Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOULTON WEALTH MANAGEMENT, INC (CIK 1792510) reported $146.9M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TFLO ($23.3M, 15.87%), USFR ($22.9M, 15.61%), FLOT ($10.0M, 6.78%), SH ($7.6M, 5.20%), SPLG ($7.0M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $23.3M | 15.87% | 461,402 | New |
| 2 | USFR | WISDOMTREE TR | $22.9M | 15.61% | 455,153 | New |
| 3 | FLOT | ISHARES TR | $10.0M | 6.78% | 196,477 | New |
| 4 | SH | PROSHARES TR | $7.6M | 5.20% | 202,391 | New |
| 5 | SPLG | SPDR SERIES TRUST | $7.0M | 4.80% | 91,466 | New |
| 6 | VTI | VANGUARD INDEX FDS | $4.9M | 3.33% | 15,128 | Trimmed |
| 7 | SGVT | SCHWAB STRATEGIC TR | $4.6M | 3.14% | 4.6M | New |
| 8 | SJNK | SPDR SERIES TRUST | $4.6M | 3.14% | 185,308 | New |
| 9 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $3.5M | 2.36% | 75,094 | New |
| 10 | SRLN | SSGA ACTIVE ETF TR | $3.3M | 2.22% | 81,542 | New |
| 11 | GDX | VANECK ETF TRUST | $3.1M | 2.10% | 32,566 | Trimmed |
| 12 | OILD1 | PROSHARES TR II | $2.7M | 1.86% | 135,170 | New |
| 13 | PROSHARES TR | $2.6M | 1.78% | 46,895 | New | |
| 14 | ROKT | SPDR SERIES TRUST | $2.6M | 1.75% | 28,176 | New |
| 15 | GLD | SPDR GOLD TR | $2.3M | 1.57% | 5,378 | Trimmed |
| 16 | IBTL | ISHARES TR | $2.2M | 1.48% | 106,671 | New |
| 17 | XOM | EXXON MOBIL CORP | $2.2M | 1.48% | 13,517 | Added |
| 18 | IBTG | ISHARES TR | $2.1M | 1.45% | 93,125 | New |
| 19 | IBTH | ISHARES TR | $2.1M | 1.45% | 95,079 | New |
| 20 | IBMR | ISHARES TR | $2.1M | 1.42% | 95,473 | New |
| 21 | IEI | ISHARES TR | $2.1M | 1.40% | 17,392 | New |
| 22 | DXJ | WISDOMTREE TR | $1.9M | 1.28% | 11,726 | New |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.21% | 23,619 | New |
| 24 | XLRE | SELECT SECTOR SPDR TR | $1.8M | 1.20% | 11,966 | New |
| 25 | IEF | ISHARES TR | $1.8M | 1.19% | 18,372 | New |
Source: SEC Form 13F filings · as of 2026-03-31