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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VWOB VANGUARD WHITEHALL FDS 12,831.0 $858K 0.56% NEW $66.89 -1.3%
42 CVX CHEVRON CORPORATION Energy 4,934.0 $822K 0.54% $166.70 +21.1%
43 XLU SELECT SECTOR SPDR TR 17,979.0 $806K 0.53% +144.0 +0.8% $44.81 -4.6%
44 QQQ INVESCO QQQ TR Financial Services 1,071.0 $780K 0.51% -795.0 -42.6% $728.47 -1.7%
45 DBMF LITMAN GREGORY FDS TR 24,958.0 $762K 0.50% NEW $30.54 +2.9%
46 XLF SELECT SECTOR SPDR TR 13,527.0 $743K 0.49% -9K -40.5% $54.92 +5.8%
47 RPV INVESCO EXCHANGE TRADED FD T 5,892.0 $678K 0.45% NEW $115.01 +5.9%
48 PDBC INVESCO ACTVELY MNGD ETC FD 41,753.0 $661K 0.43% NEW $15.84 +16.1%
49 EFAV ISHARES TR 7,247.0 $632K 0.42% NEW $87.27 +7.5%
50 SIL GLOBAL X FDS 7,976.0 $626K 0.41% NEW $78.53 +26.2%
51 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 630.0 $583K 0.38% +201.0 +46.9% $926.09 +2.1%
52 VTV VANGUARD INDEX FDS 2,664.0 $581K 0.38% NEW $217.99 +3.4%
53 IEF ISHARES TR 5,982.0 $563K 0.37% NEW $94.10 -1.3%
54 ICLN ISHARES TR 26,326.0 $540K 0.35% NEW $20.50 -14.7%
55 VGK VANGUARD INTL EQUITY INDEX F 6,007.0 $528K 0.35% NEW $87.91 +4.6%
56 COPX GLOBAL X FDS 6,854.0 $524K 0.34% -16K -70.2% $76.39 +23.6%
57 IWM ISHARES TR 1,568.0 $472K 0.31% +245.0 +18.5% $301.26 -1.8%
58 ISHARES TR 20,401.0 $461K 0.30% NEW $22.61
59 IAU ISHARES GOLD TR Financial Services 5,955.0 $456K 0.30% NEW $76.53 +9.5%
60 XME SPDR SERIES TRUST 3,346.0 $355K 0.23% -20K -85.7% $105.97 +12.1%
Page 3 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%