MOULTON WEALTH MANAGEMENT, INC

CIK

1792510

Location

SPOKANE, WA

Portfolio Value

Micro $12,441,742

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,647 / 8,232 ▲ 472

Top Industry

Oil & Gas Integrated 79.0%

3Y Alpha vs SPY

+8.9%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+119.8%

SPY

+76.3%

Annualised alpha

+9.2%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.9%

−4.8 pts

Top 5

86.3%

−5.8 pts

Top 10

100.0%

0.0 pts

HHI

1,756

Moderately concentrated−424

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.3%	$8,246,935	5
Energy	26.6%	$3,313,724	2
Consumer Defensive	5.0%	$627,750	1
Consumer Cyclical	2.0%	$253,333	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
COST	Costco Wholesale Corp /New	+201	630	$627,750
XOM	Exxon Mobil Corp	+93	13,517	$2,293,294
CVX	Chevron Corp	+2	4,932	$1,020,430
SPY	Spdr S&P 500 ETF Trust	+1	461	$299,806
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GLD	Spdr Gold Trust	−5	5,378	$2,314,099
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	75,094	$3,468,591
SLV	iShares Silver Trust	23,994	$1,634,951
IAU	Ishares Gold Trust	6,006	$529,488
AZO	Autozone Inc	75	$253,333
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	1,866	$1,146,302
MTH	Meritage Homes CORP	3,148	$207,138
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $12,441,742 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAAU	Goldman Sachs Physical Gold ETF	NEW	75,094	NEW	$3,468,591	NEW	27.88%
GLD	Spdr Gold Trust	Reduced	5,378	-5	$2,314,099	+8.5%	18.60%
XOM	Exxon Mobil Corp Energy	Added	13,517	+93	$2,293,294	+42.0%	18.43%
SLV	iShares Silver Trust	NEW	23,994	NEW	$1,634,951	NEW	13.14%
CVX	Chevron Corp Energy	Added	4,932	+2	$1,020,430	+35.8%	8.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	630	+201	$627,750	+69.7%	5.05%
IAU	Ishares Gold Trust	NEW	6,006	NEW	$529,488	NEW	4.26%
SPY	Spdr S&P 500 ETF Trust	Added	461	+1	$299,806	−4.4%	2.41%
AZO	Autozone Inc Consumer Cyclical	NEW	75	NEW	$253,333	NEW	2.04%