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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 8 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EQIX EQUINIX INC COM Real Estate 2.0 $2K 0.00% NEW $1042.50 -0.2%
142 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 40.0 $2K 0.00% NEW $50.70 -6.9%
143 BK BANK OF NY MELLON CORP COM Financial Services 14.0 $2K 0.00% NEW $144.64 -0.6%
144 SHEL SHELL PLC SPON ADS Energy 26.0 $2K 0.00% NEW $77.54 +19.1%
145 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 43.0 $2K 0.00% NEW $45.12 +20.7%
146 WDC WESTERN DIGITAL CORP COM Technology 3.0 $2K 0.00% NEW $638.67 -30.9%
147 AZN ASTRAZENECA PLC ORD Healthcare 10.0 $2K 0.00% NEW $189.60 -13.1%
148 VB VANGUARD SMALL-CAP ETF 6.0 $2K 0.00% NEW $303.17 -1.1%
149 DOV DOVER CORP COM Industrials 8.0 $2K 0.00% NEW $224.25 -14.8%
150 SCHF SCHWAB INTERNATIONAL EQUITY ETF 63.0 $2K 0.00% NEW $27.70 +2.7%
151 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 33.0 $2K 0.00% NEW $52.85 -2.8%
152 EWT ISHARES MSCI TAIWAN ETF 16.0 $2K 0.00% NEW $108.62 +1.4%
153 WSC WILLSCOT HLDGS CORP COM CL A Industrials 59.0 $2K 0.00% NEW $28.86 -32.6%
154 NXPI NXP SEMICONDUCTORS N V COM Technology 6.0 $2K 0.00% NEW $281.00 -19.9%
155 DTE DTE ENERGY CO COM Utilities 11.0 $2K 0.00% NEW $152.36 -10.0%
156 EWP ISHARES MSCI SPAIN ETF 28.0 $2K 0.00% NEW $59.39 +5.4%
157 AON AON PLC SHS CL A Financial Services 5.0 $2K 0.00% NEW $331.60 -1.4%
158 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 12.0 $2K 0.00% NEW $132.50 +5.7%
159 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 5.0 $2K 0.00% NEW $317.60 -16.4%
160 L LOEWS CORP COM Financial Services 14.0 $2K 0.00% NEW $113.21 -2.8%
Page 8 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%