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Investment manager · 13F filer · SEC CIK 1792510
Moulton Wealth Management, Inc
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Reported value$148Mas of Sep 30, 2026
Positions63 3 new, 6 sold out
Top 10 weight59.1%SPYM alone is 11%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
10.8%Trimmed −15%
USFRWisdomtree Tr
9.2%
VTIVanguard Index FDS
8.4%Trimmed −2%
TFLOiShares Tr
7.7%Trimmed −17%
FLOTiShares Tr
6.7%Trimmed −3%
SRLNSsga Active ETF Tr
4.5%New
SJNKSPDR Series Trust
4.3%Added +7%
AAAUGoldman Sachs Physical Gold ETF
2.8%Added +45%
JAAAJanus Detroit STR Tr
2.4%+1628%
BILSPDR Series Trust
2.2%
SMHVaneck ETF Trust
2.1%
XLVSelect Sector SPDR Tr
2.0%
SPYMSPDR Series Trust
10.8%Trimmed −15%
USFRWisdomtree Tr
9.2%
VTIVanguard Index FDS
8.4%−2%
TFLOiShares Tr
7.7%−17%
FLOTiShares Tr
6.7%−3%
SRLNSsga Active ETF Tr
4.5%
SJNKSPDR Series Trust
4.3%
JAAA
BIL
SMH2.1%
XLV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 10.8% Trimmed −15%
USFR Wisdomtree Tr 9.2% Held
VTI Vanguard Index FDS 8.4% Trimmed −2%
TFLO iShares Tr 7.7% Trimmed −17%
FLOT iShares Tr 6.7% Trimmed −3%
SRLN Ssga Active ETF Tr 4.5% New
SJNK SPDR Series Trust 4.3% Added +7%
AAAU Goldman Sachs Physical Gold ETF 2.8% Added +45%JAAA Janus Detroit STR Tr 2.4% Added +1628%
BIL SPDR Series Trust 2.2% Held
SMH Vaneck ETF Trust 2.1% Held
XLV Select Sector SPDR Tr 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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