Filed: 4/8/2026ACC: 0001754960-26-000211
📋 What this filing means
MOULTON WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $146.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$146.89M
Total AUM (reported)
7.41M
Total Shares
Allocation by class
TRS FLT RT BD$23.31M15.9%
FLOATNG RAT TREA$22.93M15.6%
STATE STREET SPD$14.24M9.7%
FLTG RATE NT ETF$9.97M6.8%
SHORT S&P 500 NE$7.63M5.2%
TOTAL STK MKT$4.89M3.3%
GOVERNMENT MONEY$4.61M3.1%
Portfolio Concentration
Top 3$56.20M38.3%
4–10$35.51M24.2%
11–25$33.23M22.6%
Rest$21.95M14.9%
Top 3 weight
38.3%
Top 10 weight
62.4%
Voting Authority Distribution
Total shares with voting rights: 7.41M
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
7.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
ISHARES TR
SOLEShares461.40K
TypeSH
Market value$23.31M
15.87%
Sole
0.00
Shared
0.00
None
461.40K
WISDOMTREE TR
SOLEShares455.15K
TypeSH
Market value$22.93M
15.61%
Sole
0.00
Shared
0.00
None
455.15K
ISHARES TR
SOLEShares196.48K
TypeSH
Market value$9.97M
6.78%
Sole
0.00
Shared
0.00
None
196.48K
PROSHARES TR
SOLEShares202.39K
TypeSH
Market value$7.63M
5.20%
Sole
0.00
Shared
0.00
None
202.39K
SPDR SERIES TRUST
SOLEShares91.47K
TypeSH
Market value$7.04M
4.80%
Sole
0.00
Shared
0.00
None
91.47K
VANGUARD INDEX FDS
SOLEShares15.13K
TypeSH
Market value$4.89M
3.33%
Sole
0.00
Shared
0.00
None
15.13K
SPDR SERIES TRUST
SOLEShares185.31K
TypeSH
Market value$4.62M
3.14%
Sole
0.00
Shared
0.00
None
185.31K
SCHWAB STRATEGIC TR
SOLEShares4.61M
TypeSH
Market value$4.61M
3.14%
Sole
0.00
Shared
0.00
None
4.61M
GOLDMAN SACHS PHYSICAL GOLD
SOLEShares75.09K
TypeSH
Market value$3.47M
2.36%
Sole
0.00
Shared
0.00
None
75.09K
SSGA ACTIVE ETF TR
SOLEShares81.54K
TypeSH
Market value$3.25M
2.22%
Sole
0.00
Shared
0.00
None
81.54K
VANECK ETF TRUST
SOLEShares32.57K
TypeSH
Market value$3.08M
2.10%
Sole
0.00
Shared
0.00
None
32.57K
PROSHARES TR II
SOLEShares135.17K
TypeSH
Market value$2.73M
1.86%
Sole
0.00
Shared
0.00
None
135.17K
PROSHARES TR
SOLEShares46.90K
TypeSH
Market value$2.61M
1.78%
Sole
0.00
Shared
0.00
None
46.90K
SPDR SERIES TRUST
SOLEShares28.18K
TypeSH
Market value$2.58M
1.75%
Sole
0.00
Shared
0.00
None
28.18K
SPDR GOLD TR
SOLEShares5.38K
TypeSH
Market value$2.31M
1.57%
Sole
0.00
Shared
0.00
None
5.38K
EXXON MOBIL CORP
SOLEShares13.52K
TypeSH
Market value$2.17M
1.48%
Sole
0.00
Shared
0.00
None
13.52K
ISHARES TR
SOLEShares106.67K
TypeSH
Market value$2.17M
1.48%
Sole
0.00
Shared
0.00
None
106.67K
ISHARES TR
SOLEShares93.13K
TypeSH
Market value$2.13M
1.45%
Sole
0.00
Shared
0.00
None
93.13K
ISHARES TR
SOLEShares95.08K
TypeSH
Market value$2.13M
1.45%
Sole
0.00
Shared
0.00
None
95.08K
ISHARES TR
SOLEShares95.47K
TypeSH
Market value$2.08M
1.42%
Sole
0.00
Shared
0.00
None
95.47K
ISHARES TR
SOLEShares17.39K
TypeSH
Market value$2.06M
1.40%
Sole
0.00
Shared
0.00
None
17.39K
WISDOMTREE TR
SOLEShares11.73K
TypeSH
Market value$1.88M
1.28%
Sole
0.00
Shared
0.00
None
11.73K
VANGUARD INTL EQUITY INDEX F
SOLEShares23.62K
TypeSH
Market value$1.78M
1.21%
Sole
0.00
Shared
0.00
None
23.62K
SELECT SECTOR SPDR TR
SOLEShares11.97K
TypeSH
Market value$1.77M
1.20%
Sole
0.00
Shared
0.00
None
11.97K
ISHARES TR
SOLEShares18.37K
TypeSH
Market value$1.75M
1.19%
Sole
0.00
Shared
0.00
None
18.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | TRS FLT RT BD | 461.40K | SH | $23.31M 15.87% | 0.00 | 0.00 | 461.40K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 455.15K | SH | $22.93M 15.61% | 0.00 | 0.00 | 455.15K |
ISHARES TRSOLE | FLTG RATE NT ETF | 196.48K | SH | $9.97M 6.78% | 0.00 | 0.00 | 196.48K |
PROSHARES TRSOLE | SHORT S&P 500 NE | 202.39K | SH | $7.63M 5.20% | 0.00 | 0.00 | 202.39K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 91.47K | SH | $7.04M 4.80% | 0.00 | 0.00 | 91.47K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.13K | SH | $4.89M 3.33% | 0.00 | 0.00 | 15.13K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 185.31K | SH | $4.62M 3.14% | 0.00 | 0.00 | 185.31K |
SCHWAB STRATEGIC TRSOLE | GOVERNMENT MONEY | 4.61M | SH | $4.61M 3.14% | 0.00 | 0.00 | 4.61M |
GOLDMAN SACHS PHYSICAL GOLDSOLE | UNIT | 75.09K | SH | $3.47M 2.36% | 0.00 | 0.00 | 75.09K |
SSGA ACTIVE ETF TRSOLE | STATE STREET BLA | 81.54K | SH | $3.25M 2.22% | 0.00 | 0.00 | 81.54K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 32.57K | SH | $3.08M 2.10% | 0.00 | 0.00 | 32.57K |
PROSHARES TR IISOLE | ULTRASHORT GOLD | 135.17K | SH | $2.73M 1.86% | 0.00 | 0.00 | 135.17K |
PROSHARES TRSOLE | ULTRAPRO SHORT S | 46.90K | SH | $2.61M 1.78% | 0.00 | 0.00 | 46.90K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 28.18K | SH | $2.58M 1.75% | 0.00 | 0.00 | 28.18K |
SPDR GOLD TRSOLE | GOLD SHS | 5.38K | SH | $2.31M 1.57% | 0.00 | 0.00 | 5.38K |
EXXON MOBIL CORPSOLE | COM | 13.52K | SH | $2.17M 1.48% | 0.00 | 0.00 | 13.52K |
ISHARES TRSOLE | IBONDS DEC 2031 | 106.67K | SH | $2.17M 1.48% | 0.00 | 0.00 | 106.67K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 93.13K | SH | $2.13M 1.45% | 0.00 | 0.00 | 93.13K |
ISHARES TRSOLE | IBONDS 27 TRM TS | 95.08K | SH | $2.13M 1.45% | 0.00 | 0.00 | 95.08K |
ISHARES TRSOLE | IBONDS DEC 2029 | 95.47K | SH | $2.08M 1.42% | 0.00 | 0.00 | 95.47K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 17.39K | SH | $2.06M 1.40% | 0.00 | 0.00 | 17.39K |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 11.73K | SH | $1.88M 1.28% | 0.00 | 0.00 | 11.73K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 23.62K | SH | $1.78M 1.21% | 0.00 | 0.00 | 23.62K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 11.97K | SH | $1.77M 1.20% | 0.00 | 0.00 | 11.97K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 18.37K | SH | $1.75M 1.19% | 0.00 | 0.00 | 18.37K |
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