MOULTON WEALTH MANAGEMENT, INC

Q3 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$147,612
Net value change ($000)
-4,485 (-2.9%)
New positions
4
Sold out positions
7
Turnover %
16.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SRLN 6,604 NEW
JAAA 3,388 1628.8%
NOBL 2,388 NEW
EXXONMOBIL HOLDINGS CORP 2,243 NEW
AVUV 1,779 193.2%
AAAU 1,327 48.3%
GDX 664 29.5%
SLV 464 39.2%
SPHD 413 NEW
RPV 295 43.5%
Top Reduces (Value $000, Stocks/ETFs)
LVLN -5,681 -100.0%
XLK -3,819 -76.1%
AGQ -2,789 -64.7%
TFLO -2,332 -17.0%
SPYM -2,317 -12.7%
XOM -1,861 -100.0%
Direxion Shares ETF Trust -1,446 -100.0%
ION -1,282 -100.0%
ZSL -1,273 -100.0%
DBMF -762 -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