Institutional Fund
Moulton Wealth Management, Inc
Spokane, WACIK 17925105 filings on record
Portfolio Value
$146.89M
Q1 2026
Holdings
52
Reported positions
New Buys
41
Opened this quarter
QoQ Change
+39.2%
from $105.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.9%
- Wisdomtree Tr15.6%
- Ishares Tr6.8%
- Proshares Tr5.2%
- Spdr Series Trust4.8%
- Vanguard Index Fds3.3%
- Other48.4%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 461.4K | $23.31M | 15.9% | +461.4K | New |
| 2 | Wisdomtree Tr | 455.2K | $22.93M | 15.6% | +455.2K | New |
| 3 | Ishares Tr | 196.5K | $9.97M | 6.8% | +196.5K | New |
| 4 | Proshares Tr | 202.4K | $7.63M | 5.2% | +202.4K | New |
| 5 | Spdr Series Trust | 91.5K | $7.04M | 4.8% | +91.5K | New |
| 6 | Vanguard Index Fds | 15.1K | $4.89M | 3.3% | −11.9K | Reduced |
| 7 | Spdr Series Trust | 185.3K | $4.62M | 3.1% | +185.3K | New |
| 8 | Schwab Strategic Tr | 4.61M | $4.61M | 3.1% | +4.61M | New |
| 9 | Goldman Sachs Physical Gold | 75.1K | $3.47M | 2.4% | +75.1K | New |
| 10 | Ssga Active ETF Tr | 81.5K | $3.25M | 2.2% | +81.5K | New |
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