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CIK: 0002011849
Total reported value
$314.3M
$314.3M
466 檔
17.4%
As reported in its official Q1 2026 Form 13F filing, Mosley Wealth Management's tracked investment portfolio stood at $314.3M with 466 total positions.
In Q1 2026, Mosley Wealth Management displayed an active expansion posture, initiating 112 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.15% | -5.32% | +0.87% | |
| 2 | XLSR | Ss US Sector Rotation | ETF-Other | 5.40% | -5.11% | +0.34% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.19% | -2.69% | +0.01% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.43% | -3.68% | +0.62% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.54% | -0.29% | -3.47% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.29% | -2.06% | +0.70% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.22% | -2.76% | +0.52% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.49% | -2.06% | +0.49% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.28% | -2.10% | +0.76% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.10% | -1.76% | +0.45% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.10% | -1.60% | -0.01% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.99% | -1.83% | +0.84% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.95% | -1.78% | +0.77% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | -0.52% | -6.60% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.54% | -1.28% | +0.56% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.48% | -1.19% | +0.50% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.57% | -8.16% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.22% | -0.10% | -0.33% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.19% | -0.99% | +0.49% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.17% | -0.61% | -2.66% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.14% | -0.99% | +0.55% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.05% | -0.77% | -0.08% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.02% | -0.85% | -1.40% | |
| 24 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.94% | -0.87% | +1.10% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | -0.90% | -1.69% | |
| 26 | C | Citigroup Inc | Stock-Financials | 0.86% | -0.70% | -1.09% | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.84% | -0.72% | +0.67% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | -0.21% | -4.18% | |
| 29 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.76% | -0.70% | +1.29% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 0.75% | -0.62% | -1.65% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.75% | -0.66% | +0.91% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.75% | -0.70% | +1.44% | |
| 33 | AEMS | Anfield Enhanced Market ETF | ETF-Other | 0.66% | -0.60% | — | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.64% | -0.57% | -2.68% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.61% | -0.55% | +0.01% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | -0.46% | +0.12% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | — | -12.85% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.19% | -10.86% | |
| 39 | VOX | Vanguard Communication Servi | ETF-Other | 0.58% | -0.52% | — | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 0.57% | -0.40% | +0.86% | |
| 41 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.54% | -0.50% | +0.83% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | -0.42% | +1.27% | |
| 43 | ARKW | Ark Next Generation Internet | ETF-Other | 0.51% | -0.47% | — | |
| 44 | CIEN | Ciena CORP | Stock-Tech | 0.50% | -0.37% | +1.01% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.50% | -0.45% | +1.11% | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | -0.27% | +0.80% | |
| 47 | PSTR | Peakshares Sector Rotat ETF | ETF-Other | 0.49% | +5.97% | -11.54% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.46% | -0.42% | — | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.45% | -0.43% | +1.14% | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.45% | -0.35% | +1.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 2 | HIGH | Simplify Enhanced Income ETF | +0.1% | NEW | New buy |
| 3 | DKNG | Draftkings Inc-cl A | +0.1% | NEW | New buy |
| 4 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | NEW | New buy |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 6 | ✓ | Cyberark Software LTD. Cmn | +0.1% | NEW | New buy |
| 7 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | NEW | New buy |
| 8 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 9 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 10 | HEI | Heico CORP | +0.1% | NEW | New buy |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | New buy |
| 12 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | New buy |
| 13 | SMLF | Ishares US Smallcap Equity F | +0.1% | NEW | New buy |
| 14 | NOC | Northrop Grumman CORP | +0.1% | NEW | New buy |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | NEW | New buy |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | NEW | New buy |
| 17 | COR | Cencora Inc | +0.1% | NEW | New buy |
| 18 | PID | Invesco International Divide | +0.1% | NEW | New buy |
| 19 | IOT | Samsara Inc-cl A | +0.1% | NEW | New buy |
| 20 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | New buy |
| 21 | AFG | American Financial Group Inc | +0.1% | NEW | New buy |
| 22 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 23 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 24 | ONEZ | Trueshr Seasonality La B ETF | 0% | NEW | New buy |
| 25 | CVX | Chevron CORP | 0% | NEW | New buy |
| 26 | AOK | Ishares Core 30/70 Conservat | 0% | NEW | New buy |
| 27 | HD | Home Depot Inc | 0% | NEW | New buy |
| 28 | DGRO | Ishares Core Dividend Growth | 0% | NEW | New buy |
| 29 | CMI | Cummins Inc | 0% | NEW | New buy |
| 30 | EMHY | Ishares J.p. Morgan Em High | 0% | NEW | New buy |
| 31 | FLIN | Franklin Ftse India ETF | 0% | NEW | New buy |
| 32 | GUNR | Flexshares Global Upstream N | 0% | NEW | New buy |
| 33 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 34 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 35 | PSTP | Innovator Pwr Buff Su St ETF | 0% | NEW | New buy |
| 36 | SPIP | Ss Spdr P Tips ETF | 0% | NEW | New buy |
| 37 | T | At&t Inc | 0% | +0.37% | Add |
| 38 | EDOG | Alps Emerging Sector Dividen | 0% | NEW | New buy |
| 39 | POWA | Invesco Bloomberg Pricing Po | 0% | NEW | New buy |
| 40 | GE | General Electric | 0% | NEW | New buy |
| 41 | DON | Wisdomtree US Midcap Dividen | 0% | NEW | New buy |
| 42 | APP | Applovin Corp-class A | 0% | +1.43% | Add |
| 43 | EMGF | Ishares Emerging Markets Equ | 0% | NEW | New buy |
| 44 | ALL | Allstate CORP | 0% | NEW | New buy |
| 45 | MBSD | Flexshares Disciplined Durat | 0% | NEW | New buy |
| 46 | SPBX | Allianzim 6m Buffer10 Alloc | 0% | NEW | New buy |
| 47 | C | Citigroup Inc | 0% | -1.09% | Trim |
| 48 | XLRE | Ss Real Estate Select Sector | 0% | NEW | New buy |
| 49 | BKNG | Booking Holdings Inc | 0% | NEW | New buy |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | 0% | NEW | New buy |
According to official SEC Form 13F filings, Mosley Wealth Management reported a total U.S. public equity portfolio value of $314.3M across 466 disclosed positions in Q1 2026.
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 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
VBK
市值: $187.8K
Top Position Liquidated / Trimmed
AAPL
前期市值: $8.2M
During Q1 2026, Mosley Wealth Management's top holdings by market value included JEPI (6.2%)、XLSR (5.4%)、IVV (5.2%). The largest single position, JEPI, represented 6.2% of total portfolio value.
In Q1 2026, Mosley Wealth Management made 197 total portfolio adjustments, initiating 112 new buys, adding to 36 positions, trimming 49 holdings, and fully liquidating 0 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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