StockDriftsStockDriftsTop 50 Moulton Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.03% | 207.9K | $18.3M | +127.31%(+116.45K) | $78.91(+15.65%) | 2026-06-30 | |
| TFLO | ISHARES TR | 9.01% | 271.4K | $13.7M | -41.19%(-190.03K) | $50.54(+0.07%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 8.88% | 268.0K | $13.5M | -41.11%(-187.12K) | $50.31(+0.29%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.27% | 34.0K | $12.6M | +124.44%(+18.82K) | $312.25(+22.77%) | 2026-06-30 | |
| FLOT | ISHARES TR | 6.72% | 200.8K | $10.2M | +2.22%(+4.36K) | $50.96(+0.01%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 4.02% | 245.8K | $6.1M | +32.67%(+60.54K) | $25.19(-1.15%) | 2026-06-30 | |
| LVLN | SPDR SERIES TRUST | 3.74% | 141.7K | $5.7M | new | $24.62(+0.72%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.3% | 26.9K | $5.0M | new | $123.45(+54.50%) | 2026-06-30 | |
| GLL | PROSHARES TR II | 2.84% | 164.1K | $4.3M | +21.41%(+28.95K) | $23.38(-3.24%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 2.11% | 35.0K | $3.2M | new | $91.68(-0.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.15% | +12.99% | -0.17% | -0.83% |
| Top 20 Holdings Unweighted | +6.95% | +22.35% | +3.06% | +16.29% |
Moulton Wealth Management INC reports $152.10M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.0%), TFLO (9.0%) and USFR (8.9%). The top 20 holdings account for 76.34% of reported assets. Its disclosed equity book has returned +12.99% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moulton Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792510). View Moulton Wealth Management INC’s 13F filings on SEC