MOULTON WEALTH MANAGEMENT, INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, MOULTON WEALTH MANAGEMENT, INC held in its portfolio 34 assets valued at $105,514,062 (i.e. $105.51M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($34.43M), ISHARES TR ($9.32M), and VANGUARD INDEX FDS ($9.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOULTON WEALTH MANAGEMENT, INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 788927 | 34431909 | STATE STREET SPD |
| ISHARES TR | 184615 | 9319368 | CORE UNIVRSL USD |
| VANGUARD INDEX FDS | 26996 | 9078990 | TOTAL STK MKT |
| VANECK ETF TRUST | 64492 | 5528929 | GOLD MINERS ETF |
| SELECT SECTOR SPDR TR | 22966 | 3313954 | STATE STREET TEC |
| VANECK ETF TRUST | 7448 | 2780712 | SEMICONDUCTR ETF |
| SELECT SECTOR SPDR TR | 16208 | 2520486 | STATE STREET HEA |
| ISHARES TR | 19171 | 2480173 | ISHARES SEMICDTR |
| ISHARES TR | 12397 | 2477969 | EXPANDED TECH |
| SELECT SECTOR SPDR TR | 27369 | 2455547 | STATE STREET CON |
| SPDR GOLD TR | 5383 | 2143898 | GOLD SHS |
| ISHARES TR | 9577 | 2126124 | US AER DEF ETF |
| GLOBAL X FDS | 25544 | 2120407 | RBTCS ARTFL INTE |
| SELECT SECTOR SPDR TR | 12392 | 1957655 | STATE STREET IND |
| ISHARES TR | 7636 | 1929873 | MSCI USA MMENTM |
| ISHARES TR | 9361 | 1864550 | MSCI USA QLT FCT |
| WISDOMTREE TR | 12702 | 1841636 | HEDGED HI YLD BD |
| PROSHARES TR | 17188 | 1795442 | S&P 500 DV ARIST |
| GLOBAL X FDS | 22977 | 1678700 | GLOBAL X COPPER |
| EXXON MOBIL CORP | 13424 | 1646492 | COM |
| ISHARES TR | 39788 | 1584344 | CHINA LG-CAP ETF |
| ISHARES TR | 15871 | 1544611 | RUS MID CAP ETF |
| SELECT SECTOR SPDR TR | 22754 | 1249872 | STATE STREET FIN |
| INVESCO QQQ TR | 1866 | 1144148 | UNIT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 11428 | 1049070 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 2002 | 973141 | GROWTH ETF |
| SELECT SECTOR SPDR TR | 7532 | 880465 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 18370 | 838598 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 17835 | 770127 | STATE STREET UTI |
| CHEVRON CORP NEW | 4930 | 768594 | COM |
| COSTCO WHSL CORP NEW | 429 | 366644 | COM |
| ISHARES TR | 1323 | 329139 | RUSSELL 2000 ETF |
| SPDR S&P 500 ETF TR | 460 | 313992 | TR UNIT |
| MERITAGE HOMES CORP | 3148 | 208503 | COM |
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