Holders — by stockHoldings — by fund
MOULTON WEALTH MANAGEMENT, INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001792510
$152.1M
disclosed book value
66
positions
12%
largest position share
Positions, as of 2026-06-30
top 66 of 66 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 207,915 | $18.3M | 12% |
| 2 | TFLOISHARES TR | 271,371 | $13.7M | 9% |
| 3 | USFRWISDOMTREE TR | 268,033 | $13.5M | 8.9% |
| 4 | VTIVANGUARD INDEX FDS | 33,953 | $12.6M | 8.3% |
| 5 | FLOTISHARES TR | 200,834 | $10.2M | 6.7% |
| 6 | SJNKSPDR SERIES TRUST | 245,850 | $6.1M | 4% |
| 7 | LVLNSPDR SERIES TRUST | 141,698 | $5.7M | 3.7% |
| 8 | XLKSELECT SECTOR SPDR TR | 26,921 | $5.0M | 3.3% |
| 9 | GLLPROSHARES TR II | 164,115 | $4.3M | 2.8% |
| 10 | BILSPDR SERIES TRUST | 35,040 | $3.2M | 2.1% |
| 11 | SMHVANECK ETF TRUST | 5,076 | $3.2M | 2.1% |
| 12 | XLVSELECT SECTOR SPDR TR | 17,682 | $2.8M | 1.9% |
| 13 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 68,483 | $2.7M | 1.8% |
| 14 | DXJWISDOMTREE TR | 14,622 | $2.6M | 1.7% |
| 15 | VEUVANGUARD INTL EQUITY INDEX F | 27,356 | $2.3M | 1.5% |
| 16 | GDXVANECK ETF TRUST | 29,576 | $2.3M | 1.5% |
| 17 | XLISELECT SECTOR SPDR TR | 11,846 | $2.2M | 1.4% |
| 18 | GLDSPDR GOLD TR | 5,361 | $2.0M | 1.3% |
| 19 | EXMOCEXXON MOBIL CORP | 13,609 | $1.9M | 1.2% |
| 20 | MTUMISHARES TR | 4,873 | $1.6M | 1.1% |
| 21 | ITAISHARES TR | 6,236 | $1.5M | 1% |
| 22 | DUSTDIREXION SHARES ETF TRUST | 23,225 | $1.4M | 1% |
| 23 | IYWISHARES TR | 5,644 | $1.4M | 0.9% |
| 24 | IONPROSHARES TR | 22,588 | $1.3M | 0.8% |
| 25 | ZSLPROSHARES TR II | 42,657 | $1.3M | 0.8% |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 5,211 | $1.2M | 0.8% |
| 27 | QUALISHARES TR | 5,518 | $1.2M | 0.8% |
| 28 | SLVISHARES SILVER TR | 21,819 | $1.2M | 0.8% |
| 29 | XLESELECT SECTOR SPDR TR | 20,683 | $1.1M | 0.7% |
| 30 | VPLVANGUARD INTL EQUITY INDEX F | 9,121 | $1.0M | 0.7% |
| 31 | IBTLISHARES TR | 49,511 | $995,414 | 0.7% |
| 32 | USDUWISDOMTREE TR | 36,273 | $971,583 | 0.6% |
| 33 | IBTGISHARES TR | 42,438 | $968,861 | 0.6% |
| 34 | IBTHISHARES TR | 43,462 | $968,774 | 0.6% |
| 35 | RSPTINVESCO EXCHANGE TRADED FD T | 14,615 | $933,248 | 0.6% |
| 36 | AVUVAMERICAN CENTY ETF TR | 7,361 | $920,892 | 0.6% |
| 37 | IBTJISHARES TR | 42,408 | $914,733 | 0.6% |
| 38 | XLPSELECT SECTOR SPDR TR | 10,795 | $897,418 | 0.6% |
| 39 | XLCSELECT SECTOR SPDR TR | 8,030 | $883,597 | 0.6% |
| 40 | IEIISHARES TR | 7,346 | $859,539 | 0.6% |
| 41 | VWOBVANGUARD WHITEHALL FDS | 12,831 | $858,229 | 0.6% |
| 42 | CVXCHEVRON CORPORATION | 4,934 | $822,497 | 0.5% |
| 43 | XLUSELECT SECTOR SPDR TR | 17,979 | $805,654 | 0.5% |
| 44 | QQQINVESCO QQQ TR | 1,071 | $780,186 | 0.5% |
| 45 | DBMFLITMAN GREGORY FDS TR | 24,958 | $762,093 | 0.5% |
| 46 | XLFSELECT SECTOR SPDR TR | 13,527 | $742,961 | 0.5% |
| 47 | RPVINVESCO EXCHANGE TRADED FD T | 5,892 | $677,626 | 0.4% |
| 48 | PDBCINVESCO ACTVELY MNGD ETC FD | 41,753 | $661,368 | 0.4% |
| 49 | EFAVISHARES TR | 7,247 | $632,449 | 0.4% |
| 50 | SILGLOBAL X FDS | 7,976 | $626,344 | 0.4% |
| 51 | COSTCOSTCO WHOLESALE CORPORATION | 630 | $583,436 | 0.4% |
| 52 | VTVVANGUARD INDEX FDS | 2,664 | $580,712 | 0.4% |
| 53 | IEFISHARES TR | 5,982 | $562,933 | 0.4% |
| 54 | ICLNISHARES TR | 26,326 | $539,693 | 0.4% |
| 55 | VGKVANGUARD INTL EQUITY INDEX F | 6,007 | $528,055 | 0.3% |
| 56 | COPXGLOBAL X FDS | 6,854 | $523,598 | 0.3% |
| 57 | IWMISHARES TR | 1,568 | $472,379 | 0.3% |
| 58 | IBTMISHARES TR | 20,401 | $461,176 | 0.3% |
| 59 | IAUISHARES GOLD TR | 5,955 | $455,742 | 0.3% |
| 60 | XMESPDR SERIES TRUST | 3,346 | $354,568 | 0.2% |
| 61 | SPYSTATE STR SPDR S&P 500 ETF T | 462 | $345,515 | 0.2% |
| 62 | XLYSELECT SECTOR SPDR TR | 2,375 | $282,004 | 0.2% |
| 63 | MTHMERITAGE HOMES CORP | 3,191 | $261,651 | 0.2% |
| 64 | AZOAUTOZONE INC | 75 | $242,424 | 0.2% |
| 65 | SPDNDIREXION SHARES ETF TRUST | 25,014 | $216,618 | 0.1% |
| 66 | JAAAJANUS DETROIT STR TR | 4,125 | $208,292 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.