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Aryn Sands

Moulton Wealth Management, Inc

Assets Managed
$152.097M
Holdings
66
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
3.55%(2Q avg: 21.38%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Moulton Wealth Management, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 66 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 152.097M in assets, with a quarterly growth rate of 3.55% and a 2-quarter average growth rate of 21.38%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 127.32%
12.03%
$18.296M
207,915 shares@ $88.0 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Decreased -41.18%
9.02%
$13.704M
271,371 shares@ $50.5 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -41.11%
8.88%
$13.501M
268,033 shares@ $50.37 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 124.44%
8.27%
$12.578M
33,953 shares@ $370.46 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 2.22%
6.72%
$10.221M
200,834 shares@ $50.9 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Increased 32.68%
4.03%
$6.119M
245,850 shares@ $24.89 avg price
LVLN
Ss Spdr S&p Leveraged Loan
Recent Activity
New Position
3.74%
$5.681M
141,698 shares@ $40.1 avg price
XLK
Technology Select Sect Spdr
Recent Activity
New Position
3.31%
$5.019M
26,921 shares@ $186.45 avg price
GLL
Proshares Ultrashort Gold
Recent Activity
Increased 21.42%
2.84%
$4.313M
164,115 shares@ $26.28 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
New Position
2.11%
$3.203M
35,040 shares@ $91.41 avg price

1-10 of 66