MOULTON WEALTH MANAGEMENT, INC

Est. AUM

$152.1M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	ST STR P500ETF	$18.3M	207915	12.03%	SOLE
2	ISHARES TR	TRS FLT RT BD	$13.7M	271371	9.01%	SOLE
3	WISDOMTREE TR	FLOATNG RAT TREA	$13.5M	268033	8.88%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$12.6M	33953	8.27%	SOLE
5	ISHARES TR	FLTG RATE NT ETF	$10.2M	200834	6.72%	SOLE
6	SPDR SERIES TRUST	ST TERM HIGH ETF	$6.1M	245850	4.02%	SOLE
7	SPDR SERIES TRUST	ST STR S& LN ETF	$5.7M	141698	3.74%	SOLE
8	SELECT SECTOR SPDR TR	ST STR TECHN ETF	$5.0M	26921	3.30%	SOLE
9	PROSHARES TR II	ULTRASHORT GOLD	$4.3M	164115	2.84%	SOLE
10	SPDR SERIES TRUST	ST STR BLO 1 ETF	$3.2M	35040	2.11%	SOLE
11	VANECK ETF TRUST	SEMICONDUCTR ETF	$3.2M	5076	2.08%	SOLE
12	SELECT SECTOR SPDR TR	ST STR CARE ETF	$2.8M	17682	1.85%	SOLE
13	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$2.7M	68483	1.81%	SOLE
14	WISDOMTREE TR	JAPN HEDGE EQT	$2.6M	14622	1.69%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	27356	1.49%	SOLE
16	VANECK ETF TRUST	GOLD MINERS ETF	$2.3M	29576	1.48%	SOLE
17	SELECT SECTOR SPDR TR	ST STR INDL ETF	$2.2M	11846	1.43%	SOLE
18	SPDR GOLD TR	GOLD SHS	$2.0M	5361	1.32%	SOLE
19	EXXON MOBIL CORP	COM	$1.9M	13609	1.22%	SOLE
20	ISHARES TR	MSCI USA MMENTM	$1.6M	4873	1.05%	SOLE
21	ISHARES TR	US AER DEF ETF	$1.5M	6236	1.00%	SOLE
22	DIREXION SHARES ETF TRUST	DAI GOL BEA ETF	$1.4M	23225	0.95%	SOLE
23	ISHARES TR	U.S. TECH ETF	$1.4M	5644	0.93%	SOLE
24	PROSHARES TR	PROSHARES S&P	$1.3M	22588	0.84%	SOLE
25	PROSHARES TR II	ULTRA SHORT SILV	$1.3M	42657	0.84%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	5211	0.81%	SOLE
27	ISHARES TR	MSCI USA QLT FCT	$1.2M	5518	0.80%	SOLE
28	ISHARES SILVER TR	ISHARES	$1.2M	21819	0.78%	SOLE
29	SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.1M	20683	0.72%	SOLE
30	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$1.0M	9121	0.68%	SOLE
31	ISHARES TR	IBONDS DEC 2031	$995K	49511	0.65%	SOLE
32	WISDOMTREE TR	BLMBG US BULL	$972K	36273	0.64%	SOLE
33	ISHARES TR	IBONDS 26 TRM TS	$969K	42438	0.64%	SOLE
34	ISHARES TR	IBONDS 27 TRM TS	$969K	43462	0.64%	SOLE
35	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$933K	14615	0.61%	SOLE
36	AMERICAN CENTY ETF TR	US SML CP VALU	$921K	7361	0.61%	SOLE
37	ISHARES TR	IBONDS 29 TRM TS	$915K	42408	0.60%	SOLE
38	SELECT SECTOR SPDR TR	ST STR STAPL ETF	$897K	10795	0.59%	SOLE
39	SELECT SECTOR SPDR TR	ST STR SVC ETF	$884K	8030	0.58%	SOLE
40	ISHARES TR	3 7 YR TREAS BD	$860K	7346	0.57%	SOLE
41	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$858K	12831	0.56%	SOLE
42	CHEVRON CORPORATION	COM	$822K	4934	0.54%	SOLE
43	SELECT SECTOR SPDR TR	ST STR UTIL ETF	$806K	17979	0.53%	SOLE
44	INVESCO QQQ TR	UNIT SER 1	$780K	1071	0.51%	SOLE
45	LITMAN GREGORY FDS TR	IMGP DBI MAN ETF	$762K	24958	0.50%	SOLE
46	SELECT SECTOR SPDR TR	ST STR FINL ETF	$743K	13527	0.49%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$678K	5892	0.45%	SOLE
48	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$661K	41753	0.43%	SOLE
49	ISHARES TR	MSCI EAFE MIN VL	$632K	7247	0.42%	SOLE
50	GLOBAL X FDS	GLOBAL X SILVER	$626K	7976	0.41%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.