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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
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KOMP SPDR SERIES TRUST 143,653.0 $11.5M 10.95% NEW $80.39 -17.8%
2 JNK SPDR SERIES TRUST 396,498.0 $10.0M 9.52% NEW $25.32 +277.5%
3 IUSB ISHARES TR 184,615.0 $9.3M 8.83% NEW $50.48 -9.8%
4 VTI VANGUARD INDEX FDS 26,996.0 $9.1M 8.61% -1K -5.1% $336.31 +7.1%
5 ONEY SPDR SERIES TRUST 198,524.0 $8.2M 7.77% NEW $41.30 +202.2%
6 GDX VANECK ETF TRUST 64,492.0 $5.5M 5.24% +2K +3.3% $85.73 -0.8%
7 XLK SELECT SECTOR SPDR TR 22,966.0 $3.3M 3.14% +12K +102.2% $144.30 +20.5%
8 SMH VANECK ETF TRUST 7,448.0 $2.8M 2.63% -1K -16.6% $373.35 +46.0%
9 XLV SELECT SECTOR SPDR TR 16,208.0 $2.5M 2.39% +528.0 +3.4% $155.51 -6.6%
10 XME SPDR SERIES TRUST 23,338.0 $2.5M 2.38% NEW $107.53 +2.5%
11 SOXX ISHARES TR 19,171.0 $2.5M 2.35% NEW $129.37 +284.4%
12 IGV ISHARES TR 12,397.0 $2.5M 2.35% NEW $199.88 -53.4%
13 GLD SPDR GOLD TR Financial Services 5,383.0 $2.1M 2.03% $398.27 +3.2%
14 ITA ISHARES TR 9,577.0 $2.1M 2.02% -632.0 -6.2% $222.00 -1.5%
15 BOTZ GLOBAL X FDS 25,544.0 $2.1M 2.01% NEW $83.01 -53.2%
16 XLI SELECT SECTOR SPDR TR 12,392.0 $2.0M 1.85% -92.0 -0.7% $157.98 +6.6%
17 MTUM ISHARES TR 7,636.0 $1.9M 1.83% -204.0 -2.6% $252.73 +15.6%
18 QUAL ISHARES TR 9,361.0 $1.9M 1.77% -382.0 -3.9% $199.18 +5.4%
19 HYZD WISDOMTREE TR 12,702.0 $1.8M 1.75% NEW $144.99 -84.4%
20 NOBL PROSHARES TR 17,188.0 $1.8M 1.70% +318.0 +1.9% $104.46 +1.3%
Page 1 of 2  ·  40 positions

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%