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CIK: 0002011849
Total reported value
$314.3M
$314.3M
154 檔
17.5%
According to the latest 13F quarterly dataset, Mosley Wealth Management managed an equity portfolio of $314.3M 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 22 new positions and adding to 16 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% | -5.32% | +2.48% | |
| 2 | XLSR | Ss US Sector Rotation | ETF-Other | 5.51% | -5.11% | +9.06% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | -2.69% | -27.63% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.45% | -3.68% | +5.85% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.76% | -0.29% | +111.59% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.33% | -2.06% | +8.77% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.26% | -2.76% | +6.00% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.56% | -2.06% | +64.70% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.32% | -2.10% | +30.58% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.17% | -1.76% | -22.67% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.15% | -1.60% | +4.45% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.01% | -1.83% | +7.30% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.97% | -1.78% | +8.14% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.52% | +46.68% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.59% | -1.28% | +0.72% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.57% | +7.52% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.49% | -1.19% | +8.61% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.29% | -0.10% | +3.64% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.19% | -0.99% | +3.59% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.61% | +11.83% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.14% | -0.99% | +358.71% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.85% | +14.05% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.06% | -0.77% | +16.32% | |
| 24 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.99% | -0.87% | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.95% | -0.90% | — | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.84% | -0.70% | +17.96% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.83% | -0.72% | +10.18% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.21% | +16.96% | |
| 29 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.76% | -0.70% | — | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.76% | -0.62% | -5.79% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.75% | -0.70% | — | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.75% | -0.66% | +0.51% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | +38.03% | |
| 34 | AEMS | Anfield Enhanced Market ETF | ETF-Other | 0.68% | -0.60% | — | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | -0.57% | +38.22% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.19% | +66.53% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.61% | -0.55% | -18.52% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.60% | -0.46% | +8.30% | |
| 39 | VOX | Vanguard Communication Servi | ETF-Other | 0.58% | -0.52% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | -0.42% | +22.00% | |
| 41 | WMB | Williams Cos Inc | Stock-Energy | 0.57% | -0.40% | +6.56% | |
| 42 | PSTR | Peakshares Sector Rotat ETF | ETF-Other | 0.56% | +5.97% | — | |
| 43 | CIEN | Ciena CORP | Stock-Tech | 0.55% | -0.37% | — | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.54% | -0.50% | — | |
| 45 | ARKW | Ark Next Generation Internet | ETF-Other | 0.54% | -0.47% | — | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.50% | -0.45% | -5.30% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | -0.27% | +30.92% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.47% | -0.42% | — | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.46% | -0.32% | -9.86% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.46% | -0.43% | +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 | META | Meta Platforms Inc-class A | +0.2% | +66.53% | Add |
| 29 | IAU | Ishares Gold Trust | +0.1% | +3.64% | Add |
| 30 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +30.58% | Add |
| 31 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +6.00% | Add |
| 32 | MSFT | Microsoft CORP | -0.1% | +7.52% | Add |
| 33 | IYW | Ishares Ustechnology ETF | -0.1% | +0.72% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | -0.2% | +8.77% | Add |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.2% | +8.14% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +4.45% | Add |
| 37 | BTI | British American Tob-sp Adr | -0.4% | EXIT | Sold out |
| 38 | XLF | Ss Financial Select Sector | -0.5% | EXIT | Sold out |
| 39 | CVX | Chevron CORP | -0.5% | EXIT | Sold out |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.5% | EXIT | Sold out |
| 41 | XLK | Ss Technology Select Sector | -0.6% | EXIT | Sold out |
| 42 | SMH | Vaneck Semiconductor ETF | -0.6% | EXIT | Sold out |
| 43 | XLV | Ss Health Care Select Sector | -0.6% | EXIT | Sold out |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.6% | -76.25% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -55.49% | Trim |
| 46 | XLSR | Ss US Sector Rotation | -0.7% | +9.06% | Add |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1% | EXIT | Sold out |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.1% | +5.85% | Add |
| 49 | EFG | Ishares Msci Eafe Growth ETF | -1.1% | -22.67% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -3.6% | -27.63% | Trim |
According to official SEC Form 13F filings, Mosley Wealth Management reported a total U.S. public equity portfolio value of $314.3M 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 17.5% 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 50 total portfolio adjustments, initiating 22 new buys, adding to 16 positions, trimming 4 holdings, and fully liquidating 8 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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