Mosley Wealth Management

Est. AUM

$220.5M

13F long equity, this entity only

Positions

464

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$13.6M	237902	6.16%	SOLE
2	SPDR SSGA U.S. SECTOR ROTATION ETF	ETF	$11.9M	199901	5.40%	SOLE
3	ISHARES CORE S&P 500 ETF	ETF	$11.4M	17105	5.19%	SOLE
4	ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$9.8M	209521	4.44%	SOLE
5	APPLE INC COM	Stock	$7.8M	30718	3.55%	SOLE
6	ISHARES S&P 500 GROWTH ETF	ETF	$7.3M	60118	3.29%	SOLE
7	ISHARES MSCI EAFE VALUE ETF	ETF	$7.1M	104944	3.23%	SOLE
8	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$5.5M	83495	2.50%	SOLE
9	ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$5.0M	25929	2.29%	SOLE
10	ISHARES MSCI EAFE GROWTH ETF	ETF	$4.6M	40792	2.11%	SOLE
11	VANGUARD TOTAL STOCK MARKET ETF	ETF	$4.6M	14130	2.10%	SOLE
12	ISHARES S&P 500 VALUE ETF	ETF	$4.4M	21254	1.99%	SOLE
13	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	ETF	$4.3M	72903	1.96%	SOLE
14	NVIDIA CORPORATION COM	Stock	$3.9M	20773	1.76%	SOLE
15	ISHARES U.S. TECHNOLOGY ETF	ETF	$3.4M	17399	1.55%	SOLE
16	ISHARES MBS ETF	ETF	$3.3M	34444	1.49%	SOLE
17	MICROSOFT CORP COM	Stock	$3.1M	6013	1.41%	SOLE
18	ISHARES GOLD TRUST	ETF	$2.7M	36902	1.22%	SOLE
19	ISHARES MSCI USA MOMENTUM FACTOR ETF	ETF	$2.6M	10223	1.19%	SOLE
20	JPMORGAN CHASE & CO. COM	Stock	$2.6M	8164	1.17%	SOLE
21	ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$2.5M	24395	1.14%	SOLE
22	JPMORGAN ULTRA-SHORT INCOME ETF	ETF	$2.3M	45849	1.05%	SOLE
23	ORACLE CORP COM	Stock	$2.3M	8045	1.03%	SOLE
24	ROBINHOOD MKTS INC COM CL A	Stock	$2.1M	14531	0.94%	SOLE
25	QUALCOMM INC COM	Stock	$2.0M	12157	0.92%	SOLE
26	CITIGROUP INC COM NEW	Stock	$1.9M	18707	0.86%	SOLE
27	ISHARES SELECT U.S. REIT ETF	ETF	$1.9M	30071	0.84%	SOLE
28	ALPHABET INC CAP STK CL A	Stock	$1.7M	6917	0.76%	SOLE
29	ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	ETF	$1.7M	44099	0.76%	SOLE
30	MORGAN STANLEY COM NEW	Stock	$1.7M	10462	0.75%	SOLE
31	ISHARES FLEXIBLE INCOME ACTIVE ETF	ETF	$1.7M	31220	0.75%	SOLE
32	ISHARES S&P 100 ETF	ETF	$1.6M	4946	0.75%	SOLE
33	ANFIELD ENHANCED MARKET ETF	ETF	$1.4M	134858	0.66%	SOLE
34	GOLDMAN SACHS GROUP INC COM	Stock	$1.4M	1781	0.64%	SOLE
35	COMMUNICATION SERVICES SELECT SECTOR SPDR FUND	ETF	$1.4M	11445	0.61%	SOLE
36	ISHARES MSCI USA MIN VOL FACTOR ETF	ETF	$1.3M	13711	0.59%	SOLE
37	AMAZON COM INC COM	Stock	$1.3M	5912	0.59%	SOLE
38	META PLATFORMS INC CL A	Stock	$1.3M	1765	0.59%	SOLE
39	VANGUARD COMMUNICATION SERVICES ETF	ETF	$1.3M	6836	0.58%	SOLE
40	WILLIAMS COS INC COM	Stock	$1.3M	19925	0.57%	SOLE
41	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$1.2M	23229	0.54%	SOLE
42	ELI LILLY & CO COM	Stock	$1.2M	1511	0.52%	SOLE
43	ARK NEXT GENERATION INTERNET ETF	ETF	$1.1M	6462	0.51%	SOLE
44	CIENA CORP COM NEW	Stock	$1.1M	7586	0.50%	SOLE
45	SOUTHERN CO COM	Stock	$1.1M	11586	0.50%	SOLE
46	ALTRIA GROUP INC COM	Stock	$1.1M	16593	0.50%	SOLE
47	PEAKSHARES SECTOR ROTATION ETF	ETF	$1.1M	37950	0.49%	SOLE
48	ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$1.0M	8816	0.46%	SOLE
49	ALIBABA GROUP HLDG LTD SPONSORED ADS	ADR	$1.0M	5595	0.45%	SOLE
50	ASML HOLDING N V N Y REGISTRY SHS	ADR	$992K	1025	0.45%	SOLE

1–50 of 464

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