§ 13F · FUND PROFILE
MOULTON WEALTH MANAGEMENT, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $137M (13F)Positions · 45Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$129M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | 461K | $23M | 15.9% | NEW |
| 2 | USFR | WISDOMTREE TR | 455K | $23M | 15.6% | NEW |
| 3 | FLOT | ISHARES TR | 196K | $10M | 6.8% | NEW |
| 4 | SH | PROSHARES TR | 202K | $8M | 5.2% | NEW |
| 5 | SPYM | SPDR SERIES TRUST | 91K | $7M | 4.8% | NEW |
| 6 | VTI | VANGUARD INDEX FDS | 15K | $5M | 3.3% | −44% |
| 7 | SJNK | SPDR SERIES TRUST | 185K | $5M | 3.1% | NEW |
| 8 | SGVT | SCHWAB STRATEGIC TR | 4.61M | $5M | 3.1% | NEW |
| 9 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 75K | $3M | 2.4% | NEW |
| 10 | SRLN | SSGA ACTIVE ETF TR | 82K | $3M | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOULTON SIGNAL
AC read
MOULTON WEALTH MANAGEMENT, INC is a Other fund managing $137 million in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed