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Aryn Sands

Moulton Wealth Management, Inc

Assets Managed
$146.895M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
39.22%(2Q avg: 7.99%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moulton Wealth Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Moulton Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.895M in assets, with a quarterly growth rate of 39.22% and a 2-quarter average growth rate of 7.99%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TFLO
Ishares Treasury Floating Ra
Recent Activity
New Position
15.87%
$23.305M
461,402 shares@ $50.52 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
New Position
15.61%
$22.926M
455,153 shares@ $50.37 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
New Position
6.79%
$9.966M
196,477 shares@ $50.73 avg price
SH
Proshares Short S&p500
Recent Activity
New Position
5.2%
$7.632M
202,391 shares@ $37.71 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
4.8%
$7.044M
91,466 shares@ $77.02 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -43.96%
3.33%
$4.886M
15,128 shares@ $322.99 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
New Position
3.15%
$4.62M
185,308 shares@ $24.93 avg price
SGVT
Schwab Govt Money Market Etf
Recent Activity
New Position
3.14%
$4.611M
4.611M shares@ $1.0 avg price
AAAU
Goldman Sachs Physical Gold
Recent Activity
New Position
2.36%
$3.466M
75,094 shares@ $46.16 avg price
SRLN
Spdr Blackstone Senior Loan
Recent Activity
New Position
2.22%
$3.255M
81,542 shares@ $39.92 avg price

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