Filed: 7/7/2026ACC: 0001754960-26-000394
📋 What this filing means
MOULTON WEALTH MANAGEMENT, INC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $152.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$152.10M
Total AUM (reported)
2.47M
Total Shares
Allocation by class
ST STR P500ETF$18.30M12.0%
TRS FLT RT BD$13.70M9.0%
FLOATNG RAT TREA$13.50M8.9%
TOTAL STK MKT$12.58M8.3%
FLTG RATE NT ETF$10.22M6.7%
ST TERM HIGH ETF$6.12M4.0%
ST STR S& LN ETF$5.68M3.7%
Portfolio Concentration
Top 3$45.50M29.9%
4–10$47.13M31.0%
11–25$30.40M20.0%
Rest$29.06M19.1%
Top 3 weight
29.9%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
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
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings66
Rows:
SPDR SERIES TRUST
SOLEShares207.91K
TypeSH
Market value$18.30M
12.03%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares271.37K
TypeSH
Market value$13.70M
9.01%
Sole
0.00
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares268.03K
TypeSH
Market value$13.50M
8.88%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares33.95K
TypeSH
Market value$12.58M
8.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.83K
TypeSH
Market value$10.22M
6.72%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares245.85K
TypeSH
Market value$6.12M
4.02%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares141.70K
TypeSH
Market value$5.68M
3.74%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares26.92K
TypeSH
Market value$5.02M
3.30%
Sole
0.00
Shared
0.00
None
0.00
PROSHARES TR II
SOLEShares164.12K
TypeSH
Market value$4.31M
2.84%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares35.04K
TypeSH
Market value$3.20M
2.11%
Sole
0.00
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares5.08K
TypeSH
Market value$3.16M
2.08%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares17.68K
TypeSH
Market value$2.81M
1.85%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS PHYSICAL GOLD
SOLEShares68.48K
TypeSH
Market value$2.75M
1.81%
Sole
0.00
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares14.62K
TypeSH
Market value$2.57M
1.69%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares27.36K
TypeSH
Market value$2.27M
1.49%
Sole
0.00
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares29.58K
TypeSH
Market value$2.25M
1.48%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares11.85K
TypeSH
Market value$2.18M
1.43%
Sole
0.00
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares5.36K
TypeSH
Market value$2.00M
1.32%
Sole
0.00
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares13.61K
TypeSH
Market value$1.86M
1.22%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.87K
TypeSH
Market value$1.60M
1.05%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.24K
TypeSH
Market value$1.52M
1.00%
Sole
0.00
Shared
0.00
None
0.00
DIREXION SHARES ETF TRUST
SOLEShares23.23K
TypeSH
Market value$1.45M
0.95%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.64K
TypeSH
Market value$1.41M
0.93%
Sole
0.00
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares22.59K
TypeSH
Market value$1.28M
0.84%
Sole
0.00
Shared
0.00
None
0.00
PROSHARES TR II
SOLEShares42.66K
TypeSH
Market value$1.27M
0.84%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 207.91K | SH | $18.30M 12.03% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | TRS FLT RT BD | 271.37K | SH | $13.70M 9.01% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 268.03K | SH | $13.50M 8.88% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 33.95K | SH | $12.58M 8.27% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | FLTG RATE NT ETF | 200.83K | SH | $10.22M 6.72% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST TERM HIGH ETF | 245.85K | SH | $6.12M 4.02% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR S& LN ETF | 141.70K | SH | $5.68M 3.74% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 26.92K | SH | $5.02M 3.30% | 0.00 | 0.00 | 0.00 |
PROSHARES TR IISOLE | ULTRASHORT GOLD | 164.12K | SH | $4.31M 2.84% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 35.04K | SH | $3.20M 2.11% | 0.00 | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 5.08K | SH | $3.16M 2.08% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR CARE ETF | 17.68K | SH | $2.81M 1.85% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS PHYSICAL GOLDSOLE | UNIT | 68.48K | SH | $2.75M 1.81% | 0.00 | 0.00 | 0.00 |
WISDOMTREE TRSOLE | JAPN HEDGE EQT | 14.62K | SH | $2.57M 1.69% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 27.36K | SH | $2.27M 1.49% | 0.00 | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 29.58K | SH | $2.25M 1.48% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 11.85K | SH | $2.18M 1.43% | 0.00 | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 5.36K | SH | $2.00M 1.32% | 0.00 | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 13.61K | SH | $1.86M 1.22% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MMENTM | 4.87K | SH | $1.60M 1.05% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 6.24K | SH | $1.52M 1.00% | 0.00 | 0.00 | 0.00 |
DIREXION SHARES ETF TRUSTSOLE | DAI GOL BEA ETF | 23.23K | SH | $1.45M 0.95% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 5.64K | SH | $1.41M 0.93% | 0.00 | 0.00 | 0.00 |
PROSHARES TRSOLE | PROSHARES S&P | 22.59K | SH | $1.28M 0.84% | 0.00 | 0.00 | 0.00 |
PROSHARES TR IISOLE | ULTRA SHORT SILV | 42.66K | SH | $1.27M 0.84% | 0.00 | 0.00 | 0.00 |
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