Mosley Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$220.9M
Q ending 2026-03-31
Prior quarter
$218.5M
Q ending 2025-12-31
Change
+1.1% QoQ
Positions
466
reported holdings
Largest positions
Top 100 of 466 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $13.6M | 238K |
| Spdr Ssga U.S. Sector Rotation Etf | XLSR | Shares | $11.9M | 200K |
| Ishares Core S&P 500 Etf | IVV | Shares | $11.4M | 17K |
| Ishares Core Total Usd Bond Market | IUSB | Shares | $9.8M | 210K |
| Apple Inc Com | AAPL | Shares | $7.8M | 31K |
| Ishares S&P 500 Growth Etf | IVW | Shares | $7.3M | 60K |
| Ishares Msci Eafe Value Etf | EFV | Shares | $7.1M | 105K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $5.5M | 83K |
| Ishares Msci Usa Quality Factor Et | QUAL | Shares | $5.0M | 26K |
| Ishares Msci Eafe Growth Etf | EFG | Shares | $4.6M | 41K |
| Vanguard Total Stock Market Etf | VTI | Shares | $4.6M | 14K |
| Ishares S&P 500 Value Etf | IVE | Shares | $4.4M | 21K |
| Ishares U.S. Equity Factor Rotatio | DYNF | Shares | $4.3M | 73K |
| Nvidia Corporation Com | NVDA | Shares | $3.9M | 21K |
| Ishares U.S. Technology Etf | IYW | Shares | $3.4M | 17K |
| Ishares Mbs Etf | MBB | Shares | $3.3M | 34K |
| Microsoft Corp Com | MSFT | Shares | $3.1M | 6K |
| Ishares Gold Trust | IAU | Shares | $2.7M | 37K |
| Ishares Msci Usa Momentum Factor E | MTUM | Shares | $2.6M | 10K |
| Jpmorgan Chase & Co. Com | JPM | Shares | $2.6M | 8K |
| Ishares 10-20 Year Treasury Bond E | TLH | Shares | $2.5M | 24K |
| Jpmorgan Ultra-Short Income Etf | JPST | Shares | $2.3M | 46K |
| Oracle Corp Com | ORCL | Shares | $2.3M | 8K |
| Robinhood Mkts Inc Com Cl A | HOOD | Shares | $2.1M | 15K |
| Qualcomm Inc Com | QCOM | Shares | $2.0M | 12K |
| Citigroup Inc Com New | C | Shares | $1.9M | 19K |
| Ishares Select U.S. Reit Etf | ICF | Shares | $1.9M | 30K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $1.7M | 7K |
| Ishares U.S. Thematic Rotation Act | THRO | Shares | $1.7M | 44K |
| Morgan Stanley Com New | MS | Shares | $1.7M | 10K |
| Ishares Flexible Income Active Etf | BINC | Shares | $1.7M | 31K |
| Ishares S&P 100 Etf | OEF | Shares | $1.6M | 5K |
| Anfield Enhanced Market Etf | Shares | $1.5M | 135K | |
| Goldman Sachs Group Inc Com | GS | Shares | $1.4M | 2K |
| Communication Services Select Sect | XLC | Shares | $1.4M | 11K |
| Ishares Msci Usa Min Vol Factor Et | USMV | Shares | $1.3M | 14K |
| Amazon Com Inc Com | AMZN | Shares | $1.3M | 6K |
| Meta Platforms Inc Cl A | META | Shares | $1.3M | 2K |
| Vanguard Communication Services Et | VOX | Shares | $1.3M | 7K |
| Williams Cos Inc Com | WMB | Shares | $1.3M | 20K |
| Ishares Core International Aggrega | IAGG | Shares | $1.2M | 23K |
| Eli Lilly & Co Com | LLY | Shares | $1.2M | 2K |
| Ark Next Generation Internet Etf | ARKW | Shares | $1.1M | 6K |
| Ciena Corp Com New | CIEN | Shares | $1.1M | 8K |
| Southern Co Com | SO | Shares | $1.1M | 12K |
| Altria Group Inc Com | MO | Shares | $1.1M | 17K |
| Peakshares Sector Rotation Etf | PSTR | Shares | $1.1M | 38K |
| Ishares Expanded Tech-Software Sec | IGV | Shares | $1.0M | 9K |
| Alibaba Group Hldg Ltd Sponsored A | BABA | Shares | $1000K | 6K |
| Asml Holding N V N Y Registry Shs | Shares | $992K | 1K | |
| Ishares A.I. Innovation And Tech A | BAI | Shares | $963K | 28K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $957K | 5K |
| Vertiv Holdings Co Com Cl A | VRT | Shares | $924K | 6K |
| Sempra Com | SRE | Shares | $914K | 10K |
| Procter And Gamble Co Com | PG | Shares | $899K | 6K |
| Kinder Morgan Inc Del Com | KMI | Shares | $892K | 31K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $887K | 4K |
| At&T Inc Com | T | Shares | $884K | 31K |
| Spdr S&P 500 Etf Trust | SPY | Shares | $865K | 1K |
| Parker-Hannifin Corp Com | PH | Shares | $842K | 1K |
| Blackstone Inc Com | BX | Shares | $825K | 5K |
| Exxon Mobil Corp Com | XOM | Shares | $795K | 7K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $789K | 7K |
| Ishares Us Financial Services Etf | IYG | Shares | $774K | 9K |
| Anfield U.S. Equity Sector Rotatio | Shares | $755K | 37K | |
| Schwab Fundamental International E | FNDF | Shares | $741K | 17K |
| Public Svc Enterprise Grp Inc Com | PEG | Shares | $692K | 8K |
| Vanguard Consumer Staples Etf | VDC | Shares | $685K | 3K |
| Ishares U.S. Treasury Bond Etf | GOVT | Shares | $685K | 30K |
| International Business Machs Com | IBM | Shares | $667K | 2K |
| Apollo Global Mgmt Inc Com | APO | Shares | $662K | 5K |
| Wisdomtree Floating Rate Treasury | USFR | Shares | $659K | 13K |
| Palo Alto Networks Inc Com | PANW | Shares | $628K | 3K |
| Vanguard Mega Cap Etf | MGC | Shares | $617K | 3K |
| Verizon Communications Inc Com | VZ | Shares | $602K | 14K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $600K | 9K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $599K | 1K |
| Vanguard S&P 500 Etf | VOO | Shares | $575K | 938 |
| Fidelity Momentum Factor Etf | FDMO | Shares | $566K | 7K |
| Intuitive Surgical Inc Com New | ISRG | Shares | $554K | 1K |
| Emerson Elec Co Com | EMR | Shares | $551K | 4K |
| Tesla Inc Com | TSLA | Shares | $548K | 1K |
| Abbvie Inc Com | ABBV | Shares | $547K | 2K |
| Salesforce Inc Com | CRM | Shares | $547K | 2K |
| Anfield Dynamic Fixed Income Etf | ADFI | Shares | $536K | 62K |
| Vanguard Growth Etf | VUG | Shares | $534K | 1K |
| Strategy Inc Cl A New | MSTR | Shares | $534K | 2K |
| Cheniere Energy Inc Com New | LNG | Shares | $528K | 2K |
| Vanguard Consumer Discretionary Et | VCR | Shares | $527K | 1K |
| Coca Cola Co Com | KO | Shares | $522K | 8K |
| Walmart Inc Com | WMT | Shares | $520K | 5K |
| Ishares Core 40/60 Moderate Alloca | AOM | Shares | $509K | 11K |
| Visa Inc Com Cl A | V | Shares | $504K | 1K |
| Gilead Sciences Inc Com | GILD | Shares | $498K | 4K |
| Mastercard Incorporated Cl A | MA | Shares | $497K | 874 |
| Oklo Inc Com Cl A | OKLO | Shares | $489K | 4K |
| Broadcom Inc Com | AVGO | Shares | $483K | 1K |
| Vanguard Health Care Etf | VHT | Shares | $467K | 2K |
| Vanguard Financials Etf | VFH | Shares | $462K | 4K |
| Xylem Inc Com | XYL | Shares | $460K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.