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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 7 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF 3,284.0 $344K 0.16% $104.79 -1.1%
122 FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 10,587.0 $327K 0.15% -2K -16.2% $30.86 -0.1%
123 BSV VANGUARD SHORT-TERM BOND ETF 4,140.0 $327K 0.15% -793.0 -16.1% $78.91 -1.1%
124 TIP ISHARES TIPS BOND ETF 2,927.0 $326K 0.15% -876.0 -23.0% $111.22 -0.1%
125 VLO VALERO ENERGY CORP COM Energy 1,806.0 $307K 0.14% +19.0 +1.1% $170.25 +43.6%
126 JNJ JOHNSON & JOHNSON COM Healthcare 1,632.0 $303K 0.14% -214.0 -11.6% $185.45 +24.5%
127 ENB ENBRIDGE INC COM Energy 5,883.0 $297K 0.13% $50.46 +10.1%
128 COST COSTCO WHSL CORP NEW COM Consumer Defensive 313.0 $290K 0.13% -50.0 -13.8% $925.86 +7.8%
129 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 3,182.0 $280K 0.13% -21.0 -0.7% $88.13 +11.1%
130 MMM 3M CO COM Industrials 1,801.0 $280K 0.13% $155.20 -2.2%
131 KBWB INVESCO KBW BANK ETF 3,533.0 $276K 0.12% $78.21 +10.6%
132 EEM ISHARES MSCI EMERGING MARKETS ETF 5,083.0 $271K 0.12% -790.0 -13.4% $53.40 +28.3%
133 VWO VANGUARD FTSE EMERGING MARKETS ETF 4,806.0 $260K 0.12% $54.17 +10.6%
134 RKLB ROCKET LAB CORP COM Industrials 5,322.0 $255K 0.12% +82.0 +1.6% $47.91 +210.8%
135 HEICO CORP NEW CL A 968.0 $246K 0.11% $254.09
136 BERKSHIRE HATHAWAY INC DEL CL B NEW 482.0 $242K 0.11% -122.0 -20.2% $502.74
137 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 5,558.0 $241K 0.11% $43.30 -1.8%
138 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,131.0 $237K 0.11% -197.0 -14.8% $209.28 +12.4%
139 VRP INVESCO VARIABLE RATE PREFERRED ETF 9,388.0 $232K 0.10% -2K -18.6% $24.70 -1.4%
140 VIS VANGUARD INDUSTRIALS ETF 781.0 $231K 0.10% -140.0 -15.2% $296.39 +15.4%
Page 7 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%