Moulton Wealth Management, Inc
67 holdingsFiling period: 2026-06-30Current AUM: $151.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | Spdr Series Trust | 207.9K | $18.3M | $18.0M | 11.93% | +116.4K | 2026-06-30 |
| 2 | TFLO | iShares TR | 271.4K | $13.7M | $13.7M | 9.06% | -190,031 | 2026-06-30 |
| 3 | USFR | WisdomTree TR | 268.0K | $13.5M | $13.5M | 8.96% | -187,120 | 2026-06-30 |
| 4 | VTI | Vanguard Index Fds | 34.0K | $12.6M | $12.3M | 8.15% | +18.8K | 2026-06-30 |
| 5 | FLOT | iShares TR | 200.8K | $10.2M | $10.2M | 6.74% | +4.4K | 2026-06-30 |
| 6 | SJNK | Spdr Series Trust | 245.8K | $6.1M | $5.9M | 3.90% | +60.5K | 2026-06-30 |
| 7 | LVLN | Spdr Series Trust | 141.7K | $5.7M | $5.6M | 3.73% | -- | 2026-06-30 |
| 8 | XLK | Select Sector Spdr TR | 26.9K | $5.0M | $4.3M | 2.87% | -- | 2026-06-30 |
| 9 | GLL | ProShares TR II | 164.1K | $4.3M | $4.2M | 2.75% | +28.9K | 2026-06-30 |
| 10 | BIL | Spdr Series Trust | 35.0K | $3.2M | $3.2M | 2.12% | -- | 2026-06-30 |
| 11 | SMH | VanEck ETF Trust | 5.1K | $3.2M | $2.2M | 1.48% | +1.5K | 2026-06-30 |
| 12 | XLV | Select Sector Spdr TR | 17.7K | $2.8M | $3.3M | 2.17% | -- | 2026-06-30 |
| 13 | AAAU | Goldman Sachs Physical Gold | 68.5K | $2.7M | $2.8M | 1.84% | -6,611 | 2026-06-30 |
| 14 | DXJ | WisdomTree TR | 14.6K | $2.6M | $2.5M | 1.66% | +2.9K | 2026-06-30 |
| 15 | VEU | Vanguard Intl Equity Index F | 27.4K | $2.3M | $2.1M | 1.42% | +3.7K | 2026-06-30 |
| 16 | GDX | VanEck ETF Trust | 29.6K | $2.3M | $2.6M | 1.73% | -2,990 | 2026-06-30 |
| 17 | XLI | Select Sector Spdr TR | 11.8K | $2.2M | $1.9M | 1.27% | -- | 2026-06-30 |
| 18 | GLD | Spdr Gold TR | 5.4K | $2.0M | $2.0M | 1.34% | -17 | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 13.6K | $1.9M | $2.3M | 1.49% | +92 | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 13.6K | $1.9M | $2.3M | 1.49% | +92 | 2026-06-30 |
| 21 | MTUM | iShares TR | 4.9K | $1.6M | $1.2M | 0.79% | -- | 2026-06-30 |
| 22 | ITA | iShares TR | 6.2K | $1.5M | $1.3M | 0.86% | +1.1K | 2026-06-30 |
| 23 | DUST | Direxion Shares ETF Trust | 23.2K | $1.4M | $856K | 0.57% | -- | 2026-06-30 |
| 24 | IYW | iShares TR | 5.6K | $1.4M | $1.3M | 0.84% | -10 | 2026-06-30 |
| 25 | ION | ProShares TR | 22.6K | $1.3M | $980K | 0.65% | -- | 2026-06-30 |
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