Institutions / Mosley Wealth Management

Mosley Wealth Management

CIK 2011849 · Institution · as of Dec 31, 2025

Portfolio value

$218.50M

Positions

154

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 154 →

Company	Class	Value	Shares	% of portfolio
JPMorgan Equity Premium Income ETF	—	$13.42M	235,850	6.1%
SPDR Ssga U.S. Sector Rotation ETF	—	$12.03M	199,220	5.5%
iShares Core S&P 500 ETF	—	$11.57M	17,104	5.3%
iShares Core Total Usd Bond Market ETF	—	$9.71M	208,223	4.4%
Apple Inc.	—	$8.21M	31,823	3.8%
iShares S&P 500 Growth ETF	—	$7.28M	59,700	3.3%
iShares MSCI Eafe Value ETF	—	$7.12M	104,404	3.3%
iShares Core MSCI Emerging Markets ETF	—	$5.59M	83,086	2.6%
iShares MSCI UAE ETF	—	$5.06M	25,733	2.3%
iShares MSCI Eafe Growth ETF	—	$4.73M	40,611	2.2%
Vanguard Total Stock Market ETF	—	$4.69M	14,132	2.1%
iShares S&P 500 Value ETF	—	$4.39M	21,077	2.0%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$4.31M	72,349	2.0%
NVIDIA Corp	—	$4.21M	22,242	1.9%
iShares U.S. Technology ETF	—	$3.48M	17,302	1.6%
Microsoft Corp	—	$3.44M	6,547	1.6%
iShares Mbs ETF	—	$3.26M	34,272	1.5%
iShares Gold Trust	—	$2.82M	37,026	1.3%
iShares MSCI UAE ETF	—	$2.60M	10,173	1.2%
JPMorgan Chase & Co	—	$2.55M	8,387	1.2%
iShares 10-20 Year Treasury Bond ETF	—	$2.50M	24,261	1.1%
Oracle Corp	—	$2.36M	8,159	1.1%
JPMorgan Ultra-Short Income ETF	—	$2.32M	45,884	1.1%
Robinhood Markets, Inc.	—	$2.17M	14,373	1.0%
Qualcomm INC/DE	—	$2.07M	12,366	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.