Email me when MOULTON WEALTH MANAGEMENT, INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 45 | $137M | +$16.8M | -$18.3M | -$1.53M | SPLG, USFR, TFLO, SJNK, FLOT | 13F-HR | 10/7/2025, 09:21 PM |
| Q2 2025 | 37 | $132M | +$54M | -$54.7M | -$789K | SPLG, VTI, SJNK, USFR, TFLO | 13F-HR | 7/7/2025, 08:19 PM |
| Q1 2025 | 34 | $131M | +$33.7M | -$34.2M | -$513K | VOO, USFR, TFLO, FLOT, BIL | 13F-HR | 4/14/2025, 10:09 AM |
| Q4 2024 | 43 | $130M | +$32.2M | -$21.3M | +$10.9M | VOO, USFR, TFLO, BIL, VTI | 13F-HR | 1/16/2025, 09:59 AM |
| Q3 2024 | 39 | $120M | +$31.5M | -$24.5M | +$7.01M | USFR, TFLO, VOO, VTI, BIL | 13F-HR | 10/17/2024, 01:21 PM |
| Q2 2024 | 30 | $110M | +$28.4M | -$13.7M | +$14.7M | USFR, TFLO, VOO, BIL, DXJ | 13F-HR | 7/16/2024, 09:19 AM |
| Q1 2024 | 24 | $95.4M | +$26.1M | -$9.65M | +$16.5M | TFLO, USFR, BIL, DXJ, XLE | 13F-HR | 4/10/2024, 09:50 PM |
| Q4 2023 | 20 | $77.9M | +$13.4M | -$4.01M | +$9.42M | USFR, TFLO, BIL, IEF, TLT | 13F-HR | 1/10/2024, 05:03 PM |
| Q3 2023 | 18 | $67.9M | +$19.7M | -$7.65M | +$12.1M | USFR, TFLO, BIL, XLE, IAU | 13F-HR | 10/11/2023, 03:42 PM |
| Q2 2023 | 17 | $56.5M | +$12.3M | -$1M | +$11.3M | USFR, TFLO, IEF, IAU, AAAU | 13F-HR | 7/13/2023, 04:49 PM |
| Q1 2023 | 15 | $45.4M | +$17.9M | -$1.87M | +$16M | USFR, TFLO, IEF, GLD, XOM | 13F-HR | 4/13/2023, 01:32 PM |
| Q4 2022 | 13 | $29.2M | +$17.8M | -$5.59M | +$12.2M | USFR, TFLO, IEF, VOO, XOM | 13F-HR | 1/11/2023, 02:10 PM |
| Q3 2022 | 11 | $15.9M | +$449K | -$63.2M | -$62.8M | IEF, TLT, VOO, BND, VIG | 13F-HR | 10/14/2022, 04:24 PM |
| Q2 2022 | 17 | $86.6M | $0 | $0 | IEF, TLT, BND, IAU, TIP | 13F-HR | 7/7/2022, 05:38 PM | |
| Q1 2022 | 17 | $96.1M | +$43.4M | -$78.9M | -$35.5M | IEF, TLT, BND, VOO, IAU | 13F-HR | 4/19/2022, 03:36 PM |
| Q4 2021 | 29 | $137M | +$25.6M | -$28.5M | -$2.94M | LQD, VOO, TLT, BND, XLK | 13F-HR | 1/12/2022, 11:24 AM |
| Q3 2021 | 28 | $134M | +$80.8M | -$84.8M | -$3.95M | LQD, VOO, TIP, TLT, XLK | 13F-HR | 10/12/2021, 11:26 AM |
| Q2 2021 | 35 | $137M | +$31M | -$31.2M | -$139K | LQD, IAU, VTIP, IVOL, SLQD | 13F-HR | 7/20/2021, 11:34 AM |
| Q1 2021 | 35 | $132M | +$61.9M | -$58.1M | +$3.82M | LQD, IVOL, VTIP, SLQD, XLF | 13F-HR | 4/7/2021, 07:11 PM |
| Q4 2020 | 21 | $124M | +$96.8M | -$63.6M | +$33.2M | LQD, RSP, VOO, IAU, HYG | 13F-HR | 1/12/2021, 02:02 PM |
| Q3 2020 | 15 | $91.3M | +$10.9M | -$88.8K | +$10.8M | SHY, SHV, TIP, TLT, IAU | 13F-HR | 10/13/2020, 07:46 PM |
| Q2 2020 | 14 | $79.2M | +$18M | -$115K | +$17.9M | SHY, SHV, TLT, VOO, TIP | 13F-HR | 7/8/2020, 12:35 PM |
| Q1 2020 | 12 | $61.1M | +$42M | -$105M | -$63.3M | SHY, SHV, TLT, GOVT, IEF | 13F-HR | 4/13/2020, 02:32 PM |
| Q4 2019 | 27 | $121M | $0 | $0 | BND, QQQ, TLT, VTI, IAU | 13F-HR | 1/8/2020, 04:58 PM |