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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 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 327.0 $11K 0.00% -1K -81.8% $32.57 +9.8%
142 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 129.0 $11K 0.00% -518.0 -80.1% $82.22 -0.8%
143 FFIN FIRST FINL BANKSHARES INC COM Financial Services 286.0 $10K 0.00% -11.0 -3.7% $34.60 -5.8%
144 MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 433.0 $9K 0.00% -2K -84.7% $20.64 -1.7%
145 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 180.0 $8K 0.00% -676.0 -79.0% $46.77 -1.3%
146 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 101.0 $8K 0.00% -559.0 -84.7% $75.20 -5.1%
147 VGLT VANGUARD LONG-TERM TREASURY ETF 132.0 $7K 0.00% -731.0 -84.7% $55.33 -5.0%
148 VLUE ISHARES MSCI USA VALUE FACTOR ETF 35.0 $7K 0.00% -165.0 -82.5% $199.80 -0.0%
149 TXN TEXAS INSTRS INC COM Technology 23.0 $7K 0.00% -95.0 -80.5% $298.09 -15.0%
150 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 113.0 $5K 0.00% -5.0 -4.2% $47.68 -1.9%
151 WEC WEC ENERGY GROUP INC COM Utilities 43.0 $5K 0.00% -1.0 -2.3% $116.77 -9.0%
152 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 48.0 $5K 0.00% -116.0 -70.7% $102.29 -4.2%
153 LMT LOCKHEED MARTIN CORP COM Industrials 9.0 $5K 0.00% -13.0 -59.1% $509.44 +6.9%
154 NHI NATIONAL HEALTH INVS INC COM Real Estate 60.0 $5K 0.00% -2.0 -3.2% $76.27 -5.2%
155 PBA PEMBINA PIPELINE CORP COM Energy 98.0 $5K 0.00% -4.0 -3.9% $46.26 +6.0%
156 ETN EATON CORP PLC SHS Industrials 9.0 $4K 0.00% -62.0 -87.3% $426.11 -8.3%
157 VTR VENTAS INC COM Real Estate 40.0 $4K 0.00% -2.0 -4.8% $88.80 +3.6%
158 CI THE CIGNA GROUP COM Healthcare 9.0 $2K 0.00% -134.0 -93.7% $275.67 +2.7%
159 PEO ADAM NAT RES FD INC COM Financial Services 89.0 $2K 0.00% -4.0 -4.3% $24.72 +17.7%
160 WY WEYERHAEUSER CO COM NEW Real Estate 91.0 $2K 0.00% -4.0 -4.2% $23.95 -2.4%
Page 8 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%