MOSELEY INVESTMENT MANAGEMENT INC

Est. AUM

$285.6M

13F long equity, this entity only

Positions

158

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$17.5M	69122	6.14%	SOLE
2	ISHARES TR	IBONDS 28 TRM TS	$16.0M	720119	5.62%	SOLE
3	ALPHABET INC	CAP STK CL A	$12.4M	43198	4.35%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.5M	21888	3.67%	SOLE
5	ISHARES TR	IBONDS DEC2026	$10.4M	427717	3.63%	SOLE
6	NVIDIA CORPORATION	COM	$10.1M	58157	3.55%	SOLE
7	BROADCOM INC	COM	$9.9M	32126	3.48%	SOLE
8	AMAZON COM INC	COM	$9.9M	47452	3.46%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$9.3M	13	3.27%	SOLE
10	EATON CORP PLC	SHS	$8.6M	23925	3.00%	SOLE
11	MICROSOFT CORP	COM	$8.3M	22392	2.90%	SOLE
12	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.2M	38024	2.86%	SOLE
13	TESLA INC	COM	$7.6M	20450	2.66%	SOLE
14	JPMORGAN CHASE & CO	COM	$5.4M	18301	1.88%	SOLE
15	FIRST TR EXCHANGE-TRADED FD	SHS	$5.2M	101801	1.81%	SOLE
16	NEXTERA ENERGY INC	COM	$4.2M	45495	1.48%	SOLE
17	HOME DEPOT INC	COM	$3.8M	11684	1.35%	SOLE
18	LOCKHEED MARTIN CORP	COM	$3.7M	6157	1.30%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	10841	1.22%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$3.5M	7942	1.21%	SOLE
21	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.4M	38991	1.21%	SOLE
22	PALANTIR TECHNOLOGIES INC	CL A	$3.3M	22887	1.17%	SOLE
23	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.3M	98626	1.15%	SOLE
24	VALERO ENERGY CORP	COM	$3.3M	13195	1.14%	SOLE
25	ISHARES TR	IBONDS DEC 2030	$3.0M	114593	1.04%	SOLE
26	ELI LILLY & CO	COM	$2.9M	3198	1.03%	SOLE
27	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.8M	49896	0.99%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$2.7M	2690	0.94%	SOLE
29	GE VERNOVA INC	COM	$2.6M	2988	0.91%	SOLE
30	NETFLIX INC.	COM	$2.6M	26684	0.90%	SOLE
31	META PLATFORMS INC	CL A	$2.6M	4486	0.90%	SOLE
32	ISHARES TR	IBONDS DEC 26	$2.5M	96858	0.87%	SOLE
33	AMGEN INC	COM	$2.4M	6928	0.85%	SOLE
34	CHEVRON CORPORATION	COM	$2.2M	10434	0.76%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	14542	0.75%	SOLE
36	VISA INC	COM CL A	$2.1M	7033	0.74%	SOLE
37	HONEYWELL INTL INC	COM	$2.1M	9226	0.73%	SOLE
38	QUALCOMM INC	COM	$2.0M	15699	0.71%	SOLE
39	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.9M	19863	0.66%	SOLE
40	CROWDSTRIKE HLDGS INC	CL A	$1.9M	4782	0.65%	SOLE
41	ADVANCED MICRO DEVICES INC	COM	$1.8M	8939	0.64%	SOLE
42	VANGUARD WORLD FD	INF TECH ETF	$1.7M	2445	0.60%	SOLE
43	ABBVIE INC	COM	$1.7M	7796	0.59%	SOLE
44	JOHNSON & JOHNSON	COM	$1.6M	6419	0.55%	SOLE
45	BROOKFIELD CORP	CL A LTD VT SH	$1.6M	38687	0.55%	SOLE
46	ALPHABET INC	CAP STK CL C	$1.6M	5447	0.55%	SOLE
47	ENTERPRISE PRODS PARTNERS L	COM	$1.5M	38620	0.51%	SOLE
48	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.4M	10211	0.49%	SOLE
49	AXON ENTERPRISE INC	COM	$1.4M	3303	0.49%	SOLE
50	MERCADOLIBRE INC	COM	$1.4M	787	0.48%	SOLE

1–50 of 158

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.