2026 Q3 Portfolio Activity
In 2026 Q3, MOULTON WEALTH MANAGEMENT, INC maintained a portfolio of 69 distinct positions. The most significant new addition was SSGA ACTIVE ETF TR, now representing 4.47% of the total fund value. They heavily accumulated shares in JANUS DETROIT STR TR, increasing the position by 1627.6%. Conversely, MOULTON WEALTH MANAGEMENT, INC completely exited their position in SPDR SERIES TRUST.
Position History
hover any row below to update
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Total Positions
69
Quarter
2026 Q3
Top Holding
SPLG (10.8%)
Top 10 Concentration
59.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 69
MOULTON WEALTH MANAGEMENT, INC Full Holdings List — 2026 Q3
| 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 | 10.82% | 12.03% |
#1
Prev: #1
|
6.5 |
—
|
-30,215 | -14.5% |
P
S
|
177,700 | $15,978,759 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
USFR
WISDOMTREE TR
|
ETF | 9.22% | 8.88% |
#2
1
Prev: #3
|
5.7 |
—
|
2,167 | 0.8% |
P
S
|
270,200 | $13,615,375 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 8.45% | 8.27% |
#3
1
Prev: #4
|
4.9 |
—
|
-714 | -2.1% |
P
S
|
33,239 | $12,470,518 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
TFLO
ISHARES TR
|
ETF | 7.70% | 9.01% |
#4
2
Prev: #2
|
4.1 |
—
|
-46,226 | -17.0% |
P
S
|
225,145 | $11,372,060 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 6.73% | 6.72% |
#5
Prev: #5
|
3.7 |
—
|
-5,415 | -2.7% |
P
S
|
195,419 | $9,938,998 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SRLN
SSGA ACTIVE ETF...
|
ETF | 4.47% | — |
#6
Prev: #—
|
5.3 |
—
|
164,332 | — |
NEW
|
164,332 | $6,604,490 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 4.32% | 4.02% |
#7
1
Prev: #6
|
3.7 |
—
|
18,119 | 7.4% |
P
S
|
263,969 | $6,369,570 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AAAU
GOLDMAN SACHS P...
|
ETF | 2.76% | 1.81% |
#8
5
Prev: #13
|
3.6 |
—
|
30,544 | 44.6% |
P
S
|
99,027 | $4,074,961 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 2.44% | 0.14% |
#9
57
Prev: #66
|
4.0 |
—
|
67,137 | 1627.6% |
P
S
|
71,262 | $3,595,881 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.20% | 2.11% |
#10
Prev: #10
|
1.4 |
—
|
417 | 1.2% |
P
S
|
35,457 | $3,241,090 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 2.10% | 2.08% |
#11
Prev: #11
|
1.3 |
—
|
-47 | -0.9% |
P
S
|
5,029 | $3,107,120 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLV
SELECT SECTOR S...
|
ETF | 1.99% | 1.85% |
#12
Prev: #12
|
1.3 |
—
|
-46 | -0.3% |
P
S
|
17,636 | $2,931,042 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 1.98% | 1.48% |
#13
3
Prev: #16
|
2.8 |
—
|
4,065 | 13.7% |
P
S
|
33,641 | $2,918,039 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.83% | 0.61% |
#14
22
Prev: #36
|
3.7 |
—
|
15,306 | 207.9% |
P
S
|
22,667 | $2,699,618 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 1.77% | 1.69% |
#15
1
Prev: #14
|
1.2 |
—
|
-89 | -0.6% |
P
S
|
14,533 | $2,611,992 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
NOBL
PROSHARES TR
|
ETF | 1.62% | — |
#16
Prev: #—
|
4.1 |
—
|
44,042 | — |
NEW
|
44,042 | $2,388,402 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 1.52% | 1.22% |
#17
2
Prev: #19
|
1.1 |
—
|
85 | 0.6% |
P
S
|
13,694 | $2,243,403 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.50% | 1.49% |
#18
3
Prev: #15
|
1.1 |
—
|
-452 | -1.7% |
P
S
|
26,904 | $2,219,050 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.38% | 1.32% |
#19
1
Prev: #18
|
1.1 |
—
|
-53 | -1.0% |
P
S
|
5,308 | $2,031,649 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 1.35% | 1.43% |
#20
3
Prev: #17
|
1.0 |
—
|
-33 | -0.3% |
P
S
|
11,813 | $1,992,226 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 1.12% | 0.78% |
#21
7
Prev: #28
|
2.9 |
—
|
8,150 | 37.4% |
P
S
|
29,969 | $1,648,894 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 1.05% | 1.05% |
#22
2
Prev: #20
|
0.9 |
—
|
-43 | -0.9% |
P
S
|
4,830 | $1,549,852 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
GLL
PROSHARES TR II
|
ETF | 1.03% | 2.84% |
#23
14
Prev: #9
|
0.4 |
—
|
-102,399 | -62.4% |
P
S
|
61,716 | $1,524,385 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IYW
ISHARES TR
|
ETF | 1.02% | 0.93% |
#24
1
Prev: #23
|
0.9 |
—
|
-8 | -0.1% |
P
S
|
5,636 | $1,503,768 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.87% | 0.72% |
#25
4
Prev: #29
|
0.8 |
—
|
-101 | -0.5% |
P
S
|
20,582 | $1,290,483 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
ITA
ISHARES TR
|
ETF | 0.87% | 1.00% |
#26
5
Prev: #21
|
0.8 |
—
|
-83 | -1.3% |
P
S
|
6,153 | $1,280,081 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
QUAL
ISHARES TR
|
ETF | 0.83% | 0.80% |
#27
Prev: #27
|
0.8 |
—
|
-26 | -0.5% |
P
S
|
5,492 | $1,227,182 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.82% | 0.81% |
#28
2
Prev: #26
|
0.8 |
—
|
-6 | -0.1% |
P
S
|
5,205 | $1,215,524 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 0.81% | 3.30% |
#29
21
Prev: #8
|
0.3 |
—
|
-20,853 | -77.5% |
P
S
|
6,068 | $1,200,274 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VPL
VANGUARD INTL E...
|
ETF | 0.71% | 0.68% |
#30
Prev: #30
|
0.8 |
—
|
-55 | -0.6% |
P
S
|
9,066 | $1,054,078 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.69% | 0.54% |
#31
11
Prev: #42
|
0.8 |
—
|
2 | 0.0% |
P
S
|
4,936 | $1,022,200 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
USDU
WISDOMTREE TR
|
ETF | 0.66% | 0.64% |
#32
Prev: #32
|
0.8 |
—
|
-208 | -0.6% |
P
S
|
36,065 | $978,093 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RPV
INVESCO EXCHANG...
|
Unknown | 0.66% | 0.45% |
#33
14
Prev: #47
|
2.8 |
—
|
2,556 | 43.4% |
P
S
|
8,448 | $973,294 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
RSPT
INVESCO EXCHANG...
|
Unknown | 0.66% | 0.61% |
#34
1
Prev: #35
|
0.8 |
—
|
-270 | -1.8% |
P
S
|
14,345 | $967,152 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IBTG
ISHARES TR
|
Bond/Debt | 0.65% | 0.64% |
#35
2
Prev: #33
|
0.8 |
—
|
-458 | -1.1% |
P
S
|
41,980 | $957,774 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IBTH
ISHARES TR
|
Bond/Debt | 0.65% | 0.64% |
#36
2
Prev: #34
|
0.8 |
—
|
-472 | -1.1% |
P
S
|
42,990 | $957,377 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IBTL
ISHARES TR
|
Bond/Debt | 0.62% | 0.65% |
#37
6
Prev: #31
|
0.7 |
—
|
-2,636 | -5.3% |
P
S
|
46,875 | $911,955 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.59% | 0.58% |
#38
1
Prev: #39
|
0.7 |
—
|
-78 | -1.0% |
P
S
|
7,952 | $874,295 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLP
SELECT SECTOR S...
|
ETF | 0.59% | 0.59% |
#39
1
Prev: #38
|
0.7 |
—
|
28 | 0.3% |
P
S
|
10,823 | $869,408 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IBTJ
ISHARES TR
|
Bond/Debt | 0.58% | 0.60% |
#40
3
Prev: #37
|
0.7 |
—
|
-2,145 | -5.1% |
P
S
|
40,263 | $853,987 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
IEI
ISHARES TR
|
ETF | 0.56% | 0.57% |
#41
1
Prev: #40
|
0.7 |
—
|
-37 | -0.5% |
P
S
|
7,309 | $828,893 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
SIL
GLOBAL X FDS
|
ETF | 0.56% | 0.41% |
#42
8
Prev: #50
|
2.7 |
—
|
1,664 | 20.9% |
P
S
|
9,640 | $825,434 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.55% | 0.43% |
#43
5
Prev: #48
|
0.7 |
—
|
-557 | -1.3% |
P
S
|
41,196 | $805,794 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.54% | 0.56% |
#44
3
Prev: #41
|
0.7 |
—
|
-37 | -0.3% |
P
S
|
12,794 | $802,166 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
COPX
GLOBAL X FDS
|
ETF | 0.54% | 0.34% |
#45
11
Prev: #56
|
2.7 |
—
|
2,752 | 40.2% |
P
S
|
9,606 | $801,171 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.53% | 0.51% |
#46
2
Prev: #44
|
0.7 |
—
|
-15 | -1.4% |
P
S
|
1,056 | $783,241 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLF
SELECT SECTOR S...
|
ETF | 0.49% | 0.49% |
#47
1
Prev: #46
|
0.7 |
—
|
-124 | -0.9% |
P
S
|
13,403 | $716,548 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 0.48% | 0.53% |
#48
5
Prev: #43
|
0.7 |
—
|
8 | 0.0% |
P
S
|
17,987 | $713,738 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
EFAV
ISHARES TR
|
ETF | 0.44% | 0.42% |
#49
Prev: #49
|
0.7 |
—
|
-59 | -0.8% |
P
S
|
7,188 | $650,517 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.40% | 0.38% |
#50
2
Prev: #52
|
0.7 |
—
|
44 | 1.7% |
P
S
|
2,708 | $586,826 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-13 |
Showing 1-50 of 69 holdings