Moulton Wealth Management, Inc Portfolio Stock Holdings
Moulton Wealth Management, Inc disclosed 66 stock positions valued at approximately $152.1 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and WISDOMTREE TR. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 66
- Portfolio Value
- $152.1M
Holdings by Sector
Moulton Wealth Management, Inc Portfolio Holdings in Q2 2026
61 holdings in the latest reporting period.
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| 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 |
| SELECT SECTOR SPDR TR | XLK | Other | 3.30% | 26,921 | +3,955 | +17.22% | $5,019,215 |
| 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 |
| ISHARES TR | IYW | Other | 0.93% | 5,644 | -10 | -0.18% | $1,409,154 |
| 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 |
| ISHARES TR | IBTL | Other | 0.65% | 49,511 | -57,160 | -53.59% | $995,414 |
| WISDOMTREE TR | USDU | Other | 0.64% | 36,273 | +16,852 | +86.77% | $971,583 |
| ISHARES TR | IBTG | Other | 0.64% | 42,438 | -50,687 | -54.43% | $968,861 |
| ISHARES TR | IBTH | Other | 0.64% | 43,462 | -51,617 | -54.29% | $968,774 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.61% | 14,615 | +14,615 | +100.00% | $933,248 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.61% | 7,361 | +7,361 | +100.00% | $920,892 |
| ISHARES TR | IBTJ | Other | 0.60% | 42,408 | +42,408 | +100.00% | $914,733 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.59% | 10,795 | -8,475 | -43.98% | $897,418 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.58% | 8,030 | +498 | +6.61% | $883,597 |
| ISHARES TR | IEI | Other | 0.57% | 7,346 | -10,046 | -57.76% | $859,539 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.56% | 12,831 | -13,156 | -50.63% | $858,229 |
| CHEVRON CORPORATION | CVX | Energy | 0.54% | 4,934 | +2 | +0.04% | $822,497 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.53% | 17,979 | +144 | +0.81% | $805,654 |
| INVESCO QQQ TR | QQQ | Other | 0.51% | 1,071 | -795 | -42.60% | $780,186 |
| LITMAN GREGORY FDS TR | DBMF | Other | 0.50% | 24,958 | +24,958 | +100.00% | $762,093 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.49% | 13,527 | -9,227 | -40.55% | $742,961 |
| INVESCO EXCHANGE TRADED FD T | RPV | Other | 0.45% | 5,892 | +2,247 | +61.65% | $677,626 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.43% | 41,753 | +41,753 | +100.00% | $661,368 |
| ISHARES TR | EFAV | Other | 0.42% | 7,247 | +7,247 | +100.00% | $632,449 |
| GLOBAL X FDS | SIL | Other | 0.41% | 7,976 | -686 | -7.92% | $626,344 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.38% | 630 | - | - | $583,436 |
| VANGUARD INDEX FDS | VTV | Other | 0.38% | 2,664 | +2,664 | +100.00% | $580,712 |
| ISHARES TR | IEF | Other | 0.37% | 5,982 | -12,390 | -67.44% | $562,933 |
| ISHARES TR | ICLN | Other | 0.35% | 26,326 | +26,326 | +100.00% | $539,693 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.35% | 6,007 | +6,007 | +100.00% | $528,055 |
| GLOBAL X FDS | COPX | Other | 0.34% | 6,854 | -438 | -6.01% | $523,598 |
| ISHARES TR | IWM | Other | 0.31% | 1,568 | +245 | +18.52% | $472,379 |
| ISHARES TR | IBTM | Other | 0.30% | 20,401 | +8,509 | +71.55% | $461,176 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 5,955 | -51 | -0.85% | $455,742 |
| SPDR SERIES TRUST | XME | Other | 0.23% | 3,346 | -19,992 | -85.66% | $354,568 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 462 | +1 | +0.22% | $345,515 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.19% | 2,375 | -5,724 | -70.68% | $282,004 |
| MERITAGE HOMES CORP | MTH | Consumer Cyclical | 0.17% | 3,191 | +43 | +1.37% | $261,651 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.16% | 75 | - | - | $242,424 |
| DIREXION SHARES ETF TRUST | SPDN | Other | 0.14% | 25,014 | +25,014 | +100.00% | $216,618 |
| JANUS DETROIT STR TR | JAAA | Other | 0.14% | 4,125 | +4,125 | +100.00% | $208,292 |