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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VTI	VANGUARD INDEX FDS	—	33,953.0	$12.6M	8.27%	+7K	+25.8%	$370.46	+2.4%
2	XLK	SELECT SECTOR SPDR TR	—	26,921.0	$5.0M	3.30%	+4K	+17.2%	$186.44	-0.4%
3	BIL	SPDR SERIES TRUST	—	35,040.0	$3.2M	2.11%	+15K	+79.2%	$91.40	+0.3%
4	XLV	SELECT SECTOR SPDR TR	—	17,682.0	$2.8M	1.85%	+1K	+9.1%	$159.16	+7.5%
5	XOM	EXXON MOBIL CORP	Energy	13,609.0	$1.9M	1.22%	+185.0	+1.4%	$136.73	+14.6%
6	XLE	SELECT SECTOR SPDR TR	—	20,683.0	$1.1M	0.72%	+2K	+12.6%	$53.03	+18.2%
7	XLC	SELECT SECTOR SPDR TR	—	8,030.0	$884K	0.58%	+498.0	+6.6%	$110.04	+2.7%
8	XLU	SELECT SECTOR SPDR TR	—	17,979.0	$806K	0.53%	+144.0	+0.8%	$44.81	-4.6%
9	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	630.0	$583K	0.38%	+201.0	+46.9%	$926.09	+2.1%
10	IWM	ISHARES TR	—	1,568.0	$472K	0.31%	+245.0	+18.5%	$301.26	-1.8%
11	MTH	MERITAGE HOMES CORP	Consumer Cyclical	3,191.0	$262K	0.17%	+43.0	+1.4%	$82.00	-13.3%

① 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%