Moulton Wealth Management, Inc
Moulton Wealth Management, Inc reported 63 holdings worth US$148M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Moulton Wealth Management, Inc reported 63 holdings worth US$148M as of Sep 30, 2026. Largest: Chevron Corporation, Costco Wholesale Corporation and Autozone, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Chevron Corporation | 4,936 | US$1.02M | 0.69% |
| Costco Wholesale Corporation | 631 | US$577K | 0.39% |
| Autozone, Inc. | 75 | US$211K | 0.14% |
| Meritage Homes Corporation | 3,215 | US$207K | 0.14% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |