MOULTON WEALTH MANAGEMENT, INC: 13F holdings
CIK 17925102026Q2
| Positions | 66 |
|---|
| Reported value | $152.1m |
|---|
| Filed | 2026-07-07 |
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Change since last quarter
| Positions | 66 (+14 vs prior quarter) |
|---|
| Reported value | $152.1m (-74.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 207,915 | $18.3m | 12.0% |
| TFLO ISHARES TR | 271,371 | $13.7m | 9.0% |
| USFR WISDOMTREE TR | 268,033 | $13.5m | 8.9% |
| VTI VANGUARD INDEX FDS | 33,953 | $12.6m | 8.3% |
| FLOT ISHARES TR | 200,834 | $10.2m | 6.7% |
| SJNK SPDR SERIES TRUST | 245,850 | $6.1m | 4.0% |
| SPDR SERIES TRUST | 141,698 | $5.7m | 3.7% |
| XLK SELECT SECTOR SPDR TR | 26,921 | $5.0m | 3.3% |
| PROSHARES TR II | 164,115 | $4.3m | 2.8% |
| BIL SPDR SERIES TRUST | 35,040 | $3.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1792510")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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