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MOULTON WEALTH MANAGEMENT, INC

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13F filer, CIK 1792510, SPOKANE, WA

MOULTON WEALTH MANAGEMENT, INC reported $105,514,062 across 40 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-13. Its ten largest share positions make up 61.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000038

Period
2025-12-31
Reported value
$106M
Holdings
40
Top 10 weight
61.45%
New
12
Sold out
17

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KOMPnew+143,653$11.5M
JNKnew+396,498$10M
IUSBnew+184,615$9.32M
ONEYnew+198,524$8.2M
XMEnew+23,338$2.51M

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
SPYMexited-165,096-$12.9M
USFRexited-206,829-$10.4M
TFLOexited-205,004-$10.4M
SJNKexited-383,449-$9.82M
FLOTexited-190,557-$9.73M

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, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000038, largest first. % of portfolio is the value over $105,514,062, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KOMPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,653 shares 143,653$11.5M10.94%newTimeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 396,498 shares 396,498$10M9.51%newTimeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,615 shares 184,615$9.32M8.83%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,748 shares; 2025Q1: 9,951 shares; 2025Q2: 36,415 shares; 2025Q3: 28,438 shares; 2025Q4: 26,996 shares 26,996$9.08M8.6%-1,442Timeline
ONEYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 198,524 shares 198,524$8.2M7.77%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,538 shares; 2025Q1: 60,087 shares; 2025Q2: 64,964 shares; 2025Q3: 62,458 shares; 2025Q4: 64,492 shares 64,492$5.53M5.24%+2,034Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,648 shares; 2025Q1: not reported; 2025Q2: 9,738 shares; 2025Q3: 11,355 shares; 2025Q4: 22,966 shares 22,966$3.31M3.14%+11,611Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,932 shares; 2025Q4: 7,448 shares 7,448$2.78M2.64%-1,484Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,070 shares; 2025Q1: 21,830 shares; 2025Q2: 11,437 shares; 2025Q3: 15,680 shares; 2025Q4: 16,208 shares 16,208$2.52M2.39%+528Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,338 shares 23,338$2.51M2.38%newTimeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,171 shares 19,171$2.48M2.35%newTimeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,397 shares 12,397$2.48M2.35%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,568 shares; 2025Q2: 5,478 shares; 2025Q3: 5,401 shares; 2025Q4: 5,383 shares 5,383$2.14M2.03%-18Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,047 shares; 2025Q3: 10,209 shares; 2025Q4: 9,577 shares 9,577$2.13M2.02%-632Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,544 shares 25,544$2.12M2.01%newTimeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,617 shares; 2025Q1: 15,589 shares; 2025Q2: 12,414 shares; 2025Q3: 12,484 shares; 2025Q4: 12,392 shares 12,392$1.96M1.86%-92Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,385 shares; 2025Q1: not reported; 2025Q2: 7,306 shares; 2025Q3: 7,840 shares; 2025Q4: 7,636 shares 7,636$1.93M1.83%-204Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,713 shares; 2025Q1: not reported; 2025Q2: 9,126 shares; 2025Q3: 9,743 shares; 2025Q4: 9,361 shares 9,361$1.86M1.77%-382Timeline
HYZDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,702 shares 12,702$1.84M1.75%newTimeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,051 shares; 2025Q1: 22,102 shares; 2025Q2: 16,919 shares; 2025Q3: 16,870 shares; 2025Q4: 17,188 shares 17,188$1.8M1.7%+318Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,973 shares; 2025Q1: 88,642 shares; 2025Q2: 42,362 shares; 2025Q3: 20,808 shares; 2025Q4: 19,555 shares 19,555$1.79M1.69%-1,253Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,492 shares; 2025Q4: 22,977 shares 22,977$1.68M1.59%+3,485Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,957 shares; 2025Q1: 13,072 shares; 2025Q2: 13,193 shares; 2025Q3: 13,309 shares; 2025Q4: 13,424 shares 13,424$1.65M1.56%+115Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 25,245 shares; 2025Q2: 58,461 shares; 2025Q3: 55,820 shares; 2025Q4: 39,788 shares 39,788$1.58M1.5%-16,032Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,663 shares; 2025Q1: not reported; 2025Q2: 13,617 shares; 2025Q3: 15,980 shares; 2025Q4: 15,871 shares 15,871$1.54M1.46%-109Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,855 shares; 2025Q1: 20,482 shares; 2025Q2: 20,650 shares; 2025Q3: 19,211 shares; 2025Q4: 19,270 shares 19,270$1.5M1.42%+59Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,763 shares; 2025Q1: 52,913 shares; 2025Q2: 22,513 shares; 2025Q3: 22,634 shares; 2025Q4: 22,754 shares 22,754$1.25M1.18%+120Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 655 shares; 2025Q1: 1,517 shares; 2025Q2: 1,672 shares; 2025Q3: 1,989 shares; 2025Q4: 1,866 shares 1,866$1.14M1.08%-123Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,428 shares 11,428$1.05M0.99%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,979 shares; 2025Q4: 2,002 shares 2,002$973K0.92%+23Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,669 shares; 2025Q1: not reported; 2025Q2: 3,990 shares; 2025Q3: 4,061 shares; 2025Q4: 8,099 shares 8,099$958K0.91%+4,038Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,704 shares; 2025Q1: 21,857 shares; 2025Q2: 7,332 shares; 2025Q3: 7,547 shares; 2025Q4: 7,532 shares 7,532$880K0.83%-15Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,779 shares; 2025Q1: not reported; 2025Q2: 7,882 shares; 2025Q3: 8,428 shares; 2025Q4: 18,370 shares 18,370$839K0.79%+9,942Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,576 shares; 2025Q1: 21,645 shares; 2025Q2: 18,629 shares; 2025Q3: 8,972 shares; 2025Q4: 17,835 shares 17,835$770K0.73%+8,863Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,846 shares; 2025Q1: 4,848 shares; 2025Q2: 4,850 shares; 2025Q3: 4,853 shares; 2025Q4: 4,930 shares 4,930$769K0.73%+77Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 429 shares 429$367K0.35%+1Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,359 shares 7,359$348K0.33%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares 1,323$329K0.31%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 467 shares; 2025Q2: 457 shares; 2025Q3: 458 shares; 2025Q4: 460 shares 460$314K0.3%+2Timeline
MTHMERITAGE HOMES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,535 shares; 2025Q1: 3,089 shares; 2025Q2: 3,109 shares; 2025Q3: 3,128 shares; 2025Q4: 3,148 shares 3,148$209K0.2%+20Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYMSPDR SERIES TRUST165,096$12.9Mshares
USFRWISDOMTREE TR206,829$10.4Mshares
TFLOISHARES TR205,004$10.4Mshares
SJNKSPDR SERIES TRUST383,449$9.82Mshares
FLOTISHARES TR190,557$9.73Mshares
SRLNSSGA ACTIVE ETF TR191,910$7.98Mshares
AAAUGOLDMAN SACHS PHYSICAL GOLD184,797$7.04Mshares
IYWISHARES TR14,493$2.84Mshares
IGMISHARES TR22,489$2.83Mshares
DXJWISDOMTREE TR18,122$2.32Mshares
VEUVANGUARD INTL EQUITY INDEX F28,220$2.01Mshares
SLVISHARES SILVER TR45,618$1.93Mshares
IAUISHARES GOLD TR18,759$1.37Mshares
SILGLOBAL X FDS16,929$1.21Mshares
EFAVISHARES TR12,090$1.03Mshares
VPLVANGUARD INTL EQUITY INDEX F11,222$986Kshares
SPDNDIREXION SHARES ETF TRUST30,161$290Kshares

How Q4 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 0001754960-26-000038 base2026-01-13acceptance time not in the bulk data set