Moulton Wealth Management, Inc Portfolio Holdings

Moulton Wealth Management, Inc has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.5M, Spdr Bloomberg Short Term High with a value of $11.2M, Ishares Treasury Floating Rate with a value of $11.2M, Wisdomtree Floating Rate Treas with a value of $11.2M, and Vanguard Total Stock Market Et with a value of $11.1M.

Examining the 13F form we can see an increase of $906K in the current position value, from $131M to 132M.

Below you can find more details about Moulton Wealth Management, Inc portfolio as well as his latest detailed transactions.