Moulton Wealth Management, Inc Portfolio Holdings

Moulton Wealth Management, Inc

  • $137 Million
  • Q3 2025

Moulton Wealth Management, Inc has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $137 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $12.9M, Wisdomtree Floating Rate Treas with a value of $10.4M, Ishares Treasury Floating Rate with a value of $10.4M, Spdr Bloomberg Short Term High with a value of $9.82M, and Ishares Tr Fltg Rate Nt ETF with a value of $9.74M.

Examining the 13F form we can see an increase of $5.88M in the current position value, from $132M to 137M.

Below you can find more details about Moulton Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $137 Million
ETFs: $135 Million
Energy: $2.25 Million
Consumer Defensive: $396,000
Consumer Cyclical: $226,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Million 9.41% of portfolio
165,096
Q3 2025 Reduced 11.26%
$0
$10.4 Million 7.57% of portfolio
206,829
Q3 2025 Reduced 6.69%
$0
$10.4 Million 7.55% of portfolio
205,004
Q3 2025 Reduced 7.03%
$0
$9.82 Million 7.14% of portfolio
383,449
Q3 2025 Reduced 13.01%
$0
$9.74 Million 7.08% of portfolio
190,557
Q3 2025 Reduced 1.06%
$0
$9.33 Million 6.79% of portfolio
28,438
Q3 2025 Reduced 21.91%
$0
$7.98 Million 5.81% of portfolio
191,910
Q3 2025 Reduced 12.37%
$1.34B
$7.04 Million 5.13% of portfolio
184,797
Q3 2025 Added 1.57%
$0
$4.77 Million 3.47% of portfolio
62,458
Q3 2025 Reduced 3.86%
$0
$3.2 Million 2.33% of portfolio
11,355
Q3 2025 Added 16.61%
$0
$2.92 Million 2.12% of portfolio
8,932
Q3 2025 New
$0
$2.84 Million 2.07% of portfolio
14,493
Q3 2025 New
$0
$2.83 Million 2.06% of portfolio
22,489
Q3 2025 New
$0
$2.32 Million 1.69% of portfolio
18,122
Q3 2025 Reduced 2.64%
$0
$2.3 Million 1.67% of portfolio
55,820
Q3 2025 Reduced 4.52%
$0
$2.18 Million 1.59% of portfolio
15,680
Q3 2025 Added 37.1%
$0
$2.01 Million 1.47% of portfolio
28,220
Q3 2025 Reduced 29.07%
$0
$2.01 Million 1.46% of portfolio
7,840
Q3 2025 Added 7.31%
$24.1B
$1.93 Million 1.41% of portfolio
45,618
Q3 2025 New
$0
$1.93 Million 1.4% of portfolio
12,484
Q3 2025 Added 0.56%
$130B
$1.92 Million 1.4% of portfolio
5,401
Q3 2025 Reduced 1.41%
$0
$1.91 Million 1.39% of portfolio
20,808
Q3 2025 Reduced 50.88%
$0
$1.9 Million 1.38% of portfolio
9,743
Q3 2025 Added 6.76%
$0
$1.74 Million 1.26% of portfolio
16,870
Q3 2025 Reduced 0.29%
$0
$1.54 Million 1.12% of portfolio
15,980
Q3 2025 Added 17.35%
$490B
$1.5 Million 1.09% of portfolio
13,309
Q3 2025 Added 0.88%
$0
$1.46 Million 1.06% of portfolio
19,211
Q3 2025 Reduced 6.97%
$65.3B
$1.37 Million 0.99% of portfolio
18,759
Q3 2025 Reduced 6.45%
$0
$1.22 Million 0.89% of portfolio
22,634
Q3 2025 Added 0.54%
$0
$1.21 Million 0.88% of portfolio
16,929
Q3 2025 New
$0
$1.19 Million 0.87% of portfolio
1,989
Q3 2025 Added 18.96%
$0
$1.17 Million 0.85% of portfolio
19,492
Q3 2025 New
$0
$1.03 Million 0.75% of portfolio
12,090
Q3 2025 Reduced 78.07%
$0
$985,000 0.72% of portfolio
11,222
Q3 2025 New
$0
$973,000 0.71% of portfolio
4,061
Q3 2025 Added 1.78%
$0
$949,000 0.69% of portfolio
1,979
Q3 2025 New
$0
$893,000 0.65% of portfolio
7,547
Q3 2025 Added 2.93%
$0
$782,000 0.57% of portfolio
8,972
Q3 2025 Reduced 51.84%
$303B
$753,000 0.55% of portfolio
4,853
Q3 2025 Added 0.06%
$0
$752,000 0.55% of portfolio
8,428
Q3 2025 Added 6.93%
$404B
$396,000 0.29% of portfolio
428
Q2 2025 Added 0.23%
$0
$305,000 0.22% of portfolio
458
Q3 2025 Added 0.22%
$0
$289,000 0.21% of portfolio
30,161
Q3 2025 Reduced 22.46%
$2.44B
$226,000 0.16% of portfolio
3,128
Q3 2025 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $137 Million
  • Prior Value $132 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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