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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 6 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 4,760.0 $478K 0.15% -20K -80.5% $100.35 -4.2%
102 DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF 13,195.0 $470K 0.15% +13K +2294.7% $35.65 +2.0%
103 V VISA INC COM CL A Financial Services 1,369.0 $470K 0.15% -108.0 -7.3% $343.20 +10.5%
104 LRCX LAM RESEARCH CORP COM NEW Technology 1,002.0 $434K 0.14% -2K -67.3% $433.49 -33.4%
105 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,387.0 $432K 0.14% +2K +1020.7% $180.91 +4.1%
106 SRE SEMPRA COM Utilities 4,492.0 $416K 0.13% -6K -55.8% $92.70 -9.2%
107 CIEN CIENA CORP COM NEW Technology 843.0 $414K 0.13% -7K -88.9% $490.56 -28.3%
108 MS MORGAN STANLEY COM NEW Financial Services 1,943.0 $406K 0.13% -9K -81.4% $208.99 +1.6%
109 TSLA TESLA INC COM Consumer Cyclical 959.0 $403K 0.13% -274.0 -22.2% $420.60 -15.7%
110 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4,094.0 $395K 0.13% -10K -70.1% $96.45 +4.7%
111 PEP PEPSICO INC COM Consumer Defensive 2,883.0 $390K 0.12% +1K +84.9% $135.41 +4.4%
112 ICF ISHARES SELECT U.S. REIT ETF 5,771.0 $390K 0.12% -24K -80.8% $67.63 -1.1%
113 T AT&T INC COM Communication Services 18,490.0 $383K 0.12% -13K -40.9% $20.70 +27.1%
114 UNH UNITEDHEALTH GROUP INC COM Healthcare 916.0 $381K 0.12% -401.0 -30.4% $415.54 -3.6%
115 XYL XYLEM INC COM Industrials 3,212.0 $380K 0.12% +90.0 +2.9% $118.20 -9.5%
116 SPBW ALLIANZIM BUFFER20 ALLOCATION ETF 13,159.0 $378K 0.12% +12K +1155.6% $28.70 +1.8%
117 CVX CHEVRON CORPORATION COM Energy 2,272.0 $377K 0.12% +2K +259.5% $165.78 +27.9%
118 QQQ INVESCO QQQ TRUST SERIES I Financial Services 506.0 $373K 0.12% -69.0 -12.0% $736.40 -3.7%
119 ANET ARISTA NETWORKS INC COM SHS Technology 2,193.0 $373K 0.12% NEW $169.88 +9.1%
120 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,313.0 $369K 0.12% -1K -44.5% $281.15 -18.0%
Page 6 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%