# MOULTON WEALTH MANAGEMENT, INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1792510. Source: https://holderbook.com/funds/1792510-moulton-wealth-management-inc/

- Reported value: $152.1M
- Positions: 66
- Weight of the ten largest: 60.9%
- Filed: 2026-07-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $18.3M | 207,915 | 12.0% | 2 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $13.7M | 271,371 | 9.0% | 2 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $13.5M | 268,033 | 8.9% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $12.6M | 33,953 | 8.3% | 9 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $10.2M | 200,834 | 6.7% | 2 |
| SPDR SERIES TRUST | [SJNK](https://holderbook.com/stocks/SJNK/) | $6.1M | 245,850 | 4.0% | 2 |
| SPDR SERIES TRUST | [LVLN](https://holderbook.com/stocks/LVLN/) | $5.7M | 141,698 | 3.7% | 1 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $5.0M | 26,921 | 3.3% | 1 |
| PROSHARES TR II | [GLL](https://holderbook.com/stocks/GLL/) | $4.3M | 164,115 | 2.8% | 2 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $3.2M | 35,040 | 2.1% | 1 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $3.2M | 5,076 | 2.1% | 4 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $2.8M | 17,682 | 1.9% | 1 |
| GOLDMAN SACHS PHYSICAL GOLD | [AAAU](https://holderbook.com/stocks/AAAU/) | $2.7M | 68,483 | 1.8% | 2 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $2.6M | 14,622 | 1.7% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $2.3M | 27,356 | 1.5% | 2 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $2.3M | 29,576 | 1.5% | 7 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $2.2M | 11,846 | 1.4% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.0M | 5,361 | 1.3% | 20 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.9M | 13,609 | 1.2% | 27 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $1.6M | 4,873 | 1.1% | 1 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $1.5M | 6,236 | 1.0% | 5 |
| DIREXION SHARES ETF TRUST | [DUST](https://holderbook.com/stocks/DUST/) | $1.4M | 23,225 | 1.0% | 1 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.4M | 5,644 | 0.9% | 2 |
| PROSHARES TR | [ION](https://holderbook.com/stocks/ION/) | $1.3M | 22,588 | 0.8% | 1 |
| PROSHARES TR II | [ZSL](https://holderbook.com/stocks/ZSL/) | $1.3M | 42,657 | 0.8% | 2 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.2M | 5,211 | 0.8% | 1 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.2M | 5,518 | 0.8% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $1.2M | 21,819 | 0.8% | 2 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.1M | 20,683 | 0.7% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VPL](https://holderbook.com/stocks/VPL/) | $1.0M | 9,121 | 0.7% | 2 |
| ISHARES TR | [IBTL](https://holderbook.com/stocks/IBTL/) | $995.4K | 49,511 | 0.7% | 2 |
| WISDOMTREE TR | [USDU](https://holderbook.com/stocks/USDU/) | $971.6K | 36,273 | 0.6% | 2 |
| ISHARES TR | [IBTG](https://holderbook.com/stocks/IBTG/) | $968.9K | 42,438 | 0.6% | 2 |
| ISHARES TR | [IBTH](https://holderbook.com/stocks/IBTH/) | $968.8K | 43,462 | 0.6% | 2 |
| INVESCO EXCHANGE TRADED FD T | [RSPT](https://holderbook.com/stocks/RSPT/) | $933.2K | 14,615 | 0.6% | 1 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $920.9K | 7,361 | 0.6% | 1 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $914.7K | 42,408 | 0.6% | 1 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $897.4K | 10,795 | 0.6% | 1 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $883.6K | 8,030 | 0.6% | 1 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $859.5K | 7,346 | 0.6% | 2 |
| VANGUARD WHITEHALL FDS | [VWOB](https://holderbook.com/stocks/VWOB/) | $858.2K | 12,831 | 0.6% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $822.5K | 4,934 | 0.5% | 27 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $805.7K | 17,979 | 0.5% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $780.2K | 1,071 | 0.5% | 1 |
| LITMAN GREGORY FDS TR | [DBMF](https://holderbook.com/stocks/DBMF/) | $762.1K | 24,958 | 0.5% | 1 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $743.0K | 13,527 | 0.5% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RPV](https://holderbook.com/stocks/RPV/) | $677.6K | 5,892 | 0.4% | 2 |
| INVESCO ACTVELY MNGD ETC FD | [PDBC](https://holderbook.com/stocks/PDBC/) | $661.4K | 41,753 | 0.4% | 1 |
| ISHARES TR | [EFAV](https://holderbook.com/stocks/EFAV/) | $632.4K | 7,247 | 0.4% | 1 |
| GLOBAL X FDS | [SIL](https://holderbook.com/stocks/SIL/) | $626.3K | 7,976 | 0.4% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $583.4K | 630 | 0.4% | 27 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $580.7K | 2,664 | 0.4% | 1 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $562.9K | 5,982 | 0.4% | 2 |
| ISHARES TR | [ICLN](https://holderbook.com/stocks/ICLN/) | $539.7K | 26,326 | 0.4% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $528.1K | 6,007 | 0.3% | 1 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $523.6K | 6,854 | 0.3% | 4 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $472.4K | 1,568 | 0.3% | 1 |
| ISHARES TR | [IBTM](https://holderbook.com/stocks/IBTM/) | $461.2K | 20,401 | 0.3% | 2 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $455.7K | 5,955 | 0.3% | 2 |
| SPDR SERIES TRUST | [XME](https://holderbook.com/stocks/XME/) | $354.6K | 3,346 | 0.2% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $345.5K | 462 | 0.2% | 11 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $282.0K | 2,375 | 0.2% | 1 |
| MERITAGE HOMES CORP | [MTH](https://holderbook.com/stocks/MTH/) | $261.7K | 3,191 | 0.2% | 1 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $242.4K | 75 | 0.2% | 2 |
| DIREXION SHARES ETF TRUST | [SPDN](https://holderbook.com/stocks/SPDN/) | $216.6K | 25,014 | 0.1% | 1 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $208.3K | 4,125 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +0.3% | +14.8% | -14.5% | 97% |
| Q1 2026 | +1.2% | -4.6% | +5.8% | 135% |
| Q4 2025 | +3.4% | +2.4% | +1.0% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +2.8% | +10.5% | -7.6% | 100% |
| Q1 2025 | +0.5% | -4.6% | +5.0% | 100% |
| Q4 2024 | -0.9% | +2.1% | -3.0% | 100% |
| Q3 2024 | +2.5% | +5.4% | -2.9% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $152.1M | 66 |
| Q1 2026 | $146.9M | 52 |
| Q4 2025 | $105.5M | 40 |
| Q3 2025 | $137.5M | 45 |
| Q2 2025 | $132.3M | 37 |
| Q1 2025 | $131.2M | 34 |
| Q4 2024 | $130.2M | 43 |
| Q3 2024 | $119.9M | 39 |
| Q2 2024 | $110.3M | 30 |
| Q1 2024 | $95.4M | 24 |
| Q4 2023 | $77.9M | 20 |
| Q3 2023 | $67.9M | 18 |