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Latest MOULTON WEALTH MANAGEMENT, INC Stock Portfolio

$152Million | No. of Holdings #66

MOULTON WEALTH MANAGEMENT, INC Performance

2026 Q2+2.14%
YTD+2.98%
2025+15.96%

About MOULTON WEALTH MANAGEMENT, INC and 13F Hedge Fund Stock Holdings

On 2026-07-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, MOULTON WEALTH MANAGEMENT, INC reported an equity portfolio of $152.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MOULTON WEALTH MANAGEMENT, INC are BIL, ACWF, DWMF. The fund has invested 12% of it's portfolio in SPDR SERIES TRUST and 9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off PROSHARES TR, SCHWAB STRATEGIC TR (FNDA) and SSGA ACTIVE ETF TR (GAL) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and ISHARES TR (DMXF). MOULTON WEALTH MANAGEMENT, INC opened new stock positions in SPDR SERIES TRUST (BIL), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and WISDOMTREE TR (AGZD).
MOULTON WEALTH MANAGEMENT, INC Equity Portfolio Value
Last Reported on: 07 Jul, 2026
$152Million
  as of Jul 07, 2026

MOULTON WEALTH MANAGEMENT, INC Annual Return Estimates Vs S&P 500

Our best estimate is that MOULTON WEALTH MANAGEMENT, INC made a return of 2.14% in the last quarter. In trailing 12 months, it's portfolio return was 15.92%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr series trust5,681,390
select sector spdr tr5,019,220
spdr series trust3,202,690
select sector spdr tr2,814,230
select sector spdr tr2,181,230
ishares tr1,603,050
direxion shares etf trust1,445,770
proshares tr1,282,090
New stocks bought by MOULTON WEALTH MANAGEMENT, INC

Additions

Ticker% Inc.
spdr series trust127
vanguard index fds124
wisdomtree tr86.77
ishares tr71.55
invesco exchange traded fd t61.65
vaneck etf trust40.73
spdr series trust32.67
vanguard intl equity index f31.45
Additions to existing portfolio by MOULTON WEALTH MANAGEMENT, INC

Reductions

Ticker% Reduced
ishares tr-67.44
ishares tr-57.76
ishares tr-54.43
ishares tr-54.29
ishares tr-53.59
vanguard whitehall fds-50.63
ishares tr-41.19
wisdomtree tr-41.11
MOULTON WEALTH MANAGEMENT, INC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-4,610,840
proshares tr-7,632,150
ishares tr-2,078,930
ssga active etf tr-3,254,740
proshares tr-2,614,160
spdr series trust-2,576,130
select sector spdr tr-1,505,880
direxion shares etf trust-224,550
MOULTON WEALTH MANAGEMENT, INC got rid off the above stocks

Sector Distribution

MOULTON WEALTH MANAGEMENT, INC has about 90.4% of it's holdings in Others sector.

  • Others
  • Utilities
  • Energy
Sector%
Others90.4
Utilities7.1
Energy1.8

Market Cap. Distribution

MOULTON WEALTH MANAGEMENT, INC has about 2.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
Category%
UNALLOCATED90.4
MID-CAP7.3
MEGA-CAP2.1

Stocks belong to which Index?

About 9.6% of the stocks held by MOULTON WEALTH MANAGEMENT, INC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
  • S&P 500
Index%
Others90.4
RUSSELL 20007.3
S&P 5002.3
Top 5 Winners (%)%
AFK
vaneck etf trust
47.2 %
IJR
ishares tr
35.5 %
BOIL
proshares tr ii
26.9 %
BOIL
proshares tr ii
23.3 %
SPY
state str spdr s&p 500 etf t
14.3 %
Top 5 Winners ($)$
BIL
spdr series trust
1.6 M
VB
vanguard index fds
1.2 M
AFK
vaneck etf trust
1.0 M
BOIL
proshares tr ii
0.9 M
IJR
ishares tr
0.4 M
Top 5 Losers (%)%
AFK
vaneck etf trust
-18.6 %
CVX
chevron corporation
-16.9 %
SLV
ishares silver tr
-16.5 %
XOM
exxon mobil corp
-15.0 %
AGNG
global x fds
-14.6 %
Top 5 Losers ($)$
AFK
vaneck etf trust
-0.6 M
AAAU
goldman sachs physical gold
-0.4 M
XOM
exxon mobil corp
-0.3 M
GLD
spdr gold tr
-0.3 M
SLV
ishares silver tr
-0.3 M

MOULTON WEALTH MANAGEMENT, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MOULTON WEALTH MANAGEMENT, INC

MOULTON WEALTH MANAGEMENT, INC has 66 stocks in it's portfolio. About 60.9% of the portfolio is in top 10 stocks. AFK proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for MOULTON WEALTH MANAGEMENT, INC last quarter.

$152.10MTotal Value
83.00Positions
07 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MOULTON WEALTH MANAGEMENT, INC, last reported on 07 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAAU
Goldman Sachs Physical Gold

Goldman Sachs Physical Gold

AAAU
MOULTON WEALTH MANAGEMENT, INC's holding in Goldman Sachs Physical Gold over time
1.81%68,483
$2.75M
1.81%
decreased 8.8 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
1%6,236
$1.52M
1%
increased 21.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
0.56%7,346
$859.5K
0.56%
decreased 57.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
0.36%26,326
$539.7K
0.36%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
MOULTON WEALTH MANAGEMENT, INC's holding in Ishares Tr over time
9.01%271,371
$13.70M
9.01%
decreased 41.19 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
MOULTON WEALTH MANAGEMENT, INC's holding in American Centy Etf Tr over time
0.6%7,361
$920.9K
0.6%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MOULTON WEALTH MANAGEMENT, INC's holding in Vaneck Etf Trust over time
2.08%5,076
$3.16M
2.08%
increased 40.73 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
MOULTON WEALTH MANAGEMENT, INC's holding in Vaneck Etf Trust over time
1.48%29,576
$2.25M
1.48%
decreased 9.18 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
MOULTON WEALTH MANAGEMENT, INC's holding in Global X Fds over time
0.41%7,976
$626.3K
0.41%
decreased 7.92 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
MOULTON WEALTH MANAGEMENT, INC's holding in Global X Fds over time
0.34%6,854
$523.6K
0.34%
decreased 6.01 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
MOULTON WEALTH MANAGEMENT, INC's holding in Wisdomtree Tr over time
1.69%14,622
$2.57M
1.69%
increased 24.7 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
MOULTON WEALTH MANAGEMENT, INC's holding in Wisdomtree Tr over time
0.64%36,273
$971.6K
0.64%
increased 86.77 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
MOULTON WEALTH MANAGEMENT, INC's holding in Proshares Tr over time
0.84%22,588
$1.28M
0.84%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
12.03%207,915
$18.30M
12.03%
increased 127.31 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
4.02%245,850
$6.12M
4.02%
increased 32.67 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
3.73%141,698
$5.68M
3.73%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MOULTON WEALTH MANAGEMENT, INC's holding in Spdr Series Trust over time
2.11%35,040
$3.20M
2.11%
new position