Latest MOULTON WEALTH MANAGEMENT, INC Stock Portfolio

MOULTON WEALTH MANAGEMENT, INC Performance:

2025 Q4: -1.84%YTD: 5.51%2024: 3.58%

Performance for 2025 Q4 is -1.84%, and YTD is 5.51%, and 2024 is 3.58%.

About MOULTON WEALTH MANAGEMENT, INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MOULTON WEALTH MANAGEMENT, INC reported an equity portfolio of $105.5 Millions as of 31 Dec, 2025.

The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are BIL, BIL, ACWF. The fund has invested 10.9% of it's portfolio in SPDR SERIES TRUST and 9.5% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off SPDR SERIES TRUST (BIL), WISDOMTREE TR (DWMF) and ISHARES TR (ACWF) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANECK ETF TRUST (AFK) and ISHARES TR (AAXJ). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (ACWF) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), GLOBAL X FDS (AGNG) and VANECK ETF TRUST (AFK).

MOULTON WEALTH MANAGEMENT, INC Annual Return Estimates Vs S&P 500

Our best estimate is that MOULTON WEALTH MANAGEMENT, INC made a return of -1.84% in the last quarter. In trailing 12 months, it's portfolio return was 5.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	11,548,200
spdr series trust	10,039,300
ishares tr	9,319,370
spdr series trust	8,199,020
spdr series trust	2,509,540
ishares tr	2,480,170
ishares tr	2,477,970
global x fds	2,120,410

New stocks bought by MOULTON WEALTH MANAGEMENT, INC

Additions

Ticker	% Inc.
select sector spdr tr	117
select sector spdr tr	102
select sector spdr tr	99.43
select sector spdr tr	98.79
global x fds	17.88
select sector spdr tr	3.37
vaneck etf trust	3.26
proshares tr	1.89

Additions to existing portfolio by MOULTON WEALTH MANAGEMENT, INC

Reductions

Ticker	% Reduced
ishares tr	-28.72
vaneck etf trust	-16.61
ishares tr	-6.19
invesco qqq tr	-6.18
spdr series trust	-6.02
vanguard index fds	-5.07
ishares tr	-3.92
ishares tr	-2.6

MOULTON WEALTH MANAGEMENT, INC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-9,816,280
wisdomtree tr	-10,397,300
ishares tr	-10,371,100
ssga active etf tr	-7,979,620
ishares tr	-9,734,610
goldman sachs physical gold	-7,044,460
spdr series trust	-12,933,600
ishares silver tr	-1,932,840

MOULTON WEALTH MANAGEMENT, INC got rid off the above stocks

Sector Distribution

MOULTON WEALTH MANAGEMENT, INC has about 97.2% of it's holdings in Others sector.

Sector	%
Others	97.2
Energy	2.3

Market Cap. Distribution

MOULTON WEALTH MANAGEMENT, INC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.2
MEGA-CAP	2.6

Stocks belong to which Index?

About 2.6% of the stocks held by MOULTON WEALTH MANAGEMENT, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.2
S&P 500	2.6

Top 5 Winners (%)		%
AGNG	global x fds	20.1 %
AFK	vaneck etf trust	13.2 %
GLD	spdr gold tr	12.0 %
AFK	vaneck etf trust	12.0 %
XLB	select sector spdr tr	11.5 %

Top 5 Winners ($)		$
AFK	vaneck etf trust	0.6 M
AFK	vaneck etf trust	0.4 M
AGNG	global x fds	0.3 M
XLB	select sector spdr tr	0.3 M
GLD	spdr gold tr	0.2 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.5 %
XLB	select sector spdr tr	-43.4 %
XLB	select sector spdr tr	-41.6 %
XLB	select sector spdr tr	-41.1 %
MTH	meritage homes corp	-8.5 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-2.4 M
XLB	select sector spdr tr	-0.7 M
XLB	select sector spdr tr	-0.6 M
XLB	select sector spdr tr	-0.6 M
IJR	ishares tr	-0.1 M

MOULTON WEALTH MANAGEMENT, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MOULTON WEALTH MANAGEMENT, INC

MOULTON WEALTH MANAGEMENT, INC has 40 stocks in it's portfolio. About 61.5% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AFK was the most profitable stock for MOULTON WEALTH MANAGEMENT, INC last quarter.

Last Reported on: 13 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAAU	goldman sachs physical gold	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	2.02	9,577	2,126,120	reduced	-6.19

ACWF	ishares tr	8.83	184,615	9,319,370	new

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	5.24	64,492	5,528,930	added	3.26

AFK	vaneck etf trust	2.63	7,448	2,780,710	reduced	-16.61

AGNG	global x fds	2.01	25,544	2,120,410	new

AGNG	global x fds	1.59	22,977	1,678,700	added	17.88

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AGZD	wisdomtree tr	1.75	12,702	1,841,640	new

AGZD	wisdomtree tr	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	10.95	143,653	11,548,200	new

BIL	spdr series trust	9.52	396,498	10,039,300	new

BIL	spdr series trust	7.77	198,524	8,199,020	new

BIL	spdr series trust	2.38	23,338	2,509,540	new

BIL	spdr series trust	1.69	19,555	1,787,690	reduced	-6.02

BIL	spdr series trust	0.33	7,359	348,087	new

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100