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Moulton Wealth Management, Inc

13F filer · CIK 0001792510
Reported Jul 7, 2026
Net buyer this quarter
13F portfolio value$152MU.S. long equity reported on 13F
Positions183 new · 1 closed
Net flow last quarter+$1.94MBuys minus sells
Top 10 positions weight13.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 7, 202618 positions
GLLProShares Trust II$4.31M2.84%Not reported+21.4%Q1 2026
SMHMarket Vectors ETF Trust$3.16M2.08%Not reported+40.7%Q3 2025
AAAUGoldman Sachs Physical Gold ETF$2.75M1.81%0.11%-8.8%Q1 2023
GLDSPDR Gold Trust$2M1.32%0.00%-0.3%Q4 2019
XOMExxonMobil Holdings Corp$1.86M1.22%0.00%+0.7%Q4 2019
IONIon Media Networks Inc.$1.28M0.84%Not reportedNewQ2 2026
ZSLProShares Trust II$1.27M0.84%Not reported-0.2%Q1 2026
SLViShares Silver Trust$1.18M0.78%0.00%-9.1%Q3 2025
VPLInvesco Pennsylvania Value Municipal Income Trust$1.03M0.68%Not reported+31.5%Q3 2025
IBTGInternational Building Technologies Group, Inc.$969K0.64%Not reported-54.4%Q1 2026
CVXChevron Corp$822K0.54%0.00%0.0%Q4 2019
QQQInvesco QQQ Trust, Series 1$780K0.51%Not reportedNot reportedQ4 2019
SILGolden Minerals Co$626K0.41%Not reported-7.9%Q3 2025
COSTCostco Wholesale Corp$583K0.38%0.00%Not reportedQ4 2019
IAUIshares Gold Trust$456K0.30%0.00%-0.9%Q4 2019
SPYSPDR S&P 500 ETF Trust$346K0.23%Not reported+0.2%Q4 2023
MTHMeritage Homes CORP$262K0.17%0.00%Not reportedQ2 2023
AZOAutozone Inc$242K0.16%0.00%Not reportedQ1 2026
Q1 2026Reported Apr 8, 202616 positions
AAAUGoldman Sachs Physical Gold ETF$3.47M2.36%0.12%Not reportedQ1 2023
GLLProShares Trust II$2.73M1.86%Not reportedNewQ1 2026
GLDSPDR Gold Trust$2.31M1.57%0.00%-0.1%Q4 2019
XOMExxonMobil Holdings Corp$2.17M1.48%0.00%+0.7%Q4 2019
IBTGInternational Building Technologies Group, Inc.$2.13M1.45%Not reportedNewQ1 2026
SLViShares Silver Trust$1.58M1.07%0.00%Not reportedQ3 2025
SMHMarket Vectors ETF Trust$1.41M0.96%Not reported-51.6%Q3 2025
ZSLProShares Trust II$1.03M0.70%Not reportedNewQ1 2026
CVXChevron Corp$989K0.67%0.00%0.0%Q4 2019
SILGolden Minerals Co$802K0.55%Not reportedNot reportedQ3 2025
VPLInvesco Pennsylvania Value Municipal Income Trust$683K0.46%Not reportedNot reportedQ3 2025
NOBLNoble International, Ltd.$636K0.43%Not reported-65.1%Q1 2024
COSTCostco Wholesale Corp$635K0.43%0.00%+46.9%Q4 2019
IAUIshares Gold Trust$529K0.36%0.00%Not reportedQ4 2019
SPYSPDR S&P 500 ETF Trust$302K0.21%Not reported+0.2%Q4 2023
AZOAutozone Inc$256K0.17%0.00%NewQ1 2026
Q4 2025Reported Jan 13, 20269 positions
SMHMarket Vectors ETF Trust$2.78M2.64%Not reported-16.6%Q3 2025
GLDSPDR Gold Trust$2.14M2.03%0.00%-0.3%Q4 2019
NOBLNoble International, Ltd.$1.8M1.70%Not reported+1.9%Q1 2024
XOMExxonMobil Holdings Corp$1.65M1.56%0.00%+0.9%Q4 2019
QQQInvesco QQQ Trust, Series 1$1.14M1.08%Not reported-6.2%Q4 2019
CVXChevron Corp$769K0.73%0.00%+1.6%Q4 2019
COSTCostco Wholesale Corp$367K0.35%0.00%+0.2%Q4 2019
SPYSPDR S&P 500 ETF Trust$314K0.30%Not reported+0.4%Q4 2023
MTHMeritage Homes CORP$209K0.20%0.00%+0.6%Q2 2023
Q3 2025Reported Oct 8, 202514 positions
AAAUGoldman Sachs Physical Gold ETF$7.04M5.12%0.35%+1.6%Q1 2023
SMHMarket Vectors ETF Trust$2.92M2.12%Not reportedNewQ3 2025
SLViShares Silver Trust$1.93M1.41%0.01%NewQ3 2025
GLDSPDR Gold Trust$1.92M1.40%0.00%-1.4%Q4 2019
NOBLNoble International, Ltd.$1.74M1.26%Not reported-0.3%Q1 2024
XOMExxonMobil Holdings Corp$1.5M1.09%0.00%+0.9%Q4 2019
IAUIshares Gold Trust$1.37M0.99%0.00%-6.5%Q4 2019
SILGolden Minerals Co$1.21M0.88%Not reportedNewQ3 2025
QQQInvesco QQQ Trust, Series 1$1.19M0.87%Not reported+19.0%Q4 2019
VPLInvesco Pennsylvania Value Municipal Income Trust$986K0.72%Not reportedNewQ3 2025
CVXChevron Corp$754K0.55%0.00%+0.1%Q4 2019
COSTCostco Wholesale Corp$397K0.29%0.00%Not reportedQ4 2019
SPYSPDR S&P 500 ETF Trust$305K0.22%Not reported+0.2%Q4 2023
MTHMeritage Homes CORP$227K0.16%0.00%+0.6%Q2 2023
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