Moulton Wealth Management
SPOKANE, WAfiles as MOULTON WEALTH MANAGEMENT, INC
$152m in 66 US stocks at the end of 30 June 2026. The top 10 are 60.9% of the money. It changed about 43.0% of the portfolio this quarter.
Value
$152m
Stocks
66
Top 10 share
60.9%
Turnover
43.0%
What changed this quarter
New
Bought for the first time this quarter.
- Spdr Series TrustLVLN3.7% of the fund
- Select Sector Spdr TRXLK3.3% of the fund
- Spdr Series TrustBIL2.1% of the fund
- Select Sector Spdr TRXLV1.9% of the fund
- Select Sector Spdr TRXLI1.4% of the fund
- Ishares TRMTUM1.1% of the fund
- Direxion Shares ETF TrustDUST1.0% of the fund
- Proshares TRION0.8% of the fund
- Vanguard Specialized FundsVIG0.8% of the fund
- Ishares TRQUAL0.8% of the fund
- Select Sector Spdr TRXLE0.7% of the fund
- Invesco Exchange Traded FD TRSPT0.6% of the fund
- American Centy ETF TRAVUV0.6% of the fund
- Ishares TRIBTJ0.6% of the fund
- Select Sector Spdr TRXLP0.6% of the fund
- Select Sector Spdr TRXLC0.6% of the fund
- Select Sector Spdr TRXLU0.5% of the fund
- Invesco QQQ TRQQQ0.5% of the fund
- Litman Gregory FDS TRDBMF0.5% of the fund
- Select Sector Spdr TRXLF0.5% of the fund
- Invesco Actvely Mngd ETC FDPDBC0.4% of the fund
- Ishares TREFAV0.4% of the fund
- Vanguard Index FDSVTV0.4% of the fund
- Ishares TRICLN0.4% of the fund
- Vanguard Intl Equity Index FVGK0.3% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM12.0% of the fund+127%
- Vanguard Index FDSVTI8.3% of the fund+124%
- Ishares TRFLOT6.7% of the fund+2%
- Spdr Series TrustSJNK4.0% of the fund+33%
- Proshares TR IIGLL2.8% of the fund+21%
- Vaneck ETF TrustSMH2.1% of the fund+41%
- Wisdomtree TRDXJ1.7% of the fund+25%
- Vanguard Intl Equity Index FVEU1.5% of the fund+16%
- Ishares TRITA1.0% of the fund+22%
- Vanguard Intl Equity Index FVPL0.7% of the fund+31%
- Wisdomtree TRUSDU0.6% of the fund+87%
- Invesco Exchange Traded FD TRPV0.4% of the fund+62%
- Ishares TRIBTM0.3% of the fund+72%
Cut
Sold some of their stake.
- Ishares TRTFLO9.0% of the fund-41%
- Wisdomtree TRUSFR8.9% of the fund-41%
- Goldman Sachs Physical GoldAAAU1.8% of the fund-9%
- Vaneck ETF TrustGDX1.5% of the fund-9%
- Ishares Silver TRSLV0.8% of the fund-9%
- Ishares TRIBTL0.7% of the fund-54%
- Ishares TRIBTG0.6% of the fund-54%
- Ishares TRIBTH0.6% of the fund-54%
- Ishares TRIEI0.6% of the fund-58%
- Vanguard Whitehall FDSVWOB0.6% of the fund-51%
- Global X FDSSIL0.4% of the fund-8%
- Ishares TRIEF0.4% of the fund-67%
- Global X FDSCOPX0.3% of the fund-6%
Sold out
Sold their entire stake.
- Proshares TRSH-100%
- Schwab Strategic TRSGVT-100%
- Ssga Active ETF TRSRLN-100%
- Proshares TRSPXU-100%
- Spdr Series TrustROKT-100%
- Ishares TRIBMR-100%
- Select Sector Spdr TRXLVI-100%
- Select Sector Spdr TRXLEI-100%
- Select Sector Spdr TRXLKI-100%
- Select Sector Spdr TRXLII-100%
- Select Sector Spdr TRXLUI-100%
- Select Sector Spdr TRXLCI-100%
- Proshares TRNOBL-100%
- Select Sector Spdr TRXLSI-100%
- Direxion Shares ETF TrustNUGT-100%
- Direxion Shares ETF TrustSPXS-100%
- Select Sector Spdr TRXLRI-100%
Holdings
- Spdr Series TrustSPYM
- Share
- 12.0%
- Value
- $18m
- Shares
- 207,915
+127%
- Ishares TRTFLO
- Share
- 9.0%
- Value
- $14m
- Shares
- 271,371
-41%
- Wisdomtree TRUSFR
- Share
- 8.9%
- Value
- $14m
- Shares
- 268,033
-41%
- Vanguard Index FDSVTI
- Share
- 8.3%
- Value
- $13m
- Shares
- 33,953
+124%
- Ishares TRFLOT
- Share
- 6.7%
- Value
- $10m
- Shares
- 200,834
+2%
- Spdr Series TrustSJNK
- Share
- 4.0%
- Value
- $6m
- Shares
- 245,850
+33%
- Spdr Series TrustLVLN
- Share
- 3.7%
- Value
- $6m
- Shares
- 141,698
New
- Select Sector Spdr TRXLK
- Share
- 3.3%
- Value
- $5m
- Shares
- 26,921
New
- Proshares TR IIGLL
- Share
- 2.8%
- Value
- $4m
- Shares
- 164,115
+21%
- Spdr Series TrustBIL
- Share
- 2.1%
- Value
- $3m
- Shares
- 35,040
New
- Vaneck ETF TrustSMH
- Share
- 2.1%
- Value
- $3m
- Shares
- 5,076
+41%
- Select Sector Spdr TRXLV
- Share
- 1.9%
- Value
- $3m
- Shares
- 17,682
New
- Goldman Sachs Physical GoldAAAU
- Share
- 1.8%
- Value
- $3m
- Shares
- 68,483
-9%
- Wisdomtree TRDXJ
- Share
- 1.7%
- Value
- $3m
- Shares
- 14,622
+25%
- Vanguard Intl Equity Index FVEU
- Share
- 1.5%
- Value
- $2m
- Shares
- 27,356
+16%
- Vaneck ETF TrustGDX
- Share
- 1.5%
- Value
- $2m
- Shares
- 29,576
-9%
- Select Sector Spdr TRXLI
- Share
- 1.4%
- Value
- $2m
- Shares
- 11,846
New
- Spdr Gold TRGLD
- Share
- 1.3%
- Value
- $2m
- Shares
- 5,361
Held
- Ishares TRMTUM
- Share
- 1.1%
- Value
- $2m
- Shares
- 4,873
New
- Ishares TRITA
- Share
- 1.0%
- Value
- $2m
- Shares
- 6,236
+22%
- Direxion Shares ETF TrustDUST
- Share
- 1.0%
- Value
- $1m
- Shares
- 23,225
New
- Ishares TRIYW
- Share
- 0.9%
- Value
- $1m
- Shares
- 5,644
Held
- Proshares TRION
- Share
- 0.8%
- Value
- $1m
- Shares
- 22,588
New
- Proshares TR IIZSL
- Share
- 0.8%
- Value
- $1m
- Shares
- 42,657
Held
- Vanguard Specialized FundsVIG
- Share
- 0.8%
- Value
- $1m
- Shares
- 5,211
New
- Ishares TRQUAL
- Share
- 0.8%
- Value
- $1m
- Shares
- 5,518
New
- Ishares Silver TRSLV
- Share
- 0.8%
- Value
- $1m
- Shares
- 21,819
-9%
- Select Sector Spdr TRXLE
- Share
- 0.7%
- Value
- $1m
- Shares
- 20,683
New
- Vanguard Intl Equity Index FVPL
- Share
- 0.7%
- Value
- $1m
- Shares
- 9,121
+31%
- Ishares TRIBTL
- Share
- 0.7%
- Value
- $995,414
- Shares
- 49,511
-54%
- Wisdomtree TRUSDU
- Share
- 0.6%
- Value
- $971,583
- Shares
- 36,273
+87%
- Ishares TRIBTG
- Share
- 0.6%
- Value
- $968,861
- Shares
- 42,438
-54%
- Ishares TRIBTH
- Share
- 0.6%
- Value
- $968,774
- Shares
- 43,462
-54%
- Invesco Exchange Traded FD TRSPT
- Share
- 0.6%
- Value
- $933,248
- Shares
- 14,615
New
- American Centy ETF TRAVUV
- Share
- 0.6%
- Value
- $920,892
- Shares
- 7,361
New
- Ishares TRIBTJ
- Share
- 0.6%
- Value
- $914,733
- Shares
- 42,408
New
- Select Sector Spdr TRXLP
- Share
- 0.6%
- Value
- $897,418
- Shares
- 10,795
New
- Select Sector Spdr TRXLC
- Share
- 0.6%
- Value
- $883,597
- Shares
- 8,030
New
- Ishares TRIEI
- Share
- 0.6%
- Value
- $859,539
- Shares
- 7,346
-58%
- Vanguard Whitehall FDSVWOB
- Share
- 0.6%
- Value
- $858,229
- Shares
- 12,831
-51%
- Select Sector Spdr TRXLU
- Share
- 0.5%
- Value
- $805,654
- Shares
- 17,979
New
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $780,186
- Shares
- 1,071
New
- Litman Gregory FDS TRDBMF
- Share
- 0.5%
- Value
- $762,093
- Shares
- 24,958
New
- Select Sector Spdr TRXLF
- Share
- 0.5%
- Value
- $742,961
- Shares
- 13,527
New
- Invesco Exchange Traded FD TRPV
- Share
- 0.4%
- Value
- $677,626
- Shares
- 5,892
+62%
- Invesco Actvely Mngd ETC FDPDBC
- Share
- 0.4%
- Value
- $661,368
- Shares
- 41,753
New
- Ishares TREFAV
- Share
- 0.4%
- Value
- $632,449
- Shares
- 7,247
New
- Global X FDSSIL
- Share
- 0.4%
- Value
- $626,344
- Shares
- 7,976
-8%
- Vanguard Index FDSVTV
- Share
- 0.4%
- Value
- $580,712
- Shares
- 2,664
New
- Ishares TRIEF
- Share
- 0.4%
- Value
- $562,933
- Shares
- 5,982
-67%
- Ishares TRICLN
- Share
- 0.4%
- Value
- $539,693
- Shares
- 26,326
New
- Vanguard Intl Equity Index FVGK
- Share
- 0.3%
- Value
- $528,055
- Shares
- 6,007
New
- Global X FDSCOPX
- Share
- 0.3%
- Value
- $523,598
- Shares
- 6,854
-6%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $472,379
- Shares
- 1,568
New
- Ishares TRIBTM
- Share
- 0.3%
- Value
- $461,176
- Shares
- 20,401
+72%
- Ishares Gold TRIAU
- Share
- 0.3%
- Value
- $455,742
- Shares
- 5,955
Held
- Spdr Series TrustXME
- Share
- 0.2%
- Value
- $354,568
- Shares
- 3,346
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $345,515
- Shares
- 462
Held
- Select Sector Spdr TRXLY
- Share
- 0.2%
- Value
- $282,004
- Shares
- 2,375
New
- Direxion Shares ETF TrustSPDN
- Share
- 0.1%
- Value
- $216,618
- Shares
- 25,014
New
- Janus Detroit STR TRJAAA
- Share
- 0.1%
- Value
- $208,292
- Shares
- 4,125
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYM | 12.0% | $18m | 207,915 | +127% |
| Ishares TRTFLO | 9.0% | $14m | 271,371 | -41% |
| Wisdomtree TRUSFR | 8.9% | $14m | 268,033 | -41% |
| Vanguard Index FDSVTI | 8.3% | $13m | 33,953 | +124% |
| Ishares TRFLOT | 6.7% | $10m | 200,834 | +2% |
| Spdr Series TrustSJNK | 4.0% | $6m | 245,850 | +33% |
| Spdr Series TrustLVLN | 3.7% | $6m | 141,698 | New |
| Select Sector Spdr TRXLK | 3.3% | $5m | 26,921 | New |
| Proshares TR IIGLL | 2.8% | $4m | 164,115 | +21% |
| Spdr Series TrustBIL | 2.1% | $3m | 35,040 | New |
| Vaneck ETF TrustSMH | 2.1% | $3m | 5,076 | +41% |
| Select Sector Spdr TRXLV | 1.9% | $3m | 17,682 | New |
| Goldman Sachs Physical GoldAAAU | 1.8% | $3m | 68,483 | -9% |
| Wisdomtree TRDXJ | 1.7% | $3m | 14,622 | +25% |
| Vanguard Intl Equity Index FVEU | 1.5% | $2m | 27,356 | +16% |
| Vaneck ETF TrustGDX | 1.5% | $2m | 29,576 | -9% |
| Select Sector Spdr TRXLI | 1.4% | $2m | 11,846 | New |
| Spdr Gold TRGLD | 1.3% | $2m | 5,361 | Held |
| ExxonMobil HoldingsXOM | 1.2% | $2m | 13,609 | Held |
| Ishares TRMTUM | 1.1% | $2m | 4,873 | New |
| Ishares TRITA | 1.0% | $2m | 6,236 | +22% |
| Direxion Shares ETF TrustDUST | 1.0% | $1m | 23,225 | New |
| Ishares TRIYW | 0.9% | $1m | 5,644 | Held |
| Proshares TRION | 0.8% | $1m | 22,588 | New |
| Proshares TR IIZSL | 0.8% | $1m | 42,657 | Held |
| Vanguard Specialized FundsVIG | 0.8% | $1m | 5,211 | New |
| Ishares TRQUAL | 0.8% | $1m | 5,518 | New |
| Ishares Silver TRSLV | 0.8% | $1m | 21,819 | -9% |
| Select Sector Spdr TRXLE | 0.7% | $1m | 20,683 | New |
| Vanguard Intl Equity Index FVPL | 0.7% | $1m | 9,121 | +31% |
| Ishares TRIBTL | 0.7% | $995,414 | 49,511 | -54% |
| Wisdomtree TRUSDU | 0.6% | $971,583 | 36,273 | +87% |
| Ishares TRIBTG | 0.6% | $968,861 | 42,438 | -54% |
| Ishares TRIBTH | 0.6% | $968,774 | 43,462 | -54% |
| Invesco Exchange Traded FD TRSPT | 0.6% | $933,248 | 14,615 | New |
| American Centy ETF TRAVUV | 0.6% | $920,892 | 7,361 | New |
| Ishares TRIBTJ | 0.6% | $914,733 | 42,408 | New |
| Select Sector Spdr TRXLP | 0.6% | $897,418 | 10,795 | New |
| Select Sector Spdr TRXLC | 0.6% | $883,597 | 8,030 | New |
| Ishares TRIEI | 0.6% | $859,539 | 7,346 | -58% |
| Vanguard Whitehall FDSVWOB | 0.6% | $858,229 | 12,831 | -51% |
| ChevronCVX | 0.5% | $822,497 | 4,934 | Held |
| Select Sector Spdr TRXLU | 0.5% | $805,654 | 17,979 | New |
| Invesco QQQ TRQQQ | 0.5% | $780,186 | 1,071 | New |
| Litman Gregory FDS TRDBMF | 0.5% | $762,093 | 24,958 | New |
| Select Sector Spdr TRXLF | 0.5% | $742,961 | 13,527 | New |
| Invesco Exchange Traded FD TRPV | 0.4% | $677,626 | 5,892 | +62% |
| Invesco Actvely Mngd ETC FDPDBC | 0.4% | $661,368 | 41,753 | New |
| Ishares TREFAV | 0.4% | $632,449 | 7,247 | New |
| Global X FDSSIL | 0.4% | $626,344 | 7,976 | -8% |
| Costco WholesaleCOST | 0.4% | $583,436 | 630 | Held |
| Vanguard Index FDSVTV | 0.4% | $580,712 | 2,664 | New |
| Ishares TRIEF | 0.4% | $562,933 | 5,982 | -67% |
| Ishares TRICLN | 0.4% | $539,693 | 26,326 | New |
| Vanguard Intl Equity Index FVGK | 0.3% | $528,055 | 6,007 | New |
| Global X FDSCOPX | 0.3% | $523,598 | 6,854 | -6% |
| Ishares TRIWM | 0.3% | $472,379 | 1,568 | New |
| Ishares TRIBTM | 0.3% | $461,176 | 20,401 | +72% |
| Ishares Gold TRIAU | 0.3% | $455,742 | 5,955 | Held |
| Spdr Series TrustXME | 0.2% | $354,568 | 3,346 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $345,515 | 462 | Held |
| Select Sector Spdr TRXLY | 0.2% | $282,004 | 2,375 | New |
| Meritage HomesMTH | 0.2% | $261,651 | 3,191 | New |
| AutozoneAZO | 0.2% | $242,424 | 75 | Held |
| Direxion Shares ETF TrustSPDN | 0.1% | $216,618 | 25,014 | New |
| Janus Detroit STR TRJAAA | 0.1% | $208,292 | 4,125 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.0% since 30 June 2025.
Where the money is
Energy1.8%
Everyday goods0.4%
Retail & consumer0.3%
Other97.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.