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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 Q3 2025 · Filed October 8, 2025 · Accession 0001754960-25-000644

Total Value
$137.5M
Positions
45
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (45)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854165,096$12.9M9.41%
2WISDOMTREE TRWT206,829$10.4M7.56%
3ISHARES TR46434V860205,004$10.4M7.54%
4SPDR SERIES TRUST78468R408383,449$9.8M7.14%
5ISHARES TR46429B655190,557$9.7M7.08%
6VANGUARD INDEX FDS92290876928,438$9.3M6.79%
7SSGA ACTIVE ETF TR78467V608191,910$8.0M5.80%
8GOLDMAN SACHS PHYSICAL GOLD38150K103184,797$7.0M5.12%
9VANECK ETF TRUST92189F10662,458$4.8M3.47%
10SELECT SECTOR SPDR TR81369Y80311,355$3.2M2.33%
11VANECK ETF TRUST92189F6768,932$2.9M2.12%
12ISHARES TR46428772114,493$2.8M2.06%
13ISHARES TR46428754922,489$2.8M2.06%
14WISDOMTREE TRWT18,122$2.3M1.69%
15ISHARES TR46428718455,820$2.3M1.67%
16SELECT SECTOR SPDR TR81369Y20915,680$2.2M1.59%
17ISHARES TR46428876010,209$2.1M1.55%
18VANGUARD INTL EQUITY INDEX F92204277528,220$2.0M1.46%
19ISHARES TR46432F3967,840$2.0M1.46%
20ISHARES SILVER TRSLV45,618$1.9M1.41%
21SELECT SECTOR SPDR TR81369Y70412,484$1.9M1.40%
22SPDR GOLD TRGLD5,401$1.9M1.40%
23SPDR SERIES TRUST78468R66320,808$1.9M1.39%
24ISHARES TR46432F3399,743$1.9M1.38%
25PROSHARES TR74348A46716,870$1.7M1.26%
26ISHARES TR46428749915,980$1.5M1.12%
27SELECT SECTOR SPDR TR81369Y30819,211$1.5M1.10%
28EXXON MOBIL CORPXOM13,309$1.5M1.09%
29ISHARES GOLD TRIAU18,759$1.4M0.99%
30SELECT SECTOR SPDR TR81369Y60522,634$1.2M0.89%
31GLOBAL X FDS37954Y84816,929$1.2M0.88%
32INVESCO QQQ TRIVZ1,989$1.2M0.87%
33GLOBAL X FDS37954Y83019,492$1.2M0.85%
34ISHARES TR46429B68912,090$1.0M0.75%
35VANGUARD INTL EQUITY INDEX F92204286611,222$985,7400.72%
36SELECT SECTOR SPDR TR81369Y4074,061$973,2230.71%
37VANGUARD INDEX FDS9229087361,979$948,9170.69%
38SELECT SECTOR SPDR TR81369Y8527,547$893,3430.65%
39SELECT SECTOR SPDR TR81369Y8868,972$782,4320.57%
40CHEVRON CORP NEWCVX4,853$753,5740.55%
41SELECT SECTOR SPDR TR81369Y5068,428$752,9800.55%
42COSTCO WHSL CORP NEW22160K105428$396,6030.29%
43SPDR S&P 500 ETF TRSPY458$305,3640.22%
44DIREXION SHS ETF TR25460E86930,161$289,8430.21%
45MERITAGE HOMES CORPMTH3,128$226,5470.16%