13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-08, with 52 holding rows worth $146,894,843.
- Accession
- 0001754960-26-000211
- Filer
- CIK 1792510
- Filed
- 2026-04-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 52 entries on the cover page, a total value of $146,894,843 stated on the cover page (in dollars after the unit check, H1), rows summing to $146,894,843 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 |
|---|---|---|---|---|---|---|
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 461,402 | $23,305,419 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 455,153 | $22,926,041 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 196,477 | $9,966,295 | dollars as filed | |
| PROSHARES TR | 74349Y753 | SHORT S&P 500 NE | 202,391 | $7,632,147 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 91,466 | $7,043,827 | dollars as filed | |
| VTI | 922908769 | COM | 15,128 | $4,886,075 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 185,308 | $4,619,575 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524581 | GOVT MONE MA ETF | 4,610,837 | $4,610,837 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 75,094 | $3,466,332 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 81,542 | $3,254,739 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 32,566 | $3,082,016 | dollars as filed | |
| PROSHARES TR II | 74347Y698 | ULTRASHORT GOLD | 135,170 | $2,727,731 | dollars as filed | |
| PROSHARES TR | 74350P659 | CMN | 46,895 | $2,614,162 | dollars as filed | |
| SPDR SERIES TRUST | 78468R630 | SP KENSHO FINAL | 28,176 | $2,576,127 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,378 | $2,312,126 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 13,517 | $2,174,284 | dollars as filed | |
| ISHARES TR | 46436E460 | IBONDS DEC 2031 | 106,671 | $2,170,231 | dollars as filed | |
| ISHARES TR | 46436E858 | IBONDS 26 TRM TS | 93,125 | $2,128,089 | dollars as filed | |
| ISHARES TR | 46436E841 | IBONDS 27 TRM TS | 95,079 | $2,126,911 | dollars as filed | |
| iShares iBonds Dec. 2029 Municipal Bond ETF | 46436E163 | ETF | 95,473 | $2,078,929 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 17,392 | $2,058,360 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 11,726 | $1,884,643 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 23,619 | $1,781,825 | dollars as filed | |
| State Street Health Care Select Sector SPDR | 81369Y746 | COM | 11,966 | $1,767,502 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 18,372 | $1,750,566 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 25,987 | $1,707,494 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 23,994 | $1,576,047 | dollars as filed | |
| State Street Energy Select Sector SPDR | 81369Y829 | COM | 25,317 | $1,505,879 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y787 | ST TECH INCO ETF | 10,877 | $1,468,413 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,607 | $1,405,415 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y795 | ST INDL INCO ETF | 8,552 | $1,401,379 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 5,130 | $1,142,938 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 5,654 | $1,041,495 | dollars as filed | |
| PROSHARES TR II | 74347Y672 | ULTRA SHORT SILV | 42,740 | $1,034,308 | dollars as filed | |
| Ste STRT Uts Sel Sec SPDR PR Inc ETF | 81369Y753 | ETF | 21,619 | $1,003,458 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,932 | $988,870 | dollars as filed | |
| GLOBAL X FDS | 37954Y848 | GLOBAL X SILVER | 8,662 | $802,037 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y837 | ST SVC INCOM ETF | 7,111 | $791,222 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 6,939 | $682,534 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 6,004 | $636,334 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 630 | $634,558 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y779 | ST STAP INCO ETF | 7,074 | $577,868 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 7,292 | $560,778 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 6,006 | $528,801 | dollars as filed | |
| WISDOMTREE TR | 97717W471 | BLMBG US BULL | 19,421 | $510,977 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 3,645 | $390,888 | dollars as filed | |
| SPY | 78462F103 | SHS | 461 | $301,542 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460G781 | DAI GOL BUL ETF | 6,089 | $289,532 | dollars as filed | |
| ISHARES TR | 46436E296 | IBONDS DEC 2032 | 11,892 | $272,053 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 75 | $256,131 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460E190 | DA 500 BE 3X ETF | 22,705 | $224,550 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y761 | ST REAL INCO ETF | 5,194 | $214,553 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000211 | this filing | 2026-04-08 | acceptance time not in the bulk data set |