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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 20 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 129.0 $11K 0.00% -518.0 -80.1% $82.22 -0.7%
382 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 392.0 $10K 0.00% +262.0 +201.5% $26.66 +6.0%
383 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 430.0 $10K 0.00% +15.0 +3.6% $24.29 +14.8%
384 IWD ISHARES RUSSELL 1000 VALUE ETF 43.0 $10K 0.00% NEW $242.42 +6.3%
385 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 946.0 $10K 0.00% +23.0 +2.5% $10.99 -4.9%
386 OLED UNIVERSAL DISPLAY CORP COM Technology 118.0 $10K 0.00% +64.0 +118.5% $86.58 -4.9%
387 CLOU GLOBAL X CLOUD COMPUTING ETF 449.0 $10K 0.00% NEW $22.74 +22.2%
388 OUSM ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF 209.0 $10K 0.00% NEW $47.50 +3.6%
389 FFIN FIRST FINL BANKSHARES INC COM Financial Services 286.0 $10K 0.00% -11.0 -3.7% $34.60 -3.4%
390 LRNZ TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF 152.0 $10K 0.00% NEW $64.53 -4.1%
391 BP BP PLC SPONSORED ADR Energy 261.0 $10K 0.00% +6.0 +2.4% $36.97 +18.5%
392 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 429.0 $10K 0.00% +16.0 +3.9% $22.28 +15.4%
393 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 85.0 $9K 0.00% $110.35 -0.2%
394 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 101.0 $9K 0.00% NEW $88.60 -28.1%
395 MBSD FLEXSHARES DISCIPLINED DURATION MBS INDEX FUND 433.0 $9K 0.00% -2K -84.7% $20.64 -1.4%
396 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 97.0 $9K 0.00% NEW $91.04 +2.6%
397 TDTF FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND 361.0 $9K 0.00% +6.0 +1.7% $23.79 -2.3%
398 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 180.0 $8K 0.00% -676.0 -79.0% $46.77 -1.1%
399 NUE NUCOR CORP COM Basic Materials 37.0 $8K 0.00% $225.70 +15.7%
400 TRUESHARES QUARTERLY BULL HEDGE ETF 338.0 $8K 0.00% +218.0 +181.7% $24.14
Page 20 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%