MOULTON WEALTH MANAGEMENT, INC

Q3 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
45
Total value ($000)
$137,489
Net value change ($000)
+5,231 (4.0%)
New positions
8
Sold out positions
0
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SMH 2,915 NEW
IYW 2,839 NEW
IGM 2,832 NEW
SLV 1,933 NEW
GDX 1,335 38.8%
SIL 1,213 NEW
COPX 1,166 NEW
AAAU 1,052 17.6%
VPL 986 NEW
VUG 949 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFAV -3,609 -77.9%
BIL -1,967 -50.7%
VTI -1,885 -16.8%
ITA -1,423 -40.0%
SJNK -1,380 -12.3%
SRLN -1,100 -12.1%
TFLO -763 -6.9%
USFR -759 -6.8%
SPYM -753 -5.5%
XLU -743 -48.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type