MOULTON WEALTH MANAGEMENT, INC

SPOKANE, WA · CIK 1792510 · 13F filing filed 2026-07-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySpokane, WA

$152.1m reported value +3.5% vs Q1 2026

66positions

60.9%in top 10

31 new 16 added 17 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	207,915	$18.3m12.03%	12.03%	Added +116.4k	+116,449 127.3%
2	ISHARES TR TRS FLT RT BD TFLO	TFLO	271,371	$13.7m9.01%	9.01%	Reduced -190.0k	-190,031 -41.2%
3	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	268,033	$13.5m8.88%	8.88%	Reduced -187.1k	-187,120 -41.1%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	33,953	$12.6m8.27%	8.27%	Added +18.8k	+18,825 124.4%
5	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	200,834	$10.2m6.72%	6.72%	Added +4.4k	+4,357 2.2%
6	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	245,850	$6.1m4.02%	4.02%	Added +60.5k	+60,542 32.7%
7	SPDR SERIES TRUST ST STR S& LN ETF LVLN	LVLN	141,698	$5.7m3.74%	3.74%	New
8	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	26,921	$5.0m3.30%	3.30%	New
9	PROSHARES TR II ULTRASHORT GOLD GLL	GLL	164,115	$4.3m2.84%	2.84%	Added +28.9k	+28,945 21.4%
10	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	35,040	$3.2m2.11%	2.11%	New
11	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	5,076	$3.2m2.08%	2.08%	Added +1.5k	+1,469 40.7%
12	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	17,682	$2.8m1.85%	1.85%	New
13	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	68,483	$2.7m1.81%	1.81%	Reduced -6.6k	-6,611 -8.8%
14	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	14,622	$2.6m1.69%	1.69%	Added +2.9k	+2,896 24.7%
15	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	27,356	$2.3m1.49%	1.49%	Added +3.7k	+3,737 15.8%
16	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	29,576	$2.3m1.48%	1.48%	Reduced -3.0k	-2,990 -9.2%
17	SELECT SECTOR SPDR TR INDL XLI	XLI	11,846	$2.2m1.43%	1.43%	New
18	SPDR GOLD TR GOLD SHS GLD	GLD	5,361	$2.0m1.32%	1.32%	Reduced -17	-17 -0.3%
19	EXXON MOBIL CORP COM XOM	XOM	13,609	$1.9m1.22%	1.22%	Added +92	+92 0.7%
20	ISHARES TR MSCI USA MMENTM MTUM	MTUM	4,873	$1.6m1.05%	1.05%	New
21	ISHARES TR US AER DEF ETF ITA	ITA	6,236	$1.5m1.00%	1.00%	Added +1.1k	+1,106 21.6%
22	DIREXION SHARES ETF TRUST DAI GOL BEA ETF DUST	DUST	23,225	$1.4m0.95%	0.95%	New
23	ISHARES TR U.S. TECH ETF IYW	IYW	5,644	$1.4m0.93%	0.93%	Reduced -10	-10 -0.2%
24	PROSHARES TR PROSHARES S&P ION	ION	22,588	$1.3m0.84%	0.84%	New
25	PROSHARES TR II ULTRA SHORT SILV ZSL	ZSL	42,657	$1.3m0.84%	0.84%	Reduced -83	-83 -0.2%
26	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,211	$1.2m0.81%	0.81%	New
27	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	5,518	$1.2m0.80%	0.80%	New
28	ISHARES SILVER TR ISHARES SLV	SLV	21,819	$1.2m0.78%	0.78%	Reduced -2.2k	-2,175 -9.1%
29	SELECT SECTOR SPDR TR ENERGY XLE	XLE	20,683	$1.1m0.72%	0.72%	New
30	VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF VPL	VPL	9,121	$1.0m0.68%	0.68%	Added +2.2k	+2,182 31.4%
31	ISHARES TR IBONDS DEC 2031 IBTL	IBTL	49,511	$995.4k0.65%	0.65%	Reduced -57.2k	-57,160 -53.6%
32	WISDOMTREE TR BLMBG US BULL USDU	USDU	36,273	$971.6k0.64%	0.64%	Added +16.9k	+16,852 86.8%
33	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	42,438	$968.9k0.64%	0.64%	Reduced -50.7k	-50,687 -54.4%
34	ISHARES TR IBONDS 27 TRM TS IBTH	IBTH	43,462	$968.8k0.64%	0.64%	Reduced -51.6k	-51,617 -54.3%
35	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	14,615	$933.2k0.61%	0.61%	New
36	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	7,361	$920.9k0.61%	0.61%	New
37	ISHARES TR IBONDS 29 TRM TS IBTJ	IBTJ	42,408	$914.7k0.60%	0.60%	New
38	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	10,795	$897.4k0.59%	0.59%	New
39	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	8,030	$883.6k0.58%	0.58%	New
40	ISHARES TR 3 7 YR TREAS BD IEI	IEI	7,346	$859.5k0.57%	0.57%	Reduced -10.0k	-10,046 -57.8%
41	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	12,831	$858.2k0.56%	0.56%	Reduced -13.2k	-13,156 -50.6%
42	CHEVRON CORP NEW COM CVX	CVX	4,934	$822.5k0.54%	0.54%	Added +2	+2 0.0%
43	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	17,979	$805.7k0.53%	0.53%	New
44	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,071	$780.2k0.51%	0.51%	New
45	LITMAN GREGORY FDS TR IMGP DBI MANAGED DBMF	DBMF	24,958	$762.1k0.50%	0.50%	New
46	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	13,527	$743.0k0.49%	0.49%	New
47	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	5,892	$677.6k0.45%	0.45%	Added +2.2k	+2,247 61.6%
48	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	41,753	$661.4k0.43%	0.43%	New
49	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	7,247	$632.4k0.42%	0.42%	New
50	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	7,976	$626.3k0.41%	0.41%	Reduced -686	-686 -7.9%
51	COSTCO WHSL CORP NEW COM COST	COST	630	$583.4k0.38%	0.38%	Unchanged
52	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,664	$580.7k0.38%	0.38%	New
53	ISHARES TR 7-10 YR TRSY BD IEF	IEF	5,982	$562.9k0.37%	0.37%	Reduced -12.4k	-12,390 -67.4%
54	ISHARES TR GL CLEAN ENE ETF ICLN	ICLN	26,326	$539.7k0.35%	0.35%	New
55	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	6,007	$528.1k0.35%	0.35%	New
56	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	6,854	$523.6k0.34%	0.34%	Reduced -438	-438 -6.0%
57	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,568	$472.4k0.31%	0.31%	New
58	ISHARES TR IBONDS DEC 2032 IBTM	IBTM	20,401	$461.2k0.30%	0.30%	Added +8.5k	+8,509 71.5%
59	ISHARES GOLD TR ISHARES NEW IAU	IAU	5,955	$455.7k0.30%	0.30%	Reduced -51	-51 -0.8%
60	SPDR SERIES TRUST S&P METALS MNG XME	XME	3,346	$354.6k0.23%	0.23%	New
61	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	462	$345.5k0.23%	0.23%	Added +1	+1 0.2%
62	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	2,375	$282.0k0.19%	0.19%	New
63	MERITAGE HOMES CORP COM MTH	MTH	3,191	$261.7k0.17%	0.17%	New
64	AUTOZONE INC COM AZO	AZO	75	$242.4k0.16%	0.16%	Unchanged
65	DIREXION SHS ETF TR DLY S&P500 BR 1X SPDN	SPDN	25,014	$216.6k0.14%	0.14%	New
66	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	4,125	$208.3k0.14%	0.14%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PROSHARES TR SH	SH	202,391	$7.6m202.4k shares
SCHWAB STRATEGIC TR SGVT	SGVT	4,610,837	$4.6m4.6m shares
SSGA ACTIVE ETF TR SRLN	SRLN	81,542	$3.3m81.5k shares
PROSHARES TR SPXU	SPXU	46,895	$2.6m46.9k shares
SPDR SERIES TRUST ROKT	ROKT	28,176	$2.6m28.2k shares
ISHARES TR IBMR	IBMR	95,473	$2.1m95.5k shares
SELECT SECTOR SPDR TR XLVI	XLVI	11,966	$1.8m12.0k shares
SELECT SECTOR SPDR TR XLEI	XLEI	25,317	$1.5m25.3k shares
SELECT SECTOR SPDR TR XLKI	XLKI	10,877	$1.5m10.9k shares
SELECT SECTOR SPDR TR XLII	XLII	8,552	$1.4m8.6k shares
SELECT SECTOR SPDR TR XLUI	XLUI	21,619	$1.0m21.6k shares
SELECT SECTOR SPDR TR XLCI	XLCI	7,111	$791.2k7.1k shares
PROSHARES TR NOBL	NOBL	12,008	$636.3k12.0k shares
SELECT SECTOR SPDR TR XLSI	XLSI	7,074	$577.9k7.1k shares
DIREXION SHS ETF TR NUGT	NUGT	6,089	$289.5k6.1k shares
DIREXION SHS ETF TR SPXS	SPXS	22,705	$224.6k22.7k shares
SELECT SECTOR SPDR TR XLRI	XLRI	5,194	$214.6k5.2k shares