MOULTON WEALTH MANAGEMENT, INC

Q1 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
3/31/2026
Date filed
4/8/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$146,895
Net value change ($000)
+41,381 (39.2%)
New positions
41
Sold out positions
29
Turnover %
140.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TFLO 23,305 NEW
USFR 22,926 NEW
FLOT 9,966 NEW
SH 7,632 NEW
SPYM 7,044 NEW
SJNK 4,620 NEW
SGVT 4,611 NEW
AAAU 3,466 NEW
SRLN 3,255 NEW
AGQ 2,728 NEW
Top Reduces (Value $000, Stocks/ETFs)
KOMP -11,548 -100.0%
JNK -10,039 -100.0%
IUSB -9,319 -100.0%
ONEY -8,199 -100.0%
VTI -4,193 -46.2%
XLK -3,314 -100.0%
XLV -2,520 -100.0%
XME -2,510 -100.0%
SOXX -2,480 -100.0%
IGV -2,478 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type