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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, PRMR, USFR, VUG, and represent 23.67% of Mosley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PRMR (+$14M), PSTR, KNRG, GAEM, USFR, VUG, MTBA, SPY, AVDV, SNDK.
Started 47 new stock positions in KEY, LAZ, CC, GAEM, CMF, GPC, CFG, FELV, FBND, CMS.
Reduced shares in these 10 stocks: MGC (-$13M), FLIN, Oneok, IUSB, JEPI, XLSR, AEMS, ADFI, VOX, AMD.
Sold out of its positions in ARKK, AFG, AWK, FLIN, BOTZ, Oneok, RVPH, SPTM, SHW, FUN. Teva Pharmaceutical Industries, AEMS, RPHS, ADFI, UPST, BLV, BIV, VMBS, VXF, Warner Bros. Discovery, Z, JOBY.
Mosley Wealth Management was a net buyer of stock by $25M.
Mosley Wealth Management has $343M in assets under management (AUM), dropping by 9.28%.
Central Index Key (CIK): 0002011849

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Portfolio Holdings for Mosley Wealth Management

Mosley Wealth Management holds 806 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Mosley Wealth Management has 806 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Peakshares Sector Rotation Etf Etf (PSTR)	6.5	$22M	+6%	707k	31.60	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	5.3	$18M	+2%	342k	53.73	View chart
Peakshares Rmr Prime Equity Etf Etf (PRMR)	4.0	$14M	NEW	483k	28.63	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	3.9	$14M	+7%	268k	50.48	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	3.9	$13M	+7%	148k	89.78	View chart
Vanguard Health Care Etf Etf (VHT)	3.7	$13M	+4%	39k	329.15	View chart
Apple Stock (AAPL)	3.5	$12M		36k	342.00	View chart
Vanguard Financials Etf Etf (VFH)	3.3	$11M	+5%	85k	134.30	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	2.5	$8.5M	+4%	91k	93.30	View chart
Vanguard Consumer Staples Etf Etf (VDC)	2.3	$8.0M	+8%	34k	234.93	View chart
Ishares Core S&p 500 Etf Etf (IVV)	2.3	$8.0M		10k	775.19	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	2.1	$7.3M	+5%	31k	237.24	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	2.0	$6.7M	+7%	218k	30.78	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.9	$6.6M	+9%	86k	76.56	View chart
Ishares Tips Bond Etf Etf (TIP)	1.9	$6.5M	+10%	62k	105.29	View chart
Invesco Variable Rate Preferred Etf Etf (VRP)	1.8	$6.3M	+7%	264k	23.76	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	1.8	$6.0M	+4%	94k	63.96	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.7	$5.9M	+5%	24k	242.05	View chart
Vanguard Industrials Etf Etf (VIS)	1.6	$5.5M	+4%	17k	321.22	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	1.5	$5.1M	+5%	25k	206.92	View chart
Nvidia Corporation Stock (NVDA)	1.3	$4.5M	+6%	21k	217.23	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.2	$4.1M	+3%	29k	141.67	View chart
Microsoft Corp Stock (MSFT)	1.2	$4.1M	+7%	7.6k	539.46	View chart
Ishares Gold Trust Etf (IAU)	1.1	$3.7M		47k	78.47	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.9	$3.2M	+4%	33k	97.09	View chart
First Trust Us Equity Opportunities Etf Etf (FPX)	0.8	$2.8M	+6%	16k	173.81	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.8	$2.8M	+9%	45k	61.79	View chart
Simplify Barrier Income Etf Etf (SBAR)	0.7	$2.4M	+15%	97k	25.20	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.7	$2.4M	-8%	42k	57.16	View chart
Northern Trust Morningstar Global Upstream Natural Resources Etf Etf (GUNR)	0.7	$2.4M	+3%	44k	54.14	View chart
Amazon Stock (AMZN)	0.6	$2.1M	+6%	8.3k	254.75	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.6	$2.0M	+19%	37k	55.27	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.6	$2.0M	-11%	45k	44.47	View chart
Trueshares Seasonality Laddered Buffered Etf Etf (ONEZ)	0.6	$2.0M	+7%	71k	28.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$1.9M	+15%	5.5k	349.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$1.9M	+14%	2.5k	736.71	View chart
Simplify Mbs Etf Etf (MTBA)	0.5	$1.8M	+74%	38k	47.34	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$1.8M		5.3k	335.53	View chart
Simplify Kayne Anderson Energy And Infrastructure Credit Etf Etf (KNRG)	0.5	$1.8M	+184%	70k	25.14	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.5	$1.7M	+10%	9.5k	174.69	View chart
Simplify Treasury Option Income Etf Etf (BUCK)	0.5	$1.6M	+48%	70k	23.05	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.4	$1.5M	-5%	4.0k	378.41	View chart
Procter & Gamble Stock (PG)	0.4	$1.5M	+7%	9.6k	157.08	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.4M	+13%	5.7k	253.27	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.4	$1.4M	-6%	18k	79.17	View chart
Micron Technology Stock (MU)	0.4	$1.4M	+6%	1.5k	931.47	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.4	$1.4M	+12%	24k	55.58	View chart
Alps Emerging Sector Dividend Dogs Etf Etf (EDOG)	0.4	$1.3M	+12%	54k	24.35	View chart
Simplify Volatility Premium Etf Etf (SVOL)	0.4	$1.3M	+68%	78k	16.71	View chart
Vanguard Morningstar Mega Cap Etf Etf (MGC)	0.4	$1.3M	-91%	4.5k	284.75	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.3M		3.7k	344.93	View chart
Invesco Bloomberg Pricing Power Etf Etf (POWA)	0.4	$1.3M	+12%	14k	90.79	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$1.3M	+7%	26k	49.52	View chart
Simplify High Yield Etf Etf (CDX)	0.4	$1.3M	+20%	62k	20.24	View chart
Advanced Micro Devices Stock (AMD)	0.4	$1.2M	-10%	2.2k	562.23	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.2M	-5%	15k	78.09	View chart
Simplify Currency Strategy Etf Etf (FOXY)	0.3	$1.2M	+96%	44k	27.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$1.1M	+26%	1.6k	709.36	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.1M	+35%	2.1k	525.68	View chart
Broadcom Stock (AVGO)	0.3	$1.1M		3.1k	344.33	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$1.1M	-5%	5.4k	200.50	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.3	$1.1M	+14%	10k	104.81	View chart
Allianzim U.s. Equity Buffer20 May Etf Etf (MAYW)	0.3	$1.1M	+44%	30k	35.73	View chart
Invesco International Dividend Achievers Etf Etf (PID)	0.3	$1.0M	+8%	47k	22.19	View chart
Fidelity Msci Consumer Discretionary Index Etf Etf (FDIS)	0.3	$1.0M	+16%	11k	98.64	View chart
Simplify Gamma Emerging Market Bond Etf Etf (GAEM)	0.3	$1.0M	NEW	40k	25.90	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.3	$1.0M	+22%	12k	85.06	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$988k	+315%	1.3k	771.61	View chart
Pimco Ultra Short Government Active Exchange-traded Fund Etf (BILZ)	0.3	$965k	+21%	9.6k	100.76	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.3	$941k	-9%	7.9k	119.49	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.3	$933k	+14%	11k	88.90	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	0.3	$931k	+19%	17k	53.73	View chart
Altria Group Stock (MO)	0.3	$888k	+20%	12k	73.84	View chart
Parker-hannifin Corp Stock (PH)	0.3	$868k	-5%	902.00	961.75	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$841k	+13%	1.4k	616.37	View chart
Cisco Sys Stock (CSCO)	0.2	$826k	+7%	7.5k	109.85	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$825k	-3%	3.2k	258.74	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.2	$814k	+14%	8.9k	91.05	View chart
Walmart Stock (WMT)	0.2	$797k	+7%	6.8k	117.88	View chart
Allianzim U.s. Equity Buffer20 Jan Etf Etf (JANW)	0.2	$793k	+29%	20k	39.78	View chart
Innovator Power Buffer Step-up Strategy Etf Etf (PSTP)	0.2	$788k	-3%	21k	37.70	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$779k	-10%	8.6k	90.59	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$769k	-11%	15k	50.32	View chart
Allianzim 6 Month Buffer10 Allocation Etf Etf (SPBX)	0.2	$751k	-2%	25k	30.07	View chart
State Street Us Sector Rotation Etf Etf (XLSR)	0.2	$750k	-20%	11k	67.22	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.2	$728k	+4644%	6.8k	107.31	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$692k	-2%	5.0k	137.20	View chart
Mcdonalds Corp Stock (MCD)	0.2	$677k	+26%	2.8k	242.53	View chart
Sandisk Corp Stock (SNDK)	0.2	$663k	NEW	475.00	1394.83	View chart
Fidelity Msci Materials Index Etf Etf (FMAT)	0.2	$649k	+18%	11k	57.18	View chart
Amgen Stock (AMGN)	0.2	$645k	+11%	1.5k	434.00	View chart
Allianzim U.s. Equity Buffer20 Dec Etf Etf (DECW)	0.2	$626k	+29%	17k	36.76	View chart
3M Stock (MMM)	0.2	$611k	+13%	3.7k	165.33	View chart
Abbvie Stock (ABBV)	0.2	$601k	+9%	2.1k	283.39	View chart
Visa Inc Com Cl A Stock (V)	0.2	$600k	+9%	1.5k	399.66	View chart
Applied Matls Stock (AMAT)	0.2	$568k	+7%	1.3k	429.88	View chart
Allianzim U.s. Equity Buffer20 Feb Etf Etf (FEBW)	0.2	$557k	+46%	15k	36.56	View chart
Intuit Stock (INTU)	0.2	$541k	+59%	1.6k	330.10	View chart
Oracle Corp Stock (ORCL)	0.2	$538k	+11%	4.0k	134.48	View chart
Philip Morris Intl Stock (PM)	0.2	$537k	+12%	2.7k	199.91	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.2	$535k	-5%	1.8k	301.50	View chart
At&t Stock (T)	0.2	$527k	+21%	22k	23.50	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$511k	-13%	2.3k	226.76	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - September Etf (GSEP)	0.1	$500k	-6%	12k	42.46	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$494k		15k	32.82	View chart
Williams Cos Stock (WMB)	0.1	$492k		7.1k	69.22	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$489k	-10%	7.0k	69.45	View chart
Citigroup Stock (C)	0.1	$483k	+9%	3.9k	123.22	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$473k	-8%	2.0k	235.71	View chart
Watts Water Technologies Inc Cl A Stock (WTS)	0.1	$472k	+6%	1.3k	355.19	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - May Etf (GMAY)	0.1	$471k	+65%	11k	44.23	View chart
Allianzim U.s. Equity 6 Month Buffer10 Jun/dec Etf Etf (SIXD)	0.1	$460k	+27%	15k	31.62	View chart
Pepsico Stock (PEP)	0.1	$454k	+22%	3.5k	128.39	View chart
Arista Networks Stock (ANET)	0.1	$452k	+11%	2.4k	185.58	View chart
Salesforce Stock (CRM)	0.1	$437k		1.8k	246.77	View chart
Wells Fargo & Co Stock (WFC)	0.1	$431k	+17%	5.2k	82.75	View chart
Unitedhealth Group Stock (UNH)	0.1	$427k	+14%	1.1k	406.52	View chart
Graco Stock (GGG)	0.1	$423k	+22%	5.2k	81.78	View chart
Simplify Enhanced Income Etf Etf (HIGH)	0.1	$420k	+28%	20k	20.98	View chart
Chevron Corporation Stock (CVX)	0.1	$407k	-18%	1.9k	219.35	View chart
International Business Machs Stock (IBM)	0.1	$401k	+30%	1.7k	234.12	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$388k	-6%	3.8k	101.57	View chart
Morgan Stanley Stock (MS)	0.1	$385k	+8%	2.1k	182.14	View chart
Allianzim Buffer20 Allocation Etf Etf (SPBW)	0.1	$378k	-2%	13k	29.49	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$372k	-16%	4.0k	94.01	View chart
Sempra Stock (SRE)	0.1	$367k		4.5k	81.92	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$367k		504.00	728.06	View chart
Palo Alto Networks Stock (PANW)	0.1	$354k	-8%	957.00	370.27	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$353k	+50%	1.6k	224.92	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$350k		1.9k	186.54	View chart
Tesla Stock (TSLA)	0.1	$347k		957.00	362.44	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$345k	+28%	16k	21.77	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.1	$343k	-7%	5.3k	64.52	View chart
Xylem Stock (XYL)	0.1	$323k	-2%	3.1k	103.37	View chart
Western Digital Corp Stock (WDC)	0.1	$313k	+29166%	878.00	356.45	View chart
Eli Lilly & Co Stock (LLY)	0.1	$307k	-6%	245.00	1253.50	View chart
Aptargroup Stock (ATR)	0.1	$304k	-9%	2.4k	124.25	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$290k	+50%	3.7k	77.69	View chart
Trueshares Quarterly Bear Hedge Etf Etf (QBER)	0.1	$283k	+31%	12k	24.02	View chart
Ciena Corp Stock (CIEN)	0.1	$282k	-6%	790.00	356.52	View chart
Netflix Stock (NFLX)	0.1	$278k	+15%	3.8k	72.61	View chart
Caterpillar Stock (CAT)	0.1	$277k	+17%	376.00	735.63	View chart
Allianzim U.s. Equity Buffer20 Jun Etf Etf (JUNW)	0.1	$276k	+278%	7.9k	35.12	View chart
Enbridge Stock (ENB)	0.1	$276k		5.9k	46.83	View chart
Lam Research Corp Stock (LRCX)	0.1	$268k	-3%	966.00	277.55	View chart
Oneok Stock (OKE)	0.1	$264k	NEW	2.9k	90.66	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.1	$263k	NEW	4.8k	54.79	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.1	$262k	NEW	2.8k	95.34	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$261k	-4%	5.0k	51.70	View chart
Allianzim U.s. Equity Buffer10 May Etf Etf (MAYT)	0.1	$259k	+24%	6.4k	40.23	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$250k	-4%	4.9k	50.70	View chart
Verisk Analytics Stock (VRSK)	0.1	$245k	+37%	1.3k	187.32	View chart
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM)	0.1	$235k	-7%	4.8k	48.85	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.1	$233k	+4%	3.4k	68.65	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$230k	+12%	3.8k	60.56	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.1	$227k	-16%	137.00	1657.44	View chart
Anfield U.s. Equity Sector Rotation Etf Etf	0.1	$226k	-4%	11k	19.79	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$213k	+11%	217.00	980.04	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$206k	-3%	9.4k	22.05	View chart
Allianzim U.s. Equity Buffer10 Dec Etf Etf (DECT)	0.1	$198k	+24%	4.9k	40.80	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$194k	NEW	4.5k	42.65	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.1	$193k	+237%	4.5k	42.69	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$187k	-4%	869.00	214.77	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.1	$183k	+247%	1.2k	148.62	View chart
Intel Corp Stock (INTC)	0.1	$175k	+37%	1.8k	95.37	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.1	$174k	NEW	3.7k	46.89	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$173k	-16%	1.5k	112.45	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$172k	-26%	1.7k	103.99	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.0	$171k	NEW	7.5k	22.70	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$168k	+3411%	316.00	532.64	View chart
Allianzim U.s. Equity Buffer10 Jun Etf Etf (JUNT)	0.0	$167k	+25%	4.3k	38.90	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$165k		1.3k	124.22	View chart
Innovator Equity Defined Protection Etf - 1 Yr June Etf (ZJUN)	0.0	$165k	+34%	5.9k	27.80	View chart
Goldman Sachs Group Stock (GS)	0.0	$165k	-11%	185.00	890.55	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$160k	-12%	3.6k	44.14	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$158k	-12%	411.00	384.78	View chart
Ark Next Generation Technology Etf Etf (ARKW)	0.0	$157k		967.00	161.91	View chart
Astera Labs Stock (ALAB)	0.0	$150k	+12%	497.00	301.98	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$149k	+671%	2.0k	76.12	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$147k	-6%	1.6k	91.83	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$146k	+898%	3.4k	42.31	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$145k	+833%	915.00	158.36	View chart
Innovator Growth-100 Power Buffer Etf - November Etf (NNOV)	0.0	$145k	+155%	4.4k	32.58	View chart
Gilead Sciences Stock (GILD)	0.0	$143k	+11%	910.00	157.45	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$142k	-38%	3.0k	46.59	View chart
Spdr Gold Shares Etf (GLD)	0.0	$139k	+168%	362.00	382.71	View chart
Boeing Stock (BA)	0.0	$138k		732.00	188.73	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.0	$138k	+6%	1.4k	99.30	View chart
Allianzim U.s. Equity Buffer10 Feb Etf Etf (FEBT)	0.0	$138k	+24%	3.2k	42.58	View chart
Allianzim U.s. Equity Buffer15 Uncapped Dec Etf Etf (DECU)	0.0	$131k	-9%	4.4k	29.76	View chart
Southern Stock (SO)	0.0	$130k	-6%	1.5k	89.16	View chart
Ishares Us Financial Services Etf Etf (IYG)	0.0	$129k		1.4k	92.49	View chart
Booking Holdings Stock (BKNG)	0.0	$128k	+105%	771.00	165.81	View chart
Valero Energy Corp Stock (VLO)	0.0	$127k	-4%	286.00	443.98	View chart
Ft Vest Nasdaq-100 Moderate Buffer Etf - May Etf (QMMY)	0.0	$126k	+157%	4.7k	26.89	View chart
Cencora Stock (COR)	0.0	$125k		366.00	341.47	View chart
Innovator Equity Defined Protection Etf - 1 Yr May Etf (ZMAY)	0.0	$124k	+33%	4.7k	26.43	View chart
Avantis All Equity Markets Value Etf Etf (AVGV)	0.0	$124k	+7%	1.4k	85.68	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$123k	-7%	2.5k	49.33	View chart
Coca Cola Stock (KO)	0.0	$122k	-3%	1.3k	91.98	View chart
Allianzim U.s. Equity Buffer20 Sep Etf Etf (SEPW)	0.0	$117k	-9%	3.4k	34.09	View chart
Columbia Sportswear Stock (COLM)	0.0	$113k	+42%	1.9k	60.82	View chart
Allianzim Buffer15 Uncapped Allocation Etf Etf (SPBU)	0.0	$112k	-4%	3.6k	30.82	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$112k	-43%	353.00	316.32	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$111k		2.7k	41.19	View chart
Cummins Stock (CMI)	0.0	$110k		207.00	532.54	View chart
Cerence Stock (CRNC)	0.0	$110k	+3%	12k	9.17	View chart
Marvell Technology Stock (MRVL)	0.0	$107k	+18%	445.00	241.27	View chart
Verizon Communications Stock (VZ)	0.0	$104k	-5%	2.4k	44.39	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$104k		207.00	499.87	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$102k		2.0k	50.57	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$101k		935.00	107.46	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$97k	+355%	396.00	244.57	View chart
Ge Aerospace Stock (GE)	0.0	$95k	+98%	304.00	311.58	View chart
Heico Corp New Cl A Stock (HEI.A)	0.0	$93k		402.00	231.34	View chart
Intuitive Surgical Stock (ISRG)	0.0	$93k	+2%	217.00	427.86	View chart
Abbott Laboratories Stock (ABT)	0.0	$91k	-10%	870.00	104.67	View chart
Qualcomm Stock (QCOM)	0.0	$90k	+30%	502.00	178.33	View chart
Linde Stock (LIN)	0.0	$89k	+45%	181.00	493.76	View chart
Starbucks Corp Stock (SBUX)	0.0	$89k	+17%	918.00	96.93	View chart
Rtx Corporation Stock (RTX)	0.0	$88k	-4%	469.00	186.95	View chart
Honeywell Intl Stock (HON)	0.0	$87k	+3%	412.00	210.59	View chart
Trueshares Structured Outcome September Etf Etf (SEPZ)	0.0	$86k	+19%	1.8k	46.53	View chart
Talen Energy Corp Stock (TLN)	0.0	$85k	+3%	240.00	353.60	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$84k	-49%	199.00	422.25	View chart
Ishares Core 30/70 Conservative Allocation Etf Etf (AOK)	0.0	$84k		2.1k	40.58	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$82k		215.00	379.25	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$81k	-12%	1.9k	43.34	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$79k		1.4k	56.58	View chart
Disney Walt Stock (DIS)	0.0	$76k	+17%	686.00	110.75	View chart
Texas Instrs Stock (TXN)	0.0	$76k	+1082%	272.00	279.12	View chart
Automatic Data Processing Stock (ADP)	0.0	$75k	+46%	262.00	285.16	View chart
Trueshares S&p Autocallable Defensive Income Etf Etf (PAYM)	0.0	$75k	+30%	3.0k	25.18	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$72k	-6%	651.00	111.13	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$72k	-7%	1.0k	70.23	View chart
Emerson Elec Stock (EMR)	0.0	$71k	-33%	440.00	162.32	View chart
Ge Vernova Stock (GEV)	0.0	$71k	+100%	76.00	927.12	View chart
Lumentum Hldgs Stock (LITE)	0.0	$70k	+440%	81.00	869.54	View chart
Fidelity Enhanced Small Cap Core Etf Etf (FESM)	0.0	$70k	NEW	1.6k	44.97	View chart
Fidelity International High Dividend Etf Etf (FIDI)	0.0	$69k	NEW	2.4k	28.55	View chart
Cheniere Energy Stock (LNG)	0.0	$69k	-21%	246.00	279.48	View chart
Allstate Corp Stock (ALL)	0.0	$68k		284.00	239.39	View chart
Paccar Stock (PCAR)	0.0	$68k	+52%	612.00	110.88	View chart
Southwest Airls Stock (LUV)	0.0	$67k	+10%	1.6k	40.83	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$67k		592.00	113.40	View chart
Allianzim U.s. Equity Buffer100 Protection Etf Etf (AIOO)	0.0	$67k	+33%	2.5k	26.52	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$65k	+256%	645.00	100.51	View chart
Viasat Stock (VSAT)	0.0	$64k		1.0k	61.50	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$64k	NEW	1.5k	43.82	View chart
Kla Corp Stock (KLAC)	0.0	$63k	+95%	359.00	174.49	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 Q3 filed Oct. 16, 2026
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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