Moulton Wealth Management, Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 34Value: $131.2MLatest: 2025Q1

MOULTON WEALTH MANAGEMENT, INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 34 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  null,
  "IVW",
  null,
  null,
  "SPY",
  "EFAV",
  null,
  null,
  null,
  "GLD",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "VOO",
  null,
  null,
  null,
  null,
  "MTH",
  null,
  "CVX",
  "COST",
  "RSP",
  "IWB",
  "QQQ",
  "XOM",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 34
Total Value: 131155981
Accession Number: 0001754960-25-000178
Form Type: 13F-HR
CIK: moulton-wealth-management
Manager Name: Moulton-Wealth-Management

Data Enrichment

44% identified

15 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

34 positions • $131.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:35.5K

Value:$18.3M

% of Portfolio:13.9% ($18.3M/$131.2M)

97717Y527

Shares:345.1K

Value:$17.4M

% of Portfolio:13.2% ($17.4M/$131.2M)

46434V860

Shares:334.1K

Value:$16.9M

% of Portfolio:12.9% ($16.9M/$131.2M)

46429B655

Shares:213.7K

Value:$10.9M

% of Portfolio:8.3% ($10.9M/$131.2M)

78468R663

Shares:88.6K

Value:$8.1M

% of Portfolio:6.2% ($8.1M/$131.2M)

38150K103

Shares:229.4K

Value:$7.1M

% of Portfolio:5.4% ($7.1M/$131.2M)

25460E869

Shares:455.1K

Value:$5.3M

% of Portfolio:4.0% ($5.3M/$131.2M)

464285204

Shares:80.2K

Value:$4.7M

% of Portfolio:3.6% ($4.7M/$131.2M)

46429B689

EFAV|46429B689

Shares:51.8K

Value:$4.0M

% of Portfolio:3.1% ($4.0M/$131.2M)

81369Y209

Shares:21.8K

Value:$3.2M

% of Portfolio:2.4% ($3.2M/$131.2M)

78468R408

Shares:124.1K

Value:$3.1M

% of Portfolio:2.4% ($3.1M/$131.2M)

78467V608

Shares:73.9K

Value:$3.0M

% of Portfolio:2.3% ($3.0M/$131.2M)

92189F106

GDX|92189F106

Shares:60.1K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$131.2M)

922908769

VTI|922908769

Shares:10.0K

Value:$2.7M

% of Portfolio:2.1% ($2.7M/$131.2M)

81369Y605

Shares:52.9K

Value:$2.6M

% of Portfolio:2.0% ($2.6M/$131.2M)

74348A467

Shares:22.1K

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$131.2M)

81369Y852

Shares:21.9K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$131.2M)

81369Y704

Shares:15.6K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$131.2M)

81369Y886

Shares:21.6K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$131.2M)

81369Y308

Shares:20.5K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$131.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	35.5K	QoQ +2.53% (-878) YoY +1646.92% (+33.5K)	All Managers (Combined)	$18.3M	13.9% ($18.3M/$131.2M)	QoQ -2.20% (-$411.2K) YoY +1767.44% (+$17.3M)
(cusip97717Y527)✕	345.1K	QoQ +19.43% (+56.1K) YoY -23.79% (-107.8K)	All Managers (Combined)	$17.4M	13.2% ($17.4M/$131.2M)	QoQ +19.45% (+$2.8M) YoY -23.73% (-$5.4M)
(cusip46434V860)✕	334.1K	QoQ +16.87% (+48.3K) YoY -25.70% (-115.6K)	All Managers (Combined)	$16.9M	12.9% ($16.9M/$131.2M)	QoQ +17.31% (+$2.5M) YoY -25.75% (-$5.9M)
(cusip46429B655)✕	213.7K	QoQ +54.14% (+75.1K) YoY NEW(+213.7K)	All Managers (Combined)	$10.9M	8.3% ($10.9M/$131.2M)	QoQ +54.66% (+$3.9M) YoY NEW(+$10.9M)
(cusip78468R663)✕	88.6K	QoQ -23.56% (-27.3K) YoY -45.62% (-74.4K)	All Managers (Combined)	$8.1M	6.2% ($8.1M/$131.2M)	QoQ -23.31% (-$2.5M) YoY -45.66% (-$6.8M)
(cusip38150K103)✕	229.4K	QoQ +21.82% (+41.1K) YoY +185.64% (+149.1K)	All Managers (Combined)	$7.1M	5.4% ($7.1M/$131.2M)	QoQ +45.05% (+$2.2M) YoY +301.12% (+$5.3M)
(cusip25460E869)✕	455.1K	QoQ NEW(+455.1K) YoY +3790.38% (+443.4K)	All Managers (Combined)	$5.3M	4.0% ($5.3M/$131.2M)	QoQ NEW(+$5.3M) YoY +3605.06% (+$5.1M)
(cusip464285204)✕	80.2K	QoQ -1.80% (-1.5K) YoY -11.98% (-10.9K)	All Managers (Combined)	$4.7M	3.6% ($4.7M/$131.2M)	QoQ +16.93% (-$685.0K) YoY +23.52% (-$900.7K)
(EFAVcusip46429B689)	51.8K	QoQ NEW(+51.8K) YoY NEW(+51.8K)	All Managers (Combined)	$4.0M	3.1% ($4.0M/$131.2M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
(cusip81369Y209)✕	21.8K	QoQ +20.80% (+3.8K) YoY +4.94% (+1.0K)	All Managers (Combined)	$3.2M	2.4% ($3.2M/$131.2M)	QoQ +28.21% (+$701.5K) YoY +3.71% (+$114.3K)
(cusip78468R408)✕	124.1K	QoQ NEW(+124.1K) YoY NEW(+124.1K)	All Managers (Combined)	$3.1M	2.4% ($3.1M/$131.2M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
(cusip78467V608)✕	73.9K	QoQ NEW(+73.9K) YoY NEW(+73.9K)	All Managers (Combined)	$3.0M	2.3% ($3.0M/$131.2M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(GDXcusip92189F106)	60.1K	QoQ +224.12% (+41.5K) YoY NEW(+60.1K)	All Managers (Combined)	$2.8M	2.1% ($2.8M/$131.2M)	QoQ +339.39% (+$2.1M) YoY NEW(+$2.8M)
(VTIcusip922908769)	10.0K	QoQ -71.36% (-24.8K) YoY NEW(+10.0K)	All Managers (Combined)	$2.7M	2.1% ($2.7M/$131.2M)	QoQ -72.84% (-$7.3M) YoY NEW(+$2.7M)
(cusip81369Y605)✕	52.9K	QoQ +2.22% (+1.1K) YoY NEW(+52.9K)	All Managers (Combined)	$2.6M	2.0% ($2.6M/$131.2M)	QoQ +5.35% (+$133.9K) YoY NEW(+$2.6M)
(cusip74348A467)✕	22.1K	QoQ -21.20% (-5.9K) YoY -15.52% (-4.1K)	All Managers (Combined)	$2.3M	1.7% ($2.3M/$131.2M)	QoQ -19.12% (-$534.1K) YoY -14.88% (-$395.0K)
(cusip81369Y852)✕	21.9K	QoQ +0.70% (+153) YoY NEW(+21.9K)	All Managers (Combined)	$2.1M	1.6% ($2.1M/$131.2M)	QoQ +0.32% (+$6.9K) YoY NEW(+$2.1M)
(cusip81369Y704)✕	15.6K	QoQ -0.17% (-28) YoY NEW(+15.6K)	All Managers (Combined)	$2.0M	1.6% ($2.0M/$131.2M)	QoQ -0.70% (-$14.5K) YoY NEW(+$2.0M)
(cusip81369Y886)✕	21.6K	QoQ +16.52% (+3.1K) YoY NEW(+21.6K)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$131.2M)	QoQ +21.38% (+$300.7K) YoY NEW(+$1.7M)
(cusip81369Y308)✕	20.5K	QoQ -37.65% (-12.4K) YoY NEW(+20.5K)	All Managers (Combined)	$1.7M	1.3% ($1.7M/$131.2M)	QoQ -35.23% (-$909.9K) YoY NEW(+$1.7M)