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 (471 days), 221 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months -0.5% · 1 year +4.4% · all +4.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 10.8% · long · since 2025-09-30
- 97717Y527 · 9.2% · long · since 2025-09-30
- 922908769 · 8.4% · long · since 2025-09-30
- 46434V860 · 7.7% · long · since 2025-09-30
- 46429B655 · 6.7% · long · since 2025-09-30
- 78467V608 · 4.5% · long · since 2025-09-30
- 78468R408 · 4.3% · long · since 2025-09-30
- 38150K103 · 2.8% · long · since 2025-09-30
- 47103U845 · 2.4% · long · since 2026-06-30
- 78468R663 · 2.2% · long · since 2025-09-30
- 92189F676 · 2.1% · long · since 2025-09-30
- 81369Y209 · 2.0% · long · since 2025-09-30