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Mosley Wealth Management

Latest statistics and disclosures from Mosley Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are PSTR, FNDF, MGC, USFR, VUG, and represent 24.24% of Mosley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PSTR (+$19M), FNDF (+$17M), MGC (+$13M), USFR (+$12M), VUG (+$12M), VHT (+$11M), VFH (+$10M), FDMO (+$7.9M), VBR (+$6.6M), VDC (+$6.3M).
Started 366 new stock positions in XLU, XLB, RDN, OC, CL, XPEV, BLNK, STLD, FUN, SNY.
Reduced shares in these 10 stocks: XLSR (-$12M), JEPI (-$11M), IUSB (-$7.3M), EFV (-$6.6M), IEMG (-$5.6M), QUAL (-$5.1M), IVV, DYNF, IVW, IVE.
Sold out of its positions in SBIO, SIXP, Big 5 Sporting Goods Corporation, BITB, BXSL, Carnival Corporation, CVNA, CMG, CLNE, CCI.
Mosley Wealth Management was a net buyer of stock by $74M.
Mosley Wealth Management has $314M in assets under management (AUM), dropping by 42.28%.
Central Index Key (CIK): 0002011849

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Portfolio Holdings for Mosley Wealth Management

Mosley Wealth Management holds 781 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Mosley Wealth Management has 781 total positions. Only the first 250 positions are shown.

Sign up to view all of the Mosley Wealth Management June 30, 2026 positions
Download the Mosley Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Peakshares Sector Rotation Etf Etf (PSTR)	6.5	$20M	+1654%	666k	30.48	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	5.6	$18M	+1835%	334k	52.76	View chart
Vanguard Mega Cap Etf Etf (MGC)	4.4	$14M	+1903%	51k	273.63	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	4.0	$13M	+1796%	249k	50.35	View chart
Vanguard Growth Etf Etf (VUG)	3.8	$12M	+12284%	138k	86.14	View chart
Vanguard Health Care Etf Etf (VHT)	3.5	$11M	+1964%	37k	299.01	View chart
Vanguard Financials Etf Etf (VFH)	3.4	$11M	+2191%	81k	131.60	View chart
Apple Stock (AAPL)	3.3	$10M	+14%	35k	289.36	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	2.7	$8.6M	+1179%	87k	98.57	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.5	$7.9M	-38%	11k	748.89	View chart
Vanguard Consumer Staples Etf Etf (VDC)	2.2	$7.1M	+876%	31k	225.49	View chart
Vanguard Small Cap Value Etf Etf (VBR)	2.2	$7.0M	+1655%	29k	242.99	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	2.0	$6.2M	+1806%	202k	30.85	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	2.0	$6.2M	+1677%	90k	68.41	View chart
Ishares Tips Bond Etf Etf (TIP)	2.0	$6.1M	+1818%	56k	109.43	View chart
Vanguard Short-term Bond Etf Etf (BSV)	2.0	$6.1M	+1801%	79k	77.91	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	1.9	$6.0M	+2516%	246k	24.31	View chart
Vanguard Industrials Etf Etf (VIS)	1.9	$5.9M	+2004%	16k	360.38	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	1.8	$5.6M	+1951%	23k	242.42	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.7	$5.5M	+2075%	23k	236.62	View chart
Nvidia Corporation Stock (NVDA)	1.2	$3.9M	-6%	19k	200.09	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.2	$3.9M	-53%	28k	137.53	View chart
Ishares Gold Trust Etf (IAU)	1.1	$3.5M	+26%	47k	75.51	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	1.1	$3.4M	+2293%	31k	107.82	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	1.0	$3.1M	+619%	15k	206.18	View chart
Microsoft Corp Stock (MSFT)	0.8	$2.6M	+17%	7.1k	373.03	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.8	$2.6M	-80%	46k	56.48	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.8	$2.5M	+1658%	41k	60.29	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.7	$2.4M	-75%	51k	46.15	View chart
Simplify Barrier Income Etf Etf (SBAR)	0.7	$2.1M	+520%	84k	25.60	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.7	$2.1M	+2316%	43k	49.28	View chart
Amazon Stock (AMZN)	0.6	$1.8M	+31%	7.8k	238.34	View chart
Trueshares Seasonality Laddered Buffered Etf Etf (ONEZ)	0.6	$1.8M	+1665%	66k	27.59	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$1.8M	-34%	5.3k	327.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$1.7M	-30%	4.8k	357.39	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.5	$1.7M	+1460%	31k	53.61	View chart
Micron Technology Stock (MU)	0.5	$1.6M	+766%	1.4k	1154.52	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.6M	-70%	4.2k	370.00	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$1.5M	-81%	19k	76.55	View chart
Advanced Micro Devices Stock (AMD)	0.4	$1.4M	+251%	2.4k	580.91	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.3M	-80%	16k	82.84	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.3M	+2%	3.7k	353.32	View chart
Procter & Gamble Stock (PG)	0.4	$1.3M	+52%	8.9k	146.63	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.3M	+206%	5.0k	253.98	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$1.2M	+25%	2.2k	563.32	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.4	$1.2M	+1681%	22k	56.52	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$1.2M	+688%	24k	50.39	View chart
Exxonmobil Holdings Corp Stock	0.4	$1.2M	NEW	8.6k	136.73	View chart
Broadcom Stock (AVGO)	0.4	$1.2M	+110%	3.1k	377.79	View chart
Alps Emerging Sector Dividend Dogs Etf Etf (EDOG)	0.4	$1.1M	+1598%	47k	23.74	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.4	$1.1M	+1684%	13k	88.84	View chart
Simplify Treasury Option Income Etf Etf (BUCK)	0.4	$1.1M	+188%	47k	23.42	View chart
Simplify High Yield Etf Etf (CDX)	0.3	$1.1M	NEW	52k	21.12	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.3	$1.1M	-78%	8.7k	124.41	View chart
Simplify Mbs Etf Etf (MTBA)	0.3	$1.1M	+509%	22k	49.07	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.3	$987k	NEW	8.8k	112.08	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.3	$965k	+719%	44k	22.20	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.3	$938k	NEW	9.1k	102.84	View chart
Parker-hannifin Corp Stock (PH)	0.3	$929k	-14%	950.00	978.12	View chart
State Street Us Sector Rotation Etf Etf (XLSR)	0.3	$914k	-92%	14k	64.86	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.3	$910k	NEW	9.1k	99.61	View chart
Ishares Mbs Etf Etf (MBB)	0.3	$910k	-72%	9.6k	94.52	View chart
Applied Matls Stock (AMAT)	0.3	$889k	+1060%	1.2k	723.01	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$877k	-62%	17k	50.57	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$861k	+33%	1.3k	686.65	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.3	$845k	NEW	15k	58.42	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.3	$832k	-81%	3.3k	252.25	View chart
Cisco Sys Stock (CSCO)	0.3	$821k	+1350%	7.0k	117.46	View chart
Innovator Power Buffer Step-up Strategy Etf Etf (PSTP)	0.3	$799k	+983%	22k	36.78	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.3	$795k	+1685%	7.9k	100.93	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$790k	+227%	1.6k	500.39	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$769k	-21%	5.2k	148.30	View chart
Allianzim 6 Month Buffer10 Allocation Etf Etf (SPBX)	0.2	$750k	+1121%	26k	29.17	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.2	$747k	NEW	9.7k	77.25	View chart
Simplify Volatility Premium Etf Etf (SVOL)	0.2	$741k	+347%	46k	16.04	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.2	$740k	NEW	7.8k	94.85	View chart
Altria Group Stock (MO)	0.2	$719k	-39%	10k	71.95	View chart
Walmart Stock (WMT)	0.2	$715k	+25%	6.3k	113.27	View chart
Allianzim U.s. Equity Buffer20 May Etf Etf (MAYW)	0.2	$710k	NEW	20k	34.77	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$667k	+9%	5.7k	116.67	View chart
Simplify Currency Strategy Etf Etf (FOXY)	0.2	$663k	NEW	22k	29.79	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.2	$643k	-81%	1.9k	342.80	View chart
Simplify Kayne Anderson Energy And Infrastructure Credit Etf Etf (KNRG)	0.2	$630k	NEW	25k	25.71	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$618k	+37%	1.2k	513.73	View chart
Allianzim U.s. Equity Buffer20 Jan Etf Etf (JANW)	0.2	$597k	+5297%	15k	38.67	View chart
Mcdonalds Corp Stock (MCD)	0.2	$595k	+4904%	2.2k	270.30	View chart
Franklin Ftse India Etf Etf (FLIN)	0.2	$590k	+681%	17k	35.57	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$571k	-89%	2.6k	219.46	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.2	$560k	NEW	9.6k	58.51	View chart
Williams Cos Stock (WMB)	0.2	$537k	-63%	7.2k	74.34	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$537k	-89%	7.9k	68.01	View chart
3M Stock (MMM)	0.2	$529k	+81%	3.3k	161.89	View chart
Oracle Corp Stock (ORCL)	0.2	$528k	-55%	3.6k	146.54	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.2	$513k	NEW	13k	40.96	View chart
Citigroup Stock (C)	0.2	$502k	-80%	3.6k	139.94	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$498k	-89%	2.2k	227.06	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.2	$490k	NEW	1.3k	391.58	View chart
Abbvie Stock (ABBV)	0.2	$489k	-17%	1.9k	251.67	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$487k	-51%	15k	31.97	View chart
Amgen Stock (AMGN)	0.2	$481k	+2%	1.3k	362.25	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.2	$478k	-80%	4.8k	100.35	View chart
Allianzim U.s. Equity Buffer20 Dec Etf Etf (DECW)	0.1	$470k	+2294%	13k	35.65	View chart
Visa Inc Com Cl A Stock (V)	0.1	$470k	-7%	1.4k	343.20	View chart
Lam Research Corp Stock (LRCX)	0.1	$434k	-67%	1.0k	433.49	View chart
Philip Morris Intl Stock (PM)	0.1	$432k	+1020%	2.4k	180.91	View chart
Sempra Stock (SRE)	0.1	$416k	-55%	4.5k	92.70	View chart
Ciena Corp Stock (CIEN)	0.1	$414k	-88%	843.00	490.56	View chart
Morgan Stanley Stock (MS)	0.1	$406k	-81%	1.9k	208.99	View chart
Tesla Stock (TSLA)	0.1	$403k	-22%	959.00	420.60	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$395k	-70%	4.1k	96.45	View chart
Pepsico Stock (PEP)	0.1	$390k	+84%	2.9k	135.41	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.1	$390k	-80%	5.8k	67.63	View chart
At&t Stock (T)	0.1	$383k	-40%	19k	20.70	View chart
Unitedhealth Group Stock (UNH)	0.1	$381k	-30%	916.00	415.54	View chart
Xylem Stock (XYL)	0.1	$380k	+2%	3.2k	118.20	View chart
Allianzim Buffer20 Allocation Etf Etf (SPBW)	0.1	$378k	+1155%	13k	28.70	View chart
Chevron Corporation Stock (CVX)	0.1	$377k	+259%	2.3k	165.78	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$373k	-12%	506.00	736.40	View chart
Arista Networks Stock (ANET)	0.1	$373k	NEW	2.2k	169.88	View chart
International Business Machs Stock (IBM)	0.1	$369k	-44%	1.3k	281.15	View chart
Allianzim U.s. Equity Buffer20 Feb Etf Etf (FEBW)	0.1	$369k	NEW	10k	35.54	View chart
Wells Fargo & Co Stock (WFC)	0.1	$368k	+2028%	4.4k	82.65	View chart
Palo Alto Networks Stock (PANW)	0.1	$357k	-66%	1.0k	341.02	View chart
Allianzim U.s. Equity 6 Month Buffer10 Jun/dec Etf Etf (SIXD)	0.1	$351k	NEW	11k	30.84	View chart
Caterpillar Stock (CAT)	0.1	$341k		320.00	1066.55	View chart
Aptargroup Stock (ATR)	0.1	$339k	NEW	2.7k	125.18	View chart
Simplify Enhanced Income Etf Etf (HIGH)	0.1	$337k	+94%	16k	21.63	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$326k	-84%	164.00	1989.44	View chart
Graco Stock (GGG)	0.1	$320k	NEW	4.2k	75.61	View chart
Enbridge Stock (ENB)	0.1	$319k		5.9k	54.21	View chart
Eli Lilly & Co Stock (LLY)	0.1	$316k	-82%	263.00	1201.05	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$313k		1.9k	166.67	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$305k	-85%	911.00	334.85	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$302k	+645%	5.3k	56.98	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$302k	+1246%	12k	24.55	View chart
Salesforce Stock (CRM)	0.1	$283k	-21%	1.8k	156.67	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	0.1	$276k	NEW	6.4k	43.04	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$269k	-83%	5.1k	52.34	View chart
Intuit Stock (INTU)	0.1	$268k	+2917%	1.0k	261.04	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.1	$261k	-51%	5.2k	49.89	View chart
Oneok Stock (OKE)	0.1	$252k		2.9k	86.95	View chart
Anfield U.s. Equity Sector Rotation Etf Etf (AESR)	0.1	$247k	-67%	12k	20.75	View chart
Netflix Stock (NFLX)	0.1	$236k	+1726%	3.3k	71.40	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$230k	-76%	308.00	745.61	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$226k	-8%	3.3k	69.49	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$225k	NEW	2.5k	90.49	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$224k	-84%	2.2k	100.28	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$221k	-67%	9.7k	22.78	View chart
Trueshares Quarterly Bear Hedge Etf Etf (QBER)	0.1	$213k	+730%	9.0k	23.80	View chart
Astera Labs Stock (ALAB)	0.1	$213k	NEW	441.00	483.02	View chart
Goldman Sachs Group Stock (GS)	0.1	$210k	-88%	208.00	1009.90	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$209k	-36%	405.00	515.23	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$201k	-83%	1.1k	183.88	View chart
Allianzim U.s. Equity Buffer10 May Etf Etf (MAYT)	0.1	$201k	NEW	5.2k	39.00	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$198k	-83%	1.9k	107.15	View chart
Anfield Enhanced Market Etf Etf (AEMS)	0.1	$195k	-88%	16k	12.12	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$194k	+1871%	3.4k	57.62	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$190k	-71%	397.00	477.57	View chart
Intel Corp Stock (INTC)	0.1	$185k	+75%	1.3k	139.63	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$182k	-38%	194.00	937.14	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.1	$180k	-90%	4.2k	43.11	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$172k	-90%	470.00	365.63	View chart
Verisk Analytics Stock (VRSK)	0.1	$171k	NEW	952.00	179.46	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$165k	-46%	5.0k	33.29	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$165k	+4%	1.3k	124.18	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$165k	-62%	1.7k	96.45	View chart
Anfield Dynamic Fixed Income Etf Etf (ADFI)	0.1	$161k	-69%	19k	8.49	View chart
Boeing Stock (BA)	0.1	$159k		733.00	216.47	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$154k	-70%	626.00	245.28	View chart
Allianzim U.s. Equity Buffer10 Dec Etf Etf (DECT)	0.0	$153k	NEW	3.9k	39.26	View chart
Southern Stock (SO)	0.0	$150k	-86%	1.6k	95.70	View chart
Cummins Stock (CMI)	0.0	$147k	+2%	206.00	713.58	View chart
Allianzim U.s. Equity Buffer15 Uncapped Dec Etf Etf (DECU)	0.0	$142k	+1234%	4.9k	29.23	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$140k	-85%	967.00	144.81	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$136k	-88%	2.7k	50.60	View chart
Cerence Stock (CRNC)	0.0	$131k	+1880%	12k	11.32	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$130k	+1373%	1.0k	124.44	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.0	$130k	NEW	1.3k	99.12	View chart
Allianzim U.s. Equity Buffer10 Jun Etf Etf (JUNT)	0.0	$130k	NEW	3.4k	37.79	View chart
Allianzim U.s. Equity Buffer20 Sep Etf Etf (SEPW)	0.0	$127k	+655%	3.8k	33.39	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$126k	-84%	1.4k	90.60	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$126k	-83%	1.4k	90.50	View chart
Innovator Equity Defined Protection Etf - 1 Yr June Etf (ZJUN)	0.0	$121k	NEW	4.4k	27.39	View chart
Allianzim Buffer15 Uncapped Allocation Etf Etf (SPBU)	0.0	$116k	NEW	3.8k	30.24	View chart
Avantis All Equity Markets Value Etf Etf (AVGV)	0.0	$114k	NEW	1.3k	85.00	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$113k	-79%	932.00	121.68	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$113k	-52%	2.7k	42.41	View chart
Upstart Hldgs Stock (UPST)	0.0	$113k	+3593%	3.2k	35.43	View chart
Coca Cola Stock (KO)	0.0	$113k	-82%	1.4k	81.26	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$112k	-79%	1.1k	101.65	View chart
Marvell Technology Stock (MRVL)	0.0	$112k	+974%	376.00	297.92	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$112k	-92%	2.1k	52.73	View chart
Allianzim U.s. Equity Buffer10 Feb Etf Etf (FEBT)	0.0	$107k	NEW	2.6k	41.14	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$106k		207.00	509.50	View chart
Verizon Communications Stock (VZ)	0.0	$105k	-81%	2.5k	42.34	View chart
Heico Corp New Cl A Stock (HEI.A)	0.0	$104k	-58%	402.00	257.91	View chart
Cencora Stock (COR)	0.0	$103k		365.00	283.28	View chart
Gilead Sciences Stock (GILD)	0.0	$103k	-81%	814.00	126.33	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$103k	-41%	2.0k	50.50	View chart
Emerson Elec Stock (EMR)	0.0	$94k	-84%	658.00	143.16	View chart
Viasat Stock (VSAT)	0.0	$94k		1.0k	89.81	View chart
Rtx Corporation Stock (RTX)	0.0	$93k	-81%	492.00	189.86	View chart
Innovator Equity Defined Protection Etf - 1 Yr May Etf (ZMAY)	0.0	$92k	NEW	3.5k	25.97	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$90k	-86%	1.1k	81.17	View chart
Honeywell Intl Stock (HON)	0.0	$89k	NEW	399.00	223.90	View chart
Talen Energy Corp Stock (TLN)	0.0	$89k	+1446%	232.00	384.26	View chart
Abbott Laboratories Stock (ABT)	0.0	$88k	-10%	967.00	90.75	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$87k	-79%	1.4k	63.03	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$86k	-12%	2.1k	41.48	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$85k	-83%	214.00	397.27	View chart
Intuitive Surgical Stock (ISRG)	0.0	$84k	-82%	211.00	397.68	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$83k	NEW	302.00	276.17	View chart
Honeywell Aerospace Stock (HONA)	0.0	$83k	NEW	373.00	221.08	View chart
Columbia Sportswear Stock (COLM)	0.0	$80k	NEW	1.3k	61.81	View chart
Starbucks Corp Stock (SBUX)	0.0	$80k	+30%	779.00	102.19	View chart
Valero Energy Corp Stock (VLO)	0.0	$78k	-83%	300.00	260.12	View chart
Southwest Airls Stock (LUV)	0.0	$77k		1.5k	51.42	View chart
Monster Beverage Corp Stock (MNST)	0.0	$76k	NEW	789.00	96.12	View chart
Cheniere Energy Stock (LNG)	0.0	$75k	-86%	314.00	239.20	View chart
D-wave Quantum Stock (QBTS)	0.0	$73k	-83%	3.1k	23.99	View chart
Allianzim U.s. Equity Buffer20 Jun Etf Etf (JUNW)	0.0	$71k	NEW	2.1k	34.39	View chart
Qualcomm Stock (QCOM)	0.0	$71k	-96%	384.00	184.90	View chart
Trueshares Structured Outcome September Etf Etf (SEPZ)	0.0	$70k	+8036%	1.5k	45.44	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$69k	-67%	591.00	117.26	View chart
Home Depot Stock (HD)	0.0	$69k	-15%	196.00	351.94	View chart
Allstate Corp Stock (ALL)	0.0	$67k		281.00	238.05	View chart
Booking Holdings Stock (BKNG)	0.0	$67k	+3650%	375.00	178.24	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$67k	-87%	693.00	95.98	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$66k	NEW	87.00	763.14	View chart
Linde Stock (LIN)	0.0	$64k	+244%	124.00	519.48	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$64k	+194%	147.00	437.64	View chart
Apollo Global Mgmt Stock (APO)	0.0	$63k	-89%	536.00	118.30	View chart
Blackstone Stock (BX)	0.0	$63k	-88%	535.00	117.66	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$61k	NEW	355.00	170.86	View chart
Allianzim U.s. Equity Buffer15 Uncapped Jul Etf Etf (JULU)	0.0	$60k	+750%	1.9k	32.09	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$59k	+192%	225.00	260.36	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.0	$58k	-74%	1.2k	49.80	View chart
Ge Aerospace Stock (GE)	0.0	$57k	-27%	153.00	374.73	View chart
Trueshares S&p Autocallable Defensive Income Etf Etf (PAYM)	0.0	$57k	NEW	2.3k	25.12	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$57k	-82%	564.00	101.05	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$57k	-83%	553.00	102.13	View chart
Disney Walt Stock (DIS)	0.0	$56k	-5%	586.00	96.19	View chart
Kla Corp Stock (KLAC)	0.0	$56k	NEW	184.00	301.73	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$55k	+97%	772.00	71.23	View chart
Innovator Growth-100 Power Buffer Etf - November Etf (NNOV)	0.0	$55k	NEW	1.7k	31.45	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$53k	+54%	1.3k	39.67	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$52k	+9933%	602.00	86.47	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.0	$52k	-84%	556.00	92.93	View chart
Ralph Lauren Corp Cl A Stock (RL)	0.0	$51k		126.00	401.33	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	0.0	$50k	-67%	563.00	89.06	View chart

Past Filings by Mosley Wealth Management

SEC 13F filings are viewable for Mosley Wealth Management going back to 2024

Mosley Wealth Management 2026 Q2 filed July 23, 2026
Mosley Wealth Management 2026 Q1 filed April 27, 2026
Mosley Wealth Management 2025 Q4 filed Feb. 12, 2026
Mosley Wealth Management 2024 Q4 filed Feb. 11, 2025
Mosley Wealth Management 2024 Q3 filed Nov. 12, 2024
Mosley Wealth Management 2024 Q2 filed Aug. 6, 2024
Mosley Wealth Management 2024 Q1 filed April 15, 2024

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