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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 7 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MTB M & T BK CORP COM Financial Services 14.0 $3K 0.00% NEW $238.00 +0.9%
122 SWKS SKYWORKS SOLUTIONS INC COM Technology 48.0 $3K 0.00% NEW $67.79 +5.5%
123 SOUN SOUNDHOUND AI INC CLASS A COM Technology 500.0 $3K 0.00% NEW $6.47 +4.2%
124 STT STATE STR CORP COM Financial Services 19.0 $3K 0.00% NEW $169.58 +14.4%
125 IJK ISHARES S&P MID-CAP 400 GROWTH ETF 27.0 $3K 0.00% NEW $117.52 -3.5%
126 QBUF INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY 102.0 $3K 0.00% NEW $30.76 -0.1%
127 ALK ALASKA AIR GROUP INC COM Industrials 60.0 $3K 0.00% NEW $52.20 -20.7%
128 JBL JABIL INC COM Technology 8.0 $3K 0.00% NEW $385.50 -20.6%
129 TRV TRAVELERS COMPANIES INC COM Financial Services 9.0 $3K 0.00% NEW $330.11 +13.4%
130 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 3.0 $3K 0.00% NEW $965.00 -17.2%
131 EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF 113.0 $3K 0.00% NEW $25.56 +0.3%
132 BLK BLACKROCK INC COM Financial Services 3.0 $3K 0.00% NEW $961.67 +17.1%
133 HYD VANECK HIGH YIELD MUNI ETF 55.0 $3K 0.00% NEW $51.51 -4.0%
134 ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED SEP ETF 91.0 $3K 0.00% NEW $31.07
135 FLJJ ALLIANZIM U.S. EQUITY 6 MONTH FLOOR5 JAN/JUL ETF 82.0 $3K 0.00% NEW $33.84 +1.5%
136 AUGZ TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF 60.0 $3K 0.00% NEW $45.37 +2.3%
137 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 58.0 $3K 0.00% NEW $45.34 -5.1%
138 MET METLIFE INC COM Financial Services 29.0 $2K 0.00% NEW $84.62 +17.3%
139 TEL TE CONNECTIVITY PLC ORD SHS Technology 11.0 $2K 0.00% NEW $201.64 +3.9%
140 PHM PULTE GROUP INC COM Consumer Cyclical 16.0 $2K 0.00% NEW $137.19 -9.4%
Page 7 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%