Moulton Wealth Management, Inc Portfolio Holdings

Moulton Wealth Management, Inc

  • $146 Million
  • Q4 2025

Moulton Wealth Management, Inc has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Million distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg High Yield Bond with a value of $38.3M, Spdr Ser Tr Russell 1000 Core with a value of $22.2M, Vanguard Total Stock Market Et with a value of $8.9M, Spdr S&P Kensho New Economies with a value of $8.63M, and Ishares Core Total Usd Bond Ma with a value of $8.6M.

Examining the 13F form we can see an increase of $8.73M in the current position value, from $137M to 146M.

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

Portfolio value $146 Million
ETFs: $143 Million
Energy: $2.34 Million
Consumer Defensive: $391,000
Consumer Cyclical: $210,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.3 Million 26.21% of portfolio
396,498
Q4 2025 New
$0
$22.2 Million 15.21% of portfolio
198,524
Q4 2025 New
$0
$8.9 Million 6.09% of portfolio
26,996
Q4 2025 Reduced 5.07%
$0
$8.63 Million 5.91% of portfolio
143,653
Q4 2025 New
$0
$8.6 Million 5.88% of portfolio
184,615
Q4 2025 New
$0
$6.62 Million 4.53% of portfolio
22,966
Q4 2025 Added 102.25%
$0
$5.53 Million 3.78% of portfolio
19,171
Q4 2025 New
$0
$4.91 Million 3.36% of portfolio
64,492
Q4 2025 Added 3.26%
$0
$2.57 Million 1.76% of portfolio
7,448
Q4 2025 Reduced 16.61%
$0
$2.46 Million 1.68% of portfolio
16,208
Q4 2025 Added 3.37%
$0
$2.14 Million 1.47% of portfolio
23,338
Q4 2025 New
$130B
$2.02 Million 1.38% of portfolio
5,383
Q4 2025 Reduced 0.33%
$0
$1.97 Million 1.35% of portfolio
9,577
Q4 2025 Reduced 6.19%
$0
$1.88 Million 1.29% of portfolio
12,392
Q4 2025 Reduced 0.74%
$0
$1.88 Million 1.28% of portfolio
7,636
Q4 2025 Reduced 2.6%
$0
$1.87 Million 1.28% of portfolio
8,099
Q4 2025 Added 99.43%
$0
$1.79 Million 1.23% of portfolio
19,555
Q4 2025 Reduced 6.02%
$0
$1.77 Million 1.21% of portfolio
17,188
Q4 2025 Added 1.89%
$0
$1.69 Million 1.16% of portfolio
18,370
Q4 2025 Added 117.96%
$0
$1.6 Million 1.09% of portfolio
39,788
Q4 2025 Reduced 28.72%
$490B
$1.58 Million 1.08% of portfolio
13,424
Q4 2025 Added 0.86%
$0
$1.58 Million 1.08% of portfolio
17,835
Q4 2025 Added 98.79%
$0
$1.5 Million 1.03% of portfolio
15,871
Q4 2025 Reduced 0.68%
$0
$1.47 Million 1.0% of portfolio
19,270
Q4 2025 Added 0.31%
$0
$1.41 Million 0.96% of portfolio
22,977
Q4 2025 Added 17.88%
$0
$1.33 Million 0.91% of portfolio
12,397
Q4 2025 New
$0
$1.19 Million 0.82% of portfolio
22,754
Q4 2025 Added 0.53%
$0
$1.13 Million 0.77% of portfolio
1,866
Q4 2025 Reduced 6.18%
$0
$968,000 0.66% of portfolio
2,002
Q4 2025 Added 1.16%
$0
$897,000 0.61% of portfolio
25,544
Q4 2025 New
$0
$838,000 0.57% of portfolio
7,532
Q4 2025 Reduced 0.2%
$303B
$763,000 0.52% of portfolio
4,930
Q4 2025 Added 1.59%
$0
$626,000 0.43% of portfolio
11,428
Q4 2025 New
$404B
$391,000 0.27% of portfolio
429
Q4 2025 Added 0.23%
$0
$306,000 0.21% of portfolio
460
Q4 2025 Added 0.44%
$0
$314,000 0.21% of portfolio
1,323
Q4 2025 New
$0
$285,000 0.19% of portfolio
12,702
Q4 2025 New
$2.44B
$210,000 0.14% of portfolio
3,148
Q4 2025 Added 0.64%
$0
$173,000 0.12% of portfolio
7,359
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $146 Million
  • Prior Value $137 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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