MOULTON WEALTH MANAGEMENT, INC

RIA/Wealth

MOULTON WEALTH MANAGEMENT, INC is a RIA/Wealth based in Spokane Valley, WA led by Donald Joseph Moulton, reporting $144.0M in AUM as of Q3 2025 with 93% ETF concentration and 62% concentrated in top 10 holdings.

PresidentDonald Joseph Moulton

Portfolio Value: $137.5M
Positions: 45
Top Holding: SPLG at 9.41%
Last Reported: Q3 2025

Address420 N Evergreen Rd., Suite 100, Spokane Valley, WA, 99216, United States

Top Holdings

Largest long holdings in MOULTON WEALTH MANAGEMENT, INC's portfolio (62.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$12.9M	9.41%	-$1.6M Sold	— 165.1K shares	Q2 2025 Held for 5 months
2 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$10.4M	7.56%	-$745.3K Sold	— 206.8K shares	Q4 2022 Held for 2y 11m
3 iShares Treasury Floating Rate Bond TFLO	ETF ETF	$10.4M	7.54%	-$784.4K Sold	— 205.0K shares	Q4 2022 Held for 2y 11m
4 SPDR Bloomberg Short Term High Yield Bond SJNK	ETF ETF	$9.8M	7.14%	-$1.5M Sold	— 383.4K shares	Q1 2025 Held for 8 months
5 iShares Floating Rate Bond FLOT	ETF ETF	$9.7M	7.08%	-$104.0K Sold	— 190.6K shares	Q4 2024 Held for 11 months
6 Vanguard Total Stock Market VTI	ETF ETF	$9.3M	6.79%	-$2.6M Sold	— 28.4K shares	Q2 2024 Held for 1y 5m
7 SPDR Blackstone Senior Loan SRLN	ETF ETF	$8.0M	5.80%	-$1.1M Sold	— 191.9K shares	Q1 2025 Held for 8 months
8 AAAU Goldman Sachs Physical Gold ETF AAAU	ETF ETF	$7.0M	5.12%	+$108.9K Bought	— 184.8K shares	Q1 2023 Held for 2y 8m
9 VanEck Gold Miners GDX	ETF ETF	$4.8M	3.47%	-$191.5K Sold	— 62.5K shares	Q4 2024 Held for 11 months
10 Technology Select Sector SPDR Fund XLK	ETF ETF	$3.2M	2.33%	+$455.8K Bought	— 11.4K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MOULTON WEALTH MANAGEMENT, INC's latest filing

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Market Value

$137.5M

Prior: $132.3M

Q/Q Change

+3.96%

+$5.2M

Net Flows % of MV

-1.8%

Turnover Ratio

12.77%

New Purchases

7 stocks

$13.9M

Added To

16 stocks

+$2.0M

Sold Out Of

0 stocks

Reduced Holdings

20 stocks

-$18.3M

Increased Positions

Position	Shares Δ	Change
1 VanEck Semiconductor SMH	New	0 → 8.9K +$2.9M
2 iShares U.S. Technology IYW	New	0 → 14.5K +$2.8M
3 iShares Expanded Tech Sector ETF IGM	New	0 → 22.5K +$2.8M
4 SLV iShares Silver Trust SLV	New	0 → 45.6K +$1.9M
5 Global X Silver Miners SIL	New	0 → 16.9K +$1.2M

Decreased Positions

Position	Shares Δ	Change
1 EFAV iShares MSCI EAFE Min Vol Factor EFAV	-78.07%	55.1K → 12.1K −$3.7M
2 Utilities Select Sector SPDR Fund XLU	-51.84%	18.6K → 9.0K −$842.2K
3 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	-50.88%	42.4K → 20.8K −$2.0M
4 iShares U.S. Aerospace & Defense ITA	-46.4%	19.0K → 10.2K −$1.8M
5 Vanguard FTSE All-World Ex-US ETF VEU	-29.07%	39.8K → 28.2K −$825.2K