13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-13, with 40 holding rows worth $105,514,062.
- Accession
- 0001754960-26-000038
- Filer
- CIK 1792510
- Filed
- 2026-01-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 40 entries on the cover page, a total value of $105,514,062 stated on the cover page (in dollars after the unit check, H1), rows summing to $105,514,062 with VALUE read as dollars as filed, 13F file number 028-19648. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | 78468R648 | SP KENSHO NEWEC | 143,653 | $11,548,244 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 396,498 | $10,039,324 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 184,615 | $9,319,368 | dollars as filed | |
| VTI | 922908769 | COM | 26,996 | $9,078,990 | dollars as filed | |
| STATE STREET SPDR RUSSELL YIELD F | 78468R770 | ETF | 198,524 | $8,199,022 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 64,492 | $5,528,929 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 22,966 | $3,313,954 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 7,448 | $2,780,712 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 16,208 | $2,520,486 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 23,338 | $2,509,543 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 19,171 | $2,480,173 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 12,397 | $2,477,969 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,383 | $2,143,898 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 9,577 | $2,126,124 | dollars as filed | |
| GLOBAL X FDS | 37954Y715 | RBTCS ARTFL INTE | 25,544 | $2,120,407 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 12,392 | $1,957,655 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 7,636 | $1,929,873 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 9,361 | $1,864,550 | dollars as filed | |
| WISDOMTREE TR | 97717W430 | HEDGED HI YLD BD | 12,702 | $1,841,636 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 17,188 | $1,795,442 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 19,555 | $1,787,689 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 22,977 | $1,678,700 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 13,424 | $1,646,492 | dollars as filed | |
| ISHARES TR | 464287184 | CHINA LG-CAP ETF | 39,788 | $1,584,344 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 15,871 | $1,544,611 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 19,270 | $1,497,087 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 22,754 | $1,249,872 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,866 | $1,144,148 | dollars as filed | |
| VWO | 922042858 | SHS | 11,428 | $1,049,070 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,002 | $973,141 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 8,099 | $958,460 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 7,532 | $880,465 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 18,370 | $838,598 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 17,835 | $770,127 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,930 | $768,594 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 429 | $366,644 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 7,359 | $348,087 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,323 | $329,139 | dollars as filed | |
| SPY | 78462F103 | SHS | 460 | $313,992 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 3,148 | $208,503 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000038 | this filing | 2026-01-13 | acceptance time not in the bulk data set |