Moulton Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Moulton Wealth Management, Inc disclosed 66 stock positions valued at approximately $152.10M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and WISDOMTREE TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 66
- Portfolio Value
- $152.10M
Holdings by Sector
Moulton Wealth Management, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 12.03% | 207,915 | +116,449 | +127.31% | $18,296,239 |
| ISHARES TR | TFLO | Other | 9.01% | 271,371 | -190,031 | -41.19% | $13,704,218 |
| WISDOMTREE TR | USFR | Other | 8.88% | 268,033 | -187,120 | -41.11% | $13,500,808 |
| VANGUARD INDEX FDS | VTI | Other | 8.27% | 33,953 | +18,825 | +124.44% | $12,578,142 |
| ISHARES TR | FLOT | Other | 6.72% | 200,834 | +4,357 | +2.22% | $10,220,870 |
| SPDR SERIES TRUST | SJNK | Other | 4.02% | 245,850 | +60,542 | +32.67% | $6,119,200 |
| SPDR SERIES TRUST | LVLN | Other | 3.74% | 141,698 | +141,698 | +100.00% | $5,681,386 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.30% | 26,921 | +3,955 | +17.22% | $5,019,215 |
| PROSHARES TR II | GLL | Other | 2.84% | 164,115 | +28,945 | +21.41% | $4,312,942 |
| SPDR SERIES TRUST | BIL | Other | 2.11% | 35,040 | +15,485 | +79.19% | $3,202,687 |
| VANECK ETF TRUST | SMH | Other | 2.08% | 5,076 | +1,469 | +40.73% | $3,163,253 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.85% | 17,682 | +1,474 | +9.09% | $2,814,232 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 1.81% | 68,483 | -6,611 | -8.80% | $2,748,155 |
| WISDOMTREE TR | DXJ | Other | 1.69% | 14,622 | +2,896 | +24.70% | $2,570,788 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.49% | 27,356 | +3,737 | +15.82% | $2,268,623 |
| VANECK ETF TRUST | GDX | Other | 1.48% | 29,576 | -2,990 | -9.18% | $2,254,256 |
| SELECT SECTOR SPDR TR | XLI | Other | 1.43% | 11,846 | -546 | -4.41% | $2,181,226 |
| SPDR GOLD TR | GLD | Other | 1.32% | 5,361 | -17 | -0.32% | $2,002,193 |
| EXXON MOBIL CORP | XOM | Energy | 1.22% | 13,609 | +92 | +0.68% | $1,860,734 |
| ISHARES TR | MTUM | Other | 1.05% | 4,873 | -2,763 | -36.18% | $1,603,050 |
| ISHARES TR | ITA | Other | 1.00% | 6,236 | +1,106 | +21.56% | $1,521,957 |
| DIREXION SHARES ETF TRUST | DUST | Other | 0.95% | 23,225 | +23,225 | +100.00% | $1,445,772 |
| ISHARES TR | IYW | Other | 0.93% | 5,644 | -10 | -0.18% | $1,409,154 |
| PROSHARES TR | ION | Other | 0.84% | 22,588 | +22,588 | +100.00% | $1,282,092 |
| PROSHARES TR II | ZSL | Other | 0.84% | 42,657 | -83 | -0.19% | $1,272,885 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.81% | 5,211 | +5,211 | +100.00% | $1,234,200 |
| ISHARES TR | QUAL | Other | 0.80% | 5,518 | -3,843 | -41.05% | $1,209,534 |
| ISHARES SILVER TR | SLV | Other | 0.78% | 21,819 | -2,175 | -9.06% | $1,184,990 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.72% | 20,683 | +2,313 | +12.59% | $1,096,907 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 0.68% | 9,121 | +2,182 | +31.45% | $1,034,890 |
Showing 30 of 66 holdings in the latest reporting period.