MOULTON WEALTH MANAGEMENT, INC
Strategy in plain words
auto-generated from filingsMOULTON WEALTH MANAGEMENT, INC is a wealth-management firm allocating client money, specialised in financials (74% of the long book), running a $146.9M US long book across 52 positions.
The portfolio is concentrated: the top 10 names carry 62% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ISHARES TREASURY FLOATING RA, WISDOMTREE FLOATING RATE TRE, ISHARES FLOATING RATE BOND E, PROSHARES SHORT S&P500, STE STR SPDR PT S&P 500 ETF.
Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does MOULTON WEALTH own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 8, 2026 | 52 | $146.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 40 | $105.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 8, 2025 | 45 | $137.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 8, 2025 | 37 | $132.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 34 | $131.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 43 | $130.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 39 | $119.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 30 | $110.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 11, 2024 | 24 | $95.4M | canonical | SEC ↗ |