Moulton Wealth Management

Moulton Wealth Management as of June 30, 2026

Portfolio Holdings for Moulton Wealth Management

Moulton Wealth Management holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500etf (SPYM) 12.0 $18M 208k 88.00
Ishares Tr TRS FLT RT BD (TFLO) 9.0 $14M 271k 50.50
Wisdomtree Tr Floatng Rat Trea (USFR) 8.9 $14M 268k 50.37
Vanguard Index Fds Total Stk Mkt (VTI) 8.3 $13M 34k 370.46
Ishares Tr Fltg Rate Nt Etf (FLOT) 6.7 $10M 201k 50.89
Spdr Series Trust St Term High Etf (SJNK) 4.0 $6.1M 246k 24.89
Spdr Series Trust St Str S& Ln Etf (LVLN) 3.7 $5.7M 142k 40.09
Select Sector Spdr Tr St Str Techn Etf (XLK) 3.3 $5.0M 27k 186.44
Proshares Tr Ii Ultrashort Gold (GLL) 2.8 $4.3M 164k 26.28
Spdr Series Trust St Str Blo 1 Etf (BIL) 2.1 $3.2M 35k 91.40
Vaneck Etf Trust Semiconductr Etf (SMH) 2.1 $3.2M 5.1k 623.18
Select Sector Spdr Tr St Str Care Etf (XLV) 1.9 $2.8M 18k 159.16
Goldman Sachs Physical Gold Unit (AAAU) 1.8 $2.7M 69k 40.13
Wisdomtree Tr Japn Hedge Eqt (DXJ) 1.7 $2.6M 15k 175.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $2.3M 27k 82.93
Vaneck Etf Trust Gold Miners Etf (GDX) 1.5 $2.3M 30k 76.22
Select Sector Spdr Tr St Str Indl Etf (XLI) 1.4 $2.2M 12k 184.13
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.0M 5.4k 373.47
Exxon Mobil Corporation (XOM) 1.2 $1.9M 14k 136.73
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $1.6M 4.9k 328.97
Ishares Tr Us Aer Def Etf (ITA) 1.0 $1.5M 6.2k 244.06
Direxion Shares Etf Trust Dai Gol Bea Etf (DUST) 1.0 $1.4M 23k 62.25
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.4M 5.6k 249.67
Proshares Tr Proshares S&p (ION) 0.8 $1.3M 23k 56.76
Proshares Tr Ii Ultra Short Silv (ZSL) 0.8 $1.3M 43k 29.84
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $1.2M 5.2k 236.85
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $1.2M 5.5k 219.20
Ishares Silver Tr Ishares (SLV) 0.8 $1.2M 22k 54.31
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.7 $1.1M 21k 53.03
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.7 $1.0M 9.1k 113.46
Ishares Tr Ibonds Dec 2031 (IBTL) 0.7 $995k 50k 20.10
Wisdomtree Tr Blmbg Us Bull (USDU) 0.6 $972k 36k 26.79
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.6 $969k 42k 22.83
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.6 $969k 44k 22.29
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.6 $933k 15k 63.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $921k 7.4k 125.10
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.6 $915k 42k 21.57
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.6 $897k 11k 83.13
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.6 $884k 8.0k 110.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $860k 7.3k 117.01
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $858k 13k 66.89
Chevron Corporation (CVX) 0.5 $823k 4.9k 166.70
Select Sector Spdr Tr St Str Util Etf (XLU) 0.5 $806k 18k 44.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $780k 1.1k 728.47
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) 0.5 $762k 25k 30.54
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.5 $743k 14k 54.92
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.4 $678k 5.9k 115.01
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $661k 42k 15.84
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $632k 7.2k 87.27
Global X Fds Global X Silver (SIL) 0.4 $626k 8.0k 78.53
Costco Wholesale Corporation (COST) 0.4 $583k 630.00 926.09
Vanguard Index Fds Value Etf (VTV) 0.4 $581k 2.7k 217.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $563k 6.0k 94.10
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $540k 26k 20.50
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $528k 6.0k 87.91
Global X Fds Global X Copper (COPX) 0.3 $524k 6.9k 76.39
Ishares Tr Russell 2000 Etf (IWM) 0.3 $472k 1.6k 301.26
Ishares Tr Ibonds Dec 2032 (IBTM) 0.3 $461k 20k 22.61
Ishares Gold Tr Ishares New (IAU) 0.3 $456k 6.0k 76.53
Spdr Series Trust St Str Sp Metal (XME) 0.2 $355k 3.3k 105.97
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $346k 462.00 747.87
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.2 $282k 2.4k 118.74
Meritage Homes Corporation (MTH) 0.2 $262k 3.2k 82.00
AutoZone (AZO) 0.2 $242k 75.00 3232.32
Direxion Shares Etf Trust Daily 500 1x Etf (SPDN) 0.1 $217k 25k 8.66
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $208k 4.1k 50.49