2026 Q2 Portfolio Activity
In 2026 Q2, MOULTON WEALTH MANAGEMENT, INC maintained a portfolio of 83 distinct positions. The most significant new addition was SPDR SERIES TRUST, now representing 3.74% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 127.3%. The fund also reduced its exposure to ISHARES TR by 41.2%.
Position History
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Total Positions
83
Quarter
2026 Q2
Top Holding
SPLG (12.0%)
Top 10 Concentration
60.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
MOULTON WEALTH MANAGEMENT, INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 12.03% | 4.80% |
#1
4
Prev: #5
|
9.0 |
—
|
116,449 | 127.3% |
P
S
|
207,915 | $18,296,239 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
TFLO
ISHARES TR
|
ETF | 9.01% | 15.87% |
#2
1
Prev: #1
|
5.1 |
—
|
-190,031 | -41.2% |
P
S
|
271,371 | $13,704,218 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
USFR
WISDOMTREE TR
|
ETF | 8.88% | 15.61% |
#3
1
Prev: #2
|
4.6 |
—
|
-187,120 | -41.1% |
P
S
|
268,033 | $13,500,808 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 8.27% | 3.33% |
#4
2
Prev: #6
|
6.8 |
—
|
18,825 | 124.4% |
P
S
|
33,953 | $12,578,142 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 6.72% | 6.78% |
#5
2
Prev: #3
|
3.7 |
—
|
4,357 | 2.2% |
P
S
|
200,834 | $10,220,870 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 4.02% | 3.14% |
#6
1
Prev: #7
|
4.1 |
—
|
60,542 | 32.7% |
P
S
|
245,850 | $6,119,200 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
LVLN
SPDR SERIES TRU...
|
ETF | 3.74% | — |
#7
Prev: #—
|
5.0 |
—
|
141,698 | — |
NEW
|
141,698 | $5,681,386 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 3.30% | — |
#8
Prev: #—
|
4.8 |
—
|
26,921 | — |
NEW
|
26,921 | $5,019,215 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GLL
PROSHARES TR II
|
ETF | 2.84% | 1.86% |
#9
3
Prev: #12
|
3.6 |
—
|
28,945 | 21.4% |
P
S
|
164,115 | $4,312,942 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.11% | — |
#10
Prev: #—
|
4.3 |
—
|
35,040 | — |
NEW
|
35,040 | $3,202,687 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 2.08% | 0.96% |
#11
19
Prev: #30
|
3.3 |
—
|
1,469 | 40.7% |
P
S
|
5,076 | $3,163,253 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 1.85% | — |
#12
Prev: #—
|
4.2 |
—
|
17,682 | — |
NEW
|
17,682 | $2,814,232 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AAAU
GOLDMAN SACHS P...
|
ETF | 1.81% | 2.36% |
#13
4
Prev: #9
|
1.2 |
—
|
-6,611 | -8.8% |
P
S
|
68,483 | $2,748,155 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 1.69% | 1.28% |
#14
8
Prev: #22
|
3.2 |
—
|
2,896 | 24.7% |
P
S
|
14,622 | $2,570,788 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.49% | 1.21% |
#15
8
Prev: #23
|
2.6 |
—
|
3,737 | 15.8% |
P
S
|
27,356 | $2,268,623 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 1.48% | 2.10% |
#16
5
Prev: #11
|
1.1 |
—
|
-2,990 | -9.2% |
P
S
|
29,576 | $2,254,256 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 1.43% | — |
#17
Prev: #—
|
4.1 |
—
|
11,846 | — |
NEW
|
11,846 | $2,181,226 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.32% | 1.57% |
#18
3
Prev: #15
|
1.0 |
—
|
-17 | -0.3% |
P
S
|
5,361 | $2,002,193 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.22% | 1.48% |
#19
3
Prev: #16
|
1.0 |
—
|
92 | 0.7% |
P
S
|
13,609 | $1,860,734 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 1.05% | — |
#20
Prev: #—
|
3.9 |
—
|
4,873 | — |
NEW
|
4,873 | $1,603,050 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ITA
ISHARES TR
|
ETF | 1.00% | 0.78% |
#21
11
Prev: #32
|
2.9 |
—
|
1,106 | 21.6% |
P
S
|
6,236 | $1,521,957 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
N/A
DIREXION SHARES...
|
|
ETF | 0.95% | — |
#22
Prev: #—
|
3.9 |
—
|
23,225 | — |
NEW
|
23,225 | $1,445,772 | — | 13F Filing | 2026-06-30 | 2026-07-07 | ||
|
IYW
ISHARES TR
|
ETF | 0.93% | 0.71% |
#23
10
Prev: #33
|
0.9 |
—
|
-10 | -0.2% |
P
S
|
5,644 | $1,409,154 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
ION
PROSHARES TR
|
Unknown | 0.84% | — |
#24
Prev: #—
|
3.8 |
—
|
22,588 | — |
NEW
|
22,588 | $1,282,092 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
N/A
PROSHARES TR II
|
|
Unknown | 0.84% | 0.70% |
#25
9
Prev: #34
|
0.8 |
—
|
-83 | -0.2% |
P
S
|
42,657 | $1,272,885 | — | 13F Filing | 2026-06-30 | 2026-07-07 | ||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.81% | — |
#26
Prev: #—
|
3.8 |
—
|
5,211 | — |
NEW
|
5,211 | $1,234,200 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
QUAL
ISHARES TR
|
ETF | 0.80% | — |
#27
Prev: #—
|
3.8 |
—
|
5,518 | — |
NEW
|
5,518 | $1,209,534 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.78% | 1.07% |
#28
1
Prev: #27
|
0.8 |
—
|
-2,175 | -9.1% |
P
S
|
21,819 | $1,184,990 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.72% | — |
#29
Prev: #—
|
3.8 |
—
|
20,683 | — |
NEW
|
20,683 | $1,096,907 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VPL
VANGUARD INTL E...
|
ETF | 0.68% | 0.46% |
#30
9
Prev: #39
|
2.8 |
—
|
2,182 | 31.4% |
P
S
|
9,121 | $1,034,890 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IBTL
ISHARES TR
|
Bond/Debt | 0.65% | 1.48% |
#31
14
Prev: #17
|
0.3 |
—
|
-57,160 | -53.6% |
P
S
|
49,511 | $995,414 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
USDU
WISDOMTREE TR
|
ETF | 0.64% | 0.35% |
#32
13
Prev: #45
|
3.3 |
—
|
16,852 | 86.8% |
P
S
|
36,273 | $971,583 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IBTG
ISHARES TR
|
Bond/Debt | 0.64% | 1.45% |
#33
15
Prev: #18
|
0.3 |
—
|
-50,687 | -54.4% |
P
S
|
42,438 | $968,861 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IBTH
ISHARES TR
|
Bond/Debt | 0.64% | 1.45% |
#34
15
Prev: #19
|
0.3 |
—
|
-51,617 | -54.3% |
P
S
|
43,462 | $968,774 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 0.61% | — |
#35
Prev: #—
|
3.7 |
—
|
14,615 | — |
NEW
|
14,615 | $933,248 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.61% | — |
#36
Prev: #—
|
3.7 |
—
|
7,361 | — |
NEW
|
7,361 | $920,892 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IBTJ
ISHARES TR
|
Bond/Debt | 0.60% | — |
#37
Prev: #—
|
3.7 |
—
|
42,408 | — |
NEW
|
42,408 | $914,733 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 0.59% | — |
#38
Prev: #—
|
3.7 |
—
|
10,795 | — |
NEW
|
10,795 | $897,418 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.58% | — |
#39
Prev: #—
|
3.7 |
—
|
8,030 | — |
NEW
|
8,030 | $883,597 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
IEI
ISHARES TR
|
ETF | 0.57% | 1.40% |
#40
19
Prev: #21
|
0.2 |
—
|
-10,046 | -57.8% |
P
S
|
7,346 | $859,539 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.56% | 1.16% |
#41
15
Prev: #26
|
0.2 |
—
|
-13,156 | -50.6% |
P
S
|
12,831 | $858,229 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.54% | 0.67% |
#42
6
Prev: #36
|
0.7 |
—
|
2 | 0.0% |
P
S
|
4,934 | $822,497 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 0.53% | — |
#43
Prev: #—
|
3.7 |
—
|
17,979 | — |
NEW
|
17,979 | $805,654 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.51% | — |
#44
Prev: #—
|
3.7 |
—
|
1,071 | — |
NEW
|
1,071 | $780,186 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
DBMF
LITMAN GREGORY ...
|
ETF | 0.50% | — |
#45
Prev: #—
|
3.7 |
—
|
24,958 | — |
NEW
|
24,958 | $762,093 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 0.49% | — |
#46
Prev: #—
|
3.7 |
—
|
13,527 | — |
NEW
|
13,527 | $742,961 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
RPV
INVESCO EXCHANG...
|
Unknown | 0.45% | 0.27% |
#47
1
Prev: #46
|
3.2 |
—
|
2,247 | 61.6% |
P
S
|
5,892 | $677,626 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.43% | — |
#48
Prev: #—
|
3.7 |
—
|
41,753 | — |
NEW
|
41,753 | $661,368 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
EFAV
ISHARES TR
|
ETF | 0.42% | — |
#49
Prev: #—
|
3.7 |
—
|
7,247 | — |
NEW
|
7,247 | $632,449 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-07 | |||
|
SIL
GLOBAL X FDS
|
ETF | 0.41% | 0.55% |
#50
13
Prev: #37
|
0.7 |
—
|
-686 | -7.9% |
P
S
|
7,976 | $626,344 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-07 |
Showing 1-50 of 83 holdings