Moulton Wealth Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Moulton Wealth Management, Inc. reported 40 stock positions worth $105.5 million. Its top holding was SS SPDR S&P Kensho Ne Comp (KOMP) at 10.9% of the portfolio, followed by SS SPDR BB High Yield Bond (JNK, 9.5%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 8.8%). Compared with Q3 2025, it opened 12 new positions, sold out of 17, added to 14 and reduced 14. The biggest buy was a new position in SS SPDR S&P Kensho Ne Comp (KOMP) and the biggest sale an exit from Ste STR SPDR PT S&P 500 ETF (SPYM).
- Most Recent 13F
- Q2 2026
- Location
- SPOKANE, WA
- CIK
- 0001792510
- Portfolio Value
- $105.5M (Q4 2025)
- SEC Filing
- 0001754960-26-000038 ↗ filed Jan 13, 2026
Holdings Value
Holdings 40 stocks · $105.5M
| KOMP SS SPDR S&P Kensho Ne Comp | 10.94% | 143,653 | $11.5M | New |
| JNK SS SPDR BB High Yield Bond | 9.51% | 396,498 | $10.0M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 8.83% | 184,615 | $9.3M | New |
| VTI VG Morningstar TS MKT ETF-US | 8.60% | 26,996 | $9.1M | Reduce -5.1% |
| ONEY SS SPDR R1000 Yield Foc ETF | 7.77% | 198,524 | $8.2M | New |
| GDX Vaneck Gold Miners ETF | 5.24% | 64,492 | $5.5M | Add +3.3% |
| XLK SS Technology Select Sector | 3.14% | 22,966 | $3.3M | Add +1.1% |
| SMH Vaneck Semiconductor ETF | 2.64% | 7,448 | $2.8M | Reduce -16.6% |
| XLV SS Health Care Select Sector | 2.39% | 16,208 | $2.5M | Add +3.4% |
| XME SS SPDR S&P Metals Mining | 2.38% | 23,338 | $2.5M | New |
| SOXX iShares Semiconductor ETF | 2.35% | 19,171 | $2.5M | New |
| IGV iShares Expanded Tech-Softwa | 2.35% | 12,397 | $2.5M | New |
| GLD SPDR Gold Shares | 2.03% | 5,383 | $2.1M | Reduce -0.3% |
| ITA iShares U.S. Aerospace & Def | 2.02% | 9,577 | $2.1M | Reduce -6.2% |
| BOTZ Global X Robotics & Artifici | 2.01% | 25,544 | $2.1M | New |
| XLI SS Industrial Select Sector | 1.86% | 12,392 | $2.0M | Reduce -0.7% |
| MTUM iShares MSCI USA Momentum Fa | 1.83% | 7,636 | $1.9M | Reduce -2.6% |
| QUAL iShares MSCI USA Quality Fac | 1.77% | 9,361 | $1.9M | Reduce -3.9% |
| HYZD Wisdomtree Interest Rate Hed | 1.75% | 12,702 | $1.8M | New |
| NOBL Proshares S&P 500 Dividend A | 1.70% | 17,188 | $1.8M | Add +1.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.69% | 19,555 | $1.8M | Reduce -6.0% |
| COPX Global X Copper Miners ETF | 1.59% | 22,977 | $1.7M | Add +17.9% |
| XOM Exxon Mobil Corp. | 1.56% | 13,424 | $1.6M | Add +0.9% |
| FXI iShares China Large-Cap ETF | 1.50% | 39,788 | $1.6M | Reduce -28.7% |
| IWR iShares Russell Mid-Cap ETF | 1.46% | 15,871 | $1.5M | Reduce -0.7% |
| XLP SS Consumer Staples Sel Sect | 1.42% | 19,270 | $1.5M | Add +0.3% |
| XLF SS Financial Select Sector | 1.18% | 22,754 | $1.2M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 1,866 | $1.1M | Reduce -6.2% |
| VWO Vanguard Ftse Emerging Marke | 0.99% | 11,428 | $1.0M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.92% | 2,002 | $973K | Add +1.2% |
| XLY SS Consumer Disc Select Sect | 0.91% | 8,099 | $958K | Reduce -0.3% |
| XLC SS Comm Select Sector SPDR | 0.83% | 7,532 | $880K | Reduce -0.2% |
| XLE SS Energy Select Sector | 0.79% | 18,370 | $839K | Add +9.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.73% | 17,835 | $770K | Reduce -0.6% |
| CVX Chevron Corp. | 0.73% | 4,930 | $769K | Add +1.6% |
| COST Costco Wholesale Corp. | 0.35% | 429 | $367K | Add +0.2% |
| SPHY SS SPDR P High Yield ETF | 0.33% | 7,359 | $348K | New |
| IWM iShares Russell 2000 ETF | 0.31% | 1,323 | $329K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 460 | $314K | Add +0.4% |
| MTH Meritage Homes Corp. | 0.20% | 3,148 | $209K | Add +0.6% |
Portfolio Sells Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −9.41 |
| USFR Wisdomtree Floating Rate Tre | Sold out | 0.00% | −7.56 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −7.54 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −7.14 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −7.08 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −5.80 |
| AAAU Goldman Sachs Physical Gold | Sold out | 0.00% | −5.12 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −2.06 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −2.06 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −1.69 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −1.46 |
| SLV iShares Silver Trust | Sold out | 0.00% | −1.41 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.99 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.88 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.75 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.72 |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | Sold out | 0.00% | −0.21 |
| FXI iShares China Large-Cap ETF | Reduce -28.7% | 1.50% | −0.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.6% | 0.73% | +0.16 |
| XLC SS Comm Select Sector SPDR | Reduce -0.2% | 0.83% | +0.18 |
| XLY SS Consumer Disc Select Sect | Reduce -0.3% | 0.91% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 1.08% | +0.22 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -6.0% | 1.69% | +0.31 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.7% | 1.46% | +0.34 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -2.6% | 1.83% | +0.37 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.9% | 1.77% | +0.39 |
| XLI SS Industrial Select Sector | Reduce -0.7% | 1.86% | +0.45 |
| ITA iShares U.S. Aerospace & Def | Reduce -6.2% | 2.02% | +0.46 |
| SMH Vaneck Semiconductor ETF | Reduce -16.6% | 2.64% | +0.52 |
| GLD SPDR Gold Shares | Reduce -0.3% | 2.03% | +0.64 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.1% | 8.60% | +1.82 |
Portfolio Buys Q3 2025 → Q4 2025
| KOMP SS SPDR S&P Kensho Ne Comp | New | 10.94% | +10.94 |
| JNK SS SPDR BB High Yield Bond | New | 9.51% | +9.51 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 8.83% | +8.83 |
| ONEY SS SPDR R1000 Yield Foc ETF | New | 7.77% | +7.77 |
| XME SS SPDR S&P Metals Mining | New | 2.38% | +2.38 |
| SOXX iShares Semiconductor ETF | New | 2.35% | +2.35 |
| IGV iShares Expanded Tech-Softwa | New | 2.35% | +2.35 |
| BOTZ Global X Robotics & Artifici | New | 2.01% | +2.01 |
| GDX Vaneck Gold Miners ETF | Add +3.3% | 5.24% | +1.77 |
| HYZD Wisdomtree Interest Rate Hed | New | 1.75% | +1.75 |
| VWO Vanguard Ftse Emerging Marke | New | 0.99% | +0.99 |
| XLK SS Technology Select Sector | Add +1.1% | 3.14% | +0.81 |
| XLV SS Health Care Select Sector | Add +3.4% | 2.39% | +0.80 |
| COPX Global X Copper Miners ETF | Add +17.9% | 1.59% | +0.74 |
| XOM Exxon Mobil Corp. | Add +0.9% | 1.56% | +0.47 |
| NOBL Proshares S&P 500 Dividend A | Add +1.9% | 1.70% | +0.44 |
| SPHY SS SPDR P High Yield ETF | New | 0.33% | +0.33 |
| XLP SS Consumer Staples Sel Sect | Add +0.3% | 1.42% | +0.32 |
| IWM iShares Russell 2000 ETF | New | 0.31% | +0.31 |
| XLF SS Financial Select Sector | Add +0.5% | 1.18% | +0.30 |
| XLE SS Energy Select Sector | Add +9.0% | 0.79% | +0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.2% | 0.92% | +0.23 |
| CVX Chevron Corp. | Add +1.6% | 0.73% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.30% | +0.08 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.35% | +0.06 |
| MTH Meritage Homes Corp. | Add +0.6% | 0.20% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $152.1M | SPYM, TFLO, USFR, VTI, FLOT |
| Q1 2026 | 52 | $146.9M | TFLO, USFR, FLOT, SH, SPYM |
| Q4 2025 | 40 | $105.5M | KOMP, JNK, IUSB, VTI, ONEY |
| Q3 2025 | 45 | $137.5M | SPYM, USFR, TFLO, SJNK, FLOT |
| Q2 2025 | 37 | $132.3M | SPYM, VTI, SJNK, USFR, TFLO |
| Q1 2025 | 34 | $131.2M | VOO, USFR, TFLO, FLOT, BIL |
| Q4 2024 | 43 | $130.2M | VOO, USFR, TFLO, BIL, VTI |
| Q3 2024 | 39 | $119.9M | USFR, TFLO, VOO, VTI, BIL |
| Q2 2024 | 30 | $110.3M | USFR, TFLO, VOO, BIL, DXJ |
| Q1 2024 | 24 | $95.4M | TFLO, USFR, BIL, DXJ, XLE |