Moulton Wealth Management, Inc Top Holdings and 13F Report (2026) About Moulton Wealth Management, IncInvestment ActivityMoulton Wealth Management, Inc has $147.61 million in total holdings as of September 30, 2026.Moulton Wealth Management, Inc owns shares of 63 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 13.77% of the portfolio was purchased this quarter.About 17.44% of the portfolio was sold this quarter.This quarter, Moulton Wealth Management, Inc has purchased 66 new stocks and bought additional shares in 21 stocks.Moulton Wealth Management, Inc sold shares of 37 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $15,978,759WisdomTree Floating Rate Treasury Fund $13,615,375Vanguard Total Stock Market ETF $12,470,518iShares Treasury Floating Rate Bond ETF $11,372,060iShares Floating Rate Bond ETF $9,938,998 Largest New Holdings this Quarter 78467V608 - SPDR Blackstone Senior Loan ETF $6,604,490 Holding74348A467 - ProShares S&P 500 Aristocrats ETF $2,388,402 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,243,403 Holding46138E362 - Invesco S&P 500 High Dividend Low Volatility ETF $413,344 Holding Largest Purchases this Quarter SPDR Blackstone Senior Loan ETF 164,332 shares (about $6.60M)Janus Henderson AAA CLO ETF 67,137 shares (about $3.39M)ProShares S&P 500 Aristocrats ETF 44,042 shares (about $2.39M)EXXONMOBIL HOLDINGS CORP 13,694 shares (about $2.24M)Avantis U.S. Small Cap Value ETF 15,306 shares (about $1.82M) Largest Sales this Quarter Technology Select Sector SPDR Fund 20,853 shares (about $4.12M)SPDR Portfolio S&P 500 ETF 30,215 shares (about $2.72M)PROSHARES TR II 102,399 shares (about $2.53M)iShares Treasury Floating Rate Bond ETF 46,226 shares (about $2.33M)iShares Floating Rate Bond ETF 5,415 shares (about $275.41K) 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$15,978,759$2,716,929 ▼-14.5%177,70010.8%ETFUSFRWisdomTree Floating Rate Treasury Fund$13,615,375$109,195 ▲0.8%270,2009.2%ETFVTIVanguard Total Stock Market ETF$12,470,518$267,877 ▼-2.1%33,2398.4%ETFTFLOiShares Treasury Floating Rate Bond ETF$11,372,060$2,334,872 ▼-17.0%225,1457.7%ETFFLOTiShares Floating Rate Bond ETF$9,938,998$275,407 ▼-2.7%195,4196.7%ETFSRLNSPDR Blackstone Senior Loan ETF$6,604,490$6,604,490 ▲New Holding164,3324.5%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$6,369,570$437,211 ▲7.4%263,9694.3%ETFGOLDMAN SACHS PHYSICAL GOLD$4,074,961$1,256,886 ▲44.6%99,0272.8%UNITJAAAJanus Henderson AAA CLO ETF$3,595,881$3,387,733 ▲1,627.6%71,2622.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,241,090$38,118 ▲1.2%35,4572.2%ETFSMHVanEck Semiconductor ETF$3,107,120$29,039 ▼-0.9%5,0292.1%ETFXLVHealth Care Select Sector SPDR Fund$2,931,042$7,645 ▼-0.3%17,6362.0%ETFGDXVanEck Gold Miners ETF$2,918,039$352,600 ▲13.7%33,6412.0%ETFAVUVAvantis U.S. Small Cap Value ETF$2,699,618$1,822,930 ▲207.9%22,6671.8%ETFDXJWisdomTree Japan Hedged Equity Fund$2,611,992$15,996 ▼-0.6%14,5331.8%ETFNOBLProShares S&P 500 Aristocrats ETF$2,388,402$2,388,402 ▲New Holding44,0421.6%ETFEXXONMOBIL HOLDINGS CORP$2,243,403$2,243,403 ▲New Holding13,6941.5%COM SHSVEUVanguard FTSE All-World ex-US ETF$2,219,050$37,281 ▼-1.7%26,9041.5%ETFGLDSPDR Gold Shares$2,031,649$20,286 ▼-1.0%5,3081.4%ETFXLIIndustrial Select Sector SPDR Fund$1,992,226$5,565 ▼-0.3%11,8131.3%ETFSLViShares Silver Trust$1,648,894$448,413 ▲37.4%29,9691.1%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,549,852$13,798 ▼-0.9%4,8301.0%ETFPROSHARES TR II$1,524,385$2,529,255 ▼-62.4%61,7161.0%ULTRASHORT GOLDIYWiShares U.S. Technology ETF$1,503,768$2,135 ▼-0.1%5,6361.0%ETFXLEEnergy Select Sector SPDR Fund$1,290,483$6,333 ▼-0.5%20,5820.9%ETFITAiShares U.S. Aerospace & Defense ETF$1,280,081$17,267 ▼-1.3%6,1530.9%ETFQUALiShares MSCI USA Quality Factor ETF$1,227,182$5,810 ▼-0.5%5,4920.8%ETFVIGVanguard Dividend Appreciation ETF$1,215,524$1,401 ▼-0.1%5,2050.8%ETFXLKTechnology Select Sector SPDR Fund$1,200,274$4,124,805 ▼-77.5%6,0680.8%ETFVPLVanguard FTSE Pacific ETF$1,054,078$6,395 ▼-0.6%9,0660.7%ETFCVXChevron$1,022,200$414 ▲0.0%4,9360.7%EnergyUSDUWisdomTree Bloomberg U.S. Dollar Bullish Fund$978,093$5,641 ▼-0.6%36,0650.7%ETFRPVInvesco S&P 500 Pure Value ETF$973,294$294,477 ▲43.4%8,4480.7%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$967,152$18,204 ▼-1.8%14,3450.7%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$957,774$10,449 ▼-1.1%41,9800.6%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$957,377$10,511 ▼-1.1%42,9900.6%ETFIBTLiShares iBonds Dec 2031 Term Treasury ETF$911,955$51,283 ▼-5.3%46,8750.6%ETFXLCCommunication Services Select Sector SPDR Fund$874,295$8,576 ▼-1.0%7,9520.6%ETFXLPConsumer Staples Select Sector SPDR Fund$869,408$2,249 ▲0.3%10,8230.6%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$853,987$45,496 ▼-5.1%40,2630.6%ETFIEIiShares 3-7 Year Treasury Bond ETF$828,893$4,196 ▼-0.5%7,3090.6%ETFSILGlobal X Silver Miners ETF$825,434$142,482 ▲20.9%9,6400.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$805,794$10,895 ▼-1.3%41,1960.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$802,166$2,320 ▼-0.3%12,7940.5%ETFCOPXGlobal X Copper Miners ETF$801,171$229,526 ▲40.2%9,6060.5%ETFQQQInvesco QQQ$783,241$11,126 ▼-1.4%1,0560.5%ETFXLFFinancial Select Sector SPDR Fund$716,548$6,629 ▼-0.9%13,4030.5%ETFXLUUtilities Select Sector SPDR Fund$713,738$317 ▲0.0%17,9870.5%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$650,517$5,340 ▼-0.8%7,1880.4%ETFVTVVanguard Value ETF$586,826$9,535 ▲1.7%2,7080.4%ETFCOSTCostco Wholesale$577,234$915 ▲0.2%6310.4%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$534,605$446 ▲0.1%5,9870.4%ETFXMESPDR S&P Metals & Mining ETF$485,300$136,318 ▲39.1%4,6530.3%ETFIAUiShares Gold Trust$459,418$7,847 ▼-1.7%5,8550.3%ETFIWMiShares Russell 2000 ETF$434,528$3,070 ▼-0.7%1,5570.3%ETFIBTMiShares iBonds Dec 2032 Term Treasury ETF$432,330$11,085 ▼-2.5%19,8910.3%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$413,344$413,344 ▲New Holding8,5970.3%ETFSPYSPDR S&P 500 ETF Trust$353,947$764 ▲0.2%4630.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$256,191$2,285 ▼-0.9%2,3540.2%ETFVGKVanguard FTSE Europe ETF$253,335$260,260 ▼-50.7%2,9630.2%ETFSPDNDirexion Daily S&P 500 Bear 1X ETF$214,754$2,888 ▲1.4%25,3550.1%ETFAZOAutoZone$211,4270.0%750.1%Consumer DiscretionaryMTHMeritage Homes$206,962$1,545 ▲0.8%3,2150.1%Consumer DiscretionarySPDR SERIES TRUST$0$5,681,386 ▼-100.0%00.0%ST STR S& LN ETFXOMExxonMobil$0$1,860,734 ▼-100.0%00.0%EnergyDIREXION SHARES ETF TRUST$0$1,445,772 ▼-100.0%00.0%DAI GOL BEA ETFIONProShares S&P Global Core Battery Metals ETF$0$1,282,092 ▼-100.0%00.0%ETFPROSHARES TR II$0$1,272,885 ▼-100.0%00.0%ULTRA SHORT SILVDBMFiMGP DBi Managed Futures Strategy ETF$0$762,093 ▼-100.0%00.0%ETFICLNiShares Global Clean Energy ETF$0$539,693 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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