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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $221M AUM 466 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 312 New 56 Added 52 Reduced
Page 6 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APP APPLOVIN CORP COM CL A Technology 639.0 $459K 0.21% +9.0 +1.4% $718.54 -21.0%
102 RTX RTX CORPORATION COM Industrials 2,724.0 $456K 0.21% +25.0 +0.9% $167.35 +5.5%
103 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,317.0 $455K 0.21% +16.0 +1.2% $345.31 +11.2%
104 NET CLOUDFLARE INC CL A COM Technology 2,099.0 $450K 0.20% +24.0 +1.2% $214.59 -2.5%
105 ICVT ISHARES CONVERTIBLE BOND ETF 4,485.0 $449K 0.20% +38.0 +0.8% $100.06 +19.9%
106 QBTS D-WAVE QUANTUM INC COM Technology 18,064.0 $446K 0.20% +97.0 +0.5% $24.71 +11.2%
107 COIN COINBASE GLOBAL INC COM CL A Financial Services 1,313.0 $443K 0.20% +16.0 +1.2% $337.49 -48.5%
108 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 1,834.0 $440K 0.20% $239.65 -49.3%
109 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 4,579.0 $436K 0.20% $95.19 +0.8%
110 LRCX LAM RESEARCH CORP COM NEW Technology 3,064.0 $410K 0.19% +40.0 +1.3% $133.90 +138.2%
111 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS Technology 1,411.0 $394K 0.18% +18.0 +1.3% $279.29 +51.4%
112 BUCK SIMPLIFY STABLE INCOME ETF 16,420.0 $392K 0.18% -4K -19.7% $23.85 -1.6%
113 MRSH MARSH & MCLENNAN COS INC COM Financial Services 1,874.0 $378K 0.17% $201.53 -20.3%
114 AMGN AMGEN INC COM Healthcare 1,293.0 $365K 0.17% +13.0 +1.0% $282.25 +19.1%
115 SBAR SIMPLIFY BARRIER INCOME ETF 13,524.0 $355K 0.16% -6K -29.0% $26.26 -3.3%
116 IFRA ISHARES U.S. INFRASTRUCTURE ETF 6,692.0 $353K 0.16% $52.82 +17.1%
117 STIP ISHARES 0-5 YEAR TIPS BOND ETF 3,389.0 $350K 0.16% +57.0 +1.7% $103.35 +0.1%
118 FPX FIRST TRUST US EQUITY OPPORTUNITIES ETF 2,094.0 $348K 0.16% -32.0 -1.5% $166.17 +16.5%
119 QQQ INVESCO QQQ TRUST SERIES I Financial Services 575.0 $345K 0.16% +8.0 +1.4% $600.37 +21.5%
120 VBR VANGUARD SMALL CAP VALUE ETF 1,651.0 $344K 0.16% -283.0 -14.6% $208.65 +12.7%
Page 6 of 24  ·  466 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 36.8%
Financial Services 24.0%
Communication Services 7.5%
Industrials 6.3%
Energy 6.0%
Healthcare 5.6%
Consumer Defensive 4.8%
Consumer Cyclical 4.4%
Utilities 4.4%
Basic Materials 0.1%