Filed: 10/8/2025ACC: 0001754960-25-000644
📋 What this filing means
MOULTON WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $137.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$137.49M
Total AUM (reported)
2.14M
Total Shares
Allocation by class
PORTFOLIO S&P500$12.93M9.4%
FLOATNG RAT TREA$10.40M7.6%
TRS FLT RT BD$10.37M7.5%
BLOOMBERG SHT TE$9.82M7.1%
FLTG RATE NT ETF$9.73M7.1%
TOTAL STK MKT$9.33M6.8%
BLACKSTONE SENR$7.98M5.8%
Portfolio Concentration
Top 3$33.70M24.5%
4–10$51.88M37.7%
11–25$32.87M23.9%
Rest$19.04M13.8%
Top 3 weight
24.5%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 2.14M
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
2.14M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings45
Rows:
SPDR SERIES TRUST
SOLEShares165.10K
TypeSH
Market value$12.93M
9.41%
Sole
0.00
Shared
0.00
None
165.10K
WISDOMTREE TR
SOLEShares206.83K
TypeSH
Market value$10.40M
7.56%
Sole
0.00
Shared
0.00
None
206.83K
ISHARES TR
SOLEShares205K
TypeSH
Market value$10.37M
7.54%
Sole
0.00
Shared
0.00
None
205K
SPDR SERIES TRUST
SOLEShares383.45K
TypeSH
Market value$9.82M
7.14%
Sole
0.00
Shared
0.00
None
383.45K
ISHARES TR
SOLEShares190.56K
TypeSH
Market value$9.73M
7.08%
Sole
0.00
Shared
0.00
None
190.56K
VANGUARD INDEX FDS
SOLEShares28.44K
TypeSH
Market value$9.33M
6.79%
Sole
0.00
Shared
0.00
None
28.44K
SSGA ACTIVE ETF TR
SOLEShares191.91K
TypeSH
Market value$7.98M
5.80%
Sole
0.00
Shared
0.00
None
191.91K
GOLDMAN SACHS PHYSICAL GOLD
SOLEShares184.80K
TypeSH
Market value$7.04M
5.12%
Sole
0.00
Shared
0.00
None
184.80K
VANECK ETF TRUST
SOLEShares62.46K
TypeSH
Market value$4.77M
3.47%
Sole
0.00
Shared
0.00
None
62.46K
SELECT SECTOR SPDR TR
SOLEShares11.36K
TypeSH
Market value$3.20M
2.33%
Sole
0.00
Shared
0.00
None
11.36K
VANECK ETF TRUST
SOLEShares8.93K
TypeSH
Market value$2.92M
2.12%
Sole
0.00
Shared
0.00
None
8.93K
ISHARES TR
SOLEShares14.49K
TypeSH
Market value$2.84M
2.06%
Sole
0.00
Shared
0.00
None
14.49K
ISHARES TR
SOLEShares22.49K
TypeSH
Market value$2.83M
2.06%
Sole
0.00
Shared
0.00
None
22.49K
WISDOMTREE TR
SOLEShares18.12K
TypeSH
Market value$2.32M
1.69%
Sole
0.00
Shared
0.00
None
18.12K
ISHARES TR
SOLEShares55.82K
TypeSH
Market value$2.30M
1.67%
Sole
0.00
Shared
0.00
None
55.82K
SELECT SECTOR SPDR TR
SOLEShares15.68K
TypeSH
Market value$2.18M
1.59%
Sole
0.00
Shared
0.00
None
15.68K
ISHARES TR
SOLEShares10.21K
TypeSH
Market value$2.14M
1.55%
Sole
0.00
Shared
0.00
None
10.21K
VANGUARD INTL EQUITY INDEX F
SOLEShares28.22K
TypeSH
Market value$2.01M
1.46%
Sole
0.00
Shared
0.00
None
28.22K
ISHARES TR
SOLEShares7.84K
TypeSH
Market value$2.01M
1.46%
Sole
0.00
Shared
0.00
None
7.84K
ISHARES SILVER TR
SOLEShares45.62K
TypeSH
Market value$1.93M
1.41%
Sole
0.00
Shared
0.00
None
45.62K
SELECT SECTOR SPDR TR
SOLEShares12.48K
TypeSH
Market value$1.93M
1.40%
Sole
0.00
Shared
0.00
None
12.48K
SPDR GOLD TR
SOLEShares5.40K
TypeSH
Market value$1.92M
1.40%
Sole
0.00
Shared
0.00
None
5.40K
SPDR SERIES TRUST
SOLEShares20.81K
TypeSH
Market value$1.91M
1.39%
Sole
0.00
Shared
0.00
None
20.81K
ISHARES TR
SOLEShares9.74K
TypeSH
Market value$1.90M
1.38%
Sole
0.00
Shared
0.00
None
9.74K
PROSHARES TR
SOLEShares16.87K
TypeSH
Market value$1.74M
1.26%
Sole
0.00
Shared
0.00
None
16.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 165.10K | SH | $12.93M 9.41% | 0.00 | 0.00 | 165.10K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 206.83K | SH | $10.40M 7.56% | 0.00 | 0.00 | 206.83K |
ISHARES TRSOLE | TRS FLT RT BD | 205K | SH | $10.37M 7.54% | 0.00 | 0.00 | 205K |
SPDR SERIES TRUSTSOLE | BLOOMBERG SHT TE | 383.45K | SH | $9.82M 7.14% | 0.00 | 0.00 | 383.45K |
ISHARES TRSOLE | FLTG RATE NT ETF | 190.56K | SH | $9.73M 7.08% | 0.00 | 0.00 | 190.56K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 28.44K | SH | $9.33M 6.79% | 0.00 | 0.00 | 28.44K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 191.91K | SH | $7.98M 5.80% | 0.00 | 0.00 | 191.91K |
GOLDMAN SACHS PHYSICAL GOLDSOLE | UNIT | 184.80K | SH | $7.04M 5.12% | 0.00 | 0.00 | 184.80K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 62.46K | SH | $4.77M 3.47% | 0.00 | 0.00 | 62.46K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 11.36K | SH | $3.20M 2.33% | 0.00 | 0.00 | 11.36K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 8.93K | SH | $2.92M 2.12% | 0.00 | 0.00 | 8.93K |
ISHARES TRSOLE | U.S. TECH ETF | 14.49K | SH | $2.84M 2.06% | 0.00 | 0.00 | 14.49K |
ISHARES TRSOLE | EXPND TEC SC ETF | 22.49K | SH | $2.83M 2.06% | 0.00 | 0.00 | 22.49K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 18.12K | SH | $2.32M 1.69% | 0.00 | 0.00 | 18.12K |
ISHARES TRSOLE | CHINA LG-CAP ETF | 55.82K | SH | $2.30M 1.67% | 0.00 | 0.00 | 55.82K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 15.68K | SH | $2.18M 1.59% | 0.00 | 0.00 | 15.68K |
ISHARES TRSOLE | US AER DEF ETF | 10.21K | SH | $2.14M 1.55% | 0.00 | 0.00 | 10.21K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 28.22K | SH | $2.01M 1.46% | 0.00 | 0.00 | 28.22K |
ISHARES TRSOLE | MSCI USA MMENTM | 7.84K | SH | $2.01M 1.46% | 0.00 | 0.00 | 7.84K |
ISHARES SILVER TRSOLE | ISHARES | 45.62K | SH | $1.93M 1.41% | 0.00 | 0.00 | 45.62K |
SELECT SECTOR SPDR TRSOLE | INDL | 12.48K | SH | $1.93M 1.40% | 0.00 | 0.00 | 12.48K |
SPDR GOLD TRSOLE | GOLD SHS | 5.40K | SH | $1.92M 1.40% | 0.00 | 0.00 | 5.40K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 20.81K | SH | $1.91M 1.39% | 0.00 | 0.00 | 20.81K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.74K | SH | $1.90M 1.38% | 0.00 | 0.00 | 9.74K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 16.87K | SH | $1.74M 1.26% | 0.00 | 0.00 | 16.87K |
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