Mosley Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011849
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$314.3M
Holdings
781
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mosley Wealth Management disclosed 781 positions worth $314.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 356 new positions and exited 41 and a full exit from $CYBR. The portfolio is most concentrated in Other (70.1% of disclosed assets). All figures are sourced directly from Mosley Wealth Management’s Form 13F-HR filing with the SEC under CIK 2011849.
AI Fund Analysis
ConcentratingSector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
PEAKSHARES SECTOR ROTATION ETF - ETF
—Quality
$20.3M665,829 shSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF
—Quality
$17.6M333,920 shVANGUARD MEGA CAP ETF - ETF
—Quality
$13.8M50,608 sh- 59.9
Quality
$12.5M248,652 sh VANGUARD GROWTH ETF - ETF
—Quality
$11.9M137,968 shVANGUARD HEALTH CARE ETF - ETF
—Quality
$11.1M37,158 shVANGUARD FINANCIALS ETF - ETF
—Quality
$10.6M80,709 sh- 76.4
Quality
$10.2M35,299 sh FIDELITY MOMENTUM FACTOR ETF - ETF
—Quality
$8.6M87,063 shISHARES CORE S&P 500 ETF - ETF
—Quality
$7.9M10,490 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PEAKSHARES SECTOR ROTATION ETF - ETF | — | $20.3M | 665,829 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | — | $17.6M | 333,920 |
| VANGUARD MEGA CAP ETF - ETF | — | $13.8M | 50,608 |
 WisdomTree, Inc.$WT | 59.9 | $12.5M | 248,652 |
| VANGUARD GROWTH ETF - ETF | — | $11.9M | 137,968 |
| VANGUARD HEALTH CARE ETF - ETF | — | $11.1M | 37,158 |
| VANGUARD FINANCIALS ETF - ETF | — | $10.6M | 80,709 |
 Apple Inc.$AAPL | 76.4 | $10.2M | 35,299 |
| FIDELITY MOMENTUM FACTOR ETF - ETF | — | $8.6M | 87,063 |
| ISHARES CORE S&P 500 ETF - ETF | — | $7.9M | 10,490 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mosley Wealth Management's 781 positions.
Showing top 10 of 781 holdings.
Sector Allocation
Other
$220.3M
Technology
$38.8M
Financials
$32.2M
Industrials
$5.6M
Healthcare
$4.1M
Consumer Discretionary
$3.8M
Energy
$3.4M
Consumer Staples
$3.2M
Top Holdings — Mosley Wealth Management (Q2 2026)
Top 150 of 781 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PEAKSHARES SECTOR ROTATION ETF - ETF | $20.3M | 6.5% | +1654% | — |
| 2 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $17.6M | 5.6% | +1836% | — |
| 3 | — | VANGUARD MEGA CAP ETF - ETF | $13.8M | 4.4% | +1903% | — |
| 4 | $WT | WisdomTree, Inc. | $12.5M | 4.0% | +1796% | 59.9 |
| 5 | — | VANGUARD GROWTH ETF - ETF | $11.9M | 3.8% | NEW | — |
| 6 | — | VANGUARD HEALTH CARE ETF - ETF | $11.1M | 3.5% | +1964% | — |
| 7 | — | VANGUARD FINANCIALS ETF - ETF | $10.6M | 3.4% | +2192% | — |
| 8 | $AAPL | Apple Inc. | $10.2M | 3.3% | +15% | 76.4 |
| 9 | — | FIDELITY MOMENTUM FACTOR ETF - ETF | $8.6M | 2.7% | +1179% | — |
| 10 | — | ISHARES CORE S&P 500 ETF - ETF | $7.9M | 2.5% | -39% | — |
| 11 | — | VANGUARD CONSUMER STAPLES ETF - ETF | $7.1M | 2.3% | +877% | — |
| 12 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $7.0M | 2.2% | +1655% | — |
| 13 | — | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF - ETF | $6.2M | 2.0% | +1806% | — |
| 14 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $6.2M | 2.0% | +1678% | — |
| 15 | — | ISHARES TIPS BOND ETF - ETF | $6.1M | 2.0% | +1819% | — |
| 16 |  $META | Meta Platforms, Inc. | $6.1M | 1.9% | +1801% | 79.6 |
| 17 |  $IVZ | Invesco Ltd. | $6.0M | 1.9% | +2516% | — |
| 18 | — | VANGUARD INDUSTRIALS ETF - ETF | $5.9M | 1.9% | +2004% | — |
| 19 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | $5.6M | 1.8% | +1952% | — |
| 20 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $5.5M | 1.8% | +2076% | — |
| 21 |  $NVDA | NVIDIA CORP | $3.9M | 1.2% | -6% | 85.9 |
| 22 | — | ISHARES S&P 500 GROWTH ETF - ETF | $3.9M | 1.2% | -53% | — |
| 23 |  $IAU | ISHARES GOLD TRUST | $3.5M | 1.1% | +27% | — |
| 24 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF | $3.4M | 1.1% | +2293% | — |
| 25 | — | FIRST TRUST US EQUITY OPPORTUNITIES ETF - ETF | $3.1M | 1.0% | +619% | — |
| 26 |  $MSFT | MICROSOFT CORP | $2.6M | 0.8% | +17% | 79.8 |
| 27 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $2.6M | 0.8% | -81% | — |
| 28 | — | FIDELITY HIGH DIVIDEND ETF - ETF | $2.5M | 0.8% | +1659% | — |
| 29 | — | ISHARES CORE TOTAL USD BOND MARKET ETF - ETF | $2.4M | 0.8% | -76% | — |
| 30 | — | SIMPLIFY BARRIER INCOME ETF - ETF | $2.1M | 0.7% | +521% | — |
| 31 | — | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND - ETF | $2.1M | 0.7% | +2317% | — |
| 32 |  $AMZN | AMAZON COM INC | $1.8M | 0.6% | +31% | 68.7 |
| 33 | — | TRUESHARES SEASONALITY LADDERED BUFFERED ETF - ETF | $1.8M | 0.6% | +1666% | — |
| 34 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.6% | -34% | 70.7 |
| 35 |  $GOOG | Alphabet Inc. | $1.7M | 0.6% | -31% | 78.2 |
| 36 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $1.7M | 0.5% | +1460% | — |
| 37 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.5% | +767% | 86.2 |
| 38 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $1.6M | 0.5% | -70% | — |
| 39 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $1.5M | 0.5% | -82% | — |
| 40 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.5% | +252% | 79.8 |
| 41 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $1.3M | 0.4% | -81% | — |
| 42 |  $GOOGL | Alphabet Inc. | $1.3M | 0.4% | +2% | 78.2 |
| 43 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.4% | +52% | 64.6 |
| 44 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.4% | +207% | 69 |
| 45 | $META | Meta Platforms, Inc. | $1.2M | 0.4% | +26% | 79.6 |
| 46 | $WT | WisdomTree, Inc. | $1.2M | 0.4% | +1682% | 59.9 |
| 47 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $1.2M | 0.4% | +688% | — |
| 48 |  $XOM.R34088 | EXXON MOBIL CORP | $1.2M | 0.4% | +21% | 57.9 |
| 49 |  $AVGO | Broadcom Inc. | $1.2M | 0.4% | +110% | 84.5 |
| 50 | — | ALPS EMERGING SECTOR DIVIDEND DOGS ETF - ETF | $1.1M | 0.4% | +1599% | — |
| 51 | — | INVESCO BLOOMBERG PRICING POWER ETF - ETF | $1.1M | 0.3% | +1684% | — |
| 52 | — | SIMPLIFY TREASURY OPTION INCOME ETF - ETF | $1.1M | 0.3% | +188% | — |
| 53 | — | SIMPLIFY HIGH YIELD ETF - ETF | $1.1M | 0.3% | NEW | — |
| 54 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $1.1M | 0.3% | -79% | — |
| 55 | — | SIMPLIFY MBS ETF - ETF | $1.1M | 0.3% | +510% | — |
| 56 |  $STT | STATE STREET CORP | $986,785 | 0.3% | NEW | 71.5 |
| 57 | $IVZ | Invesco Ltd. | $964,963 | 0.3% | +720% | — |
| 58 | — | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF - ETF | $938,166 | 0.3% | NEW | — |
| 59 |  $PH | Parker-Hannifin Corp | $929,214 | 0.3% | -14% | 65.8 |
| 60 | — | STATE STREET US SECTOR ROTATION ETF - ETF | $913,750 | 0.3% | -93% | — |
| 61 | — | FIDELITY MSCI INDUSTRIAL INDEX ETF - ETF | $910,420 | 0.3% | NEW | — |
| 62 | — | ISHARES MBS ETF - ETF | $910,374 | 0.3% | -72% | — |
| 63 |  $AMAT | APPLIED MATERIALS INC /DE | $889,303 | 0.3% | +1060% | 72.3 |
| 64 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $876,809 | 0.3% | -62% | — |
| 65 | — | VANGUARD S&P 500 ETF - ETF | $861,054 | 0.3% | +34% | — |
| 66 | — | FIDELITY MSCI UTILITIES INDEX ETF - ETF | $844,583 | 0.3% | NEW | — |
| 67 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $832,427 | 0.3% | -81% | — |
| 68 |  $CSCO | CISCO SYSTEMS, INC. | $821,024 | 0.3% | +1350% | 70.3 |
| 69 | — | INNOVATOR POWER BUFFER STEP-UP STRATEGY ETF - ETF | $798,970 | 0.3% | +984% | — |
| 70 | — | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND - ETF | $794,792 | 0.3% | +1686% | — |
| 71 |  $BRK.B | BERKSHIRE HATHAWAY INC | $789,615 | 0.3% | +227% | 73.8 |
| 72 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $768,626 | 0.2% | -22% | — |
| 73 | — | ALLIANZIM 6 MONTH BUFFER10 ALLOCATION ETF - ETF | $749,958 | 0.2% | +1122% | — |
| 74 | — | FIDELITY MSCI HEALTH CARE INDEX ETF - ETF | $746,656 | 0.2% | NEW | — |
| 75 | — | SIMPLIFY VOLATILITY PREMIUM ETF - ETF | $740,609 | 0.2% | +347% | — |
| 76 | — | STATE STREET SPDR S&P 400 MID CAP VALUE ETF - ETF | $740,212 | 0.2% | NEW | — |
| 77 |  $MO | ALTRIA GROUP, INC. | $718,804 | 0.2% | -40% | 67.4 |
| 78 |  $WMT | Walmart Inc. | $714,933 | 0.2% | +25% | 60.2 |
| 79 | — | ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF - ETF | $709,830 | 0.2% | NEW | — |
| 80 |  $PLTR | Palantir Technologies Inc. | $667,352 | 0.2% | +9% | 84.6 |
| 81 | — | SIMPLIFY CURRENCY STRATEGY ETF - ETF | $663,201 | 0.2% | NEW | — |
| 82 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $643,086 | 0.2% | -82% | — |
| 83 | — | SIMPLIFY KAYNE ANDERSON ENERGY AND INFRASTRUCTURE CREDIT ETF - ETF | $630,111 | 0.2% | NEW | — |
| 84 |  $MA | Mastercard Inc | $617,501 | 0.2% | +38% | 85.1 |
| 85 | — | ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF - ETF | $597,063 | 0.2% | +5298% | — |
| 86 |  $MCD | MCDONALDS CORP | $595,200 | 0.2% | +4905% | 69 |
| 87 | — | FRANKLIN FTSE INDIA ETF - ETF | $590,292 | 0.2% | +682% | — |
| 88 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $571,044 | 0.2% | -90% | — |
| 89 | — | FIDELITY MSCI MATERIALS INDEX ETF - ETF | $559,896 | 0.2% | NEW | — |
| 90 |  $WMB | WILLIAMS COMPANIES, INC. | $537,054 | 0.2% | -64% | 64.3 |
| 91 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $536,891 | 0.2% | -89% | — |
| 92 |  $MMM | 3M CO | $528,748 | 0.2% | +81% | 64.9 |
| 93 |  $ORCL | ORACLE CORP | $527,675 | 0.2% | -55% | 66.2 |
| 94 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER - ETF | $513,106 | 0.2% | NEW | — |
| 95 |  $C | CITIGROUP INC | $501,562 | 0.2% | -81% | 65 |
| 96 | — | ISHARES S&P 500 VALUE ETF - ETF | $497,498 | 0.2% | -90% | — |
| 97 |  $WTS | WATTS WATER TECHNOLOGIES INC | $490,262 | 0.2% | NEW | 64.5 |
| 98 |  $ABBV | AbbVie Inc. | $489,243 | 0.2% | -18% | 72.6 |
| 99 |  $KMI | KINDER MORGAN, INC. | $486,757 | 0.1% | -52% | 71.3 |
| 100 |  $AMGN | AMGEN INC | $480,705 | 0.1% | +3% | 79.2 |
| 101 | — | ISHARES 10-20 YEAR TREASURY BOND ETF - ETF | $477,667 | 0.1% | -80% | — |
| 102 | — | ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF - ETF | $470,403 | 0.1% | +2295% | — |
| 103 |  $V | VISA INC. | $469,846 | 0.1% | -7% | 82.9 |
| 104 |  $LRCX | LAM RESEARCH CORP | $434,360 | 0.1% | -67% | 79.4 |
| 105 |  $PM | Philip Morris International Inc. | $431,835 | 0.1% | +1021% | 75.9 |
| 106 |  $SRE | SEMPRA | $416,422 | 0.1% | -56% | 41.9 |
| 107 |  $CIEN | CIENA CORP | $413,542 | 0.1% | -89% | 72.9 |
| 108 |  $MS | MORGAN STANLEY | $406,069 | 0.1% | -81% | 75.8 |
| 109 |  $TSLA | Tesla, Inc. | $403,353 | 0.1% | -22% | 53.9 |
| 110 | — | ISHARES MSCI USA MIN VOL FACTOR ETF - ETF | $394,862 | 0.1% | -70% | — |
| 111 |  $PEP | PEPSICO INC | $390,373 | 0.1% | +85% | 63.4 |
| 112 | — | ISHARES SELECT U.S. REIT ETF - ETF | $390,266 | 0.1% | -81% | — |
| 113 |  $T | AT&T INC. | $382,743 | 0.1% | -41% | 65.7 |
| 114 |  $UNH | UNITEDHEALTH GROUP INC | $380,637 | 0.1% | -30% | 62.7 |
| 115 |  $XYL | Xylem Inc. | $379,648 | 0.1% | +3% | 65.8 |
| 116 | — | ALLIANZIM BUFFER20 ALLOCATION ETF - ETF | $377,708 | 0.1% | +1156% | — |
| 117 |  $CVX | CHEVRON CORP | $376,657 | 0.1% | +259% | 62.8 |
| 118 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $372,618 | 0.1% | -12% | — |
| 119 |  $ANET | Arista Networks, Inc. | $372,547 | 0.1% | NEW | 81.9 |
| 120 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $369,146 | 0.1% | -44% | 70 |
| 121 | — | ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF - ETF | $368,799 | 0.1% | NEW | — |
| 122 |  $WFC | WELLS FARGO & COMPANY/MN | $367,622 | 0.1% | +2028% | 61.8 |
| 123 |  $PANW | Palo Alto Networks Inc | $356,707 | 0.1% | -66% | 65.5 |
| 124 | — | ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF - ETF | $351,180 | 0.1% | NEW | — |
| 125 |  $CAT | CATERPILLAR INC | $341,295 | 0.1% | -0% | 66.5 |
| 126 |  $ATR | APTARGROUP, INC. | $339,114 | 0.1% | NEW | 57.5 |
| 127 | — | SIMPLIFY ENHANCED INCOME ETF - ETF | $336,998 | 0.1% | +94% | — |
| 128 |  $ASML | ASML HOLDING NV | $326,268 | 0.1% | -84% | — |
| 129 |  $GGG | GRACO INC | $319,697 | 0.1% | NEW | 63.4 |
| 130 |  $ENB | ENBRIDGE INC | $318,917 | 0.1% | +0% | 66.7 |
| 131 |  $LLY | ELI LILLY & Co | $315,877 | 0.1% | -83% | 87.5 |
| 132 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $312,840 | 0.1% | +0% | 66.2 |
| 133 |  $VRT | Vertiv Holdings Co | $305,048 | 0.1% | -85% | 81 |
| 134 |  $BAC | BANK OF AMERICA CORP /DE/ | $302,238 | 0.1% | +646% | 67.6 |
| 135 |  $CCZ | COMCAST CORP | $301,501 | 0.1% | +1247% | 59.5 |
| 136 |  $CRM | Salesforce, Inc. | $283,105 | 0.1% | -22% | 77 |
| 137 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY - ETF | $276,317 | 0.1% | NEW | — |
| 138 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $269,230 | 0.1% | -84% | — |
| 139 |  $INTU | INTUIT INC. | $267,831 | 0.1% | +2918% | 79.3 |
| 140 | — | ISHARES CORE 40/60 MODERATE ALLOCATION ETF - ETF | $260,809 | 0.1% | -51% | — |
| 141 |  $OKE | ONEOK INC /NEW/ | $251,971 | 0.1% | +1% | 71.7 |
| 142 | — | ANFIELD U.S. EQUITY SECTOR ROTATION ETF - ETF | $247,422 | 0.1% | -68% | — |
| 143 |  $NFLX | NETFLIX INC | $236,048 | 0.1% | +1727% | 78.8 |
| 144 |  $SPY | SPDR S&P 500 ETF TRUST | $229,647 | 0.1% | -76% | — |
| 145 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | $226,067 | 0.1% | -9% | — |
| 146 |  $LEN | LENNAR CORP /NEW/ | $224,607 | 0.1% | NEW | 47.2 |
| 147 |  $HOOD | Robinhood Markets, Inc. | $223,825 | 0.1% | -85% | 82.1 |
| 148 | — | ISHARES U.S. TREASURY BOND ETF - ETF | $221,149 | 0.1% | -67% | — |
| 149 | — | TRUESHARES QUARTERLY BEAR HEDGE ETF - ETF | $213,058 | 0.1% | +730% | — |
| 150 |  $ALAB | Astera Labs, Inc. | $213,012 | 0.1% | NEW | 75.1 |
New Positions (356)
SIMPLIFY HIGH YIELD ETF - ETF$1.1M
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF - ETF$938,166
FIDELITY MSCI INDUSTRIAL INDEX ETF - ETF$910,420
FIDELITY MSCI UTILITIES INDEX ETF - ETF$844,583
FIDELITY MSCI HEALTH CARE INDEX ETF - ETF$746,656
STATE STREET SPDR S&P 400 MID CAP VALUE ETF - ETF$740,212
ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF - ETF$709,830
SIMPLIFY CURRENCY STRATEGY ETF - ETF$663,201
SIMPLIFY KAYNE ANDERSON ENERGY AND INFRASTRUCTURE CREDIT ETF - ETF$630,111
FIDELITY MSCI MATERIALS INDEX ETF - ETF$559,896
FT VEST U.S. EQUITY MODERATE BUFFER ETF - SEPTEMBER - ETF$513,106
$WTS WATTS WATER TECHNOLOGIES INC$490,262$ANET Arista Networks, Inc.$372,547 ALLIANZIM U.S. EQUITY BUFFER20 FEB ETF - ETF$368,799
ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JUN/DEC ETF - ETF$351,180
Exited Positions (41)
$CYBR CyberArk Software Ltd.
$BITB Bitwise Bitcoin ETF
$MFC MANULIFE FINANCIAL CORP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER
SCHWAB U.S. LARGE-CAP GROWTH ETF
FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
$PKST Peakstone Realty Trust INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY
$EZET Franklin Ethereum Trust FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
$HII HUNTINGTON INGALLS INDUSTRIES, INC.
$FCT FIRST TRUST SENIOR FLOATING RATE INCOME FUND II
$SNOW Snowflake Inc. INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027
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