Mosley Wealth Management
$314M 13F equity value
829 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mosley Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PSTR | PEAKSHARES SECTOR ROTATION ETF | 665,829 | $20M | 6.5% |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 333,920 | $18M | 5.6% |
| MGC | VANGUARD MEGA CAP ETF | 50,608 | $14M | 4.4% |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 248,652 | $13M | 4.0% |
| VUG | VANGUARD GROWTH ETF | 137,968 | $12M | 3.8% |
| VHT | VANGUARD HEALTH CARE ETF | 37,158 | $11M | 3.5% |
| VFH | VANGUARD FINANCIALS ETF | 80,709 | $11M | 3.4% |
| AAPL | APPLE INC COM | 35,299 | $10M | 3.3% |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | 87,063 | $9M | 2.7% |
| IVV | ISHARES CORE S&P 500 ETF | 10,490 | $8M | 2.5% |
Track Mosley Wealth Management's 13F portfolio: $314M in reported holdings, 829 positions. Top holdings and quarterly changes on SentiSense.
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