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CIK: 0002011849
Total reported value
$343.4M
$343.4M
154 檔
16.0%
According to the latest 13F quarterly dataset, Mosley Wealth Management managed an equity portfolio of $343.4M at the end of Q4 2025, spanning 154 distinct U.S. exchange-listed positions.
In Q4 2025, Mosley Wealth Management displayed an active expansion posture, initiating 60 new positions and adding to 59 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.14% | -0.13% | +2.48% | |
| 2 | XLSR | Ss US Sector Rotation | ETF-Other | 5.51% | -0.07% | +9.06% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | -0.17% | -27.63% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.45% | -0.16% | +5.85% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.76% | +0.28% | +111.59% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.33% | -0.04% | +8.77% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.26% | -0.05% | +6.00% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.56% | -0.08% | +64.70% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.32% | -0.03% | +30.58% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.17% | -0.07% | -22.67% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.15% | -0.06% | +4.45% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.01% | -0.02% | +7.30% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.97% | -0.03% | +8.14% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.07% | +46.68% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.59% | -0.02% | +0.72% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | +0.35% | +7.52% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.49% | -0.06% | +8.61% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.29% | -0.04% | +3.64% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.19% | -0.04% | +3.59% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.05% | +11.83% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.14% | -0.04% | +358.71% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.01% | +14.05% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | -0.06% | +16.32% | |
| 24 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.99% | -0.02% | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.95% | +0.01% | — | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.84% | -0.02% | +17.96% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.83% | -0.02% | +10.18% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.01% | +16.96% | |
| 29 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.76% | -0.01% | — | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.76% | -0.02% | -5.79% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.75% | — | — | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.75% | -0.02% | +0.51% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.02% | +38.03% | |
| 34 | AEMS | Anfield Enhanced Market ETF | ETF-Other | 0.68% | -0.06% | EXIT | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | -0.02% | +38.22% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.14% | +66.53% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.61% | -0.01% | -18.52% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.02% | +8.30% | |
| 39 | VOX | Vanguard Communication Servi | ETF-Other | 0.58% | -0.04% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | -0.01% | +22.00% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.57% | -0.03% | +6.56% | |
| 42 | PSTR | Peakshares Sector Rotat ETF | ETF-Other | 0.56% | +0.04% | — | |
| 43 | CIEN | Ciena CORP | Stock-Tech | 0.55% | -0.05% | — | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.54% | — | — | |
| 45 | ARKW | Ark Next Generation Internet | ETF-Other | 0.54% | +0.01% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.50% | -0.01% | -5.30% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | +0.03% | +30.92% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.47% | -0.03% | — | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.46% | -0.05% | -9.86% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.46% | — | +0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.5% | +111.59% | Add |
| 2 | HOOD | Robinhood Markets Inc - A | +1% | NEW | New buy |
| 3 | QCOM | Qualcomm Inc | +1% | NEW | New buy |
| 4 | IEMG | Ishares Core Msci Emerging | +0.9% | +64.70% | Add |
| 5 | TLH | Ishares 10-20 Year Treasury | +0.8% | +358.71% | Add |
| 6 | NVDA | Nvidia CORP | +0.8% | +46.68% | Add |
| 7 | THRO | Ishares U.s. Thematic Rotati | +0.8% | NEW | New buy |
| 8 | OEF | Ishares S&p 100 ETF | +0.8% | NEW | New buy |
| 9 | AEMS | Anfield Enhanced Market ETF | +0.7% | NEW | New buy |
| 10 | VOX | Vanguard Communication Servi | +0.6% | NEW | New buy |
| 11 | PSTR | Peakshares Sector Rotat ETF | +0.6% | NEW | New buy |
| 12 | CIEN | Ciena CORP | +0.6% | NEW | New buy |
| 13 | IAGG | Ishares Intl Aggregate Bond | +0.5% | NEW | New buy |
| 14 | ARKW | Ark Next Generation Internet | +0.5% | NEW | New buy |
| 15 | IGV | Ishares Expanded Tech-softwa | +0.5% | NEW | New buy |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | +0.5% | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | +0.4% | NEW | New buy |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.4% | NEW | New buy |
| 19 | USFR | Wisdomtree Floating Rate Tre | +0.4% | NEW | New buy |
| 20 | ORCL | Oracle CORP | +0.4% | +14.05% | Add |
| 21 | VDC | Vanguard Consumer Staple ETF | +0.4% | NEW | New buy |
| 22 | MGC | Vanguard Mega Cap ETF | +0.4% | NEW | New buy |
| 23 | IYG | Ishares U.s. Financial Servi | +0.4% | NEW | New buy |
| 24 | VUG | Vanguard Growth ETF | +0.3% | NEW | New buy |
| 25 | FDMO | Fidelity Momentum Factor ETF | +0.3% | NEW | New buy |
| 26 | QBTS | D-wave Quantum Inc | +0.3% | NEW | New buy |
| 27 | OKLO | Oklo Inc | +0.3% | NEW | New buy |
| 28 | ISRG | Intuitive Surgical Inc | +0.3% | NEW | New buy |
| 29 | VHT | Vanguard Health Care ETF | +0.3% | NEW | New buy |
| 30 | WMT | Walmart Inc | +0.3% | NEW | New buy |
| 31 | EMR | Emerson Electric Co | +0.3% | NEW | New buy |
| 32 | VFH | Vanguard Financials ETF | +0.3% | NEW | New buy |
| 33 | KO | Coca-cola Co/the | +0.3% | NEW | New buy |
| 34 | VCR | Vanguard Consumer Discre ETF | +0.2% | NEW | New buy |
| 35 | SBAR | Simplify Barrier Income ETF | +0.2% | NEW | New buy |
| 36 | BUCK | Simplify Treasury Option Inc | +0.2% | NEW | New buy |
| 37 | XLY | Ss Consumer Disc Select Sect | +0.2% | NEW | New buy |
| 38 | TIP | Ishares Tips Bond ETF | +0.2% | NEW | New buy |
| 39 | VBR | Vanguard Small-cap Value ETF | +0.2% | NEW | New buy |
| 40 | KMI | Kinder Morgan, Inc. | +0.2% | +141.62% | Add |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | NEW | New buy |
| 42 | BSV | Vanguard Short-term Bond ETF | +0.2% | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | +0.2% | -12.06% | Trim |
| 44 | FPX | First Trust US Equity Opport | +0.2% | NEW | New buy |
| 45 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | NEW | New buy |
| 47 | RKLB | Rocket Lab CORP | +0.2% | NEW | New buy |
| 48 | IYC | Ishares US Consumer Discreti | +0.2% | NEW | New buy |
| 49 | META | Meta Platforms Inc-class A | +0.2% | +66.53% | Add |
| 50 | EEM | Ishares Msci Emerging Market | +0.2% | NEW | New buy |
According to official SEC Form 13F filings, Mosley Wealth Management reported a total U.S. public equity portfolio value of $343.4M across 154 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPI, XLSR, IVV) accounted for 16.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
HOOD
市值: $2.2M
Top Position Liquidated / Trimmed
EMXC
前期市值: $1.6M
During Q4 2025, Mosley Wealth Management's top holdings by market value included JEPI (6.1%)、XLSR (5.5%)、IVV (5.3%). The largest single position, JEPI, represented 6.1% of total portfolio value.
In Q4 2025, Mosley Wealth Management made 173 total portfolio adjustments, initiating 60 new buys, adding to 59 positions, trimming 34 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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