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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $219M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 154 New
Page 6 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBAR SIMPLIFY BARRIER INCOME ETF 19,042.0 $499K 0.23% NEW $26.20 -3.1%
102 MA MASTERCARD INCORPORATED CL A Financial Services 863.0 $498K 0.23% NEW $576.57 -14.1%
103 BUCK SIMPLIFY STABLE INCOME ETF 20,447.0 $488K 0.22% NEW $23.85 -1.6%
104 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,301.0 $482K 0.22% NEW $370.20 +3.7%
105 XYL XYLEM INC COM Industrials 3,122.0 $463K 0.21% NEW $148.19 -25.0%
106 NET CLOUDFLARE INC CL A COM Technology 2,075.0 $456K 0.21% NEW $220.00 -4.9%
107 RTX RTX CORPORATION COM Industrials 2,699.0 $455K 0.21% NEW $168.58 +4.7%
108 ICVT ISHARES CONVERTIBLE BOND ETF 4,447.0 $455K 0.21% NEW $102.28 +17.3%
109 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 4,584.0 $436K 0.20% NEW $95.10 +0.9%
110 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1,834.0 $434K 0.20% NEW $236.41 -48.6%
111 LRCX LAM RESEARCH CORP COM NEW Technology 3,024.0 $431K 0.20% NEW $142.54 +123.7%
112 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 1,393.0 $424K 0.19% NEW $304.52 +38.8%
113 TIP ISHARES TIPS BOND ETF 3,803.0 $423K 0.19% NEW $111.26 -0.3%
114 VBR VANGUARD SMALL CAP VALUE ETF 1,934.0 $406K 0.19% NEW $209.90 +12.0%
115 APP APPLOVIN CORP COM CL A Technology 630.0 $397K 0.18% NEW $629.70 -9.8%
116 FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 12,631.0 $389K 0.18% NEW $30.78 +0.2%
117 BSV VANGUARD SHORT-TERM BOND ETF 4,933.0 $389K 0.18% NEW $78.79 -1.0%
118 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,874.0 $384K 0.18% NEW $204.75 -21.6%
119 AMGN AMGEN INC COM Healthcare 1,280.0 $377K 0.17% NEW $294.66 +14.1%
120 IFRA ISHARES U.S. INFRASTRUCTURE ETF 6,679.0 $358K 0.16% NEW $53.57 +15.5%
Page 6 of 8  ·  154 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 38.7%
Financial Services 23.4%
Communication Services 7.7%
Energy 5.7%
Industrials 5.6%
Healthcare 5.5%
Consumer Defensive 4.9%
Utilities 4.4%
Consumer Cyclical 4.2%