MOULTON WEALTH MANAGEMENT, INC - Portfolio Stock Holdings
MOULTON WEALTH MANAGEMENT, INC disclosed 83 stock positions in a recent SEC 13F filing. $150,283,643 of stock holdings were filed, with the largest holdings including SPYM, TFLO, and USFR. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $159,654,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
83Est. Stock Holding Value:
$150,283,643Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - MOULTON WEALTH MANAGEMENT, INC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...