MOULTON WEALTH MANAGEMENT, INC

Q2 2026 13F-HR Holdings

Location
Spokane, WA
Holdings as of
6/30/2026
Date filed
7/6/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$152,097
Net value change ($000)
+5,202 (3.5%)
New positions
31
Sold out positions
17
Turnover %
47.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 11,252 159.7%
VTI 7,692 157.4%
LVLN 5,681 NEW
XLK 5,019 NEW
BIL 3,203 NEW
XLV 2,814 NEW
XLI 2,181 NEW
SMH 1,758 125.1%
MTUM 1,603 NEW
AGQ 1,585 58.1%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -9,601 -41.2%
USFR -9,425 -41.1%
SH -7,632 -100.0%
SGVT -4,611 -100.0%
SRLN -3,255 -100.0%
SPXU -2,614 -100.0%
ROKT -2,576 -100.0%
IBMR -2,079 -100.0%
XLVI -1,768 -100.0%
XLEI -1,506 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type