Fund HoldingsMOULTON WEALTH MANAGEMENT, INC

Total Portfolio Value
$105.51M
Total Bought
$69.60M
Total Sold
$101.94M
Net Transaction
-$32.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
SP KENSHO NEWEC
0143,653+143,653011,54810.94%+11,548
SPDR SERIES TRUST
ST BLOO HIGH ETF
0396,498+396,498010,0399.51%+10,039
ISHARES TR
CORE UNIVRSL USD
0184,615+184,61509,3198.83%+9,319
SPDR SERIES TRUST
ST STR R1K YLD
0198,524+198,52408,1997.77%+8,199
SELECT SECTOR SPDR TR
ST STR TECHN ETF
022,966+22,96603,3143.14%+3,314
SELECT SECTOR SPDR TR
ST STR CARE ETF
016,208+16,20802,5202.39%+2,520
SPDR SERIES TRUST
ST STR SP METAL
023,338+23,33802,5102.38%+2,510
ISHARES TR019,171+19,17102,4802.35%+2,480
ISHARES TR012,397+12,39702,4782.35%+2,478
GLOBAL X FDS
RBTCS ARTFL INTE
025,544+25,54402,1202.01%+2,120
SELECT SECTOR SPDR TR
ST STR INDL ETF
012,392+12,39201,9581.86%+1,958
WISDOMTREE TR(WT)012,702+12,70201,8421.75%+1,842
SPDR SERIES TRUST
ST STR BLO 1 ETF
019,555+19,55501,7881.69%+1,788
SELECT SECTOR SPDR TR
ST STR STAPL ETF
019,270+19,27001,4971.42%+1,497
SELECT SECTOR SPDR TR
ST STR FINL ETF
022,754+22,75401,2501.18%+1,250
VANGUARD INTL EQUITY INDEX F011,428+11,42801,0490.99%+1,049
SELECT SECTOR SPDR TR
ST STR DISCR ETF
08,099+8,09909580.91%+958
SELECT SECTOR SPDR TR
ST STR SVC ETF
07,532+7,53208800.83%+880
SELECT SECTOR SPDR TR
ST STR ENERG ETF
018,370+18,37008390.79%+839
SELECT SECTOR SPDR TR
ST STR UTIL ETF
017,835+17,83507700.73%+770
VANECK ETF TRUST
GOLD MINERS ETF
62,45864,492+2,0344,7725,5295.24%+757
GLOBAL X FDS
GLOBAL X COPPER
19,49222,977+3,4851,1661,6791.59%+513
SPDR SERIES TRUST
ST PORT HIGH ETF
07,359+7,35903480.33%+348
ISHARES TR01,323+1,32303290.31%+329
SPDR GOLD TR(GLD)5,4015,383-181,9202,1442.03%+224
EXXON MOBIL CORP13,30913,424+1151,5011,6461.56%+146
PROSHARES TR
S&P 500 DV ARIST
16,87017,188+3181,7391,7951.70%+57
VANGUARD INDEX FDS1,9792,002+239499730.92%+24
CHEVRON CORP NEW(CVX)4,8534,930+777547690.73%+15
SPDR S&P 500 ETF TR(SPY)458460+23053140.30%+9
ISHARES TR15,98015,871-1091,5431,5451.46%+2
ISHARES TR10,2099,577-6322,1362,1262.02%-10
MERITAGE HOMES CORP(MTH)3,1283,148+202272090.20%-18
COSTCO WHSL CORP NEW(COST)428429+13973670.35%-30
ISHARES TR
MSCI USA QLT FCT
9,7439,361-3821,8951,8651.77%-31
INVESCO QQQ TR1,9891,866-1231,1941,1441.08%-50
ISHARES TR
MSCI USA MMENTM
7,8407,636-2042,0101,9301.83%-81
VANECK ETF TRUST
SEMICONDUCTR ETF
8,9327,448-1,4842,9152,7812.64%-134
VANGUARD INDEX FDS28,43826,996-1,4429,3329,0798.60%-253
DIREXION SHS ETF TR30,1610-30,1612900-290
ISHARES TR55,82039,788-16,0322,2961,5841.50%-712
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,4280-8,4287530-753
SELECT SECTOR SPDR TR
ST STR UTIL ETF
8,9720-8,9727820-782
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,5470-7,5478930-893
SELECT SECTOR SPDR TR
ST STR DISCR ETF
4,0610-4,0619730-973
VANGUARD INTL EQUITY INDEX F11,2220-11,2229860-986
ISHARES TR
MSCI EAFE MIN VL
12,0900-12,0901,0260-1,026
GLOBAL X FDS
GLOBAL X SILVER
16,9290-16,9291,2130-1,213
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,6340-22,6341,2190-1,219
ISHARES GOLD TR(IAU)18,7590-18,7591,3650-1,365
SELECT SECTOR SPDR TR
ST STR STAPL ETF
19,2110-19,2111,5060-1,506
SPDR SERIES TRUST
ST STR BLO 1 ETF
20,8080-20,8081,9090-1,909
SELECT SECTOR SPDR TR
ST STR INDL ETF
12,4840-12,4841,9250-1,925
ISHARES SILVER TR(SLV)45,6180-45,6181,9330-1,933
VANGUARD INTL EQUITY INDEX F28,2200-28,2202,0140-2,014
SELECT SECTOR SPDR TR
ST STR CARE ETF
15,6800-15,6802,1820-2,182
WISDOMTREE TR(WT)18,1220-18,1222,3200-2,320
ISHARES TR22,4890-22,4892,8320-2,832
ISHARES TR14,4930-14,4932,8390-2,839
SELECT SECTOR SPDR TR
ST STR TECHN ETF
11,3550-11,3553,2010-3,201
GOLDMAN SACHS PHYSICAL GOLD(AAAU)184,7970-184,7977,0440-7,044
SSGA ACTIVE ETF TR
ST STR BL LN ETF
191,9100-191,9107,9800-7,980
ISHARES TR
FLTG RATE NT ETF
190,5570-190,5579,7350-9,735
SPDR SERIES TRUST
ST TERM HIGH ETF
383,4490-383,4499,8160-9,816
ISHARES TR
TRS FLT RT BD
205,0040-205,00410,3710-10,371
WISDOMTREE TR(WT)206,8290-206,82910,3970-10,397
SPDR SERIES TRUST
ST STR P500ETF
165,0960-165,09612,9340-12,934
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