Moulton Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$23.3M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$22.9M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$10M |
| 4 |
ProShares Short S&P500
SH
|
+$7.36M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$7.32M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
|
+$11.5M |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$10M |
| 3 |
iShares Core Universal USD Bond ETF
IUSB
|
+$9.32M |
| 4 |
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
|
+$8.2M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$3.98M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 97.24% |
| 2 | Energy | 2.15% |
| 3 | Consumer Staples | 0.43% |
| 4 | Consumer Discretionary | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Technology Select Sector SPDR ETF
XLK
$121B
| – | – |
-22,966
| Closed | -$3.31M |
|
77
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| – | – |
-19,270
| Closed | -$1.5M |
|
78
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
| – | – |
-17,835
| Closed | -$770K |
|
79
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
| – | – |
-16,208
| Closed | -$2.52M |
|
80
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
| – | – |
-8,099
| Closed | -$958K |
|
81
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
| – | – |
-23,338
| Closed | -$2.51M |
|
Similar funds
Moulton Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Moulton Wealth Management held 81 positions worth $147M, up 39% from $106M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Moulton Wealth Management deployed $36.1M of net new capital in Q1 2026, opening 41 new positions and adding to 4 existing holdings. Its largest new stake was iShares Treasury Floating Rate Bond ETF: 461,402 shares worth $23.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Energy and Consumer Staples.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $3.98M trimmed.
- Moulton Wealth Management's largest Q1 2026 buy was iShares Treasury Floating Rate Bond ETF: 461,402 shares worth $23.3M.
- Moulton Wealth Management added most to Costco in Q1 2026, an estimated $196K increase.
- Moulton Wealth Management's biggest Q1 2026 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $3.98M.
- Moulton Wealth Management fully exited State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2026, selling an estimated $11.5M.
- Moulton Wealth Management's ten largest holdings make up 62% of its $147M portfolio in Q1 2026.
- Moulton Wealth Management opened 41 new positions and closed 29 in Q1 2026.
- Moulton Wealth Management's portfolio value rose 39% quarter-over-quarter to $147M.
Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.