.3%ETFNOBLProShares S&P 500 Aristocrats ETF$1,741,354$533,450 ▼-23.5%16,9191.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,697,022$13,806 ▲0.8%20,6501.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,688,070$1,688,070 ▲New Holding9,1261.3%ETFGLDSPDR Gold Shares$1,682,480$27,642 ▼-1.6%5,4781.3%FinanceXLVHealth Care Select Sector SPDR Fund$1,549,654$1,408,197 ▼-47.6%11,4371.2%ETFXLUUtilities Select Sector SPDR Fund$1,524,599$246,830 ▼-13.9%18,6291.2%ETFXOMExxon Mobil$1,480,257$13,576 ▲0.9%13,1931.1%EnergyIWRiShares Russell Mid-Cap ETF$1,276,209$1,276,209 ▲New Holding13,6171.0%ETFIAUiShares Gold Trust$1,260,693$3,783,085 ▼-75.0%20,0521.0%FinanceXLFFinancial Select Sector SPDR Fund$1,197,454$1,616,959 ▼-57.5%22,5130.9%ETFQQQInvesco QQQ$930,009$86,215 ▲10.2%1,6720.7%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$882,662$882,662 ▲New Holding3,9900.7%FinanceXLCCommunication Services Select Sector SPDR Fund$792,185$1,569,352 ▼-66.5%7,3320.6%ETFCVXChevron$719,662$297 ▲0.0%4,8500.5%EnergyXLEEnergy Select Sector SPDR Fund$685,967$685,967 ▲New Holding7,8820.5%ETFCOSTCostco Wholesale$422,343$987 ▲0.2%4280.3%Retail/WholesaleSPDNDirexion Daily S&P 500 Bear 1x Shares$395,949$4,236,914 ▼-91.5%38,8950.3%ETFSPYSPDR S&P 500 ETF Trust$285,856$6,255 ▼-2.1%4570.2%FinanceMTHMeritage Homes$219,617$1,413 ▲0.6%3,1090.2%ConstructionVOOVanguard S&P 500 ETF$0$18,251,556 ▼-100.0%00.0%ETFUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$0$1,382,627 ▼-100.0%00.0%FinanceIVWiShares S&P 500 Growth ETF$0$638,161 ▼-100.0%00.0%ETFRSPInvesco S&P 500 Equal Weight ETF$0$617,988 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$562,598 ▼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$561,298 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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