Filed: 1/13/2026ACC: 0001754960-26-000038
📋 What this filing means
MOULTON WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $105.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$105.51M
Total AUM (reported)
1.45M
Total Shares
Allocation by class
STATE STREET SPD$34.43M32.6%
CORE UNIVRSL USD$9.32M8.8%
TOTAL STK MKT$9.08M8.6%
GOLD MINERS ETF$5.53M5.2%
STATE STREET TEC$3.31M3.1%
COM$2.99M2.8%
SEMICONDUCTR ETF$2.78M2.6%
Portfolio Concentration
Top 3$30.91M29.3%
4–10$33.93M32.2%
11–25$28.98M27.5%
Rest$11.70M11.1%
Top 3 weight
29.3%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 1.45M
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
1.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings40
Rows:
SPDR SERIES TRUST
SOLEShares143.65K
TypeSH
Market value$11.55M
10.94%
Sole
0.00
Shared
0.00
None
143.65K
SPDR SERIES TRUST
SOLEShares396.50K
TypeSH
Market value$10.04M
9.51%
Sole
0.00
Shared
0.00
None
396.50K
ISHARES TR
SOLEShares184.62K
TypeSH
Market value$9.32M
8.83%
Sole
0.00
Shared
0.00
None
184.62K
VANGUARD INDEX FDS
SOLEShares27K
TypeSH
Market value$9.08M
8.60%
Sole
0.00
Shared
0.00
None
27K
SPDR SERIES TRUST
SOLEShares198.52K
TypeSH
Market value$8.20M
7.77%
Sole
0.00
Shared
0.00
None
198.52K
VANECK ETF TRUST
SOLEShares64.49K
TypeSH
Market value$5.53M
5.24%
Sole
0.00
Shared
0.00
None
64.49K
SELECT SECTOR SPDR TR
SOLEShares22.97K
TypeSH
Market value$3.31M
3.14%
Sole
0.00
Shared
0.00
None
22.97K
VANECK ETF TRUST
SOLEShares7.45K
TypeSH
Market value$2.78M
2.64%
Sole
0.00
Shared
0.00
None
7.45K
SELECT SECTOR SPDR TR
SOLEShares16.21K
TypeSH
Market value$2.52M
2.39%
Sole
0.00
Shared
0.00
None
16.21K
SPDR SERIES TRUST
SOLEShares23.34K
TypeSH
Market value$2.51M
2.38%
Sole
0.00
Shared
0.00
None
23.34K
ISHARES TR
SOLEShares19.17K
TypeSH
Market value$2.48M
2.35%
Sole
0.00
Shared
0.00
None
19.17K
ISHARES TR
SOLEShares12.40K
TypeSH
Market value$2.48M
2.35%
Sole
0.00
Shared
0.00
None
12.40K
SPDR GOLD TR
SOLEShares5.38K
TypeSH
Market value$2.14M
2.03%
Sole
0.00
Shared
0.00
None
5.38K
ISHARES TR
SOLEShares9.58K
TypeSH
Market value$2.13M
2.02%
Sole
0.00
Shared
0.00
None
9.58K
GLOBAL X FDS
SOLEShares25.54K
TypeSH
Market value$2.12M
2.01%
Sole
0.00
Shared
0.00
None
25.54K
SELECT SECTOR SPDR TR
SOLEShares12.39K
TypeSH
Market value$1.96M
1.86%
Sole
0.00
Shared
0.00
None
12.39K
ISHARES TR
SOLEShares7.64K
TypeSH
Market value$1.93M
1.83%
Sole
0.00
Shared
0.00
None
7.64K
ISHARES TR
SOLEShares9.36K
TypeSH
Market value$1.86M
1.77%
Sole
0.00
Shared
0.00
None
9.36K
WISDOMTREE TR
SOLEShares12.70K
TypeSH
Market value$1.84M
1.75%
Sole
0.00
Shared
0.00
None
12.70K
PROSHARES TR
SOLEShares17.19K
TypeSH
Market value$1.80M
1.70%
Sole
0.00
Shared
0.00
None
17.19K
SPDR SERIES TRUST
SOLEShares19.55K
TypeSH
Market value$1.79M
1.69%
Sole
0.00
Shared
0.00
None
19.55K
GLOBAL X FDS
SOLEShares22.98K
TypeSH
Market value$1.68M
1.59%
Sole
0.00
Shared
0.00
None
22.98K
EXXON MOBIL CORP
SOLEShares13.42K
TypeSH
Market value$1.65M
1.56%
Sole
0.00
Shared
0.00
None
13.42K
ISHARES TR
SOLEShares39.79K
TypeSH
Market value$1.58M
1.50%
Sole
0.00
Shared
0.00
None
39.79K
ISHARES TR
SOLEShares15.87K
TypeSH
Market value$1.54M
1.46%
Sole
0.00
Shared
0.00
None
15.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 143.65K | SH | $11.55M 10.94% | 0.00 | 0.00 | 143.65K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 396.50K | SH | $10.04M 9.51% | 0.00 | 0.00 | 396.50K |
ISHARES TRSOLE | CORE UNIVRSL USD | 184.62K | SH | $9.32M 8.83% | 0.00 | 0.00 | 184.62K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27K | SH | $9.08M 8.60% | 0.00 | 0.00 | 27K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 198.52K | SH | $8.20M 7.77% | 0.00 | 0.00 | 198.52K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 64.49K | SH | $5.53M 5.24% | 0.00 | 0.00 | 64.49K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 22.97K | SH | $3.31M 3.14% | 0.00 | 0.00 | 22.97K |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 7.45K | SH | $2.78M 2.64% | 0.00 | 0.00 | 7.45K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 16.21K | SH | $2.52M 2.39% | 0.00 | 0.00 | 16.21K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 23.34K | SH | $2.51M 2.38% | 0.00 | 0.00 | 23.34K |
ISHARES TRSOLE | ISHARES SEMICDTR | 19.17K | SH | $2.48M 2.35% | 0.00 | 0.00 | 19.17K |
ISHARES TRSOLE | EXPANDED TECH | 12.40K | SH | $2.48M 2.35% | 0.00 | 0.00 | 12.40K |
SPDR GOLD TRSOLE | GOLD SHS | 5.38K | SH | $2.14M 2.03% | 0.00 | 0.00 | 5.38K |
ISHARES TRSOLE | US AER DEF ETF | 9.58K | SH | $2.13M 2.02% | 0.00 | 0.00 | 9.58K |
GLOBAL X FDSSOLE | RBTCS ARTFL INTE | 25.54K | SH | $2.12M 2.01% | 0.00 | 0.00 | 25.54K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 12.39K | SH | $1.96M 1.86% | 0.00 | 0.00 | 12.39K |
ISHARES TRSOLE | MSCI USA MMENTM | 7.64K | SH | $1.93M 1.83% | 0.00 | 0.00 | 7.64K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.36K | SH | $1.86M 1.77% | 0.00 | 0.00 | 9.36K |
WISDOMTREE TRSOLE | HEDGED HI YLD BD | 12.70K | SH | $1.84M 1.75% | 0.00 | 0.00 | 12.70K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 17.19K | SH | $1.80M 1.70% | 0.00 | 0.00 | 17.19K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 19.55K | SH | $1.79M 1.69% | 0.00 | 0.00 | 19.55K |
GLOBAL X FDSSOLE | GLOBAL X COPPER | 22.98K | SH | $1.68M 1.59% | 0.00 | 0.00 | 22.98K |
EXXON MOBIL CORPSOLE | COM | 13.42K | SH | $1.65M 1.56% | 0.00 | 0.00 | 13.42K |
ISHARES TRSOLE | CHINA LG-CAP ETF | 39.79K | SH | $1.58M 1.50% | 0.00 | 0.00 | 39.79K |
ISHARES TRSOLE | RUS MID CAP ETF | 15.87K | SH | $1.54M 1.46% | 0.00 | 0.00 | 15.87K |
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