Moulton Wealth Management, Inc. ETF holdings
Spokane, WA
Reported $148.3M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$148.3M
ETFs held
61
Change from prior quarter
+3.8%
With price moves
ETFs as a share of its 13F
97.5%
of $152.1M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $18.3M | 207,915 | +116,449 shares |
| TFLO | iShares Treasury Floating Rate Bond ETF | $13.7M | 271,371 | −190,031 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $13.5M | 268,033 | −187,120 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $12.6M | 33,953 | +18,825 shares |
| FLOT | iShares Floating Rate Bond ETF | $10.2M | 200,834 | +4,357 shares |
| SJNK | State Street SPDR Bloomberg Short Term High Yield Bond ETF | $6.1M | 245,850 | +60,542 shares |
| LVLN | State Street SPDR S&P Leveraged Ln ETF | $5.7M | 141,698 | New position |
| XLK | State Street Technology Select Sector SPDR ETF | $5.0M | 26,921 | New position |
| GLL | ProShares UltraShort Gold | $4.3M | 164,115 | +28,945 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $3.2M | 35,040 | New position |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001792510. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Moulton Wealth Management, Inc. own?
Moulton Wealth Management, Inc. reported 61 ETF positions worth $148.3M in its Form 13F for June 30, 2026. The largest was SPYM, at $18.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.