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Portfolio (Quarterly) Guide ↗

MOULTON WEALTH MANAGEMENT, INC

· CIK 0001792510
13F Portfolio $152M AUM 66 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 11 Added 12 Reduced 14 Exited
Page 1 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 207,915.0 $18.3M 12.03% NEW $88.00 +2.9%
2 TFLO ISHARES TR 271,371.0 $13.7M 9.01% NEW $50.50 +0.3%
3 USFR WISDOMTREE TR 268,033.0 $13.5M 8.88% NEW $50.37 -0.0%
4 VTI VANGUARD INDEX FDS 33,953.0 $12.6M 8.27% +7K +25.8% $370.46 +2.4%
5 FLOT ISHARES TR 200,834.0 $10.2M 6.72% NEW $50.89 +0.3%
6 SJNK SPDR SERIES TRUST 245,850.0 $6.1M 4.02% NEW $24.89 -0.0%
7 SPDR SERIES TRUST 141,698.0 $5.7M 3.73% NEW $40.09
8 XLK SELECT SECTOR SPDR TR 26,921.0 $5.0M 3.30% +4K +17.2% $186.44 -0.4%
9 GLL PROSHARES TR II Financial Services 164,115.0 $4.3M 2.84% NEW $26.28 -17.4%
10 BIL SPDR SERIES TRUST 35,040.0 $3.2M 2.11% +15K +79.2% $91.40 +0.3%
11 SMH VANECK ETF TRUST 5,076.0 $3.2M 2.08% -2K -31.9% $623.18 -11.2%
12 XLV SELECT SECTOR SPDR TR 17,682.0 $2.8M 1.85% +1K +9.1% $159.16 +7.5%
13 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 68,483.0 $2.7M 1.81% NEW $40.13 +9.5%
14 DXJ WISDOMTREE TR 14,622.0 $2.6M 1.69% NEW $175.82 +2.4%
15 VEU VANGUARD INTL EQUITY INDEX F 27,356.0 $2.3M 1.49% NEW $82.93 +3.0%
16 GDX VANECK ETF TRUST 29,576.0 $2.3M 1.48% -35K -54.1% $76.22 +30.7%
17 XLI SELECT SECTOR SPDR TR 11,846.0 $2.2M 1.43% -546.0 -4.4% $184.13 -3.8%
18 GLD SPDR GOLD TR Financial Services 5,361.0 $2.0M 1.32% $373.47 +9.5%
19 XOM EXXON MOBIL CORP Energy 13,609.0 $1.9M 1.22% +185.0 +1.4% $136.73 +14.6%
20 MTUM ISHARES TR 4,873.0 $1.6M 1.05% -3K -36.2% $328.97 -8.9%
Page 1 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 77.7%
Energy 15.9%
Consumer Defensive 3.5%
Consumer Cyclical 3.0%