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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MOULTON WEALTH MANAGEMENT, INC

Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001754960-25-000323

Total Value
$132.3M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854186,043$13.7M10.35%
2VANGUARD INDEX FDS92290876936,415$11.2M8.48%
3SPDR SERIES TRUST78468R408440,775$11.2M8.47%
4WISDOMTREE TRWT221,655$11.2M8.43%
5ISHARES TR46434V860220,510$11.1M8.42%
6ISHARES TR46429B655192,592$9.8M7.41%
7SSGA ACTIVE ETF TR78467V608219,012$9.1M6.87%
8GOLDMAN SACHS PHYSICAL GOLD38150K103181,939$6.0M4.53%
9ISHARES TR46429B68955,125$4.6M3.50%
10SPDR SERIES TRUST78468R66342,362$3.9M2.93%
11ISHARES TR46428876019,047$3.6M2.69%
12VANECK ETF TRUST92189F10664,964$3.4M2.60%
13VANGUARD INTL EQUITY INDEX F92204277539,783$2.7M2.03%
14SELECT SECTOR SPDR TR81369Y8039,738$2.5M1.89%
15WISDOMTREE TRWT18,614$2.1M1.62%
16ISHARES TR46428718458,461$2.1M1.60%
17SELECT SECTOR SPDR TR81369Y70412,414$1.9M1.40%
18ISHARES TR46432F3967,306$1.7M1.32%
19PROSHARES TR74348A46716,919$1.7M1.32%
20SELECT SECTOR SPDR TR81369Y30820,650$1.7M1.28%
21ISHARES TR46432F3399,126$1.7M1.28%
22SPDR GOLD TRGLD5,478$1.7M1.27%
23SELECT SECTOR SPDR TR81369Y20911,437$1.5M1.17%
24SELECT SECTOR SPDR TR81369Y88618,629$1.5M1.15%
25EXXON MOBIL CORPXOM13,193$1.5M1.12%
26ISHARES TR46428749913,617$1.3M0.96%
27ISHARES GOLD TRIAU20,052$1.3M0.95%
28SELECT SECTOR SPDR TR81369Y60522,513$1.2M0.91%
29INVESCO QQQ TRIVZ1,672$930,0090.70%
30SELECT SECTOR SPDR TR81369Y4073,990$882,6620.67%
31SELECT SECTOR SPDR TR81369Y8527,332$792,1850.60%
32CHEVRON CORP NEWCVX4,850$719,6620.54%
33SELECT SECTOR SPDR TR81369Y5067,882$685,9670.52%
34COSTCO WHSL CORP NEW22160K105428$422,3430.32%
35DIREXION SHS ETF TR25460E86938,895$395,9490.30%
36SPDR S&P 500 ETF TRSPY457$285,8560.22%
37MERITAGE HOMES CORPMTH3,109$219,6170.17%