MOULTON WEALTH MANAGEMENT, INC
CIK: 1792510SEC EDGAR →
Portfolio Value
$104.1B
Holdings
66
As of
Q2 2026
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 207,915 | $18.3B | 17.57% |
| 2 | ISHARES TR | 271,371 | $13.7B | 13.16% |
| 3 | WISDOMTREE TR | 268,033 | $13.5B | 12.96% |
| 4 | ISHARES TR | 200,834 | $10.2B | 9.81% |
| 5 | SPDR SERIES TRUST | 245,850 | $6.1B | 5.88% |
| 6 | SPDR SERIES TRUST | 141,698 | $5.7B | 5.46% |
| 7 | PROSHARES TR II | 164,115 | $4.3B | 4.14% |
| 8 | SPDR SERIES TRUST | 35,040 | $3.2B | 3.08% |
| 9 | GOLDMAN SACHS PHYSICAL GOLD | 68,483 | $2.7B | 2.64% |
| 10 | VANGUARD INTL EQUITY INDEX F | 27,356 | $2.3B | 2.18% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $87.2B | 83.8% |
| Unknown | 10 | $11.1B | 10.7% |
| Technology | 2 | $5.5B | 5.3% |
| Consumer Cyclical | 2 | $261.9M | 0.3% |
| Energy | 2 | $2.7M | 0.0% |
| Consumer Defensive | 1 | $583K | 0.0% |