Notify me when MOULTON WEALTH MANAGEMENT, INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 40 | $78,800,010 | +$29,134,139 | -$87,263,532 | -$58,129,393 | KOMP, IUSB, VTI, GDX, XLK | 13F-HR | 13 Jan 2026, 12:21 |
| Q3 2025 | 45 | $137,488,934 | +$16,786,897 | -$18,318,469 | -$1,531,572 | SPLG, USFR, TFLO, SJNK, FLOT | 13F-HR | 07 Oct 2025, 21:21 |
| Q2 2025 | 37 | $132,257,900 | +$53,951,006 | -$54,739,514 | -$788,508 | SPLG, VTI, SJNK, USFR, TFLO | 13F-HR | 07 Jul 2025, 20:19 |
| Q1 2025 | 34 | $131,155,981 | +$33,704,321 | -$34,216,923 | -$512,602 | VOO, USFR, TFLO, FLOT, BIL | 13F-HR | 14 Apr 2025, 10:09 |
| Q4 2024 | 43 | $130,215,797 | +$32,215,202 | -$21,276,576 | +$10,938,626 | VOO, USFR, TFLO, BIL, VTI | 13F-HR | 16 Jan 2025, 09:59 |
| Q3 2024 | 39 | $119,922,587 | +$31,540,522 | -$24,526,970 | +$7,013,552 | USFR, TFLO, VOO, VTI, BIL | 13F-HR | 17 Oct 2024, 13:21 |
| Q2 2024 | 30 | $110,334,303 | +$28,399,755 | -$13,659,619 | +$14,740,136 | USFR, TFLO, VOO, BIL, DXJ | 13F-HR | 16 Jul 2024, 09:19 |
| Q1 2024 | 24 | $95,368,385 | +$26,135,343 | -$9,646,334 | +$16,489,009 | TFLO, USFR, BIL, DXJ, XLE | 13F-HR | 10 Apr 2024, 21:50 |
| Q4 2023 | 20 | $77,864,356 | +$13,428,980 | -$4,005,700 | +$9,423,280 | USFR, TFLO, BIL, IEF, TLT | 13F-HR | 10 Jan 2024, 17:03 |
| Q3 2023 | 18 | $67,920,186 | +$19,737,460 | -$7,651,770 | +$12,085,690 | USFR, TFLO, BIL, XLE, IAU | 13F-HR | 11 Oct 2023, 15:42 |
| Q2 2023 | 17 | $56,519,369 | +$12,331,601 | -$1,001,662 | +$11,329,939 | USFR, TFLO, IEF, IAU, AAAU | 13F-HR | 13 Jul 2023, 16:49 |
| Q1 2023 | 15 | $45,448,326 | +$17,884,337 | -$1,868,582 | +$16,015,755 | USFR, TFLO, IEF, GLD, XOM | 13F-HR | 13 Apr 2023, 13:32 |
| Q4 2022 | 13 | $29,219,311 | +$17,817,460 | -$5,593,255 | +$12,224,205 | USFR, TFLO, IEF, VOO, XOM | 13F-HR | 11 Jan 2023, 14:10 |
| Q3 2022 | 11 | $15,905,000 | +$449,000 | -$63,244,791 | -$62,795,791 | IEF, TLT, VOO, BND, VIG | 13F-HR | 14 Oct 2022, 16:24 |
| Q2 2022 | 17 | $86,567,000 | $0 | $0 | $0 | IEF, TLT, BND, IAU, TIP | 13F-HR | 07 Jul 2022, 17:38 |
| Q1 2022 | 17 | $96,053,000 | +$43,404,581 | -$78,877,879 | -$35,473,298 | IEF, TLT, BND, VOO, IAU | 13F-HR | 19 Apr 2022, 15:36 |
| Q4 2021 | 29 | $136,714,000 | +$25,578,839 | -$28,517,072 | -$2,938,233 | LQD, VOO, TLT, BND, XLK | 13F-HR | 12 Jan 2022, 11:24 |
| Q3 2021 | 28 | $133,946,000 | +$80,822,353 | -$84,773,264 | -$3,950,911 | LQD, VOO, TIP, TLT, XLK | 13F-HR | 12 Oct 2021, 11:26 |
| Q2 2021 | 35 | $136,960,000 | +$31,018,147 | -$31,156,839 | -$138,692 | LQD, IAU, VTIP, IVOL, SLQD | 13F-HR | 20 Jul 2021, 11:34 |
| Q1 2021 | 35 | $132,448,000 | +$61,908,593 | -$58,088,242 | +$3,820,351 | LQD, IVOL, VTIP, SLQD, XLF | 13F-HR | 07 Apr 2021, 19:11 |
| Q4 2020 | 21 | $124,167,000 | +$96,758,197 | -$63,571,417 | +$33,186,780 | LQD, RSP, VOO, IAU, HYG | 13F-HR | 12 Jan 2021, 14:02 |
| Q3 2020 | 15 | $91,283,000 | +$10,857,875 | -$88,780 | +$10,769,095 | SHY, SHV, TIP, TLT, IAU | 13F-HR | 13 Oct 2020, 19:46 |
| Q2 2020 | 14 | $79,214,000 | +$18,025,450 | -$115,332 | +$17,910,118 | SHY, SHV, TLT, VOO, TIP | 13F-HR | 08 Jul 2020, 12:35 |
| Q1 2020 | 12 | $61,109,000 | +$42,040,669 | -$105,324,438 | -$63,283,769 | SHY, SHV, TLT, GOVT, IEF | 13F-HR | 13 Apr 2020, 14:32 |
| Q4 2019 | 27 | $120,976,000 | $0 | $0 | $0 | BND, QQQ, TLT, VTI, IAU | 13F-HR | 08 Jan 2020, 16:58 |