MOULTON WEALTH MANAGEMENT, INC - Portfolio overview

MOULTON WEALTH MANAGEMENT, INC has 73 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Industrials.

Largest reported holdings by portfolio allocation

1. TFLO - ISHARES TR, 12.30%
2. USFR - WISDOMTREE TR, 12.10%
3. SPLG - SPDR SERIES TRUST, 6.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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