Universe · entity
MOULTON WEALTH MANAGEMENT, INC
Institutional manager (13F) · CIK 1792510
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $146M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $23M | 461,402 |
| 2 | WISDOMTREE TR | $23M | 455,153 |
| 3 | ISHARES TR | $10M | 196,477 |
| 4 | PROSHARES TR | $8M | 202,391 |
| 5 | SPDR SERIES TRUST | $7M | 91,466 |
| 6 | VANGUARD INDEX FDS | $5M | 15,128 |
| 7 | SPDR SERIES TRUST | $5M | 185,308 |
| 8 | SCHWAB STRATEGIC TR | $5M | 4,610,837 |
| 9 | GOLDMAN SACHS PHYSICAL GOLD | $3M | 75,094 |
| 10 | SSGA ACTIVE ETF TR | $3M | 81,542 |
| 11 | VANECK ETF TRUST | $3M | 32,566 |
| 12 | PROSHARES TR II | $3M | 135,170 |
| 13 | PROSHARES TR | $3M | 46,895 |
| 14 | SPDR SERIES TRUST | $3M | 28,176 |
| 15 | SPDR GOLD TR | $2M | 5,378 |
| 16 | EXXON MOBIL CORP | $2M | 13,517 |
| 17 | ISHARES TR | $2M | 106,671 |
| 18 | ISHARES TR | $2M | 93,125 |
| 19 | ISHARES TR | $2M | 95,079 |
| 20 | ISHARES TR | $2M | 95,473 |
| 21 | ISHARES TR | $2M | 17,392 |
| 22 | WISDOMTREE TR | $2M | 11,726 |
| 23 | VANGUARD INTL EQUITY INDEX F | $2M | 23,619 |
| 24 | SELECT SECTOR SPDR TR | $2M | 11,966 |
| 25 | ISHARES TR | $2M | 18,372 |
| 26 | VANGUARD WHITEHALL FDS | $2M | 25,987 |
| 27 | ISHARES SILVER TR | $2M | 23,994 |
| 28 | SELECT SECTOR SPDR TR | $2M | 25,317 |
| 29 | SELECT SECTOR SPDR TR | $1M | 10,877 |
| 30 | VANECK ETF TRUST | $1M | 3,607 |
| 31 | SELECT SECTOR SPDR TR | $1M | 8,552 |
| 32 | ISHARES TR | $1M | 5,130 |
| 33 | ISHARES TR | $1M | 5,654 |
| 34 | PROSHARES TR II | $1M | 42,740 |
| 35 | SELECT SECTOR SPDR TR | $1M | 21,619 |
| 36 | CHEVRON CORPORATION | $989k | 4,932 |
| 37 | GLOBAL X FDS | $802k | 8,662 |
| 38 | SELECT SECTOR SPDR TR | $791k | 7,111 |
| 39 | VANGUARD INTL EQUITY INDEX F | $683k | 6,939 |
| 40 | PROSHARES TR | $636k | 6,004 |
| 41 | COSTCO WHOLESALE CORPORATION | $635k | 630 |
| 42 | SELECT SECTOR SPDR TR | $578k | 7,074 |
| 43 | GLOBAL X FDS | $561k | 7,292 |
| 44 | ISHARES GOLD TR | $529k | 6,006 |
| 45 | WISDOMTREE TR | $511k | 19,421 |
| 46 | INVESCO EXCHANGE TRADED FD T | $391k | 3,645 |
| 47 | STATE STR SPDR S&P 500 ETF T | $302k | 461 |
| 48 | DIREXION SHARES ETF TRUST | $290k | 6,089 |
| 49 | ISHARES TR | $272k | 11,892 |
| 50 | AUTOZONE INC | $256k | 75 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.