MOULTON WEALTH MANAGEMENT, INC

CIK 0001792510 · Q2 2026

13F Equity AUM

$152.1M

+3.5% QoQ

Positions

+14 QoQ

AUM Rank

#9,159

Top 73%

Skill Alpha (FF)

-4.6%/yr^ns

No Clear Edge

Rank #7,535 · Top 91%

vs S&P -12.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 44.9%Top 10: 60.9%Top 20: 76.3%

SPYM12.0%

TFLO9.0%

USFR8.9%

VTI8.3%

FLOT6.7%

SJNK4.0%

LVLN3.7%

XLK3.3%

GLL2.8%

BIL2.1%

Others (56)39.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services91.7%

Fund3.7%

Other4.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 66Median: 0.64%Avg: 1.52%

0–0.5%

21(6.5%)

0.5–1%

24(16.1%)

1–3%

13(21.4%)

3–5%

3(11.1%)

5%+

5(44.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 66vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New31Increased16Decreased17Exited17

New Positions

LVLN3.7%

+142K

XLK3.3%

+27K

BIL2.1%

+35K

XLV1.9%

+18K

XLI1.4%

+12K

MTUM1.1%

+5K

DIREXION SHARES ETF …0.9%

+23K

ION0.8%

+23K

VIG0.8%

+5K

QUAL0.8%

+6K

Increased

SPYM12.0%

+116K(+127%)

SJNK4.0%

+61K(+33%)

GLL2.8%

+29K(+21%)

VTI8.3%

+19K(+124%)

USDU0.6%

+17K(+87%)

IBTM0.3%

+9K(+72%)

FLOT6.7%

+4K(+2%)

VEU1.5%

+4K(+16%)

DXJ1.7%

+3K(+25%)

RPV0.5%

+2K(+62%)

Decreased

TFLO9.0%

-190,031(-41%)

USFR8.9%

-187,120(-41%)

IBTL0.7%

-57,160(-54%)

IBTH0.6%

-51,617(-54%)

IBTG0.6%

-50,687(-54%)

VWOB0.6%

-13,156(-51%)

IEF0.4%

-12,390(-67%)

IEI0.6%

-10,046(-58%)

AAAU1.8%

-6,611(-9%)

GDX1.5%

-2,990(-9%)

Exited

-202,391

-4,610,837

-81,542

-46,895

-28,176

-95,473

-11,966

-25,317

-10,877

-8,552

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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