MOULTON WEALTH MANAGEMENT, INC

CIK

1792510

Location

SPOKANE, WA

Portfolio Value

Micro $11,209,858

Diversification

Diversified

Filing Date

Global Rank

#273 / 295 ▲ 7745

Top Industry

Oil & Gas Integrated 71.0%

3Y Alpha vs SPY

+7.7%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+113.6%

SPY

+76.5%

Annualised alpha

+7.9%

Max drawdown

−20.6%

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

11 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.2%

−3.7 pts

Top 5

76.1%

−10.2 pts

Top 10

97.9%

−2.1 pts

HHI

1,445

Diversified−312

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.3%	$7,434,771	6
Energy	23.9%	$2,678,481	2
Consumer Defensive	5.3%	$589,346	1
Consumer Cyclical	4.5%	$507,260	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	+92	13,609	$1,860,622
CVX	Chevron Corp	+2	4,934	$817,859
SPY	Spdr S&P 500 ETF Trust	+1	462	$345,007
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	−6,611	68,483	$2,709,872
SLV	iShares Silver Trust	−2,175	21,819	$1,166,661
IAU	Ishares Gold Trust	−51	5,955	$449,662
GLD	Spdr Gold Trust	−17	5,361	$1,974,885
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	1,071	$788,684
MTH	Meritage Homes CORP	3,191	$267,565
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $11,209,858 total · as of Jun 30, 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	Reduced	68,483	-6,611	$2,709,872	−21.9%	24.17%
GLD	Spdr Gold Trust	Reduced	5,361	-17	$1,974,885	−14.7%	17.62%
XOM	Exxon Mobil Corp Energy	Added	13,609	+92	$1,860,622	−18.9%	16.60%
SLV	iShares Silver Trust	Reduced	21,819	-2,175	$1,166,661	−28.6%	10.41%
CVX	Chevron Corp Energy	Added	4,934	+2	$817,859	−19.9%	7.30%
QQQ	Invesco Qqq Trust, Series 1	NEW	1,071	NEW	$788,684	NEW	7.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	630	0	$589,346	−6.1%	5.26%
IAU	Ishares Gold Trust	Reduced	5,955	-51	$449,662	−15.1%	4.01%
SPY	Spdr S&P 500 ETF Trust	Added	462	+1	$345,007	+15.1%	3.08%
MTH	Meritage Homes CORP Consumer Cyclical	NEW	3,191	NEW	$267,565	NEW	2.39%
AZO	Autozone Inc Consumer Cyclical	Held	75	0	$239,695	−5.4%	2.14%