MOULTON WEALTH MANAGEMENT, INC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 147,612
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 63 | 147,612 | 13F-HR | MOULTON WEALTH MANAGEMENT, INC |
| Q2 2026 | 7/6/2026 | 66 | 152,097 | 13F-HR | MOULTON WEALTH MANAGEMENT, INC |
| Q1 2026 | 4/8/2026 | 52 | 146,895 | 13F-HR | MOULTON WEALTH MANAGEMENT, INC |
| Q4 2025 | 1/13/2026 | 40 | 105,514 | 13F-HR | MOULTON WEALTH MANAGEMENT, INC |
| Q3 2025 | 10/8/2025 | 45 | 137,489 | 13F-HR | MOULTON WEALTH MANAGEMENT, INC |
| Q2 2025 | 7/8/2025 | 37 | 132,258 | 13F-HR | MOULTON WEALTH MANAGEMENT, INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.14 K | 21.4% | 5.366 K | 0 | 5.366 K |
| ETFs | 93.05 K | 68.3% | 0 | 7.044 K | -7.044 K |
| Debt | 14.05 K | 10.3% | 0 | 478 | -478 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
147,612
Holdings
63
QoQ value change ($000)
-4,485
(-2.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.