Moulton Wealth Management, Inc
Moulton Wealth Management, Inc reported 66 holdings worth US$152M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Moulton Wealth Management, Inc reported 66 holdings worth US$152M as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Chevron Corporation and Costco Wholesale Corporation. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 66
- Value as reported
- US$152M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Exxon Mobil Corporation | 13,609 | US$1.86M | 1.2% |
| Chevron Corporation | 4,934 | US$822K | 0.54% |
| Costco Wholesale Corporation | 630 | US$583K | 0.38% |
| Meritage Homes Corporation | 3,191 | US$262K | 0.17% |
| Autozone, Inc. | 75 | US$242K | 0.16% |