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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 5 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMR EMERSON ELEC CO COM Industrials 658.0 $94K 0.03% -4K -84.3% $143.16 +2.7%
82 RTX RTX CORPORATION COM Industrials 492.0 $93K 0.03% -2K -81.9% $189.86 +7.2%
83 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 1,106.0 $90K 0.03% -7K -86.7% $81.17 -9.9%
84 ABT ABBOTT LABORATORIES COM Healthcare 967.0 $88K 0.03% -116.0 -10.7% $90.75 +22.1%
85 IFRA ISHARES U.S. INFRASTRUCTURE ETF 1,387.0 $87K 0.03% -5K -79.3% $63.03 -7.8%
86 AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF 2,079.0 $86K 0.03% -299.0 -12.6% $41.48 -1.1%
87 VCR VANGUARD CONSUMER DISCRETIONARY ETF 214.0 $85K 0.03% -1K -83.9% $397.27 -3.3%
88 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 211.0 $84K 0.03% -1K -83.0% $397.68 -5.7%
89 VLO VALERO ENERGY CORP COM Energy 300.0 $78K 0.03% -2K -83.4% $260.12 +38.8%
90 LNG CHENIERE ENERGY INC COM NEW Energy 314.0 $75K 0.02% -2K -86.0% $239.20 +20.5%
91 QBTS D-WAVE QUANTUM INC COM Technology 3,057.0 $73K 0.02% -15K -83.1% $23.99 -31.5%
92 QCOM QUALCOMM INC COM Technology 384.0 $71K 0.02% -12K -96.8% $184.90 -10.0%
93 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 591.0 $69K 0.02% -1K -67.8% $117.26 -2.5%
94 HD HOME DEPOT INC COM Consumer Cyclical 196.0 $69K 0.02% -36.0 -15.5% $351.94 -9.1%
95 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 693.0 $67K 0.02% -5K -87.6% $95.98 +17.2%
96 APOS APOLLO GLOBAL MGMT INC COM 536.0 $63K 0.02% -4K -89.2% $118.30
97 BX BLACKSTONE INC COM Financial Services 535.0 $63K 0.02% -4K -88.9% $117.66 +16.1%
98 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 1,156.0 $58K 0.02% -3K -74.2% $49.80 -0.8%
99 GE GE AEROSPACE COM NEW Industrials 153.0 $57K 0.02% -58.0 -27.5% $374.73 -11.4%
100 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 564.0 $57K 0.02% -3K -82.8% $101.05 -0.9%
Page 5 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%