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The Analysis of MOULTON WEALTH MANAGEMENT, INC's Holdings & P&L

Currently, MOULTON WEALTH MANAGEMENT, INC holds 66 types of securities in its portfolio with a total value $152.1M. In the most recent quarter, they have increased their positions in N/A (+116.4K shares, valued at $10.2M), N/A (+18.8K shares, valued at $7.0M), N/A (+141.7K shares, valued at $5.7M); decreased their positions in TFLO (-190.0K shares, valued at $9.6M), USFR (-187.1K shares, valued at $9.4M), IEI (-10.0K shares, valued at $1.2M); initiated new positions in N/A (+141.7K shares, valued at $5.7M), XLK (+26.9K shares, valued at $5.0M), BIL (+35.0K shares, valued at $3.2M).

1M P&L

+1.7M+1.69%

3M P&L

+1.1M+1.14%

HY P&L

+3.4M+3.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A101.3M

99.0%

2Oil & Gas Integrated822.5K

0.8%

3Auto Parts242.4K

0.2%

Top Industries by Stock Count

1N/A52 stocks

96.3%

2Auto Parts1 stocks

1.9%

3Oil & Gas Integrated1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST207.9K shares127.31%2026-06-302026-07-07

TFLO ISHARES TR271.4K shares-41.19%2026-06-302026-07-07

USFR WISDOMTREE TR268.0K shares-41.11%2026-06-302026-07-07

VANGUARD INDEX FDS VANGUARD INDEX FDS34.0K shares124.44%2026-06-302026-07-07

FLOT ISHARES TR200.8K shares2.22%2026-06-302026-07-07

SJNK SPDR SERIES TRUST245.8K shares32.67%2026-06-302026-07-07

SPDR SERIES TRUST SPDR SERIES TRUST141.7K sharesnew addition2026-06-302026-07-07

XLK SELECT SECTOR SPDR TR26.9K sharesnew addition2026-06-302026-07-07

Sponsored

PROSHARES TR II PROSHARES TR II164.1K shares21.41%2026-06-302026-07-07

BIL SPDR SERIES TRUST35.0K sharesnew addition2026-06-302026-07-07

SMH VANECK ETF TRUST5.1K shares40.73%2026-06-302026-07-07

XLV SELECT SECTOR SPDR TR17.7K sharesnew addition2026-06-302026-07-07

AAAU GOLDMAN SACHS PHYSICAL GOLD68.5K shares-8.80%2026-06-302026-07-07

DXJ WISDOMTREE TR14.6K shares24.70%2026-06-302026-07-07

VEU VANGUARD INTL EQUITY INDEX F27.4K shares15.82%2026-06-302026-07-07

VANECK ETF TRUST VANECK ETF TRUST29.6K shares-9.18%2026-06-302026-07-07

Sponsored

XLI SELECT SECTOR SPDR TR11.8K sharesnew addition2026-06-302026-07-07

GLD SPDR GOLD TR5.4K shares-0.32%2026-06-302026-07-07

EXXON MOBIL CORP EXXON MOBIL CORP13.6K shares0.68%2026-06-302026-07-07

MTUM ISHARES TR4.9K sharesnew addition2026-06-302026-07-07

ITA ISHARES TR6.2K shares21.56%2026-06-302026-07-07

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST23.2K sharesnew addition2026-06-302026-07-07

IYW ISHARES TR5.6K shares-0.18%2026-06-302026-07-07

ION PROSHARES TR22.6K sharesnew addition2026-06-302026-07-07

Sponsored

PROSHARES TR II PROSHARES TR II42.7K shares-0.19%2026-06-302026-07-07

VIG VANGUARD SPECIALIZED FUNDS5.2K sharesnew addition2026-06-302026-07-07

QUAL ISHARES TR5.5K sharesnew addition2026-06-302026-07-07

SLV ISHARES SILVER TR21.8K shares-9.06%2026-06-302026-07-07

XLE SELECT SECTOR SPDR TR20.7K sharesnew addition2026-06-302026-07-07

VPL VANGUARD INTL EQUITY INDEX F9.1K shares31.45%2026-06-302026-07-07

IBTL ISHARES TR49.5K shares-53.59%2026-06-302026-07-07

USDU WISDOMTREE TR36.3K shares86.77%2026-06-302026-07-07

Sponsored

IBTG ISHARES TR42.4K shares-54.43%2026-06-302026-07-07

IBTH ISHARES TR43.5K shares-54.29%2026-06-302026-07-07

RSPT INVESCO EXCHANGE TRADED FD T14.6K sharesnew addition2026-06-302026-07-07

AVUV AMERICAN CENTY ETF TR7.4K sharesnew addition2026-06-302026-07-07

IBTJ ISHARES TR42.4K sharesnew addition2026-06-302026-07-07

XLP SELECT SECTOR SPDR TR10.8K sharesnew addition2026-06-302026-07-07

XLC SELECT SECTOR SPDR TR8.0K sharesnew addition2026-06-302026-07-07

IEI ISHARES TR7.3K shares-57.76%2026-06-302026-07-07

Sponsored

VWOB VANGUARD WHITEHALL FDS12.8K shares-50.63%2026-06-302026-07-07

CVX CHEVRON CORPORATION4.9K shares0.04%2026-06-302026-07-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR18.0K sharesnew addition2026-06-302026-07-07

QQQ INVESCO QQQ TR1.1K sharesnew addition2026-06-302026-07-07

DBMF LITMAN GREGORY FDS TR25.0K sharesnew addition2026-06-302026-07-07

XLF SELECT SECTOR SPDR TR13.5K sharesnew addition2026-06-302026-07-07

RPV INVESCO EXCHANGE TRADED FD T5.9K shares61.65%2026-06-302026-07-07

PDBC INVESCO ACTVELY MNGD ETC FD41.8K sharesnew addition2026-06-302026-07-07

Sponsored

EFAV ISHARES TR7.2K sharesnew addition2026-06-302026-07-07

SIL GLOBAL X FDS8.0K shares-7.92%2026-06-302026-07-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION630 shares0.00%2026-06-302026-07-07

VTV VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-07

IEF ISHARES TR6.0K shares-67.44%2026-06-302026-07-07

ICLN ISHARES TR26.3K sharesnew addition2026-06-302026-07-07

VGK VANGUARD INTL EQUITY INDEX F6.0K sharesnew addition2026-06-302026-07-07

COPX GLOBAL X FDS6.9K shares-6.01%2026-06-302026-07-07

Sponsored

IWM ISHARES TR1.6K sharesnew addition2026-06-302026-07-07

IBTM ISHARES TR20.4K shares71.55%2026-06-302026-07-07

IAU ISHARES GOLD TR6.0K shares-0.85%2026-06-302026-07-07

XME SPDR SERIES TRUST3.3K sharesnew addition2026-06-302026-07-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T462 shares0.22%2026-06-302026-07-07

XLY SELECT SECTOR SPDR TR2.4K sharesnew addition2026-06-302026-07-07

MERITAGE HOMES CORP MERITAGE HOMES CORP3.2K sharesnew addition2026-06-302026-07-07

AZO AUTOZONE INC75 shares0.00%2026-06-302026-07-07

Sponsored

SPDN DIREXION SHARES ETF TRUST25.0K sharesnew addition2026-06-302026-07-07

JAAA JANUS DETROIT STR TR4.1K sharesnew addition2026-06-302026-07-07

SPDR SERIES TRUST

127.31%

Shares207.9K

Event2026-06-30

Filed2026-07-07

TFLO

ISHARES TR

-41.19%

Shares271.4K

Event2026-06-30

Filed2026-07-07

USFR

WISDOMTREE TR

-41.11%

Shares268.0K

Event2026-06-30

Filed2026-07-07

VANGUARD INDEX FDS

124.44%

Shares34.0K

Event2026-06-30

Filed2026-07-07

FLOT

ISHARES TR

2.22%

Shares200.8K

Event2026-06-30

Filed2026-07-07

SJNK

SPDR SERIES TRUST

32.67%

Shares245.8K

Event2026-06-30

Filed2026-07-07

SPDR SERIES TRUST

New

Shares141.7K

Event2026-06-30

Filed2026-07-07

XLK

SELECT SECTOR SPDR TR

New

Shares26.9K

Event2026-06-30

Filed2026-07-07

PROSHARES TR II

21.41%

Shares164.1K

Event2026-06-30

Filed2026-07-07

BIL

SPDR SERIES TRUST

New

Shares35.0K

Event2026-06-30

Filed2026-07-07

SMH

VANECK ETF TRUST

40.73%

Shares5.1K

Event2026-06-30

Filed2026-07-07

XLV

SELECT SECTOR SPDR TR

New

Shares17.7K

Event2026-06-30

Filed2026-07-07

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-8.80%

Shares68.5K

Event2026-06-30

Filed2026-07-07

DXJ

WISDOMTREE TR

24.70%

Shares14.6K

Event2026-06-30

Filed2026-07-07

VEU

VANGUARD INTL EQUITY INDEX F

15.82%

Shares27.4K

Event2026-06-30

Filed2026-07-07

VANECK ETF TRUST

-9.18%

Shares29.6K

Event2026-06-30

Filed2026-07-07

XLI

SELECT SECTOR SPDR TR

New

Shares11.8K

Event2026-06-30

Filed2026-07-07

GLD

SPDR GOLD TR

-0.32%

Shares5.4K

Event2026-06-30

Filed2026-07-07

EXXON MOBIL CORP

0.68%

Shares13.6K

Event2026-06-30

Filed2026-07-07

MTUM

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-07-07

ITA

ISHARES TR

21.56%

Shares6.2K

Event2026-06-30

Filed2026-07-07

DIREXION SHARES ETF TRUST

New

Shares23.2K

Event2026-06-30

Filed2026-07-07

IYW

ISHARES TR

-0.18%

Shares5.6K

Event2026-06-30

Filed2026-07-07

ION

PROSHARES TR

New

Shares22.6K

Event2026-06-30

Filed2026-07-07

PROSHARES TR II

-0.19%

Shares42.7K

Event2026-06-30

Filed2026-07-07

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares5.2K

Event2026-06-30

Filed2026-07-07

QUAL

ISHARES TR

New

Shares5.5K

Event2026-06-30

Filed2026-07-07

SLV

ISHARES SILVER TR

-9.06%

Shares21.8K

Event2026-06-30

Filed2026-07-07

XLE

SELECT SECTOR SPDR TR

New

Shares20.7K

Event2026-06-30

Filed2026-07-07

VPL

VANGUARD INTL EQUITY INDEX F

31.45%

Shares9.1K

Event2026-06-30

Filed2026-07-07

IBTL

ISHARES TR

-53.59%

Shares49.5K

Event2026-06-30

Filed2026-07-07

USDU

WISDOMTREE TR

86.77%

Shares36.3K

Event2026-06-30

Filed2026-07-07

IBTG

ISHARES TR

-54.43%

Shares42.4K

Event2026-06-30

Filed2026-07-07

IBTH

ISHARES TR

-54.29%

Shares43.5K

Event2026-06-30

Filed2026-07-07

RSPT

INVESCO EXCHANGE TRADED FD T

New

Shares14.6K

Event2026-06-30

Filed2026-07-07

AVUV

AMERICAN CENTY ETF TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-07

IBTJ

ISHARES TR

New

Shares42.4K

Event2026-06-30

Filed2026-07-07

XLP

SELECT SECTOR SPDR TR

New

Shares10.8K

Event2026-06-30

Filed2026-07-07

XLC

SELECT SECTOR SPDR TR

New

Shares8.0K

Event2026-06-30

Filed2026-07-07

IEI

ISHARES TR

-57.76%

Shares7.3K

Event2026-06-30

Filed2026-07-07

VWOB

VANGUARD WHITEHALL FDS

-50.63%

Shares12.8K

Event2026-06-30

Filed2026-07-07

CVX

CHEVRON CORPORATION

0.04%

Shares4.9K

Event2026-06-30

Filed2026-07-07

SELECT SECTOR SPDR TR

New

Shares18.0K

Event2026-06-30

Filed2026-07-07

QQQ

INVESCO QQQ TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-07

DBMF

LITMAN GREGORY FDS TR

New

Shares25.0K

Event2026-06-30

Filed2026-07-07

XLF

SELECT SECTOR SPDR TR

New

Shares13.5K

Event2026-06-30

Filed2026-07-07

RPV

INVESCO EXCHANGE TRADED FD T

61.65%

Shares5.9K

Event2026-06-30

Filed2026-07-07

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares41.8K

Event2026-06-30

Filed2026-07-07

EFAV

ISHARES TR

New

Shares7.2K

Event2026-06-30

Filed2026-07-07

SIL

GLOBAL X FDS

-7.92%

Shares8.0K

Event2026-06-30

Filed2026-07-07

COSTCO WHOLESALE CORPORATION

0.00%

Shares630

Event2026-06-30

Filed2026-07-07

VTV

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-07

IEF

ISHARES TR

-67.44%

Shares6.0K

Event2026-06-30

Filed2026-07-07

ICLN

ISHARES TR

New

Shares26.3K

Event2026-06-30

Filed2026-07-07

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares6.0K

Event2026-06-30

Filed2026-07-07

COPX

GLOBAL X FDS

-6.01%

Shares6.9K

Event2026-06-30

Filed2026-07-07

IWM

ISHARES TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-07

IBTM

ISHARES TR

71.55%

Shares20.4K

Event2026-06-30

Filed2026-07-07

IAU

ISHARES GOLD TR

-0.85%

Shares6.0K

Event2026-06-30

Filed2026-07-07

XME

SPDR SERIES TRUST

New

Shares3.3K

Event2026-06-30

Filed2026-07-07

STATE STR SPDR S&P 500 ETF T

0.22%

Shares462

Event2026-06-30

Filed2026-07-07

XLY

SELECT SECTOR SPDR TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-07

MERITAGE HOMES CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-07

AZO

AUTOZONE INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-07

SPDN

DIREXION SHARES ETF TRUST

New

Shares25.0K

Event2026-06-30

Filed2026-07-07

JAAA

JANUS DETROIT STR TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available