Portfolio (Quarterly) Guide ↗

MOULTON WEALTH MANAGEMENT, INC

· CIK 0001792510

13F Portfolio $106M AUM 40 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 12 New 13 Added 10 Reduced 17 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	GDX	VANECK ETF TRUST	—	64,492.0	$5.5M	5.24%	+2K	+3.3%	$85.73	-2.3%
2	XLK	SELECT SECTOR SPDR TR	—	22,966.0	$3.3M	3.14%	+12K	+102.2%	$144.30	+20.1%
3	XLV	SELECT SECTOR SPDR TR	—	16,208.0	$2.5M	2.39%	+528.0	+3.4%	$155.51	-5.3%
4	NOBL	PROSHARES TR	—	17,188.0	$1.8M	1.70%	+318.0	+1.9%	$104.46	+1.9%
5	COPX	GLOBAL X FDS	—	22,977.0	$1.7M	1.59%	+3K	+17.9%	$73.06	+8.6%
6	XOM	EXXON MOBIL CORP	Energy	13,424.0	$1.6M	1.56%	+115.0	+0.9%	$122.65	+30.8%
7	XLF	SELECT SECTOR SPDR TR	—	22,754.0	$1.2M	1.19%	+120.0	+0.5%	$54.93	-7.0%
8	VUG	VANGUARD INDEX FDS	—	2,002.0	$973K	0.92%	+23.0	+1.2%	$486.08	-82.2%
9	XLY	SELECT SECTOR SPDR TR	—	8,099.0	$958K	0.91%	+4K	+99.4%	$118.34	-2.8%
10	XLE	SELECT SECTOR SPDR TR	—	18,370.0	$839K	0.80%	+10K	+118.0%	$45.65	+34.2%
11	XLU	SELECT SECTOR SPDR TR	—	17,835.0	$770K	0.73%	+9K	+98.8%	$43.18	+2.7%
12	CVX	CHEVRON CORP NEW	Energy	4,930.0	$769K	0.73%	+77.0	+1.6%	$155.90	+25.8%
13	MTH	MERITAGE HOMES CORP	Consumer Cyclical	3,148.0	$209K	0.20%	+20.0	+0.6%	$66.23	-7.6%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 54.6%

Energy 36.6%

Consumer Defensive 5.6%

Consumer Cyclical 3.2%