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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 2 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMB WILLIAMS COS INC COM Energy 7,224.0 $537K 0.17% -13K -63.7% $74.34 +1.2%
22 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 7,894.0 $537K 0.17% -65K -89.2% $68.01 +1.6%
23 ORCL ORACLE CORP COM Technology 3,601.0 $528K 0.17% -4K -55.2% $146.54 -3.6%
24 C CITIGROUP INC COM NEW Financial Services 3,584.0 $502K 0.16% -15K -80.8% $139.94 -5.3%
25 IVE ISHARES S&P 500 VALUE ETF 2,191.0 $497K 0.16% -19K -89.7% $227.06 +3.8%
26 ABBV ABBVIE INC COM Healthcare 1,944.0 $489K 0.16% -419.0 -17.7% $251.67 +3.3%
27 KMI KINDER MORGAN INC DEL COM Energy 15,225.0 $487K 0.15% -16K -51.6% $31.97 +0.4%
28 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 4,760.0 $478K 0.15% -20K -80.5% $100.35 -4.1%
29 V VISA INC COM CL A Financial Services 1,369.0 $470K 0.15% -108.0 -7.3% $343.20 +8.6%
30 LRCX LAM RESEARCH CORP COM NEW Technology 1,002.0 $434K 0.14% -2K -67.3% $433.49 -33.1%
31 SRE SEMPRA COM Utilities 4,492.0 $416K 0.13% -6K -55.8% $92.70 -9.1%
32 CIEN CIENA CORP COM NEW Technology 843.0 $414K 0.13% -7K -88.9% $490.56 -26.5%
33 MS MORGAN STANLEY COM NEW Financial Services 1,943.0 $406K 0.13% -9K -81.4% $208.99 +1.0%
34 TSLA TESLA INC COM Consumer Cyclical 959.0 $403K 0.13% -274.0 -22.2% $420.60 -15.3%
35 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4,094.0 $395K 0.13% -10K -70.1% $96.45 +4.8%
36 ICF ISHARES SELECT U.S. REIT ETF 5,771.0 $390K 0.12% -24K -80.8% $67.63 -0.6%
37 T AT&T INC COM Communication Services 18,490.0 $383K 0.12% -13K -40.9% $20.70 +25.7%
38 UNH UNITEDHEALTH GROUP INC COM Healthcare 916.0 $381K 0.12% -401.0 -30.4% $415.54 -4.6%
39 QQQ INVESCO QQQ TRUST SERIES I Financial Services 506.0 $373K 0.12% -69.0 -12.0% $736.40 -3.9%
40 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,313.0 $369K 0.12% -1K -44.5% $281.15 -17.7%
Page 2 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%