MOULTON WEALTH MANAGEMENT, INC

Filed: 4/14/2025ACC: 0001754960-25-000178

📋 What this filing means

MOULTON WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $131.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$131.16M

Total AUM (reported)

2.41M

Total Shares

Allocation by class

S&P 500 ETF SHS$18.25M13.9%

FLOATNG RAT TREA$17.37M13.2%

TRS FLT RT BD$16.93M12.9%

FLTG RATE NT ETF$10.91M8.3%

BLOOMBERG 1-3 MO$8.13M6.2%

UNIT$7.08M5.4%

DLY S&P500 BR 1X$5.27M4.0%

Portfolio Concentration

Top 3$52.55M40.1%

4–10$43.36M33.1%

11–25$30.47M23.2%

Rest$4.79M3.6%

Top 3 weight

40.1%

Top 10 weight

73.1%

Voting Authority Distribution

Total shares with voting rights: 2.41M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.41M

% of voting shares100.0%

Investment Discretion (by position count)

Sole34

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings34

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares35.52K

TypeSH

Market value$18.25M

13.92%

Sole

0.00

Shared

0.00

None

35.52K

WISDOMTREE TR

SOLE

FLOATNG RAT TREA

Shares345.08K

TypeSH

Market value$17.37M

13.24%

Sole

0.00

Shared

0.00

None

345.08K

ISHARES TR

SOLE

TRS FLT RT BD

Shares334.13K

TypeSH

Market value$16.93M

12.91%

Sole

0.00

Shared

0.00

None

334.13K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares213.73K

TypeSH

Market value$10.91M

8.32%

Sole

0.00

Shared

0.00

None

213.73K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares88.64K

TypeSH

Market value$8.13M

6.20%

Sole

0.00

Shared

0.00

None

88.64K

GOLDMAN SACHS PHYSICAL GOLD

SOLE

UNIT

Shares229.42K

TypeSH

Market value$7.08M

5.40%

Sole

0.00

Shared

0.00

None

229.42K

DIREXION SHS ETF TR

SOLE

DLY S&P500 BR 1X

Shares455.10K

TypeSH

Market value$5.27M

4.02%

Sole

0.00

Shared

0.00

None

455.10K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares80.22K

TypeSH

Market value$4.73M

3.61%

Sole

0.00

Shared

0.00

None

80.22K

ISHARES TR

SOLE

MSCI EAFE MIN VL

Shares51.84K

TypeSH

Market value$4.04M

3.08%

Sole

0.00

Shared

0.00

None

51.84K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares21.83K

TypeSH

Market value$3.19M

2.43%

Sole

0.00

Shared

0.00

None

21.83K

SPDR SER TR

SOLE

BLOOMBERG SHT TE

Shares124.08K

TypeSH

Market value$3.12M

2.38%

Sole

0.00

Shared

0.00

None

124.08K

SSGA ACTIVE ETF TR

SOLE

BLACKSTONE SENR

Shares73.86K

TypeSH

Market value$3.04M

2.32%

Sole

0.00

Shared

0.00

None

73.86K

VANECK ETF TRUST

SOLE

GOLD MINERS ETF

Shares60.09K

TypeSH

Market value$2.76M

2.11%

Sole

0.00

Shared

0.00

None

60.09K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares9.95K

TypeSH

Market value$2.73M

2.09%

Sole

0.00

Shared

0.00

None

9.95K

SELECT SECTOR SPDR TR

SOLE

FINANCIAL

Shares52.91K

TypeSH

Market value$2.64M

2.01%

Sole

0.00

Shared

0.00

None

52.91K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares22.10K

TypeSH

Market value$2.26M

1.72%

Sole

0.00

Shared

0.00

None

22.10K

SELECT SECTOR SPDR TR

SOLE

COMMUNICATION

Shares21.86K

TypeSH

Market value$2.11M

1.61%

Sole

0.00

Shared

0.00

None

21.86K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares15.59K

TypeSH

Market value$2.04M

1.56%

Sole

0.00

Shared

0.00

None

15.59K

SELECT SECTOR SPDR TR

SOLE

SBI INT-UTILS

Shares21.64K

TypeSH

Market value$1.71M

1.30%

Sole

0.00

Shared

0.00

None

21.64K

SELECT SECTOR SPDR TR

SOLE

SBI CONS STPLS

Shares20.48K

TypeSH

Market value$1.67M

1.28%

Sole

0.00

Shared

0.00

None

20.48K

SPDR GOLD TR

SOLE

GOLD SHS

Shares5.57K

TypeSH

Market value$1.60M

1.22%

Sole

0.00

Shared

0.00

None

5.57K

EXXON MOBIL CORP

SOLE

COM

Shares13.07K

TypeSH

Market value$1.55M

1.19%

Sole

0.00

Shared

0.00

None

13.07K

WISDOMTREE TR

SOLE

BLMBG US BULL

Shares50.72K

TypeSH

Market value$1.38M

1.05%

Sole

0.00

Shared

0.00

None

50.72K

WISDOMTREE TR

SOLE

JAPN HEDGE EQT

Shares8.51K

TypeSH

Market value$937.4K

0.71%

Sole

0.00

Shared

0.00

None

8.51K

ISHARES TR

SOLE

CHINA LG-CAP ETF

Shares25.25K

TypeSH

Market value$904.8K

0.69%

Sole

0.00

Shared

0.00

None

25.25K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	35.52K	SH	$18.25M 13.92%	35.52K
WISDOMTREE TRSOLE	FLOATNG RAT TREA	345.08K	SH	$17.37M 13.24%	345.08K
ISHARES TRSOLE	TRS FLT RT BD	334.13K	SH	$16.93M 12.91%	334.13K
ISHARES TRSOLE	FLTG RATE NT ETF	213.73K	SH	$10.91M 8.32%	213.73K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	88.64K	SH	$8.13M 6.20%	88.64K
GOLDMAN SACHS PHYSICAL GOLDSOLE	UNIT	229.42K	SH	$7.08M 5.40%	229.42K
DIREXION SHS ETF TRSOLE	DLY S&P500 BR 1X	455.10K	SH	$5.27M 4.02%	455.10K
ISHARES GOLD TRSOLE	ISHARES NEW	80.22K	SH	$4.73M 3.61%	80.22K
ISHARES TRSOLE	MSCI EAFE MIN VL	51.84K	SH	$4.04M 3.08%	51.84K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	21.83K	SH	$3.19M 2.43%	21.83K
SPDR SER TRSOLE	BLOOMBERG SHT TE	124.08K	SH	$3.12M 2.38%	124.08K
SSGA ACTIVE ETF TRSOLE	BLACKSTONE SENR	73.86K	SH	$3.04M 2.32%	73.86K
VANECK ETF TRUSTSOLE	GOLD MINERS ETF	60.09K	SH	$2.76M 2.11%	60.09K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	9.95K	SH	$2.73M 2.09%	9.95K
SELECT SECTOR SPDR TRSOLE	FINANCIAL	52.91K	SH	$2.64M 2.01%	52.91K
PROSHARES TRSOLE	S&P 500 DV ARIST	22.10K	SH	$2.26M 1.72%	22.10K
SELECT SECTOR SPDR TRSOLE	COMMUNICATION	21.86K	SH	$2.11M 1.61%	21.86K
SELECT SECTOR SPDR TRSOLE	INDL	15.59K	SH	$2.04M 1.56%	15.59K
SELECT SECTOR SPDR TRSOLE	SBI INT-UTILS	21.64K	SH	$1.71M 1.30%	21.64K
SELECT SECTOR SPDR TRSOLE	SBI CONS STPLS	20.48K	SH	$1.67M 1.28%	20.48K
SPDR GOLD TRSOLE	GOLD SHS	5.57K	SH	$1.60M 1.22%	5.57K
EXXON MOBIL CORPSOLE	COM	13.07K	SH	$1.55M 1.19%	13.07K
WISDOMTREE TRSOLE	BLMBG US BULL	50.72K	SH	$1.38M 1.05%	50.72K
WISDOMTREE TRSOLE	JAPN HEDGE EQT	8.51K	SH	$937.4K 0.71%	8.51K
ISHARES TRSOLE	CHINA LG-CAP ETF	25.25K	SH	$904.8K 0.69%	25.25K

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