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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 5 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEJ INVESCO LEISURE AND ENTERTAINMENT ETF 208.0 $14K 0.00% NEW $66.48 -1.7%
82 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 172.0 $13K 0.00% NEW $76.28 +8.9%
83 LITE LUMENTUM HLDGS INC COM Technology 15.0 $13K 0.00% NEW $858.07 +0.3%
84 FELC FIDELITY ENHANCED LARGE CAP CORE ETF 299.0 $13K 0.00% NEW $41.91 +3.7%
85 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 94.0 $12K 0.00% NEW $131.96 +3.5%
86 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 133.0 $12K 0.00% NEW $87.88 +2.2%
87 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 90.0 $11K 0.00% NEW $124.76 -0.0%
88 SHW SHERWIN WILLIAMS CO COM Basic Materials 32.0 $11K 0.00% NEW $346.09 -3.6%
89 IWD ISHARES RUSSELL 1000 VALUE ETF 43.0 $10K 0.00% NEW $242.42 +5.8%
90 CLOU GLOBAL X CLOUD COMPUTING ETF 449.0 $10K 0.00% NEW $22.74 +22.3%
91 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 209.0 $10K 0.00% NEW $47.50 +2.4%
92 LRNZ TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 152.0 $10K 0.00% NEW $64.53 -6.7%
93 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 101.0 $9K 0.00% NEW $88.60 -30.2%
94 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 97.0 $9K 0.00% NEW $91.04 +1.5%
95 DXYZ DESTINY TECH100 INC COM SHS 309.0 $8K 0.00% NEW $25.76 +20.8%
96 EFA ISHARES MSCI EAFE ETF 76.0 $8K 0.00% NEW $103.88 +3.0%
97 AVSF AVANTIS SHORT-TERM FIXED INCOME ETF 159.0 $7K 0.00% NEW $46.57 -0.7%
98 SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF 272.0 $7K 0.00% NEW $24.66 -1.8%
99 IXN ISHARES GLOBAL TECH ETF 46.0 $7K 0.00% NEW $144.65 -3.7%
100 PYPL PAYPAL HLDGS INC COM Financial Services 151.0 $7K 0.00% NEW $43.17 +24.1%
Page 5 of 19  ·  366 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%