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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 36 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 OVV OVINTIV INC COM Energy 5.0 $263.0 NEW $52.60 +26.0%
702 BHP BHP BILLITON LIMITED SPONSORED ADS Basic Materials 3.0 $250.0 NEW $83.33 +12.7%
703 VXF VANGUARD EXTENDED MARKET ETF 1.0 $246.0 -139.0 -99.3% $246.00 -3.0%
704 AME AMETEK INC COM Industrials 1.0 $242.0 NEW $242.00 -4.4%
705 RRX REGAL REXNORD CORPORATION COM Industrials 1.0 $238.0 NEW $238.00 -34.2%
706 FSLR FIRST SOLAR INC COM Energy 1.0 $236.0 NEW $236.00 -14.8%
707 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 5.0 $234.0 $46.80 -2.2%
708 EWC ISHARES MSCI CANADA ETF 4.0 $231.0 NEW $57.75 +5.5%
709 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 3.0 $230.0 $76.67 -2.4%
710 MUR MURPHY OIL CORP COM Energy 7.0 $228.0 NEW $32.57 +14.7%
711 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 2.0 $225.0 NEW $112.50 +9.1%
712 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 5.0 $224.0 $44.80
713 CME CME GROUP INC COM Financial Services 1.0 $221.0 NEW $221.00 +27.7%
714 CRH PLC ORD 2.0 $214.0 NEW $107.00
715 SNY SANOFI SA SPONSORED ADR Healthcare 5.0 $213.0 NEW $42.60 +6.1%
716 BLV VANGUARD LONG-TERM BOND ETF 3.0 $207.0 $69.00 -4.8%
717 RULE ADAPTIVE CORE ETF 6.0 $206.0 $34.33 -13.9%
718 MDA MDA SPACE LTD COM Technology 5.0 $206.0 NEW $41.20 -31.0%
719 CCJ CAMECO CORP COM Energy 2.0 $204.0 NEW $102.00 -5.0%
720 MFUL COLLABORATIVE INVESTMENT - MINDFUL CONSERVATIVE ETF 9.0 $202.0 +2.0 +28.6% $22.44 +0.2%
Page 36 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%