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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 1 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 10,490.0 $7.9M 2.50% -7K -38.7% $748.89 +2.2%
2 NVDA NVIDIA CORPORATION COM Technology 19,440.0 $3.9M 1.24% -1K -6.4% $200.09 +8.7%
3 IVW ISHARES S&P 500 GROWTH ETF 28,039.0 $3.9M 1.23% -32K -53.4% $137.53 +0.5%
4 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 46,010.0 $2.6M 0.83% -192K -80.7% $56.48 +0.9%
5 IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 51,039.0 $2.4M 0.75% -158K -75.6% $46.15 -2.2%
6 JPM JPMORGAN CHASE & CO COM Financial Services 5,349.0 $1.8M 0.56% -3K -34.5% $327.33 +8.4%
7 GOOGL ALPHABET INC CAP STK CL A Communication Services 4,798.0 $1.7M 0.55% -2K -30.6% $357.39 -6.3%
8 VTI VANGUARD TOTAL STOCK MARKET ETF 4,234.0 $1.6M 0.50% -10K -70.0% $370.00 +1.4%
9 EFV ISHARES MSCI EAFE VALUE ETF 19,083.0 $1.5M 0.47% -86K -81.8% $76.55 +6.6%
10 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 16,232.0 $1.3M 0.43% -67K -80.6% $82.84 -1.7%
11 EFG ISHARES MSCI EAFE GROWTH ETF 8,697.0 $1.1M 0.34% -32K -78.7% $124.41 -1.7%
12 PH PARKER-HANNIFIN CORP COM Industrials 950.0 $929K 0.30% -160.0 -14.4% $978.12 -2.7%
13 XLSR STATE STREET US SECTOR ROTATION ETF 14,088.0 $914K 0.29% -186K -93.0% $64.86 +1.0%
14 MBB ISHARES MBS ETF 9,632.0 $910K 0.29% -25K -72.0% $94.52 -2.2%
15 JPMORGAN ULTRA-SHORT INCOME ETF 17,339.0 $877K 0.28% -29K -62.2% $50.57
16 IYW ISHARES U.S. TECHNOLOGY ETF 3,300.0 $832K 0.27% -14K -81.0% $252.25 -1.7%
17 IJR ISHARES CORE S&P SMALL CAP ETF 5,183.0 $769K 0.24% -1K -22.0% $148.30 -3.6%
18 MO ALTRIA GROUP INC COM Consumer Defensive 9,990.0 $719K 0.23% -7K -39.8% $71.95 -3.3%
19 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 1,876.0 $643K 0.20% -8K -81.7% $342.80 -13.5%
20 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 2,602.0 $571K 0.18% -23K -90.0% $219.46 +0.7%
Page 1 of 9  ·  180 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%