MOULTON WEALTH MANAGEMENT, INC

Q4 2025 13F-HR Holdings

Location
Spokane, WA
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$105,514
Net value change ($000)
-31,975 (-23.3%)
New positions
12
Sold out positions
17
Turnover %
130.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
KOMP 11,548 NEW
JNK 10,039 NEW
IUSB 9,319 NEW
ONEY 8,199 NEW
XME 2,510 NEW
SOXX 2,480 NEW
IGV 2,478 NEW
BOTZ 2,120 NEW
HYZD 1,842 NEW
VWO 1,049 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYM -12,934 -100.0%
USFR -10,397 -100.0%
TFLO -10,371 -100.0%
SJNK -9,816 -100.0%
FLOT -9,735 -100.0%
SRLN -7,980 -100.0%
AAAU -7,044 -100.0%
IYW -2,839 -100.0%
IGM -2,832 -100.0%
DXJ -2,320 -100.0%
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