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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 VTI VANGUARD INDEX FDS 26,996.0 $9.1M 8.61% -1K -5.1% $336.31 +7.1%
2 SMH VANECK ETF TRUST 7,448.0 $2.8M 2.63% -1K -16.6% $373.35 +45.7%
3 ITA ISHARES TR 9,577.0 $2.1M 2.02% -632.0 -6.2% $222.00 -1.7%
4 XLI SELECT SECTOR SPDR TR 12,392.0 $2.0M 1.85% -92.0 -0.7% $157.98 +6.8%
5 MTUM ISHARES TR 7,636.0 $1.9M 1.83% -204.0 -2.6% $252.73 +15.8%
6 QUAL ISHARES TR 9,361.0 $1.9M 1.77% -382.0 -3.9% $199.18 +5.2%
7 BIL SPDR SERIES TRUST 19,555.0 $1.8M 1.69% -1K -6.0% $91.42 +0.1%
8 FXI ISHARES TR 39,788.0 $1.6M 1.50% -16K -28.7% $39.82 -8.9%
9 IWR ISHARES TR 15,871.0 $1.5M 1.46% -109.0 -0.7% $97.32 +5.9%
10 QQQ INVESCO QQQ TR Financial Services 1,866.0 $1.1M 1.08% -123.0 -6.2% $613.16 +14.4%

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%