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MOULTON WEALTH MANAGEMENT, INC

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13F filer, CIK 1792510, SPOKANE, WA

MOULTON WEALTH MANAGEMENT, INC reported $137,488,934 across 45 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-08. Its ten largest share positions make up 62.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000644

Period
2025-09-30
Reported value
$137M
Holdings
45
Top 10 weight
62.25%
New
8
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SMHnew+8,932$2.92M
IYWnew+14,493$2.84M
IGMnew+22,489$2.83M
SLVnew+45,618$1.93M
SILnew+16,929$1.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EFAVreduced-43,035-$3.65M
VTIreduced-7,977-$2.62M
BILreduced-21,554-$1.98M
ITAreduced-8,838-$1.85M
SPYMreduced-20,947-$1.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001754960-25-000644, largest first. % of portfolio is the value over $137,488,934, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186,043 shares; 2025Q3: 165,096 shares 165,096$12.9M9.41%-20,947Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,932 shares; 2025Q1: 345,079 shares; 2025Q2: 221,655 shares; 2025Q3: 206,829 shares 206,829$10.4M7.56%-14,826Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,872 shares; 2025Q1: 334,125 shares; 2025Q2: 220,510 shares; 2025Q3: 205,004 shares 205,004$10.4M7.54%-15,506Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 124,082 shares; 2025Q2: 440,775 shares; 2025Q3: 383,449 shares 383,449$9.82M7.14%-57,326Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,651 shares; 2025Q1: 213,726 shares; 2025Q2: 192,592 shares; 2025Q3: 190,557 shares 190,557$9.73M7.08%-2,035Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,748 shares; 2025Q1: 9,951 shares; 2025Q2: 36,415 shares; 2025Q3: 28,438 shares 28,438$9.33M6.79%-7,977Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 73,859 shares; 2025Q2: 219,012 shares; 2025Q3: 191,910 shares 191,910$7.98M5.8%-27,102Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,317 shares; 2025Q1: 229,423 shares; 2025Q2: 181,939 shares; 2025Q3: 184,797 shares 184,797$7.04M5.12%+2,858Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,538 shares; 2025Q1: 60,087 shares; 2025Q2: 64,964 shares; 2025Q3: 62,458 shares 62,458$4.77M3.47%-2,506Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,648 shares; 2025Q1: not reported; 2025Q2: 9,738 shares; 2025Q3: 11,355 shares 11,355$3.2M2.33%+1,617Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,932 shares 8,932$2.92M2.12%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,493 shares 14,493$2.84M2.06%newTimeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,489 shares 22,489$2.83M2.06%newTimeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,508 shares; 2025Q2: 18,614 shares; 2025Q3: 18,122 shares 18,122$2.32M1.69%-492Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,245 shares; 2025Q2: 58,461 shares; 2025Q3: 55,820 shares 55,820$2.3M1.67%-2,641Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,070 shares; 2025Q1: 21,830 shares; 2025Q2: 11,437 shares; 2025Q3: 15,680 shares 15,680$2.18M1.59%+4,243Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,047 shares; 2025Q3: 10,209 shares 10,209$2.14M1.55%-8,838Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,194 shares; 2025Q1: not reported; 2025Q2: 39,783 shares; 2025Q3: 28,220 shares 28,220$2.01M1.46%-11,563Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,385 shares; 2025Q1: not reported; 2025Q2: 7,306 shares; 2025Q3: 7,840 shares 7,840$2.01M1.46%+534Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,618 shares 45,618$1.93M1.41%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,617 shares; 2025Q1: 15,589 shares; 2025Q2: 12,414 shares; 2025Q3: 12,484 shares 12,484$1.93M1.4%+70Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,568 shares; 2025Q2: 5,478 shares; 2025Q3: 5,401 shares 5,401$1.92M1.4%-77Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,973 shares; 2025Q1: 88,642 shares; 2025Q2: 42,362 shares; 2025Q3: 20,808 shares 20,808$1.91M1.39%-21,554Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,713 shares; 2025Q1: not reported; 2025Q2: 9,126 shares; 2025Q3: 9,743 shares 9,743$1.9M1.38%+617Timeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,051 shares; 2025Q1: 22,102 shares; 2025Q2: 16,919 shares; 2025Q3: 16,870 shares 16,870$1.74M1.26%-49Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,663 shares; 2025Q1: not reported; 2025Q2: 13,617 shares; 2025Q3: 15,980 shares 15,980$1.54M1.12%+2,363Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,855 shares; 2025Q1: 20,482 shares; 2025Q2: 20,650 shares; 2025Q3: 19,211 shares 19,211$1.51M1.1%-1,439Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,957 shares; 2025Q1: 13,072 shares; 2025Q2: 13,193 shares; 2025Q3: 13,309 shares 13,309$1.5M1.09%+116Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,701 shares; 2025Q1: 80,224 shares; 2025Q2: 20,052 shares; 2025Q3: 18,759 shares 18,759$1.37M0.99%-1,293Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,763 shares; 2025Q1: 52,913 shares; 2025Q2: 22,513 shares; 2025Q3: 22,634 shares 22,634$1.22M0.89%+121Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,929 shares 16,929$1.21M0.88%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 1,517 shares; 2025Q2: 1,672 shares; 2025Q3: 1,989 shares 1,989$1.19M0.87%+317Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,492 shares 19,492$1.17M0.85%newTimeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 51,837 shares; 2025Q2: 55,125 shares; 2025Q3: 12,090 shares 12,090$1.03M0.75%-43,035Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,222 shares 11,222$986K0.72%newTimeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,669 shares; 2025Q1: not reported; 2025Q2: 3,990 shares; 2025Q3: 4,061 shares 4,061$973K0.71%+71Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,979 shares 1,979$949K0.69%newTimeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,704 shares; 2025Q1: 21,857 shares; 2025Q2: 7,332 shares; 2025Q3: 7,547 shares 7,547$893K0.65%+215Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,576 shares; 2025Q1: 21,645 shares; 2025Q2: 18,629 shares; 2025Q3: 8,972 shares 8,972$782K0.57%-9,657Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,846 shares; 2025Q1: 4,848 shares; 2025Q2: 4,850 shares; 2025Q3: 4,853 shares 4,853$754K0.55%+3Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,779 shares; 2025Q1: not reported; 2025Q2: 7,882 shares; 2025Q3: 8,428 shares 8,428$753K0.55%+546Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 428 shares; 2025Q3: 428 shares 428$397K0.29%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 467 shares; 2025Q2: 457 shares; 2025Q3: 458 shares 458$305K0.22%+1Timeline
SPDNDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 455,097 shares; 2025Q2: 38,895 shares; 2025Q3: 30,161 shares 30,161$290K0.21%-8,734Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,535 shares; 2025Q1: 3,089 shares; 2025Q2: 3,109 shares; 2025Q3: 3,128 shares 3,128$227K0.16%+19Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-25-000644 base2025-10-08acceptance time not in the bulk data set