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CIK: 0002011849
Total reported value
$343.4M
$343.4M
781 檔
22.2%
In Q2 2026, Mosley Wealth Management's U.S. equity holdings reached a combined market value of $343.4M, distributed across 781 disclosed stock positions.
Mosley Wealth Management executed strategic sector rebalancing during Q2 2026, establishing 27 new positions while fully exiting 3 holdings and trimming 98 positions.
Showing top 200 holdings (of 781 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSTR | Peakshares Sector Rotat ETF | ETF-Other | 6.46% | +0.04% | +1654.49% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 5.61% | -0.26% | +1835.77% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-Other | 4.41% | -4.03% | +1903.48% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 3.98% | -0.05% | +1796.37% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.78% | +0.08% | +12284.92% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-Other | 3.54% | +0.17% | +1964.33% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.38% | -0.05% | +2191.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.28% | +14.91% | |
| 9 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 2.73% | -0.26% | +1179.21% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | -0.17% | -38.67% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.25% | +0.08% | +876.76% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.24% | -0.13% | +1655.42% | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.98% | -0.03% | +1806.09% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.97% | -0.22% | +1677.85% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.96% | -0.05% | +1819.00% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.95% | -0.03% | +1801.47% | |
| 17 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.90% | -0.08% | +2516.46% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-Other | 1.88% | -0.27% | +2004.23% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.79% | -0.31% | +1951.72% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | -0.03% | +2075.84% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.07% | -6.42% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | -0.04% | -53.36% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.12% | -0.04% | +26.58% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.08% | -0.15% | +2293.29% | |
| 25 | FPX | First Trust US Equity Opport | ETF-Other | 0.99% | -0.18% | +619.29% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | +0.35% | +17.40% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.83% | -0.13% | -80.66% | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.78% | +0.02% | +1658.84% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.75% | -0.16% | -75.64% | |
| 30 | SBAR | Simplify Barrier Income ETF | ETF-Other | 0.68% | +0.03% | +520.75% | |
| 31 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.67% | +0.02% | +2316.96% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.02% | +31.26% | |
| 33 | ONEZ | Trueshr Seasonality La B ETF | ETF-Other | 0.58% | — | +1665.58% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.05% | -34.48% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.01% | -30.63% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | +0.07% | +1460.40% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.51% | -0.11% | +766.88% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.06% | -70.04% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.46% | -0.05% | -81.82% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | -0.10% | +251.52% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | -0.08% | -80.56% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.05% | +2.06% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | +0.02% | +52.38% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | +0.02% | +206.56% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.14% | +25.67% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.39% | — | +1681.71% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.39% | -0.02% | +688.29% | |
| 48 | ✓ | Stock-Other | 0.37% | +0.11% | — | ||
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.06% | +110.39% | |
| 50 | EDOG | Alps Emerging Sector Dividen | ETF-Emerging Markets | 0.36% | +0.02% | +1598.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSTR | Peakshares Sector Rotat ETF | +6% | +1654.49% | Add |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +5.3% | +1835.77% | Add |
| 3 | MGC | Vanguard Mega Cap ETF | +4.1% | +1903.48% | Add |
| 4 | USFR | Wisdomtree Floating Rate Tre | +3.7% | +1796.37% | Add |
| 5 | VUG | Vanguard Growth ETF | +3.5% | +12284.92% | Add |
| 6 | VHT | Vanguard Health Care ETF | +3.3% | +1964.33% | Add |
| 7 | VFH | Vanguard Financials ETF | +3.2% | +2191.57% | Add |
| 8 | FDMO | Fidelity Momentum Factor ETF | +2.5% | +1179.21% | Add |
| 9 | VBR | Vanguard Small-cap Value ETF | +2.1% | +1655.42% | Add |
| 10 | VDC | Vanguard Consumer Staple ETF | +1.9% | +876.76% | Add |
| 11 | EEM | Ishares Msci Emerging Market | +1.9% | +1677.85% | Add |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +1.8% | +1806.09% | Add |
| 13 | TIP | Ishares Tips Bond ETF | +1.8% | +1819.00% | Add |
| 14 | BSV | Vanguard Short-term Bond ETF | +1.8% | +1801.47% | Add |
| 15 | VRP | Invesco Variable Rate Prefer | +1.8% | +2516.46% | Add |
| 16 | VIS | Vanguard Industrials ETF | +1.8% | +2004.23% | Add |
| 17 | ITA | Ishares U.s. Aerospace & Def | +1.7% | +1951.72% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +1.7% | +2075.84% | Add |
| 19 | CWB | Ss Spdr Bb Conv Sec ETF | +1% | +2293.29% | Add |
| 20 | FPX | First Trust US Equity Opport | +0.8% | +619.29% | Add |
| 21 | FDVV | Fidelity High Dividend ETF | +0.7% | +1658.84% | Add |
| 22 | GUNR | Flexshares Global Upstream N | +0.6% | +2316.96% | Add |
| 23 | ONEZ | Trueshr Seasonality La B ETF | +0.5% | +1665.58% | Add |
| 24 | SBAR | Simplify Barrier Income ETF | +0.5% | +520.75% | Add |
| 25 | MU | Micron Technology Inc | +0.5% | +766.88% | Add |
| 26 | XLF | Ss Financial Select Sector | +0.5% | +1460.40% | Add |
| 27 | AMD | Advanced Micro Devices | +0.4% | +251.52% | Add |
| 28 | ✓ | +0.4% | NEW | New buy | |
| 29 | DON | Wisdomtree US Midcap Dividen | +0.4% | +1681.71% | Add |
| 30 | CDX | Simplify High Yield ETF | +0.4% | NEW | New buy |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +688.29% | Add |
| 32 | EDOG | Alps Emerging Sector Dividen | +0.3% | +1598.60% | Add |
| 33 | POWA | Invesco Bloomberg Pricing Po | +0.3% | +1684.21% | Add |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.3% | NEW | New buy |
| 35 | FDIS | Fidelity Msci Cons Discr Ind | +0.3% | NEW | New buy |
| 36 | FIDU | Fidelity Msci Indust Indx | +0.3% | NEW | New buy |
| 37 | AMAT | Applied Materials Inc | +0.3% | +1060.38% | Add |
| 38 | FUTY | Fidelity Msci US Utilities | +0.3% | NEW | New buy |
| 39 | JNJ | Johnson & Johnson | +0.3% | +206.56% | Add |
| 40 | MTBA | Simplify Mbs ETF | +0.3% | +509.98% | Add |
| 41 | PID | Invesco International Divide | +0.3% | +719.51% | Add |
| 42 | CSCO | Cisco Systems Inc | +0.3% | +1350.21% | Add |
| 43 | FHLC | Fidelity Msci Health Care | +0.2% | NEW | New buy |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.2% | NEW | New buy |
| 45 | BILZ | Pimco Ultra Shrt Govt Active | +0.2% | +1685.71% | Add |
| 46 | MAYW | Alianzim US Eq Bfr20 May-usd | +0.2% | NEW | New buy |
| 47 | PSTP | Innovator Pwr Buff Su St ETF | +0.2% | +983.83% | Add |
| 48 | SPBX | Allianzim 6m Buffer10 Alloc | +0.2% | +1121.52% | Add |
| 49 | FOXY | Simplify Currency Strtgy ETF | +0.2% | NEW | New buy |
| 50 | KNRG | Smplfy Kyn Andr En & Infr Cr | +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 781 disclosed positions in Q2 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 PSTR, FNDF, MGC) accounted for 22.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.2M
Top Position Liquidated / Trimmed
XOM
前期市值: $794.6K
During Q2 2026, Mosley Wealth Management's top holdings by market value included PSTR (6.5%)、FNDF (5.6%)、MGC (4.4%). The largest single position, PSTR, represented 6.5% of total portfolio value.
In Q2 2026, Mosley Wealth Management made 200 total portfolio adjustments, initiating 27 new buys, adding to 72 positions, trimming 98 holdings, and fully liquidating 3 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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