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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 8 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OKE ONEOK INC NEW COM Energy 2,898.0 $252K 0.08% +33.0 +1.1% $86.95 +8.8%
142 AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF 11,924.0 $247K 0.08% -25K -67.5% $20.75 -5.3%
143 NFLX NETFLIX INC. COM Communication Services 3,306.0 $236K 0.07% +3K +1726.5% $71.40 +14.6%
144 SPY STATE STREET SPDR S&P 500 ETF Financial Services 308.0 $230K 0.07% -990.0 -76.3% $745.61 +2.3%
145 AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF 3,253.0 $226K 0.07% -314.0 -8.8% $69.49 -0.1%
146 LEN LENNAR CORP CL A Consumer Cyclical 2,482.0 $225K 0.07% NEW $90.49 -7.9%
147 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 2,232.0 $224K 0.07% -12K -84.6% $100.28 +3.9%
148 GOVT ISHARES U.S. TREASURY BOND ETF 9,708.0 $221K 0.07% -20K -67.2% $22.78 -2.0%
149 TRUESHARES QUARTERLY BEAR HEDGE ETF 8,952.0 $213K 0.07% +8K +730.4% $23.80
150 ALAB ASTERA LABS INC COM Technology 441.0 $213K 0.07% NEW $483.02 -43.0%
151 GS GOLDMAN SACHS GROUP INC COM Financial Services 208.0 $210K 0.07% -2K -88.3% $1009.90 -0.3%
152 APP APPLOVIN CORP COM CL A Technology 405.0 $209K 0.07% -234.0 -36.6% $515.23 -39.9%
153 VOX VANGUARD COMMUNICATION SERVICES ETF 1,095.0 $201K 0.06% -6K -84.0% $183.88 +1.8%
154 MAYT ALLIANZIM U.S. EQUITY BUFFER10 MAY ETF 5,152.0 $201K 0.06% NEW $39.00 -5.6%
155 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,850.0 $198K 0.06% -10K -83.8% $107.15 +4.5%
156 ANFIELD ENHANCED MARKET ETF 16,082.0 $195K 0.06% -119K -88.1% $12.12
157 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 3,371.0 $194K 0.06% +3K +1871.3% $57.62 +17.3%
158 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 397.0 $190K 0.06% -1K -71.9% $477.57 -13.3%
159 INTC INTEL CORP COM Technology 1,327.0 $185K 0.06% +572.0 +75.8% $139.63 -36.5%
160 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 194.0 $182K 0.06% -119.0 -38.0% $937.14 -0.1%
Page 8 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%