Filed: 7/8/2025ACC: 0001754960-25-000323
📋 What this filing means
MOULTON WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $132.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$132.26M
Total AUM (reported)
2.25M
Total Shares
Allocation by class
PORTFOLIO S&P500$13.69M10.3%
TOTAL STK MKT$11.22M8.5%
BLOOMBERG SHT TE$11.20M8.5%
FLOATNG RAT TREA$11.16M8.4%
TRS FLT RT BD$11.13M8.4%
FLTG RATE NT ETF$9.80M7.4%
BLACKSTONE SENR$9.08M6.9%
Portfolio Concentration
Top 3$36.10M27.3%
4–10$55.67M42.1%
11–25$31.42M23.8%
Rest$9.07M6.9%
Top 3 weight
27.3%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 2.25M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings37
Rows:
SPDR SERIES TRUST
SOLEShares186.04K
TypeSH
Market value$13.69M
10.35%
Sole
0.00
Shared
0.00
None
186.04K
VANGUARD INDEX FDS
SOLEShares36.41K
TypeSH
Market value$11.22M
8.48%
Sole
0.00
Shared
0.00
None
36.41K
SPDR SERIES TRUST
SOLEShares440.77K
TypeSH
Market value$11.20M
8.47%
Sole
0.00
Shared
0.00
None
440.77K
WISDOMTREE TR
SOLEShares221.66K
TypeSH
Market value$11.16M
8.43%
Sole
0.00
Shared
0.00
None
221.66K
ISHARES TR
SOLEShares220.51K
TypeSH
Market value$11.13M
8.42%
Sole
0.00
Shared
0.00
None
220.51K
ISHARES TR
SOLEShares192.59K
TypeSH
Market value$9.80M
7.41%
Sole
0.00
Shared
0.00
None
192.59K
SSGA ACTIVE ETF TR
SOLEShares219.01K
TypeSH
Market value$9.08M
6.87%
Sole
0.00
Shared
0.00
None
219.01K
GOLDMAN SACHS PHYSICAL GOLD
SOLEShares181.94K
TypeSH
Market value$5.99M
4.53%
Sole
0.00
Shared
0.00
None
181.94K
ISHARES TR
SOLEShares55.13K
TypeSH
Market value$4.64M
3.50%
Sole
0.00
Shared
0.00
None
55.13K
SPDR SERIES TRUST
SOLEShares42.36K
TypeSH
Market value$3.88M
2.93%
Sole
0.00
Shared
0.00
None
42.36K
ISHARES TR
SOLEShares19.05K
TypeSH
Market value$3.56M
2.69%
Sole
0.00
Shared
0.00
None
19.05K
VANECK ETF TRUST
SOLEShares64.96K
TypeSH
Market value$3.44M
2.60%
Sole
0.00
Shared
0.00
None
64.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares39.78K
TypeSH
Market value$2.69M
2.03%
Sole
0.00
Shared
0.00
None
39.78K
SELECT SECTOR SPDR TR
SOLEShares9.74K
TypeSH
Market value$2.50M
1.89%
Sole
0.00
Shared
0.00
None
9.74K
WISDOMTREE TR
SOLEShares18.61K
TypeSH
Market value$2.14M
1.62%
Sole
0.00
Shared
0.00
None
18.61K
ISHARES TR
SOLEShares58.46K
TypeSH
Market value$2.12M
1.60%
Sole
0.00
Shared
0.00
None
58.46K
SELECT SECTOR SPDR TR
SOLEShares12.41K
TypeSH
Market value$1.85M
1.40%
Sole
0.00
Shared
0.00
None
12.41K
ISHARES TR
SOLEShares7.31K
TypeSH
Market value$1.75M
1.32%
Sole
0.00
Shared
0.00
None
7.31K
PROSHARES TR
SOLEShares16.92K
TypeSH
Market value$1.74M
1.32%
Sole
0.00
Shared
0.00
None
16.92K
SELECT SECTOR SPDR TR
SOLEShares20.65K
TypeSH
Market value$1.70M
1.28%
Sole
0.00
Shared
0.00
None
20.65K
ISHARES TR
SOLEShares9.13K
TypeSH
Market value$1.69M
1.28%
Sole
0.00
Shared
0.00
None
9.13K
SPDR GOLD TR
SOLEShares5.48K
TypeSH
Market value$1.68M
1.27%
Sole
0.00
Shared
0.00
None
5.48K
SELECT SECTOR SPDR TR
SOLEShares11.44K
TypeSH
Market value$1.55M
1.17%
Sole
0.00
Shared
0.00
None
11.44K
SELECT SECTOR SPDR TR
SOLEShares18.63K
TypeSH
Market value$1.52M
1.15%
Sole
0.00
Shared
0.00
None
18.63K
EXXON MOBIL CORP
SOLEShares13.19K
TypeSH
Market value$1.48M
1.12%
Sole
0.00
Shared
0.00
None
13.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 186.04K | SH | $13.69M 10.35% | 0.00 | 0.00 | 186.04K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 36.41K | SH | $11.22M 8.48% | 0.00 | 0.00 | 36.41K |
SPDR SERIES TRUSTSOLE | BLOOMBERG SHT TE | 440.77K | SH | $11.20M 8.47% | 0.00 | 0.00 | 440.77K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 221.66K | SH | $11.16M 8.43% | 0.00 | 0.00 | 221.66K |
ISHARES TRSOLE | TRS FLT RT BD | 220.51K | SH | $11.13M 8.42% | 0.00 | 0.00 | 220.51K |
ISHARES TRSOLE | FLTG RATE NT ETF | 192.59K | SH | $9.80M 7.41% | 0.00 | 0.00 | 192.59K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 219.01K | SH | $9.08M 6.87% | 0.00 | 0.00 | 219.01K |
GOLDMAN SACHS PHYSICAL GOLDSOLE | UNIT | 181.94K | SH | $5.99M 4.53% | 0.00 | 0.00 | 181.94K |
ISHARES TRSOLE | MSCI EAFE MIN VL | 55.13K | SH | $4.64M 3.50% | 0.00 | 0.00 | 55.13K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 42.36K | SH | $3.88M 2.93% | 0.00 | 0.00 | 42.36K |
ISHARES TRSOLE | US AER DEF ETF | 19.05K | SH | $3.56M 2.69% | 0.00 | 0.00 | 19.05K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 64.96K | SH | $3.44M 2.60% | 0.00 | 0.00 | 64.96K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 39.78K | SH | $2.69M 2.03% | 0.00 | 0.00 | 39.78K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 9.74K | SH | $2.50M 1.89% | 0.00 | 0.00 | 9.74K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 18.61K | SH | $2.14M 1.62% | 0.00 | 0.00 | 18.61K |
ISHARES TRSOLE | CHINA LG-CAP ETF | 58.46K | SH | $2.12M 1.60% | 0.00 | 0.00 | 58.46K |
SELECT SECTOR SPDR TRSOLE | INDL | 12.41K | SH | $1.85M 1.40% | 0.00 | 0.00 | 12.41K |
ISHARES TRSOLE | MSCI USA MMENTM | 7.31K | SH | $1.75M 1.32% | 0.00 | 0.00 | 7.31K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 16.92K | SH | $1.74M 1.32% | 0.00 | 0.00 | 16.92K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 20.65K | SH | $1.70M 1.28% | 0.00 | 0.00 | 20.65K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.13K | SH | $1.69M 1.28% | 0.00 | 0.00 | 9.13K |
SPDR GOLD TRSOLE | GOLD SHS | 5.48K | SH | $1.68M 1.27% | 0.00 | 0.00 | 5.48K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 11.44K | SH | $1.55M 1.17% | 0.00 | 0.00 | 11.44K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 18.63K | SH | $1.52M 1.15% | 0.00 | 0.00 | 18.63K |
EXXON MOBIL CORPSOLE | COM | 13.19K | SH | $1.48M 1.12% | 0.00 | 0.00 | 13.19K |
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