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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 14 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 175.0 $46K 0.01% $264.72 +10.0%
262 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 979.0 $46K 0.01% -5K -83.0% $46.95 +1.0%
263 GEV GE VERNOVA INC COM Utilities 38.0 $45K 0.01% +4.0 +11.8% $1176.08 -19.8%
264 MSTR STRATEGY INC CL A NEW Technology 513.0 $45K 0.01% -1K -69.0% $86.93 +63.1%
265 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 448.0 $44K 0.01% -2K -83.5% $98.34 -1.8%
266 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 1,413.0 $44K 0.01% NEW $31.10 +5.1%
267 SCHX SCHWAB U.S. LARGE-CAP ETF 1,493.0 $44K 0.01% NEW $29.43 +3.2%
268 CDNS CADENCE DESIGN SYSTEM INC COM Technology 115.0 $43K 0.01% NEW $375.32 -21.5%
269 IMCB ISHARES MORNINGSTAR MID-CAP ETF 435.0 $42K 0.01% -2K -83.4% $96.54 +2.5%
270 XMHQ INVESCO S&P MIDCAP QUALITY ETF 372.0 $42K 0.01% -761.0 -67.2% $112.73 +4.9%
271 TMUS T-MOBILE US INC COM Communication Services 248.0 $42K 0.01% +219.0 +755.2% $168.02 +7.9%
272 SMH VANECK SEMICONDUCTOR ETF 62.0 $41K 0.01% $655.89 -13.7%
273 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 179.0 $40K 0.01% +150.0 +517.2% $224.14 +24.7%
274 IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 221.0 $39K 0.01% -1K -82.4% $178.42 -4.5%
275 AVMA AVANTIS MODERATE ALLOCATION ETF 539.0 $39K 0.01% NEW $72.93 +1.8%
276 VBK VANGUARD SMALL-CAP GROWTH ETF 105.0 $38K 0.01% -526.0 -83.4% $363.98 -4.0%
277 TGT TARGET CORP COM Consumer Defensive 289.0 $38K 0.01% +93.0 +47.5% $130.82 +25.1%
278 FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 403.0 $38K 0.01% +3.0 +0.8% $93.05 +0.6%
279 PRFZ INVESCO RAFI US 1500 SMALL-MID ETF 670.0 $37K 0.01% NEW $55.77 -1.8%
280 VGT VANGUARD INFORMATION TECHNOLOGY ETF 304.0 $36K 0.01% +266.0 +700.0% $119.71 +1.3%
Page 14 of 40  ·  781 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%