13F HOLDINGS REPORT
MOULTON WEALTH MANAGEMENT, INC
Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001754960-26-000038
Total Value
$105.5M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78468R648 | 143,653 | $11.5M | 10.94% |
| 2 | SPDR SERIES TRUST | 78468R622 | 396,498 | $10.0M | 9.51% |
| 3 | ISHARES TR | 46434V613 | 184,615 | $9.3M | 8.83% |
| 4 | VANGUARD INDEX FDS | 922908769 | 26,996 | $9.1M | 8.60% |
| 5 | SPDR SERIES TRUST | 78468R770 | 198,524 | $8.2M | 7.77% |
| 6 | VANECK ETF TRUST | 92189F106 | 64,492 | $5.5M | 5.24% |
| 7 | SELECT SECTOR SPDR TR | 81369Y803 | 22,966 | $3.3M | 3.14% |
| 8 | VANECK ETF TRUST | 92189F676 | 7,448 | $2.8M | 2.64% |
| 9 | SELECT SECTOR SPDR TR | 81369Y209 | 16,208 | $2.5M | 2.39% |
| 10 | SPDR SERIES TRUST | 78464A755 | 23,338 | $2.5M | 2.38% |
| 11 | ISHARES TR | 464287523 | 19,171 | $2.5M | 2.35% |
| 12 | ISHARES TR | 464287515 | 12,397 | $2.5M | 2.35% |
| 13 | SPDR GOLD TR | GLD | 5,383 | $2.1M | 2.03% |
| 14 | ISHARES TR | 464288760 | 9,577 | $2.1M | 2.02% |
| 15 | GLOBAL X FDS | 37954Y715 | 25,544 | $2.1M | 2.01% |
| 16 | SELECT SECTOR SPDR TR | 81369Y704 | 12,392 | $2.0M | 1.86% |
| 17 | ISHARES TR | 46432F396 | 7,636 | $1.9M | 1.83% |
| 18 | ISHARES TR | 46432F339 | 9,361 | $1.9M | 1.77% |
| 19 | WISDOMTREE TR | WT | 12,702 | $1.8M | 1.75% |
| 20 | PROSHARES TR | 74348A467 | 17,188 | $1.8M | 1.70% |
| 21 | SPDR SERIES TRUST | 78468R663 | 19,555 | $1.8M | 1.69% |
| 22 | GLOBAL X FDS | 37954Y830 | 22,977 | $1.7M | 1.59% |
| 23 | EXXON MOBIL CORP | XOM | 13,424 | $1.6M | 1.56% |
| 24 | ISHARES TR | 464287184 | 39,788 | $1.6M | 1.50% |
| 25 | ISHARES TR | 464287499 | 15,871 | $1.5M | 1.46% |
| 26 | SELECT SECTOR SPDR TR | 81369Y308 | 19,270 | $1.5M | 1.42% |
| 27 | SELECT SECTOR SPDR TR | 81369Y605 | 22,754 | $1.2M | 1.18% |
| 28 | INVESCO QQQ TR | IVZ | 1,866 | $1.1M | 1.08% |
| 29 | VANGUARD INTL EQUITY INDEX F | 922042858 | 11,428 | $1.0M | 0.99% |
| 30 | VANGUARD INDEX FDS | 922908736 | 2,002 | $973,141 | 0.92% |
| 31 | SELECT SECTOR SPDR TR | 81369Y407 | 8,099 | $958,460 | 0.91% |
| 32 | SELECT SECTOR SPDR TR | 81369Y852 | 7,532 | $880,465 | 0.83% |
| 33 | SELECT SECTOR SPDR TR | 81369Y506 | 18,370 | $838,598 | 0.79% |
| 34 | SELECT SECTOR SPDR TR | 81369Y886 | 17,835 | $770,127 | 0.73% |
| 35 | CHEVRON CORP NEW | CVX | 4,930 | $768,594 | 0.73% |
| 36 | COSTCO WHSL CORP NEW | 22160K105 | 429 | $366,644 | 0.35% |
| 37 | SPDR SERIES TRUST | 78468R606 | 7,359 | $348,087 | 0.33% |
| 38 | ISHARES TR | 464287655 | 1,323 | $329,139 | 0.31% |
| 39 | SPDR S&P 500 ETF TR | SPY | 460 | $313,992 | 0.30% |
| 40 | MERITAGE HOMES CORP | MTH | 3,148 | $208,503 | 0.20% |