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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 3 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC COM Technology 1,046.0 $357K 0.11% -2K -66.1% $341.02 +6.2%
42 ASML ASML HLDG NV N Y REGISTRY SHS Technology 164.0 $326K 0.10% -861.0 -84.0% $1989.44 -16.3%
43 LLY ELI LILLY & CO COM Healthcare 263.0 $316K 0.10% -1K -82.6% $1201.05 -3.4%
44 VRT VERTIV HOLDINGS CO COM CL A Industrials 911.0 $305K 0.10% -5K -85.1% $334.85 -23.6%
45 CRM SALESFORCE INC COM Technology 1,807.0 $283K 0.09% -500.0 -21.7% $156.67 +64.7%
46 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 5,144.0 $269K 0.09% -26K -83.5% $52.34 -1.5%
47 AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF 5,228.0 $261K 0.08% -5K -51.2% $49.89 -0.9%
48 AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 11,924.0 $247K 0.08% -25K -67.5% $20.75 -5.4%
49 SPY STATE STREET SPDR S&P 500 ETF Financial Services 308.0 $230K 0.07% -990.0 -76.3% $745.61 +2.2%
50 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 3,253.0 $226K 0.07% -314.0 -8.8% $69.49 -0.2%
51 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,232.0 $224K 0.07% -12K -84.6% $100.28 +3.2%
52 GOVT ISHARES U.S. TREASURY BOND ETF 9,708.0 $221K 0.07% -20K -67.2% $22.78 -2.0%
53 GS GOLDMAN SACHS GROUP INC COM Financial Services 208.0 $210K 0.07% -2K -88.3% $1009.90 -0.7%
54 APP APPLOVIN CORP COM CL A Technology 405.0 $209K 0.07% -234.0 -36.6% $515.23 -39.5%
55 VOX VANGUARD COMMUNICATION SERVICES ETF 1,095.0 $201K 0.06% -6K -84.0% $183.88 +0.9%
56 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,850.0 $198K 0.06% -10K -83.8% $107.15 +3.5%
57 ANFIELD ENHANCED MARKET ETF 16,082.0 $195K 0.06% -119K -88.1% $12.12
58 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 397.0 $190K 0.06% -1K -71.9% $477.57 -13.3%
59 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 194.0 $182K 0.06% -119.0 -38.0% $937.14 +0.3%
60 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 4,167.0 $180K 0.06% -40K -90.5% $43.11 +1.0%
Page 3 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%