MOULTON WEALTH MANAGEMENT, INC

CIK 0001792510 · SPOKANE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

MOULTON WEALTH MANAGEMENT, INC reported 66 positions worth $152.1M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: SPYM (12.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$152.1M
2026 Q2
Positions
66
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.9%
Est. Net Flow (Q)
2026 Q2
10 / 66 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$18.3M12.03%207,915
2TFLOISHARES TRSH$13.7M9.01%271,371
3USFRWISDOMTREE TRSH$13.5M8.88%268,033
4VTIVANGUARD INDEX FDSSH$12.6M8.27%33,953
5FLOTISHARES TRSH$10.2M6.72%200,834
6SJNKSPDR SERIES TRUSTSH$6.1M4.02%245,850
7LVLNSPDR SERIES TRUSTSH$5.7M3.74%141,698
8XLKSELECT SECTOR SPDR TRSH$5.0M3.30%26,921
9GLLPROSHARES TR IISH$4.3M2.84%164,115
10BILSPDR SERIES TRUSTSH$3.2M2.11%35,040

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MOULTON WEALTH MANAGEMENT, INC hold as of Q2 2026?

MOULTON WEALTH MANAGEMENT, INC reported 66 positions worth $152.1M in its Q2 2026 13F filing. Largest positions: SPYM (12.0%), TFLO (9.0%), USFR (8.9%), VTI (8.3%) and FLOT (6.7%).

What did MOULTON WEALTH MANAGEMENT, INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MOULTON WEALTH MANAGEMENT, INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.