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: $152.1M66 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	US SML CP VALU	$921K	0.6%	7,361 SH	New
AUTOZONE INC	COM	$242K	0.2%	75 SH	New
CHEVRON CORPORATION	COM	$822K	0.5%	4,934 SH	New
COSTCO WHOLESALE CORPORATION	COM	$583K	0.4%	630 SH	New
DIREXION SHARES ETF TRUST	DAI GOL BEA ETF	$1.4M	1.0%	23,225 SH	New
DIREXION SHARES ETF TRUST	DAILY 500 1X ETF	$217K	0.1%	25,014 SH	New
EXXON MOBIL CORP	COM	$1.9M	1.2%Prev: 1.1%	13,609 SH	Increased+416 SH
GLOBAL X FDS	GLOBAL X COPPER	$524K	0.3%	6,854 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$626K	0.4%	7,976 SH	New
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$2.7M	1.8%Prev: 4.5%	68,483 SH	Decreased-113,456 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$661K	0.4%	41,753 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$933K	0.6%	14,615 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$678K	0.4%	5,892 SH	New
INVESCO QQQ TR	UNIT SER 1	$780K	0.5%Prev: 0.7%	1,071 SH	Decreased-601 SH
ISHARES GOLD TR	ISHARES NEW	$456K	0.3%Prev: 1.0%	5,955 SH	Decreased-14,097 SH
ISHARES SILVER TR	ISHARES	$1.2M	0.8%	21,819 SH	New
ISHARES TR	3 7 YR TREAS BD	$860K	0.6%	7,346 SH	New
ISHARES TR	7-10 YR TRSY BD	$563K	0.4%	5,982 SH	New
ISHARES TR	FLTG RATE NT ETF	$10.2M	6.7%Prev: 7.4%	200,834 SH	Increased+8,242 SH
ISHARES TR	GL CLEAN ENE ETF	$540K	0.4%	26,326 SH	New
ISHARES TR	IBONDS 26 TRM TS	$969K	0.6%	42,438 SH	New
ISHARES TR	IBONDS 27 TRM TS	$969K	0.6%	43,462 SH	New
ISHARES TR	IBONDS 29 TRM TS	$915K	0.6%	42,408 SH	New
ISHARES TR	IBONDS DEC 2031	$995K	0.7%	49,511 SH	New
ISHARES TR	IBONDS DEC 2032	$461K	0.3%	20,401 SH	New
ISHARES TR	MSCI EAFE MIN VL	$632K	0.4%Prev: 3.5%	7,247 SH	Decreased-47,878 SH
ISHARES TR	MSCI USA MMENTM	$1.6M	1.1%Prev: 1.3%	4,873 SH	Decreased-2,433 SH
ISHARES TR	MSCI USA QLT FCT	$1.2M	0.8%Prev: 1.3%	5,518 SH	Decreased-3,608 SH
ISHARES TR	RUSSELL 2000 ETF	$472K	0.3%	1,568 SH	New
ISHARES TR	TRS FLT RT BD	$13.7M	9.0%Prev: 8.4%	271,371 SH	Increased+50,861 SH
ISHARES TR	U.S. TECH ETF	$1.4M	0.9%	5,644 SH	New
ISHARES TR	US AER DEF ETF	$1.5M	1.0%Prev: 2.7%	6,236 SH	Decreased-12,811 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$208K	0.1%	4,125 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MAN ETF	$762K	0.5%	24,958 SH	New
MERITAGE HOMES CORP	COM	$262K	0.2%Prev: 0.2%	3,191 SH	Increased+82 SH
PROSHARES TR	PROSHARES S&P	$1.3M	0.8%	22,588 SH	New
PROSHARES TR II	ULTRA SHORT SILV	$1.3M	0.8%	42,657 SH	New
PROSHARES TR II	ULTRASHORT GOLD	$4.3M	2.8%	164,115 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$2.8M	1.9%	17,682 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$282K	0.2%	2,375 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.1M	0.7%	20,683 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$743K	0.5%	13,527 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$2.2M	1.4%	11,846 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$897K	0.6%	10,795 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$884K	0.6%	8,030 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$5.0M	3.3%	26,921 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$806K	0.5%	17,979 SH	New
SPDR GOLD TR	GOLD SHS	$2.0M	1.3%Prev: 1.3%	5,361 SH	Increased-117 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$3.2M	2.1%	35,040 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$18.3M	12.0%	207,915 SH	New
SPDR SERIES TRUST	ST STR S& LN ETF	$5.7M	3.7%	141,698 SH	New
SPDR SERIES TRUST	ST STR SP METAL	$355K	0.2%	3,346 SH	New
SPDR SERIES TRUST	ST TERM HIGH ETF	$6.1M	4.0%	245,850 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$346K	0.2%	462 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$2.3M	1.5%Prev: 2.6%	29,576 SH	Decreased-35,388 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$3.2M	2.1%	5,076 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$12.6M	8.3%Prev: 8.5%	33,953 SH	Increased-2,462 SH
VANGUARD INDEX FDS	VALUE ETF	$581K	0.4%	2,664 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	1.5%Prev: 2.0%	27,356 SH	Decreased-12,427 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$528K	0.3%	6,007 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$1.0M	0.7%	9,121 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.8%	5,211 SH	New
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$858K	0.6%	12,831 SH	New
WISDOMTREE TR	BLMBG US BULL	$972K	0.6%	36,273 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$13.5M	8.9%Prev: 8.4%	268,033 SH	Increased+46,378 SH
WISDOMTREE TR	JAPN HEDGE EQT	$2.6M	1.7%Prev: 1.6%	14,622 SH	Increased-3,992 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $720K
COSTCO WHSL CORP NEW — $422K
DIREXION SHS ETF TR — $396K
ISHARES TR — $2.1M
ISHARES TR — $1.3M
PROSHARES TR — $1.7M
SELECT SECTOR SPDR TR — $792K
SELECT SECTOR SPDR TR — $686K
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $883K
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $1.5M
SELECT SECTOR SPDR TR — $2.5M
SPDR S&P 500 ETF TR — $286K
SPDR SERIES TRUST — $3.9M
SPDR SERIES TRUST — $11.2M
SPDR SERIES TRUST — $13.7M
SSGA ACTIVE ETF TR — $9.1M

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