MOULTON WEALTH MANAGEMENT, INC

CIK 0001792510 • 6 13F filings • Apr 14, 2025 – Jul 7, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

Consumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $146.9M50 positionsView on SEC.gov

			% of Portfolio
AUTOZONE INC	COM	$256K	0.2%	75 SH	New
CHEVRON CORPORATION	COM	$989K	0.7%	4,932 SH	New
COSTCO WHOLESALE CORPORATION	COM	$635K	0.4%	630 SH	New
DIREXION SHARES ETF TRUST	DAILY GOLD MINER	$290K	0.2%	6,089 SH	New
DIREXION SHARES ETF TRUST	DAILY S&P 500 BE	$225K	0.2%	22,705 SH	New
EXXON MOBIL CORP	COM	$2.2M	1.5%Prev: 1.2%	13,517 SH	Increased+445 SH
GLOBAL X FDS	GLOBAL X COPPER	$561K	0.4%	7,292 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$802K	0.5%	8,662 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$3.5M	2.4%Prev: 5.4%	75,094 SH	Decreased-154,329 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$391K	0.3%	3,645 SH	New
ISHARES GOLD TR	ISHARES NEW	$529K	0.4%Prev: 3.6%	6,006 SH	Decreased-74,218 SH
ISHARES SILVER TR	ISHARES	$1.6M	1.1%	23,994 SH	New
ISHARES TR	3 7 YR TREAS BD	$2.1M	1.4%	17,392 SH	New
ISHARES TR	7-10 YR TRSY BD	$1.8M	1.2%	18,372 SH	New
ISHARES TR	FLTG RATE NT ETF	$10.0M	6.8%Prev: 8.3%	196,477 SH	Decreased-17,249 SH
ISHARES TR	IBONDS 26 TRM TS	$2.1M	1.4%	93,125 SH	New
ISHARES TR	IBONDS 27 TRM TS	$2.1M	1.4%	95,079 SH	New
ISHARES TR	IBONDS DEC 2029	$2.1M	1.4%	95,473 SH	New
ISHARES TR	IBONDS DEC 2031	$2.2M	1.5%	106,671 SH	New
ISHARES TR	IBONDS DEC 2032	$272K	0.2%	11,892 SH	New
ISHARES TR	TRS FLT RT BD	$23.3M	15.9%Prev: 12.9%	461,402 SH	Increased+127,277 SH
ISHARES TR	U.S. TECH ETF	$1.0M	0.7%	5,654 SH	New
ISHARES TR	US AER DEF ETF	$1.1M	0.8%	5,130 SH	New
PROSHARES TR	S&P 500 DV ARIST	$636K	0.4%Prev: 1.7%	6,004 SH	Decreased-16,098 SH
PROSHARES TR	SHORT S&P 500 NE	$7.6M	5.2%	202,391 SH	New
PROSHARES TR	ULTRAPRO SHORT S	$2.6M	1.8%	46,895 SH	New
PROSHARES TR II	ULTRA SHORT SILV	$1.0M	0.7%	42,740 SH	New
PROSHARES TR II	ULTRASHORT GOLD	$2.7M	1.9%	135,170 SH	New
SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$4.6M	3.1%	4,610,837 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$791K	0.5%	7,111 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$578K	0.4%	7,074 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.5M	1.0%	25,317 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.8M	1.2%	11,966 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.4M	1.0%	8,552 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$215K	0.1%	5,194 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.5M	1.0%	10,877 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.0M	0.7%	21,619 SH	New
SPDR GOLD TR	GOLD SHS	$2.3M	1.6%Prev: 1.2%	5,378 SH	Increased-190 SH
SPDR SERIES TRUST	STATE STREET SPD	$14.2M	9.7%	304,950 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$3.3M	2.2%	81,542 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$302K	0.2%	461 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$3.1M	2.1%Prev: 2.1%	32,566 SH	Increased-27,521 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.4M	1.0%	3,607 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$4.9M	3.3%Prev: 2.1%	15,128 SH	Increased+5,177 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	1.2%	23,619 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$683K	0.5%	6,939 SH	New
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$1.7M	1.2%	25,987 SH	New
WISDOMTREE TR	BLMBG US BULL	$511K	0.3%Prev: 1.1%	19,421 SH	Decreased-31,299 SH
WISDOMTREE TR	FLOATNG RAT TREA	$22.9M	15.6%Prev: 13.2%	455,153 SH	Increased+110,074 SH
WISDOMTREE TR	JAPN HEDGE EQT	$1.9M	1.3%Prev: 0.7%	11,726 SH	Increased+3,218 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $811K
COSTCO WHSL CORP NEW — $404K
DIREXION SHS ETF TR — $5.3M
INVESCO EXCHANGE TRADED FD T — $618K
INVESCO QQQ TR — $711K
ISHARES TR — $905K
ISHARES TR — $4.0M
ISHARES TR — $561K
ISHARES TR — $638K
MERITAGE HOMES CORP — $219K
SELECT SECTOR SPDR TR — $2.1M
SELECT SECTOR SPDR TR — $2.6M
SELECT SECTOR SPDR TR — $2.0M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $3.2M
SELECT SECTOR SPDR TR — $1.7M
SPDR S&P 500 ETF TR — $261K
SPDR SER TR — $8.1M
SPDR SER TR — $3.1M
SSGA ACTIVE ETF TR — $3.0M
… and 2 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 9, 2026	Q3 2026	13F-HR	0001754960-26-000838	—	View
Jan 13, 2026	Q4 2025	13F-HR	0001754960-26-000038	$105.5M	View
Oct 8, 2025	Q3 2025