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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPYM	SPDR SERIES TRUST	—	165,096	$12.9M	9.41%	SOLD
2	USFR	WISDOMTREE TR	—	206,829	$10.4M	7.56%	SOLD
3	TFLO	ISHARES TR	—	205,004	$10.4M	7.54%	SOLD
4	SJNK	SPDR SERIES TRUST	—	383,449	$9.8M	7.14%	SOLD
5	FLOT	ISHARES TR	—	190,557	$9.7M	7.08%	SOLD
6	SRLN	SSGA ACTIVE ETF TR	—	191,910	$8.0M	5.80%	SOLD
7	AAAU	GOLDMAN SACHS PHYSICAL GOLD	Financial Services	184,797	$7.0M	5.12%	SOLD
8	IYW	ISHARES TR	—	14,493	$2.8M	2.06%	SOLD
9	IGM	ISHARES TR	—	22,489	$2.8M	2.06%	SOLD
10	DXJ	WISDOMTREE TR	—	18,122	$2.3M	1.69%	SOLD
11	VEU	VANGUARD INTL EQUITY INDEX F	—	28,220	$2.0M	1.47%	SOLD
12	SLV	ISHARES SILVER TR	Financial Services	45,618	$1.9M	1.41%	SOLD
13	IAU	ISHARES GOLD TR	Financial Services	18,759	$1.4M	0.99%	SOLD
14	SIL	GLOBAL X FDS	—	16,929	$1.2M	0.88%	SOLD
15	EFAV	ISHARES TR	—	12,090	$1.0M	0.75%	SOLD
16	VPL	VANGUARD INTL EQUITY INDEX F	—	11,222	$986K	0.72%	SOLD
17	SPDN	DIREXION SHS ETF TR	—	30,161	$290K	0.21%	SOLD

Sector Allocation

Financial Services 54.6%

Energy 36.6%

Consumer Defensive 5.6%

Consumer Cyclical 3.2%