MW
Moulton Wealth Management, Inc
13F filer · CIK 0001792510Reported 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 freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 7, 202618 positions | |||||
| $4.31M | 2.84% | Not reported | +21.4% | Q1 2026 | |
| $3.16M | 2.08% | Not reported | +40.7% | Q3 2025 | |
| $2.75M | 1.81% | 0.11% | -8.8% | Q1 2023 | |
| $2M | 1.32% | 0.00% | -0.3% | Q4 2019 | |
| $1.86M | 1.22% | 0.00% | +0.7% | Q4 2019 | |
| $1.28M | 0.84% | Not reported | New | Q2 2026 | |
| $1.27M | 0.84% | Not reported | -0.2% | Q1 2026 | |
| $1.18M | 0.78% | 0.00% | -9.1% | Q3 2025 | |
| $1.03M | 0.68% | Not reported | +31.5% | Q3 2025 | |
| $969K | 0.64% | Not reported | -54.4% | Q1 2026 | |
| $822K | 0.54% | 0.00% | 0.0% | Q4 2019 | |
| $780K | 0.51% | Not reported | Not reported | Q4 2019 | |
| $626K | 0.41% | Not reported | -7.9% | Q3 2025 | |
| $583K | 0.38% | 0.00% | Not reported | Q4 2019 | |
| $456K | 0.30% | 0.00% | -0.9% | Q4 2019 | |
| $346K | 0.23% | Not reported | +0.2% | Q4 2023 | |
| $262K | 0.17% | 0.00% | Not reported | Q2 2023 | |
| $242K | 0.16% | 0.00% | Not reported | Q1 2026 | |
| Q1 2026Reported Apr 8, 202616 positions | |||||
| $3.47M | 2.36% | 0.12% | Not reported | Q1 2023 | |
| $2.73M | 1.86% | Not reported | New | Q1 2026 | |
| $2.31M | 1.57% | 0.00% | -0.1% | Q4 2019 | |
| $2.17M | 1.48% | 0.00% | +0.7% | Q4 2019 | |
| $2.13M | 1.45% | Not reported | New | Q1 2026 | |
| $1.58M | 1.07% | 0.00% | Not reported | Q3 2025 | |
| $1.41M | 0.96% | Not reported | -51.6% | Q3 2025 | |
| $1.03M | 0.70% | Not reported | New | Q1 2026 | |
| $989K | 0.67% | 0.00% | 0.0% | Q4 2019 | |
| $802K | 0.55% | Not reported | Not reported | Q3 2025 | |
| $683K | 0.46% | Not reported | Not reported | Q3 2025 | |
| $636K | 0.43% | Not reported | -65.1% | Q1 2024 | |
| $635K | 0.43% | 0.00% | +46.9% | Q4 2019 | |
| $529K | 0.36% | 0.00% | Not reported | Q4 2019 | |
| $302K | 0.21% | Not reported | +0.2% | Q4 2023 | |
| $256K | 0.17% | 0.00% | New | Q1 2026 | |
| Q4 2025Reported Jan 13, 20269 positions | |||||
| $2.78M | 2.64% | Not reported | -16.6% | Q3 2025 | |
| $2.14M | 2.03% | 0.00% | -0.3% | Q4 2019 | |
| $1.8M | 1.70% | Not reported | +1.9% | Q1 2024 | |
| $1.65M | 1.56% | 0.00% | +0.9% | Q4 2019 | |
| $1.14M | 1.08% | Not reported | -6.2% | Q4 2019 | |
| $769K | 0.73% | 0.00% | +1.6% | Q4 2019 | |
| $367K | 0.35% | 0.00% | +0.2% | Q4 2019 | |
| $314K | 0.30% | Not reported | +0.4% | Q4 2023 | |
| $209K | 0.20% | 0.00% | +0.6% | Q2 2023 | |
| Q3 2025Reported Oct 8, 202514 positions | |||||
| $7.04M | 5.12% | 0.35% | +1.6% | Q1 2023 | |
| $2.92M | 2.12% | Not reported | New | Q3 2025 | |
| $1.93M | 1.41% | 0.01% | New | Q3 2025 | |
| $1.92M | 1.40% | 0.00% | -1.4% | Q4 2019 | |
| $1.74M | 1.26% | Not reported | -0.3% | Q1 2024 | |
| $1.5M | 1.09% | 0.00% | +0.9% | Q4 2019 | |
| $1.37M | 0.99% | 0.00% | -6.5% | Q4 2019 | |
| $1.21M | 0.88% | Not reported | New | Q3 2025 | |
| $1.19M | 0.87% | Not reported | +19.0% | Q4 2019 | |
| $986K | 0.72% | Not reported | New | Q3 2025 | |
| $754K | 0.55% | 0.00% | +0.1% | Q4 2019 | |
| $397K | 0.29% | 0.00% | Not reported | Q4 2019 | |
| $305K | 0.22% | Not reported | +0.2% | Q4 2023 | |
| $227K | 0.16% | 0.00% | +0.6% | Q2 2023 | |
Premium opens every quarter this fund has filed