§ 13F · FUND PROFILE
MOULTON WEALTH MANAGEMENT, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.3T (13F)Positions · 37Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$52.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | KOMP | SPDR SERIES TRUST | 144K | $11.5T | 10.9% | NEW |
| 2 | JNK | SPDR SERIES TRUST | 396K | $10.0T | 9.5% | NEW |
| 3 | IUSB | ISHARES TR | 185K | $9.3T | 8.8% | NEW |
| 4 | VTI | VANGUARD INDEX FDS | 27K | $9.1T | 8.6% | −5% |
| 5 | ONEY | SPDR SERIES TRUST | 199K | $8.2T | 7.8% | NEW |
| 6 | GDX | VANECK ETF TRUST | 64K | $5.5T | 5.2% | +3% |
| 7 | XLK | SELECT SECTOR SPDR TR | 23K | $3.3T | 3.1% | +102% |
| 8 | SMH | VANECK ETF TRUST | 7K | $2.8T | 2.6% | −17% |
| 9 | XLV | SELECT SECTOR SPDR TR | 16K | $2.5T | 2.4% | +3% |
| 10 | XME | SPDR SERIES TRUST | 23K | $2.5T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOULTON SIGNAL
AC read
MOULTON WEALTH MANAGEMENT, INC is a Other fund managing $132257.9 trillion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed