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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMH VANECK ETF TRUST 5,076.0 $3.2M 2.08% -2K -31.9% $623.18 -11.2%
2 GDX VANECK ETF TRUST 29,576.0 $2.3M 1.48% -35K -54.1% $76.22 +30.7%
3 XLI SELECT SECTOR SPDR TR 11,846.0 $2.2M 1.43% -546.0 -4.4% $184.13 -3.8%
4 MTUM ISHARES TR 4,873.0 $1.6M 1.05% -3K -36.2% $328.97 -8.9%
5 ITA ISHARES TR 6,236.0 $1.5M 1.00% -3K -34.9% $244.06 -4.6%
6 QUAL ISHARES TR 5,518.0 $1.2M 0.80% -4K -41.0% $219.20 +2.0%
7 XLP SELECT SECTOR SPDR TR 10,795.0 $897K 0.59% -8K -44.0% $83.13 +2.8%
8 QQQ INVESCO QQQ TR Financial Services 1,071.0 $780K 0.51% -795.0 -42.6% $728.47 -1.7%
9 XLF SELECT SECTOR SPDR TR 13,527.0 $743K 0.49% -9K -40.5% $54.92 +5.8%
10 COPX GLOBAL X FDS 6,854.0 $524K 0.34% -16K -70.2% $76.39 +23.6%
11 XME SPDR SERIES TRUST 3,346.0 $355K 0.23% -20K -85.7% $105.97 +12.1%
12 XLY SELECT SECTOR SPDR TR 2,375.0 $282K 0.18% -6K -70.7% $118.74 -1.3%

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%