Fund Holdings — MOULTON WEALTH MANAGEMENT, INC

Total Portfolio Value
$146.89M
Total Bought
$129.80M
Total Sold
$88.73M
Net Transaction
+$41.07M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR
TRS FLT RT BD
0461,402+461,402023,30515.87%+23,305
WISDOMTREE TR(WT)0455,153+455,153022,92615.61%+22,926
ISHARES TR
FLTG RATE NT ETF
0196,477+196,47709,9666.78%+9,966
PROSHARES TR
SHOR S&P 500 NEW
0202,391+202,39107,6325.20%+7,632
SPDR SERIES TRUST
ST STR P500ETF
091,466+91,46607,0444.80%+7,044
SPDR SERIES TRUST
ST TERM HIGH ETF
0185,308+185,30804,6203.14%+4,620
SCHWAB STRATEGIC TR04,610,837+4,610,83704,6113.14%+4,611
GOLDMAN SACHS PHYSICAL GOLD(AAAU)075,094+75,09403,4662.36%+3,466
SSGA ACTIVE ETF TR
ST STR BL LN ETF
081,542+81,54203,2552.22%+3,255
PROSHARES TR II(AGQ)0135,170+135,17002,7281.86%+2,728
PROSHARES TR
ULTR SHO S&P 500
046,895+46,89502,6141.78%+2,614
SPDR SERIES TRUST
SP KENSHO FINAL
028,176+28,17602,5761.75%+2,576
ISHARES TR0106,671+106,67102,1701.48%+2,170
ISHARES TR093,125+93,12502,1281.45%+2,128
ISHARES TR095,079+95,07902,1271.45%+2,127
ISHARES TR095,473+95,47302,0791.42%+2,079
ISHARES TR017,392+17,39202,0581.40%+2,058
WISDOMTREE TR(WT)011,726+11,72601,8851.28%+1,885
VANGUARD INTL EQUITY INDEX F023,619+23,61901,7821.21%+1,782
SELECT SECTOR SPDR TR
ST CARE INCO ETF
011,966+11,96601,7681.20%+1,768
ISHARES TR018,372+18,37201,7511.19%+1,751
VANGUARD WHITEHALL FDS025,987+25,98701,7071.16%+1,707
ISHARES SILVER TR(SLV)023,994+23,99401,5761.07%+1,576
SELECT SECTOR SPDR TR
ST ENER INCO ETF
025,317+25,31701,5061.03%+1,506
SELECT SECTOR SPDR TR
ST TECH INCO ETF
010,877+10,87701,4681.00%+1,468
SELECT SECTOR SPDR TR
ST INDL INCO ETF
08,552+8,55201,4010.95%+1,401
ISHARES TR05,654+5,65401,0410.71%+1,041
PROSHARES TR II(AGQ)042,740+42,74001,0340.70%+1,034
SELECT SECTOR SPDR TR
ST UTIL INCO ETF
021,619+21,61901,0030.68%+1,003
GLOBAL X FDS
GLOBAL X SILVER
08,662+8,66208020.55%+802
SELECT SECTOR SPDR TR
ST SVC INCOM ETF
07,111+7,11107910.54%+791
VANGUARD INTL EQUITY INDEX F06,939+6,93906830.46%+683
SELECT SECTOR SPDR TR
ST STAP INCO ETF
07,074+7,07405780.39%+578
ISHARES GOLD TR(IAU)06,006+6,00605290.36%+529
EXXON MOBIL CORP13,42413,517+931,6462,1741.48%+528
WISDOMTREE TR(WT)019,421+19,42105110.35%+511
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
03,645+3,64503910.27%+391
DIREXION SHARES ETF TRUST
DAI GOL BUL ETF
06,089+6,08902900.20%+290
ISHARES TR011,892+11,89202720.19%+272
COSTCO WHOLESALE CORPORATION(COST)429630+2013676350.43%+268
AUTOZONE INC(AZO)075+7502560.17%+256
DIREXION SHARES ETF TRUST022,705+22,70502250.15%+225
CHEVRON CORPORATION(CVX)4,9304,932+27699890.67%+220
SELECT SECTOR SPDR TR
ST REAL INCO ETF
05,194+5,19402150.15%+215
SPDR GOLD TR(GLD)5,3835,378-52,1442,3121.57%+168
STATE STR SPDR S&P 500 ETF T(SPY)460461+13143020.21%-12
MERITAGE HOMES CORP(MTH)3,1480-3,1482090—-209
ISHARES TR1,3230-1,3233290—-329
SPDR SERIES TRUST
ST PORT HIGH ETF
7,3590-7,3593480—-348
SELECT SECTOR SPDR TR
ST STR UTIL ETF
17,8350-17,8357700—-770
SELECT SECTOR SPDR TR
ST STR ENERG ETF
18,3700-18,3708390—-839
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,5320-7,5328800—-880
SELECT SECTOR SPDR TR
ST STR DISCR ETF
8,0990-8,0999580—-958
VANGUARD INDEX FDS2,0020-2,0029730—-973
ISHARES TR9,5775,130-4,4472,1261,1430.78%-983
VANGUARD INTL EQUITY INDEX F11,4280-11,4281,0490—-1,049
GLOBAL X FDS
GLOBAL X COPPER
22,9777,292-15,6851,6795610.38%-1,118
INVESCO QQQ TR1,8660-1,8661,1440—-1,144
PROSHARES TR
S&P 500 DV ARIST
17,1886,004-11,1841,7956360.43%-1,159
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,7540-22,7541,2500—-1,250
VANECK ETF TRUST
SEMICONDUCTR ETF
7,4483,607-3,8412,7811,4050.96%-1,375
SELECT SECTOR SPDR TR
ST STR STAPL ETF
19,2700-19,2701,4970—-1,497
ISHARES TR15,8710-15,8711,5450—-1,545
ISHARES TR39,7880-39,7881,5840—-1,584
SPDR SERIES TRUST
ST STR BLO 1 ETF
19,5550-19,5551,7880—-1,788
WISDOMTREE TR(WT)12,7020-12,7021,8420—-1,842
ISHARES TR
MSCI USA QLT FCT
9,3610-9,3611,8650—-1,865
ISHARES TR
MSCI USA MMENTM
7,6360-7,6361,9300—-1,930
SELECT SECTOR SPDR TR
ST STR INDL ETF
12,3920-12,3921,9580—-1,958
GLOBAL X FDS
RBTCS ARTFL INTE
25,5440-25,5442,1200—-2,120
VANECK ETF TRUST
GOLD MINERS ETF
64,49232,566-31,9265,5293,0822.10%-2,447
ISHARES TR12,3970-12,3972,4780—-2,478
ISHARES TR19,1710-19,1712,4800—-2,480
SPDR SERIES TRUST
ST STR SP METAL
23,3380-23,3382,5100—-2,510
SELECT SECTOR SPDR TR
ST STR CARE ETF
16,2080-16,2082,5200—-2,520
SELECT SECTOR SPDR TR
ST STR TECHN ETF
22,9660-22,9663,3140—-3,314
VANGUARD INDEX FDS26,99615,128-11,8689,0794,8863.33%-4,193
SPDR SERIES TRUST
ST STR R1K YLD
198,5240-198,5248,1990—-8,199
ISHARES TR
CORE UNIVRSL USD
184,6150-184,6159,3190—-9,319
SPDR SERIES TRUST
ST BLOO HIGH ETF
396,4980-396,49810,0390—-10,039
SPDR SERIES TRUST
SP KENSHO NEWEC
143,6530-143,65311,5480—-11,548
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