Moulton Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$38.5M |
| 2 |
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
|
+$22.4M |
| 3 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$8.93M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$8.63M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$5.65M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$12.9M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$10.4M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$10.4M |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$9.82M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$9.73M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 2.29% |
| 2 | Consumer Staples | 0.35% |
| 3 | Consumer Discretionary | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Direxion Daily S&P 500 Bear 1X ETF
SPDN
$199M
| – | – |
-30,161
| Closed | -$290K |
|
|
SPYM
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
| – | – |
-165,096
| Closed | -$12.9M |
|
53
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
| – | – |
-191,910
| Closed | -$7.98M |
|
|
54
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
| – | – |
-205,004
| Closed | -$10.4M |
|
|
55
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| – | – |
-206,829
| Closed | -$10.4M |
|
56
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
| – | – |
-28,220
| Closed | -$2.01M |
|
57
Vanguard FTSE Pacific ETF
VPL
$8.44B
| – | – |
-11,222
| Closed | -$986K |
|
Similar funds
Moulton Wealth Management's Q4 2025 Portfolio in Review
As of Q4 2025, Moulton Wealth Management held 57 positions worth $106M, down 23% from $137M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Moulton Wealth Management deployed $3.6M of net new capital in Q4 2025, opening 12 new positions and adding to 14 existing holdings. Its largest new stake was State Street SPDR Bloomberg High Yield Bond ETF: 396,498 shares worth $10M.
By sector, the portfolio is most concentrated in Energy at 2.3% of assets, up from 1.6% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.
On the sell side, the largest reduction was iShares China Large-Cap ETF, an estimated $636K trimmed.
- Moulton Wealth Management's largest Q4 2025 buy was State Street SPDR Bloomberg High Yield Bond ETF: 396,498 shares worth $10M.
- Moulton Wealth Management added most to Global X Copper Miners ETF NEW in Q4 2025, an estimated $223K increase.
- Moulton Wealth Management's biggest Q4 2025 reduction was iShares China Large-Cap ETF, cutting an estimated $636K.
- Moulton Wealth Management fully exited State Street SPDR Portfolio S&P 500 ETF in Q4 2025, selling an estimated $12.9M.
- Moulton Wealth Management's ten largest holdings make up 61% of its $106M portfolio in Q4 2025.
- Moulton Wealth Management opened 12 new positions and closed 17 in Q4 2025.
- Moulton Wealth Management's portfolio value fell 23% quarter-over-quarter to $106M.
Based on Moulton Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.