MOULTON WEALTH MANAGEMENT, INC

Portfolio Overview

MOULTON WEALTH MANAGEMENT, INC disclosed 66 positions worth $152.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 29 new positions and exited 17. The portfolio is most concentrated in Other (80.1% of disclosed assets). All figures are sourced directly from MOULTON WEALTH MANAGEMENT, INC’s Form 13F-HR filing with the SEC under CIK 1792510.

• SPDR SERIES TRUST - ST STR P500ETF

  —

  Quality

  $18.3M207,915 sh

• ISHARES TR - TRS FLT RT BD

  —

  Quality

  $13.7M271,371 sh
• 

  WisdomTree, Inc.

  $WT

  59.6#896

  Quality

  $13.5M268,033 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $12.6M33,953 sh

• ISHARES TR - FLTG RATE NT ETF

  —

  Quality

  $10.2M200,834 sh

• SPDR SERIES TRUST - ST TERM HIGH ETF

  —

  Quality

  $6.1M245,850 sh

• SPDR SERIES TRUST - ST STR S& LN ETF

  —

  Quality

  $5.7M141,698 sh

• SELECT SECTOR SPDR TR - ST STR TECHN ETF

  —

  Quality

  $5.0M26,921 sh

• PROSHARES TR II - ULTRASHORT GOLD

  —

  Quality

  $4.3M164,115 sh

• SPDR SERIES TRUST - ST STR BLO 1 ETF

  —

  Quality

  $3.2M35,040 sh

Company	Quality	Value	Shares
SPDR SERIES TRUST - ST STR P500ETF	—	$18.3M	207,915
ISHARES TR - TRS FLT RT BD	—	$13.7M	271,371
WisdomTree, Inc.$WT	59.6#896	$13.5M	268,033
VANGUARD INDEX FDS - TOTAL STK MKT	—	$12.6M	33,953
ISHARES TR - FLTG RATE NT ETF	—	$10.2M	200,834
SPDR SERIES TRUST - ST TERM HIGH ETF	—	$6.1M	245,850
SPDR SERIES TRUST - ST STR S& LN ETF	—	$5.7M	141,698
SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$5.0M	26,921
PROSHARES TR II - ULTRASHORT GOLD	—	$4.3M	164,115
SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$3.2M	35,040

Showing top 10 of 66 holdings.

Full Holdings — MOULTON WEALTH MANAGEMENT, INC (Q2 2026)

All 66 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	SPDR SERIES TRUST - ST STR P500ETF	$18.3M	12.0%	+127%	—
2	—	ISHARES TR - TRS FLT RT BD	$13.7M	9.0%	-41%	—
3	$WT	WisdomTree, Inc.	$13.5M	8.9%	-41%	59.6
4	—	VANGUARD INDEX FDS - TOTAL STK MKT	$12.6M	8.3%	+124%	—
5	—	ISHARES TR - FLTG RATE NT ETF	$10.2M	6.7%	+2%	—
6	—	SPDR SERIES TRUST - ST TERM HIGH ETF	$6.1M	4.0%	+33%	—
7	—	SPDR SERIES TRUST - ST STR S& LN ETF	$5.7M	3.7%	NEW	—
8	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$5.0M	3.3%	NEW	—
9	—	PROSHARES TR II - ULTRASHORT GOLD	$4.3M	2.8%	+21%	—
10	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	$3.2M	2.1%	NEW	—
11	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$3.2M	2.1%	+41%	—
12	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	$2.8M	1.9%	NEW	—
13	$AAAU	Goldman Sachs Physical Gold ETF	$2.7M	1.8%	-9%	—
14	$WT	WisdomTree, Inc.	$2.6M	1.7%	+25%	59.6
15	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$2.3M	1.5%	+16%	—
16	—	VANECK ETF TRUST - GOLD MINERS ETF	$2.3M	1.5%	-9%	—
17	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	$2.2M	1.4%	NEW	—
18	$GLD	SPDR GOLD TRUST	$2.0M	1.3%	-0%	—
19	$XOM.R34088	EXXON MOBIL CORP	$1.9M	1.2%	+1%	57.7
20	—	ISHARES TR - MSCI USA MMENTM	$1.6M	1.1%	NEW	—
21	—	ISHARES TR - US AER DEF ETF	$1.5M	1.0%	+22%	—
22	—	DIREXION SHARES ETF TRUST - DAI GOL BEA ETF	$1.4M	0.9%	NEW	—
23	—	ISHARES TR - U.S. TECH ETF	$1.4M	0.9%	-0%	—
24	—	PROSHARES TR - PROSHARES S&P	$1.3M	0.8%	NEW	—
25	—	PROSHARES TR II - ULTRA SHORT SILV	$1.3M	0.8%	-0%	—
26	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$1.2M	0.8%	NEW	—
27	—	ISHARES TR - MSCI USA QLT FCT	$1.2M	0.8%	NEW	—
28	$SLV	iShares Silver Trust	$1.2M	0.8%	-9%	—
29	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	$1.1M	0.7%	NEW	—
30	—	VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF	$1.0M	0.7%	+31%	—
31	—	ISHARES TR - IBONDS DEC 2031	$995,414	0.7%	-54%	—
32	$WT	WisdomTree, Inc.	$971,583	0.6%	+87%	59.6
33	—	ISHARES TR - IBONDS 26 TRM TS	$968,861	0.6%	-54%	—
34	—	ISHARES TR - IBONDS 27 TRM TS	$968,774	0.6%	-54%	—
35	$IVZ	Invesco Ltd.	$933,248	0.6%	NEW	—
36	—	AMERICAN CENTY ETF TR - US SML CP VALU	$920,892	0.6%	NEW	—
37	—	ISHARES TR - IBONDS 29 TRM TS	$914,733	0.6%	NEW	—
38	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	$897,418	0.6%	NEW	—
39	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	$883,597	0.6%	NEW	—
40	—	ISHARES TR - 3 7 YR TREAS BD	$859,539	0.6%	-58%	—
41	$SNPS	SYNOPSYS INC	$858,229	0.6%	-51%	67.7
42	$CVX	CHEVRON CORP	$822,497	0.5%	+0%	62.6
43	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	$805,654	0.5%	NEW	—
44	$QQQ	INVESCO QQQ TRUST, SERIES 1	$780,186	0.5%	NEW	—
45	—	LITMAN GREGORY FDS TR - IMGP DBI MAN ETF	$762,093	0.5%	NEW	—
46	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	$742,961	0.5%	NEW	—
47	$IVZ	Invesco Ltd.	$677,626	0.5%	+62%	—
48	$IVZ	Invesco Ltd.	$661,368	0.4%	NEW	—
49	—	ISHARES TR - MSCI EAFE MIN VL	$632,449	0.4%	NEW	—
50	—	GLOBAL X FDS - GLOBAL X SILVER	$626,344	0.4%	-8%	—
51	$COST	COSTCO WHOLESALE CORP /NEW	$583,436	0.4%	+0%	65.9
52	—	VANGUARD INDEX FDS - VALUE ETF	$580,712	0.4%	NEW	—
53	—	ISHARES TR - 7-10 YR TRSY BD	$562,933	0.4%	-67%	—
54	—	ISHARES TR - GL CLEAN ENE ETF	$539,693	0.3%	NEW	—
55	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	$528,055	0.3%	NEW	—
56	—	GLOBAL X FDS - GLOBAL X COPPER	$523,598	0.3%	-6%	—
57	—	ISHARES TR - RUSSELL 2000 ETF	$472,379	0.3%	NEW	—
58	—	ISHARES TR - IBONDS DEC 2032	$461,176	0.3%	+72%	—
59	$IAU	ISHARES GOLD TRUST	$455,742	0.3%	-1%	—
60	—	SPDR SERIES TRUST - ST STR SP METAL	$354,568	0.2%	NEW	—
61	$SPY	SPDR S&P 500 ETF TRUST	$345,515	0.2%	+0%	—
62	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	$282,004	0.2%	NEW	—
63	$MTH	Meritage Homes CORP	$261,651	0.2%	NEW	—
64	$AZO	AUTOZONE INC	$242,424	0.2%	+0%	65.8
65	—	DIREXION SHARES ETF TRUST - DAILY 500 1X ETF	$216,618	0.1%	NEW	—
66	—	JANUS DETROIT STR TR - HENDRSON AAA CL	$208,292	0.1%	NEW	—