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MOULTON WEALTH MANAGEMENT, INC — 13F Holdings & Portfolio

CIK 1792510 · latest 13F-HR filed 2026-07-07

Backtest portfolio

MOULTON WEALTH MANAGEMENT, INC manages $152.1M in 13F-reported U.S. long-equity assets across 66 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (12.03%), TFLO (9.01%), USFR (8.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 17, added to 15, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
420 N. EVERGREEN RD; SUITE 100
SPOKANE, WA 99216
Phone
(509) 922-3110
Filing Manager
MOULTON WEALTH MANAGEMENT, INC
SPOKANE, WA
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$152.1M

Long-equity book

Holdings

66

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+31 / −17 / ↑15 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$11.3M +159.7%
  • VANGUARD INDEX FDS$7.7M +157.4%
  • VANECK ETF TRUST$1.8M +125.1%
  • PROSHARES TR II$1.6M +58.1%
  • SPDR SERIES TRUST$1.5M +32.5%
Show all 15 →

Top Trims

  • ISHARES TR-$9.6M -41.2%
  • WISDOMTREE TR-$9.4M -41.1%
  • ISHARES TR-$1.2M -58.2%
  • ISHARES TR-$1.2M -67.8%
  • ISHARES TR-$1.2M -54.1%
Show all 19 →

New Positions

  • SPDR SERIES TRUST$5.7M
  • SELECT SECTOR SPDR TR$5.0M
  • SPDR SERIES TRUST$3.2M
  • SELECT SECTOR SPDR TR$2.8M
  • SELECT SECTOR SPDR TR$2.2M
Show all 31 →

Exited Positions

  • PROSHARES TR$7.6M
  • SCHWAB STRATEGIC TR$4.6M
  • SSGA ACTIVE ETF TR$3.3M
  • PROSHARES TR$2.6M
  • SPDR SERIES TRUST$2.6M
Show all 17 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $18.3M 12.03% 207,915 SH
2 ISHARES TR TFLO 46434V860 $13.7M 9.01% 271,371 SH
3 WISDOMTREE TR USFR 97717Y527 $13.5M 8.88% 268,033 SH
4 VANGUARD INDEX FDS VTI 922908769 $12.6M 8.27% 33,953 SH
5 ISHARES TR FLOT 46429B655 $10.2M 6.72% 200,834 SH
6 SPDR SERIES TRUST SJNK 78468R408 $6.1M 4.02% 245,850 SH
7 SPDR SERIES TRUST LVLN 78468R424 $5.7M 3.74% 141,698 SH
8 SELECT SECTOR SPDR TR XLK 81369Y803 $5.0M 3.30% 26,921 SH
9 PROSHARES TR II GLL 74347Y698 $4.3M 2.84% 164,115 SH
10 SPDR SERIES TRUST BIL 78468R663 $3.2M 2.11% 35,040 SH
11 VANECK ETF TRUST SMH 92189F676 $3.2M 2.08% 5,076 SH
12 SELECT SECTOR SPDR TR XLV 81369Y209 $2.8M 1.85% 17,682 SH
13 GOLDMAN SACHS PHYSICAL GOLD AAAU 38150K103 $2.7M 1.81% 68,483 SH
14 WISDOMTREE TR DXJ 97717W851 $2.6M 1.69% 14,622 SH
15 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.3M 1.49% 27,356 SH
16 VANECK ETF TRUST GDX 92189F106 $2.3M 1.48% 29,576 SH
17 SELECT SECTOR SPDR TR XLI 81369Y704 $2.2M 1.43% 11,846 SH
18 SPDR GOLD TR GLD 78463V107 $2.0M 1.32% 5,361 SH
19 EXXON MOBIL CORP XOM 30231G102 $1.9M 1.22% 13,609 SH
20 ISHARES TR MTUM 46432F396 $1.6M 1.05% 4,873 SH
21 ISHARES TR ITA 464288760 $1.5M 1.00% 6,236 SH
22 DIREXION SHARES ETF TRUST DUST 25461A189 $1.4M 0.95% 23,225 SH
23 ISHARES TR IYW 464287721 $1.4M 0.93% 5,644 SH
24 PROSHARES TR ION 74347G267 $1.3M 0.84% 22,588 SH
25 PROSHARES TR II ZSL 74347Y672 $1.3M 0.84% 42,657 SH
26 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.2M 0.81% 5,211 SH
27 ISHARES TR QUAL 46432F339 $1.2M 0.80% 5,518 SH
28 ISHARES SILVER TR SLV 46428Q109 $1.2M 0.78% 21,819 SH
29 SELECT SECTOR SPDR TR XLE 81369Y506 $1.1M 0.72% 20,683 SH
30 VANGUARD INTL EQUITY INDEX F VPL 922042866 $1.0M 0.68% 9,121 SH
31 ISHARES TR IBTL 46436E460 $995.4K 0.65% 49,511 SH
32 WISDOMTREE TR USDU 97717W471 $971.6K 0.64% 36,273 SH
33 ISHARES TR IBTG 46436E858 $968.9K 0.64% 42,438 SH
34 ISHARES TR IBTH 46436E841 $968.8K 0.64% 43,462 SH
35 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $933.2K 0.61% 14,615 SH
36 AMERICAN CENTY ETF TR AVUV 025072877 $920.9K 0.61% 7,361 SH
37 ISHARES TR IBTJ 46436E825 $914.7K 0.60% 42,408 SH
38 SELECT SECTOR SPDR TR XLP 81369Y308 $897.4K 0.59% 10,795 SH
39 SELECT SECTOR SPDR TR XLC 81369Y852 $883.6K 0.58% 8,030 SH
40 ISHARES TR IEI 464288661 $859.5K 0.57% 7,346 SH
41 VANGUARD WHITEHALL FDS VWOB 921946885 $858.2K 0.56% 12,831 SH
42 CHEVRON CORPORATION CVX 166764100 $822.5K 0.54% 4,934 SH
43 SELECT SECTOR SPDR TR XLU 81369Y886 $805.7K 0.53% 17,979 SH
44 INVESCO QQQ TR QQQ 46090E103 $780.2K 0.51% 1,071 SH
45 LITMAN GREGORY FDS TR DBMF 53700T827 $762.1K 0.50% 24,958 SH
46 SELECT SECTOR SPDR TR XLF 81369Y605 $743.0K 0.49% 13,527 SH
47 INVESCO EXCHANGE TRADED FD T RPV 46137V258 $677.6K 0.45% 5,892 SH
48 INVESCO ACTVELY MNGD ETC FD PDBC 46090F100 $661.4K 0.43% 41,753 SH
49 ISHARES TR EFAV 46429B689 $632.4K 0.42% 7,247 SH
50 GLOBAL X FDS SIL 37954Y848 $626.3K 0.41% 7,976 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $152.1M 66 0001754960-26-000394
2026-03-31 2026-04-08 $146.9M 52 0001754960-26-000211
2025-12-31 2026-01-13 $105.5M 40 0001754960-26-000038