§ 13F · FUND PROFILE
MOULTON WEALTH MANAGEMENT, INC.
AUM · $152M (13F)Positions · 66Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 208K | $18M | 12.0% | +127% |
| 2 | TFLO | ISHARES TR | 271K | $14M | 9.0% | −41% |
| 3 | USFR | WISDOMTREE TR | 268K | $14M | 8.9% | −41% |
| 4 | VTI | VANGUARD INDEX FDS | 34K | $13M | 8.3% | +124% |
| 5 | FLOT | ISHARES TR | 201K | $10M | 6.7% | +2% |
| 6 | SJNK | SPDR SERIES TRUST | 246K | $6M | 4.0% | +33% |
| 7 | LVLN | SPDR SERIES TRUST | 142K | $6M | 3.7% | NEW |
| 8 | XLK | SELECT SECTOR SPDR TR | 27K | $5M | 3.3% | NEW |
| 9 | GLL | PROSHARES TR II | 164K | $4M | 2.8% | +21% |
| 10 | BIL | SPDR SERIES TRUST | 35K | $3M | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOULTON SIGNAL
AC read
MOULTON WEALTH MANAGEMENT, INC is a Other fund managing $152 million in assets. The fund runs a portfolio of 66 positions.
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