Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOULTON WEALTH MANAGEMENT, INC (CIK 1792510) reported $152.1M across 66 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($18.3M, 12.03%), TFLO ($13.7M, 9.01%), USFR ($13.5M, 8.88%), VTI ($12.6M, 8.27%), FLOT ($10.2M, 6.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $18.3M | 12.03% | 207,915 | Added |
| 2 | TFLO | ISHARES TR | $13.7M | 9.01% | 271,371 | Trimmed |
| 3 | USFR | WISDOMTREE TR | $13.5M | 8.88% | 268,033 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $12.6M | 8.27% | 33,953 | Added |
| 5 | FLOT | ISHARES TR | $10.2M | 6.72% | 200,834 | Added |
| 6 | SJNK | SPDR SERIES TRUST | $6.1M | 4.02% | 245,850 | Added |
| 7 | LVLN | SPDR SERIES TRUST | $5.7M | 3.74% | 141,698 | New |
| 8 | XLK | SELECT SECTOR SPDR TR | $5.0M | 3.30% | 26,921 | New |
| 9 | GLL | PROSHARES TR II | $4.3M | 2.84% | 164,115 | Added |
| 10 | BIL | SPDR SERIES TRUST | $3.2M | 2.11% | 35,040 | New |
| 11 | SMH | VANECK ETF TRUST | $3.2M | 2.08% | 5,076 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $2.8M | 1.85% | 17,682 | New |
| 13 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.7M | 1.81% | 68,483 | Trimmed |
| 14 | DXJ | WISDOMTREE TR | $2.6M | 1.69% | 14,622 | Added |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.49% | 27,356 | Added |
| 16 | GDX | VANECK ETF TRUST | $2.3M | 1.48% | 29,576 | Trimmed |
| 17 | XLI | SELECT SECTOR SPDR TR | $2.2M | 1.43% | 11,846 | New |
| 18 | GLD | SPDR GOLD TR | $2.0M | 1.32% | 5,361 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $1.9M | 1.22% | 13,609 | Added |
| 20 | MTUM | ISHARES TR | $1.6M | 1.05% | 4,873 | New |
| 21 | ITA | ISHARES TR | $1.5M | 1.00% | 6,236 | Added |
| 22 | DUST | DIREXION SHARES ETF TRUST | $1.4M | 0.95% | 23,225 | New |
| 23 | IYW | ISHARES TR | $1.4M | 0.93% | 5,644 | Trimmed |
| 24 | ZSL | PROSHARES TR II | $1.3M | 0.84% | 42,657 | Trimmed |
| 25 | ION | PROSHARES TR | $1.3M | 0.84% | 22,588 | New |
Source: SEC Form 13F filings · as of 2026-06-30