Moulton Wealth Management
Moulton Wealth Management reported 63 stocks worth $148M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SPYM (10.8%), USFR (9.2%) and VTI (8.4%). Compared with Q2 2026, the fund opened new positions in SRLN, NOBL and XOM, added to USFR, SJNK and AAAU, trimmed SPYM, VTI and TFLO and sold out of LVLN, XOM and DUST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $16M | 10.8% | 178K | −30K (−15%) | 5 of 8 | |
| 2 |  USFR Wisdomtree TR | $13.6M | 9.2% | 270K | +2,167 (+1%) | 7 of 8 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $12.5M | 8.4% | 33K | −714 (−2%) | 8 of 8 | |
| 4 |  TFLO Ishares TR | $11.4M | 7.7% | 225K | −46K (−17%) | 7 of 8 | |
| 5 |  FLOT Ishares TR | $9.9M | 6.7% | 195K | −5,415 (−3%) | 7 of 8 | |
| 6 |  SRLN Ssga Active ETF TR | $6.6M | 4.5% | 164K | New position | 5 of 8 | |
| 7 |  SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $6.4M | 4.3% | 264K | +18K (+7%) | 6 of 8 | |
| 8 |  AAAU Goldman Sachs | $4.1M | 2.8% | 99K | +31K (+45%) | 7 of 8 | |
| 9 |  JAAA Janus Detroit Str TR | $3.6M | 2.4% | 71K | +67K (+1628%) | 2 of 8 | |
| 10 |  BIL ST Stert Spdr Blmbg 1 3 | $3.2M | 2.2% | 35K | +417 (+1%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LVLN Spdr Series Trust | $5.7M | 142K |
 XOM Exxon Mobil Corp | $1.9M | 14K |
 DUST Direxion Shares ETF Trust | $1.4M | 23K |
 ION Proshares TR | $1.3M | 23K |
 ZSL Proshares TR II | $1.3M | 43K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moulton Wealth Management 13F FAQ
What does Moulton Wealth Management own?
Moulton Wealth Management reported 63 stocks worth $148M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are SPYM (10.8%), USFR (9.2%) and VTI (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Moulton Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 18 added to, 37 trimmed and 7 sold out. New positions include SRLN, NOBL and XOM. It sold all of LVLN, XOM and DUST.
When will Moulton Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Moulton Wealth Management's portfolio worth?
The Q3 2026 filing reports $148M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.