MOULTON WEALTH MANAGEMENT, INC
•CIK: 1792510•Filing: Q4 2025
**MOULTON WEALTH MANAGEMENT, INC** manages $106M across a diversified portfolio of 40 positions. The strategy exhibits notable overweight allocations to credit and technology sectors, evidenced by top holdings including KOMP at $11.5M and JNK at $10.0M. Significant exposure is maintained in broad market indices (VTI at $9.1M) alongside sector-specific plays such as IUSB ($9.3M) and energy/materials (GDX at $5.5M). This positioning suggests a tactical tilt toward fixed income quality and cyclical growth opportunities.
Total AUM
$105.5M
QoQ Performance
-23.3%
Positions
16
Top 10 Concentration
61.5%
Latest Filing
Q4 2025
Top Holdings Allocation
KOMP
JNK
IUSB
VTI
ONEY
GDX
KOMP10.9%
JNK9.5%
IUSB8.8%
VTI8.6%
ONEY7.8%
GDX5.2%
XLK3.1%
SMH2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.8%
Energy1.6%
Consumer0.3%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
+12 more exited positions
Changes from Q3 2025
NEW12 new positions
↑16 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023