MOULTON WEALTH MANAGEMENT, INC
CIK: 0001792510SEC EDGAR →
Portfolio Value
$105.5M
Holdings
40
As of
Q4 2025
New Positions
8
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 143,653 | $11.5M | 10.94% |
| 2 | SPDR SERIES TRUST | 396,498 | $10.0M | 9.51% |
| 3 | ISHARES TR | 184,615 | $9.3M | 8.83% |
| 4 | VANGUARD INDEX FDS | 26,996 | $9.1M | 8.60% |
| 5 | SPDR SERIES TRUST | 198,524 | $8.2M | 7.77% |
| 6 | VANECK ETF TRUST | 64,492 | $5.5M | 5.24% |
| 7 | SELECT SECTOR SPDR TR | 22,966 | $3.3M | 3.14% |
| 8 | VANECK ETF TRUST | 7,448 | $2.8M | 2.63% |
| 9 | SELECT SECTOR SPDR TR | 16,208 | $2.5M | 2.39% |
| 10 | SPDR SERIES TRUST | 23,338 | $2.5M | 2.38% |
Quarterly Changes
New Positions (12)
Closed Positions (17)
$12.9M · 165K shares
$10.4M · 207K shares
$10.4M · 205K shares
$9.8M · 383K shares
$9.7M · 191K shares
$8.0M · 192K shares
$7.0M · 185K shares
$2.8M · 14K shares
$2.8M · 22K shares
$2.3M · 18K shares
$2.0M · 28K shares
$1.9M · 46K shares
$1.4M · 19K shares
$1.2M · 17K shares
$1.0M · 12K shares
$986K · 11K shares
$290K · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $95.6M | 90.6% |
| Unknown | 4 | $6.9M | 6.6% |
| Energy | 2 | $2.4M | 2.3% |
| Consumer Defensive | 1 | $366K | 0.3% |
| Consumer Cyclical | 1 | $208K | 0.2% |