MOULTON WEALTH MANAGEMENT, INC
All 13F Filings
- Location
- Spokane, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 146,895
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.84 K | 26.6% | 0 | 43.28 K | -43.28 K |
| ETFs | 72.01 K | 58.3% | 51.93 K | 0 | 51.93 K |
| Debt | 18.74 K | 15.2% | 18.74 K | 0 | 18.74 K |
| Other | 0 | 0.0% | 0 | 9.319 K | -9.319 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
146,895
Holdings
52
QoQ value change ($000)
41,381
(39.2%)
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.