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MOULTON WEALTH MANAGEMENT, INC

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13F filer, CIK 1792510, SPOKANE, WA

MOULTON WEALTH MANAGEMENT, INC reported $146,894,843 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-08. Its ten largest share positions make up 62.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000211

Period
2026-03-31
Reported value
$147M
Holdings
52
Top 10 weight
62.43%
New
41
Sold out
29

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TFLOnew+461,402$23.3M
USFRnew+455,153$22.9M
FLOTnew+196,477$9.97M
SHnew+202,391$7.63M
SPYMnew+91,466$7.04M

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
KOMPexited-143,653-$11.5M
JNKexited-396,498-$10M
IUSBexited-184,615-$9.32M
ONEYexited-198,524-$8.2M
VTIreduced-11,868-$3.83M

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, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000211, largest first. % of portfolio is the value over $146,894,843, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,872 shares; 2025Q1: 334,125 shares; 2025Q2: 220,510 shares; 2025Q3: 205,004 shares; 2025Q4: not reported; 2026Q1: 461,402 shares 461,402$23.3M15.87%newTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,932 shares; 2025Q1: 345,079 shares; 2025Q2: 221,655 shares; 2025Q3: 206,829 shares; 2025Q4: not reported; 2026Q1: 455,153 shares 455,153$22.9M15.61%newTimeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,651 shares; 2025Q1: 213,726 shares; 2025Q2: 192,592 shares; 2025Q3: 190,557 shares; 2025Q4: not reported; 2026Q1: 196,477 shares 196,477$9.97M6.78%newTimeline
SHPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202,391 shares 202,391$7.63M5.2%newTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186,043 shares; 2025Q3: 165,096 shares; 2025Q4: not reported; 2026Q1: 91,466 shares 91,466$7.04M4.8%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,748 shares; 2025Q1: 9,951 shares; 2025Q2: 36,415 shares; 2025Q3: 28,438 shares; 2025Q4: 26,996 shares; 2026Q1: 15,128 shares 15,128$4.89M3.33%-11,868Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 124,082 shares; 2025Q2: 440,775 shares; 2025Q3: 383,449 shares; 2025Q4: not reported; 2026Q1: 185,308 shares 185,308$4.62M3.14%newTimeline
SGVTSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,610,837 shares 4,610,837$4.61M3.14%newTimeline
AAAUGOLDMAN SACHS PHYSICAL GOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,317 shares; 2025Q1: 229,423 shares; 2025Q2: 181,939 shares; 2025Q3: 184,797 shares; 2025Q4: not reported; 2026Q1: 75,094 shares 75,094$3.47M2.36%newTimeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 73,859 shares; 2025Q2: 219,012 shares; 2025Q3: 191,910 shares; 2025Q4: not reported; 2026Q1: 81,542 shares 81,542$3.25M2.22%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,538 shares; 2025Q1: 60,087 shares; 2025Q2: 64,964 shares; 2025Q3: 62,458 shares; 2025Q4: 64,492 shares; 2026Q1: 32,566 shares 32,566$3.08M2.1%-31,926Timeline
GLLPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135,170 shares 135,170$2.73M1.86%newTimeline
SPXUPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,895 shares 46,895$2.61M1.78%newTimeline
ROKTSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,176 shares 28,176$2.58M1.75%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,844 shares; 2025Q1: 5,568 shares; 2025Q2: 5,478 shares; 2025Q3: 5,401 shares; 2025Q4: 5,383 shares; 2026Q1: 5,378 shares 5,378$2.31M1.57%-5Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,957 shares; 2025Q1: 13,072 shares; 2025Q2: 13,193 shares; 2025Q3: 13,309 shares; 2025Q4: 13,424 shares; 2026Q1: 13,517 shares 13,517$2.17M1.48%+93Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,671 shares 106,671$2.17M1.48%newTimeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,125 shares 93,125$2.13M1.45%newTimeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,079 shares 95,079$2.13M1.45%newTimeline
IBMRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,473 shares 95,473$2.08M1.42%newTimeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,392 shares 17,392$2.06M1.4%newTimeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,508 shares; 2025Q2: 18,614 shares; 2025Q3: 18,122 shares; 2025Q4: not reported; 2026Q1: 11,726 shares 11,726$1.88M1.28%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,194 shares; 2025Q1: not reported; 2025Q2: 39,783 shares; 2025Q3: 28,220 shares; 2025Q4: not reported; 2026Q1: 23,619 shares 23,619$1.78M1.21%newTimeline
XLVISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,966 shares 11,966$1.77M1.2%newTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,372 shares 18,372$1.75M1.19%newTimeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,987 shares 25,987$1.71M1.16%newTimeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,618 shares; 2025Q4: not reported; 2026Q1: 23,994 shares 23,994$1.58M1.07%newTimeline
XLEISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,317 shares 25,317$1.51M1.03%newTimeline
XLKISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,877 shares 10,877$1.47M1%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,932 shares; 2025Q4: 7,448 shares; 2026Q1: 3,607 shares 3,607$1.41M0.96%-3,841Timeline
XLIISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,552 shares 8,552$1.4M0.95%newTimeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,047 shares; 2025Q3: 10,209 shares; 2025Q4: 9,577 shares; 2026Q1: 5,130 shares 5,130$1.14M0.78%-4,447Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,493 shares; 2025Q4: not reported; 2026Q1: 5,654 shares 5,654$1.04M0.71%newTimeline
ZSLPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,740 shares 42,740$1.03M0.7%newTimeline
XLUISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,619 shares 21,619$1M0.68%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,846 shares; 2025Q1: 4,848 shares; 2025Q2: 4,850 shares; 2025Q3: 4,853 shares; 2025Q4: 4,930 shares; 2026Q1: 4,932 shares 4,932$989K0.67%+2Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,929 shares; 2025Q4: not reported; 2026Q1: 8,662 shares 8,662$802K0.55%newTimeline
XLCISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,111 shares 7,111$791K0.54%newTimeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,222 shares; 2025Q4: not reported; 2026Q1: 6,939 shares 6,939$683K0.46%newTimeline
NOBLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,051 shares; 2025Q1: 22,102 shares; 2025Q2: 16,919 shares; 2025Q3: 16,870 shares; 2025Q4: 17,188 shares; 2026Q1: 6,004 shares 6,004$636K0.43%-11,184Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 429 shares; 2026Q1: 630 shares 630$635K0.43%+201Timeline
XLSISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,074 shares 7,074$578K0.39%newTimeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,492 shares; 2025Q4: 22,977 shares; 2026Q1: 7,292 shares 7,292$561K0.38%-15,685Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,701 shares; 2025Q1: 80,224 shares; 2025Q2: 20,052 shares; 2025Q3: 18,759 shares; 2025Q4: not reported; 2026Q1: 6,006 shares 6,006$529K0.36%newTimeline
USDUWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,700 shares; 2025Q1: 50,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,421 shares 19,421$511K0.35%newTimeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,645 shares 3,645$391K0.27%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 466 shares; 2025Q1: 467 shares; 2025Q2: 457 shares; 2025Q3: 458 shares; 2025Q4: 460 shares; 2026Q1: 461 shares 461$302K0.21%+1Timeline
NUGTDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,089 shares 6,089$290K0.2%newTimeline
IBTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,892 shares 11,892$272K0.19%newTimeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75$256K0.17%newTimeline
SPXSDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,705 shares 22,705$225K0.15%newTimeline
XLRISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,194 shares 5,194$215K0.15%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
KOMPSPDR SERIES TRUST143,653$11.5Mshares
JNKSPDR SERIES TRUST396,498$10Mshares
IUSBISHARES TR184,615$9.32Mshares
ONEYSPDR SERIES TRUST198,524$8.2Mshares
XLKSELECT SECTOR SPDR TR22,966$3.31Mshares
XLVSELECT SECTOR SPDR TR16,208$2.52Mshares
XMESPDR SERIES TRUST23,338$2.51Mshares
SOXXISHARES TR19,171$2.48Mshares
IGVISHARES TR12,397$2.48Mshares
BOTZGLOBAL X FDS25,544$2.12Mshares
XLISELECT SECTOR SPDR TR12,392$1.96Mshares
MTUMISHARES TR7,636$1.93Mshares
QUALISHARES TR9,361$1.86Mshares
HYZDWISDOMTREE TR12,702$1.84Mshares
BILSPDR SERIES TRUST19,555$1.79Mshares
FXIISHARES TR39,788$1.58Mshares
IWRISHARES TR15,871$1.54Mshares
XLPSELECT SECTOR SPDR TR19,270$1.5Mshares
XLFSELECT SECTOR SPDR TR22,754$1.25Mshares
QQQINVESCO QQQ TR1,866$1.14Mshares
VWOVANGUARD INTL EQUITY INDEX F11,428$1.05Mshares
VUGVANGUARD INDEX FDS2,002$973Kshares
XLYSELECT SECTOR SPDR TR8,099$958Kshares
XLCSELECT SECTOR SPDR TR7,532$880Kshares
XLESELECT SECTOR SPDR TR18,370$839Kshares
XLUSELECT SECTOR SPDR TR17,835$770Kshares
SPHYSPDR SERIES TRUST7,359$348Kshares
IWMISHARES TR1,323$329Kshares
MTHMERITAGE HOMES CORP3,148$209Kshares

How Q1 2026 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 0001754960-26-000211 base2026-04-08acceptance time not in the bulk data set