13F-HR filed by MOULTON WEALTH MANAGEMENT, INC
MOULTON WEALTH MANAGEMENT, INC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-10 00:14:59 UTC, with 63 holding rows worth $147,612,002.
- Accession
- 0001754960-26-000838
- Filer
- CIK 1792510
- Filed
- 2026-10-13
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 63 entries on the cover page, a total value of $147,612,002 stated on the cover page (in dollars after the unit check, H1), rows summing to $147,612,002 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 SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 177,700 | $15,978,759 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 270,200 | $13,615,375 | dollars as filed | |
| VTI | 922908769 | COM | 33,239 | $12,470,518 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 225,145 | $11,372,060 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 195,419 | $9,938,998 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 164,332 | $6,604,490 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 263,969 | $6,369,570 | dollars as filed | |
| Goldman Sachs Physical Gold ETF | 38150K103 | SHS | 99,027 | $4,074,961 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 71,262 | $3,595,881 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 35,457 | $3,241,090 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 5,029 | $3,107,120 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 17,636 | $2,931,042 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 33,641 | $2,918,039 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 22,667 | $2,699,618 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 14,533 | $2,611,992 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 44,042 | $2,388,402 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 13,694 | $2,243,403 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 26,904 | $2,219,050 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 5,308 | $2,031,649 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 11,813 | $1,992,226 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 29,969 | $1,648,894 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 4,830 | $1,549,852 | dollars as filed | |
| PROSHARES TR II | 74347Y698 | ULTRASHORT GOLD | 61,716 | $1,524,385 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 5,636 | $1,503,768 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 20,582 | $1,290,483 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 6,153 | $1,280,081 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 5,492 | $1,227,182 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 5,205 | $1,215,524 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 6,068 | $1,200,274 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 9,066 | $1,054,078 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,936 | $1,022,200 | dollars as filed | |
| WISDOMTREE TR | 97717W471 | BLMBG US BULL | 36,065 | $978,093 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 8,448 | $973,294 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 14,345 | $967,152 | dollars as filed | |
| ISHARES TR | 46436E858 | IBONDS 26 TRM TS | 41,980 | $957,774 | dollars as filed | |
| ISHARES TR | 46436E841 | IBONDS 27 TRM TS | 42,990 | $957,377 | dollars as filed | |
| ISHARES TR | 46436E460 | IBONDS DEC 2031 | 46,875 | $911,955 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 7,952 | $874,295 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 10,823 | $869,408 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 40,263 | $853,987 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 7,309 | $828,893 | dollars as filed | |
| GLOBAL X FDS | 37954Y848 | GLOBAL X SILVER | 9,640 | $825,434 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 41,196 | $805,794 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 12,794 | $802,166 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 9,606 | $801,171 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,056 | $783,241 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 13,403 | $716,548 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 17,987 | $713,738 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 7,188 | $650,517 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,708 | $586,826 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 631 | $577,234 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 5,987 | $534,605 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 4,653 | $485,300 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 5,855 | $459,418 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,557 | $434,528 | dollars as filed | |
| ISHARES TR | 46436E296 | IBONDS DEC 2032 | 19,891 | $432,330 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E362 | S&P500 HDL VOL | 8,597 | $413,344 | dollars as filed | |
| SPY | 78462F103 | SHS | 463 | $353,947 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 2,354 | $256,191 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 2,963 | $253,335 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25460E869 | DAILY 500 1X ETF | 25,355 | $214,754 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 75 | $211,427 | dollars as filed | |
| MERITAGE HOMES CORP COM | 59001A102 | Stock | 3,215 | $206,962 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000838 | this filing | 2026-10-13 |