Mosley Wealth Management

Mosley Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Mosley Wealth Management

Mosley Wealth Management holds 154 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jpmorgan Equity Premium Income Etf Etf (JEPI) 6.1 $13M 236k 56.91
Spdr Ssga U.s. Sector Rotation Etf Etf (XLSR) 5.5 $12M 199k 60.38
Ishares Core S&p 500 Etf Etf (IVV) 5.3 $12M 17k 676.43
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 4.4 $9.7M 208k 46.65
Apple Stock (AAPL) 3.8 $8.2M 32k 258.06
Ishares S&p 500 Growth Etf Etf (IVW) 3.3 $7.3M 60k 122.00
Ishares Msci Eafe Value Etf Etf (EFV) 3.3 $7.1M 104k 68.23
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 2.6 $5.6M 83k 67.23
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.3 $5.1M 26k 196.69
Ishares Msci Eafe Growth Etf Etf (EFG) 2.2 $4.7M 41k 116.55
Vanguard Total Stock Market Etf Etf (VTI) 2.1 $4.7M 14k 331.83
Ishares S&p 500 Value Etf Etf (IVE) 2.0 $4.4M 21k 208.47
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 2.0 $4.3M 72k 59.52
Nvidia Corporation Stock (NVDA) 1.9 $4.2M 22k 189.11
Ishares U.s. Technology Etf Etf (IYW) 1.6 $3.5M 17k 200.86
Microsoft Corp Stock (MSFT) 1.6 $3.4M 6.5k 524.86
Ishares Mbs Etf Etf (MBB) 1.5 $3.3M 34k 95.13
Ishares Gold Trust Etf (IAU) 1.3 $2.8M 37k 76.22
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 1.2 $2.6M 10k 255.92
Jpmorgan Chase & Co Stock (JPM) 1.2 $2.6M 8.4k 304.06
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 1.1 $2.5M 24k 102.90
Oracle Corp Stock (ORCL) 1.1 $2.4M 8.2k 288.64
Jpmorgan Ultra-short Income Etf Etf (JPST) 1.1 $2.3M 46k 50.63
Robinhood Mkts Inc Com Cl A Stock (HOOD) 1.0 $2.2M 14k 150.87
Qualcomm Stock (QCOM) 0.9 $2.1M 12k 167.77
Citigroup Stock (C) 0.8 $1.8M 19k 96.70
Ishares Select U.s. Reit Etf Etf (ICF) 0.8 $1.8M 30k 60.73
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.8 $1.8M 7.2k 244.63
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.8 $1.7M 44k 38.08
Morgan Stanley Stock (MS) 0.8 $1.7M 11k 155.66
Ishares S&p 100 Etf Etf (OEF) 0.8 $1.6M 4.9k 336.66
Ishares Flexible Income Active Etf Etf (BINC) 0.8 $1.6M 31k 53.06
Amazon Stock (AMZN) 0.7 $1.5M 6.8k 225.23
Anfield Enhanced Market Etf Etf (AEMS) 0.7 $1.5M 135k 10.98
Goldman Sachs Group Stock (GS) 0.7 $1.4M 1.8k 776.93
Meta Platforms Inc Cl A Stock (META) 0.7 $1.4M 2.0k 717.95
Communication Services Select Sector Spdr Fund Etf (XLC) 0.6 $1.3M 11k 115.59
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.6 $1.3M 14k 95.44
Vanguard Communication Services Etf Etf (VOX) 0.6 $1.3M 6.8k 184.93
Eli Lilly & Co Stock (LLY) 0.6 $1.3M 1.5k 846.11
Williams Cos Stock (WMB) 0.6 $1.3M 20k 63.50
Peakshares Sector Rotation Etf Etf (PSTR) 0.6 $1.2M 43k 28.67
Ciena Corp Stock (CIEN) 0.5 $1.2M 7.5k 159.66
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.5 $1.2M 23k 51.38
Ark Next Generation Internet Etf Etf (ARKW) 0.5 $1.2M 6.5k 182.20
Southern Stock (SO) 0.5 $1.1M 12k 96.19
Altria Group Stock (MO) 0.5 $1.1M 17k 65.42
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.5 $1.0M 8.8k 115.69
Vertiv Holdings Co Com Cl A Stock (VRT) 0.5 $1.0M 6.1k 167.39
Alibaba Group Hldg Adr (BABA) 0.5 $1.0M 5.5k 181.12
Asml Holding N V N Y Registry Adr (ASML) 0.5 $1.0M 1.0k 987.81
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 0.5 $1000k 28k 35.73
Palantir Technologies Inc Cl A Stock (PLTR) 0.5 $995k 5.4k 183.56
Sempra Stock (SRE) 0.4 $941k 10k 93.36
Procter And Gamble Stock (PG) 0.4 $911k 6.0k 150.69
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $894k 3.6k 245.51
Schwab Fundamental International Equity Etf Etf (FNDF) 0.4 $882k 20k 43.56
Kinder Morgan Inc Del Stock (KMI) 0.4 $881k 31k 28.14
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $874k 1.3k 673.34
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.4 $863k 17k 50.31
Exxon Mobil Corp Stock (XOM) 0.4 $840k 7.4k 114.03
Parker-hannifin Corp Stock (PH) 0.4 $836k 1.1k 753.34
At&t Stock (T) 0.4 $819k 31k 26.25
Ishares Core S&p Small Cap Etf Etf (IJR) 0.4 $792k 6.6k 119.33
Vanguard Consumer Staples Etf Etf (VDC) 0.4 $777k 3.7k 212.13
Vanguard Mega Cap Etf Etf (MGC) 0.4 $777k 3.1k 246.89
Blackstone Stock (BX) 0.4 $776k 4.8k 162.46
Anfield U.s. Equity Sector Rotation Etf Etf (AESR) 0.4 $765k 37k 20.85
Ishares Us Financial Services Etf Etf (IYG) 0.3 $764k 8.6k 88.53
International Business Machs Stock (IBM) 0.3 $680k 2.3k 289.48
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.3 $678k 29k 23.09
Public Svc Enterprise Grp Stock (PEG) 0.3 $670k 8.2k 81.80
Palo Alto Networks Stock (PANW) 0.3 $665k 3.1k 217.79
Ishares Bitcoin Trust Etf Etf (IBIT) 0.3 $641k 9.2k 70.06
Vanguard Growth Etf Etf (VUG) 0.3 $636k 1.3k 487.16
Broadcom Stock (AVGO) 0.3 $634k 1.8k 345.64
Fidelity Momentum Factor Etf Etf (FDMO) 0.3 $618k 7.4k 83.57
D-wave Quantum Stock (QBTS) 0.3 $615k 18k 34.25
Apollo Global Mgmt Stock (APO) 0.3 $611k 4.9k 124.82
Tesla Stock (TSLA) 0.3 $609k 1.4k 439.00
Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $607k 1.3k 475.25
Oklo Inc Com Cl A Stock (OKLO) 0.3 $583k 4.3k 134.77
Intuitive Surgical Stock (ISRG) 0.3 $582k 1.3k 448.09
Vanguard S&p 500 Etf Etf (VOO) 0.3 $581k 938.00 619.03
Vanguard Health Care Etf Etf (VHT) 0.3 $568k 2.1k 269.32
Verizon Communications Stock (VZ) 0.3 $559k 14k 41.32
Walmart Stock (WMT) 0.3 $559k 5.4k 102.91
Emerson Elec Stock (EMR) 0.3 $553k 4.2k 132.94
Salesforce Stock (CRM) 0.3 $548k 2.3k 240.43
Vanguard Financials Etf Etf (VFH) 0.3 $548k 4.2k 130.43
Abbvie Stock (ABBV) 0.3 $547k 2.4k 231.24
Coca Cola Stock (KO) 0.2 $546k 8.3k 66.12
Strategy Inc Cl A Stock (MSTR) 0.2 $542k 1.6k 330.80
Anfield Dynamic Fixed Income Etf Etf (ADFI) 0.2 $536k 62k 8.61
Gilead Sciences Stock (GILD) 0.2 $529k 4.5k 118.27
Cheniere Energy Stock (LNG) 0.2 $524k 2.2k 235.85
Visa Inc Com Cl A Stock (V) 0.2 $524k 1.5k 351.48
Vanguard Consumer Discretionary Etf Etf (VCR) 0.2 $520k 1.3k 391.08
Ishares Core 40/60 Moderate Allocation Etf Etf (AOM) 0.2 $511k 11k 47.67
Coinbase Global Inc Com Cl A Stock (COIN) 0.2 $502k 1.3k 387.27
Simplify Barrier Income Etf Etf (SBAR) 0.2 $499k 19k 26.20
Mastercard Incorporated Cl A Stock (MA) 0.2 $498k 863.00 576.57
Simplify Stable Income Etf Etf (BUCK) 0.2 $488k 20k 23.85
Unitedhealth Group Stock (UNH) 0.2 $482k 1.3k 370.20
Xylem Stock (XYL) 0.2 $463k 3.1k 148.19
Cloudflare Inc Cl A Stock (NET) 0.2 $457k 2.1k 220.00
Rtx Corporation Stock (RTX) 0.2 $455k 2.7k 168.58
Ishares Convertible Bond Etf Etf (ICVT) 0.2 $455k 4.4k 102.28
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.2 $436k 4.6k 95.10
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $434k 1.8k 236.41
Lam Research Corp Stock (LRCX) 0.2 $431k 3.0k 142.54
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $424k 1.4k 304.52
Ishares Tips Bond Etf Etf (TIP) 0.2 $423k 3.8k 111.26
Vanguard Small Cap Value Etf Etf (VBR) 0.2 $406k 1.9k 209.90
Applovin Corp Com Cl A Stock (APP) 0.2 $397k 630.00 629.70
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.2 $389k 13k 30.78
Vanguard Short-term Bond Etf Etf (BSV) 0.2 $389k 4.9k 78.79
Marsh & Mclennan Cos Stock 0.2 $384k 1.9k 204.75
Amgen Stock (AMGN) 0.2 $377k 1.3k 294.66
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.2 $358k 6.7k 53.57
First Trust Us Equity Opportunities Etf Etf (FPX) 0.2 $356k 2.1k 167.56
Johnson & Johnson Stock (JNJ) 0.2 $350k 1.8k 189.72
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $347k 567.00 611.44
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.2 $344k 3.3k 103.28
Rocket Lab Corp Stock (RKLB) 0.2 $342k 5.2k 65.31
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.2 $339k 3.3k 103.34
Costco Whsl Corp Stock (COST) 0.2 $332k 363.00 914.99
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $320k 5.9k 54.49
Netflix Stock (NFLX) 0.1 $312k 257.00 1214.25
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $302k 604.00 499.84
Valero Energy Corp Stock (VLO) 0.1 $290k 1.8k 162.52
Enbridge Stock (ENB) 0.1 $288k 5.9k 49.03
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $286k 1.3k 215.18
Invesco Variable Rate Preferred Etf Etf (VRP) 0.1 $286k 12k 24.77
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA) 0.1 $284k 3.2k 88.67
3M Stock (MMM) 0.1 $281k 1.8k 156.02
Vanguard Industrials Etf Etf (VIS) 0.1 $277k 921.00 300.31
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $275k 1.3k 217.93
Invesco Kbw Bank Etf Etf (KBWB) 0.1 $269k 3.5k 76.12
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $264k 4.8k 55.00
Simplify Volatility Premium Etf Etf (SVOL) 0.1 $259k 14k 18.12
Simplify Mbs Etf Etf (MTBA) 0.1 $253k 5.0k 50.46
Pepsico Stock (PEP) 0.1 $249k 1.8k 138.87
Heico Corp New Cl A Stock (HEI.A) 0.1 $244k 968.00 252.32
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $239k 5.5k 43.01
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.1 $235k 5.8k 40.74
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) 0.1 $231k 3.6k 64.66
Caterpillar Stock (CAT) 0.1 $227k 452.00 503.12
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.1 $227k 2.7k 83.47
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.1 $222k 4.4k 49.89
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.1 $219k 2.6k 83.57
Advanced Micro Devices Stock (AMD) 0.1 $211k 896.00 235.56
Oneok Stock (OKE) 0.1 $207k 2.9k 72.38
Regents Park Hedged Market Strategy Etf Etf (RPHS) 0.1 $115k 10k 11.22