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MOULTON WEALTH MANAGEMENT, INC
hedge fundUpdated 23 days agoManaged by Moulton Wealth Management, Inc • Latest filing Q3 2026
Portfolio value
$147.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
56.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $105.5M |
| Q1 2026 | $146.9M |
| Q2 2026 | $152.1M |
| Q3 2026 | $147.6M |
Top holdings
63 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16M | 177.7K | 10.82% | Trimmed(-14.5%) | |
| 2 | $13.6M | 270.2K | 9.22% | Added(+0.8%) | |
| 3 | $12.5M | 33.2K | 8.45% | Trimmed(-2.1%) | |
| 4 | ? N/A ISHARES TR | $11.4M | 225.1K | 7.70% | Trimmed(-17.0%) |
| 5 | $9.9M | 195.4K | 6.73% | Trimmed(-2.7%) | |
| 6 | $6.6M | 164.3K | 4.47% | — | |
| 7 | $6.4M | 264.0K | 4.32% | Added(+7.4%) | |
| 8 | $4.1M | 99.0K | 2.76% | Added(+44.6%) | |
| 9 | $3.6M | 71.3K | 2.44% | Added(+1627.6%) | |
| 10 | $3.2M | 35.5K | 2.20% | Added(+1.2%) | |
| 11 | $3.1M | 5.0K | 2.10% | Trimmed(-0.9%) | |
| 12 | $2.9M | 17.6K | 1.99% | Trimmed(-0.3%) | |
| 13 | $2.9M | 33.6K | 1.98% | Added(+13.7%) | |
| 14 | ? N/A AMERICAN CENTY ETF TR | $2.7M | 22.7K | 1.83% | Added(+207.9%) |
| 15 | $2.6M | 14.5K | 1.77% | Trimmed(-0.6%) | |
| 16 | $2.4M | 44.0K | 1.62% | — | |
| 17 | $2.2M | 13.7K | 1.52% | — | |
| 18 | $2.2M | 26.9K | 1.50% | Trimmed(-1.6%) | |
| 19 | $2M | 5.3K | 1.38% | Trimmed(-1.0%) | |
| 20 | $2M | 11.8K | 1.35% | Trimmed(-0.3%) |