Long-term investor

Moulton Wealth Management, Inc. @moultonwealthmanagementi

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001792510).

Record

  • Tracked since 2025-06-30 (431 days), 203 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.0% · 6 months +5.9% · 1 year +11.3% · all +11.3%
  • Max drawdown -1.1% · Sharpe 0.94 · win rate 34% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 12.0% · long · since 2025-06-30
  • 46434V860 · 9.0% · long · since 2025-06-30
  • 97717Y527 · 8.9% · long · since 2025-06-30
  • 922908769 · 8.3% · long · since 2025-06-30
  • 46429B655 · 6.7% · long · since 2025-06-30
  • 78468R408 · 4.0% · long · since 2025-06-30
  • 78468R424 · 3.7% · long · since 2026-06-30
  • 81369Y803 · 3.3% · long · since 2025-06-30
  • 74347Y698 · 2.8% · long · since 2026-03-31
  • 78468R663 · 2.1% · long · since 2025-06-30
  • 92189F676 · 2.1% · long · since 2025-09-30
  • 81369Y209 · 1.9% · long · since 2025-06-30

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