DOSSIER · 13F-HR · Q1 2026
MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH's hedge fund based in London, UK — $147M in tracked AUM across 52 positions as of Q1 2026.
MW
MOULTON WEALTH·London, UK·Hedge Fund
CIK 0001792510 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: MOULTON WEALTH MANAGEMENT, INC
1. Portfolio Overview
Moulton Wealth Management, Inc. reported a total portfolio value of approximately $105.51 million as of December 31, 2025, spread across 40 holdings. This represents a slight decrease of 3.2% from the previous quarter's value of $108.96 million. The portfolio demonstrates a highly diversified approach, constructed almost entirely (approx. 74%) using Exchange Traded Funds (ETFs). The f...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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