Holdings of MOULTON WEALTH MANAGEMENT, INC
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 72.2 % of the equity sleeve
Sector breakdown
- Funds 33.8 %
- Energy 1.7 %
- Consumer staples 0.5 %
- Consumer discretionary 0.2 %
- Unattributed 63.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 38 | 124.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Trust | 461,402 | 23.3M $ | |
| 2 | WisdomTree Trust | 455,153 | 22.9M $ | |
| 3 | iShares Trust | 196,477 | 10M $ | |
| 4 | PROSHARES SHORT S&P500 | 202,391 | 7.6M $ | |
| 5 | SPDR Series Trust | 91,466 | 7M $ | |
| 6 | Vanguard Total Stock Market ETF | 15,128 | 4.9M $ | |
| 7 | State Street SPDR Bloomberg Short Term High Yield Bond ETF | 185,308 | 4.6M $ | |
| 8 | GOLDMAN SACHS ASSET MANAGEMENT LP | 75,094 | 3.5M $ | |
| 9 | State Street Blackstone Senior Loan ETF | 81,542 | 3.3M $ | |
| 10 | VanEck Gold Miners ETF/USA | 32,566 | 3.1M $ | |
| 11 | ProShares UltraPro Short S&P 500 | 46,895 | 2.6M $ | |
| 12 | SPDR Gold Shares | 5,378 | 2.3M $ | |
| 13 | Exxon Mobil Corp | 13,517 | 2.2M $ | |
| 14 | iShares Trust | 106,671 | 2.2M $ | |
| 15 | iShares Trust | 93,125 | 2.1M $ | |
| 16 | iShares Trust | 95,079 | 2.1M $ | |
| 17 | iShares Trust | 17,392 | 2.1M $ | |
| 18 | WisdomTree Trust | 11,726 | 1.9M $ | |
| 19 | Vanguard FTSE All-World ex-US ETF | 23,619 | 1.8M $ | |
| 20 | iShares Trust | 18,372 | 1.8M $ | |
| 21 | Vanguard Emerging Markets Government Bond ETF | 25,987 | 1.7M $ | |
| 22 | iShares Silver Trust | 23,994 | 1.6M $ | |
| 23 | VanEck Semiconductor ETF | 3,607 | 1.4M $ | |
| 24 | iShares Trust | 5,130 | 1.1M $ | |
| 25 | iShares U.S. Technology ETF | 5,654 | 1M $ | |
| 26 | Chevron Corp | 4,932 | 988.9K $ | |
| 27 | Global X Funds | 8,662 | 802K $ | |
| 28 | Vanguard FTSE Pacific ETF | 6,939 | 682.5K $ | |
| 29 | ProShares Trust | 6,004 | 636.3K $ | |
| 30 | Costco Wholesale Corp | 630 | 634.6K $ | |
| 31 | Global X Funds | 7,292 | 560.8K $ | |
| 32 | Ishares Gold Trust | 6,006 | 528.8K $ | |
| 33 | WisdomTree Bloomberg US Dollar Bullish Fund | 19,421 | 511K $ | |
| 34 | Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF | 3,645 | 390.9K $ | |
| 35 | State Street SPDR S&P 500 ETF Trust | 461 | 301.5K $ | |
| 36 | iShares Trust | 11,892 | 272.1K $ | |
| 37 | AutoZone Inc | 75 | 256.1K $ | |
| 38 | Direxion Shares ETF Trust | 22,705 | 224.6K $ | |