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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIL SPDR SERIES TRUST 19,555.0 $1.8M 1.69% -1K -6.0% $91.42 +0.1%
22 COPX GLOBAL X FDS 22,977.0 $1.7M 1.59% +3K +17.9% $73.06 +12.0%
23 XOM EXXON MOBIL CORP Energy 13,424.0 $1.6M 1.56% +115.0 +0.9% $122.65 +28.8%
24 FXI ISHARES TR 39,788.0 $1.6M 1.50% -16K -28.7% $39.82 -9.2%
25 IWR ISHARES TR 15,871.0 $1.5M 1.46% -109.0 -0.7% $97.32 +6.5%
26 XLP SELECT SECTOR SPDR TR 19,270.0 $1.5M 1.42% $77.69 +10.6%
27 XLF SELECT SECTOR SPDR TR 22,754.0 $1.2M 1.19% +120.0 +0.5% $54.93 -5.8%
28 QQQ INVESCO QQQ TR Financial Services 1,866.0 $1.1M 1.08% -123.0 -6.2% $613.16 +15.1%
29 VWO VANGUARD INTL EQUITY INDEX F 11,428.0 $1.0M 0.99% NEW $91.80 -36.3%
30 VUG VANGUARD INDEX FDS 2,002.0 $973K 0.92% +23.0 +1.2% $486.08 -82.1%
31 XLY SELECT SECTOR SPDR TR 8,099.0 $958K 0.91% +4K +99.4% $118.34 -1.7%
32 XLC SELECT SECTOR SPDR TR 7,532.0 $880K 0.83% $116.90 +0.1%
33 XLE SELECT SECTOR SPDR TR 18,370.0 $839K 0.80% +10K +118.0% $45.65 +32.6%
34 XLU SELECT SECTOR SPDR TR 17,835.0 $770K 0.73% +9K +98.8% $43.18 +1.8%
35 CVX CHEVRON CORP NEW Energy 4,930.0 $769K 0.73% +77.0 +1.6% $155.90 +22.6%
36 COST COSTCO WHSL CORP NEW Consumer Defensive 429.0 $367K 0.35% $854.65 +22.7%
37 SPHY SPDR SERIES TRUST 7,359.0 $348K 0.33% NEW $47.30 -50.8%
38 IWM ISHARES TR 1,323.0 $329K 0.31% NEW $248.78 +10.9%
39 SPY SPDR S&P 500 ETF TR Financial Services 460.0 $314K 0.30% $682.59 +8.2%
40 MTH MERITAGE HOMES CORP Consumer Cyclical 3,148.0 $209K 0.20% +20.0 +0.6% $66.23 -10.7%
Page 2 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%