Mosley Wealth Management
- SEC CIK
- 0002011849
- Latest filing
- Jul 23, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only.
- Positions
- 154
- No filing for Q3 2025
- Portfolio value
- $218.2M
- No filing for Q3 2025
Mosley Wealth Management did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 235,850 | $13.4M | 6.2% | – | – | – |
| Ssga Active Tr78470P408 | STATE STREET US | 199,220 | $12.0M | 5.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 17,104 | $11.6M | 5.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 208,223 | $9.71M | 4.5% | – | – | – |
| AAPLApple Inc. | Stock | 31,823 | $8.21M | 3.8% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 59,700 | $7.28M | 3.3% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 104,404 | $7.12M | 3.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 83,086 | $5.59M | 2.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 25,733 | $5.06M | 2.3% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 40,611 | $4.73M | 2.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,132 | $4.69M | 2.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 21,077 | $4.39M | 2.0% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 72,349 | $4.31M | 2.0% | – | – | – |
| NVDANVIDIA Corp | Stock | 22,242 | $4.21M | 1.9% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 17,302 | $3.48M | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,547 | $3.44M | 1.6% | – | – | History |
| iShares Tr464288588 | MBS ETF | 34,272 | $3.26M | 1.5% | – | – | – |
| IAUiShares Gold Trust | ETF | 37,026 | $2.82M | 1.3% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 10,173 | $2.60M | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 8,387 | $2.55M | 1.2% | – | – | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 24,261 | $2.50M | 1.1% | – | – | – |
| ORCLOracle Corp | Stock | 8,159 | $2.36M | 1.1% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 45,884 | $2.32M | 1.1% | – | – | – |
| HOODRobinhood Markets, Inc. | Stock | 14,373 | $2.17M | 1.0% | – | – | History |
| QCOMQualcomm Inc | Stock | 12,366 | $2.07M | 1.0% | – | – | History |
| CCitigroup Inc | Stock | 18,913 | $1.83M | 0.8% | – | – | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 29,872 | $1.81M | 0.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 7,219 | $1.77M | 0.8% | – | – | History |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 43,538 | $1.66M | 0.8% | – | – | – |
| MSMorgan Stanley | Stock | 10,637 | $1.66M | 0.8% | – | – | History |
| iShares S&P 100 ETF464287101 | ETF | 4,876 | $1.64M | 0.8% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 30,937 | $1.64M | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,784 | $1.53M | 0.7% | – | – | History |
| Two RDS Shared Tr90214Q485 | ANFIELD ENHANCED | 134,858 | $1.48M | 0.7% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1,830 | $1.42M | 0.7% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,980 | $1.42M | 0.7% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,444 | $1.32M | 0.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,694 | $1.31M | 0.6% | – | – | – |
| Vanguard Communication Services ETF92204A884 | ETF | 6,836 | $1.26M | 0.6% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,492 | $1.26M | 0.6% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 19,756 | $1.25M | 0.6% | – | – | History |
| Northern LTS FD Tr II66538F140 | PEAKSHARES SECTO | 42,899 | $1.23M | 0.6% | – | – | – |
| CIENCiena Corp | COM NEW | 7,510 | $1.20M | 0.5% | – | – | History |
| iShares Tr46435G672 | CORE INTL AGGR | 23,037 | $1.18M | 0.5% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 6,462 | $1.18M | 0.5% | – | – | – |
| SOSouthern Co | Stock | 11,459 | $1.10M | 0.5% | – | – | History |
| MOAltria Group, Inc. | Stock | 16,462 | $1.08M | 0.5% | – | – | History |
| iShares Tr464287515 | EXPANDED TECH | 8,816 | $1.02M | 0.5% | – | – | – |
| VRTVertiv Holdings Co | COM CL A | 6,061 | $1.01M | 0.5% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 5,532 | $1.00M | 0.5% | – | – | History |
| ASMLASML Holding NV | ADR | 1,013 | $1.00M | 0.5% | – | – | History |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 27,985 | $999.9K | 0.5% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 5,423 | $995.4K | 0.5% | – | – | History |
| SRESempra | Stock | 10,079 | $941.0K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 6,043 | $910.6K | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 3,643 | $894.4K | 0.4% | – | – | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 20,242 | $881.8K | 0.4% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 31,290 | $880.5K | 0.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,298 | $874.0K | 0.4% | – | – | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 17,154 | $863.0K | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,369 | $840.3K | 0.4% | – | – | History |
| PHParker-Hannifin Corp | Stock | 1,110 | $836.2K | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 31,189 | $818.7K | 0.4% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,634 | $791.7K | 0.4% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 3,664 | $777.3K | 0.4% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,145 | $776.5K | 0.4% | – | – | – |
| BXBlackstone Inc. | COM | 4,777 | $776.1K | 0.4% | – | – | History |
| Two RDS Shared Tr90214Q733 | ANFIELD US EQU | 36,699 | $765.2K | 0.4% | – | – | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 8,630 | $764.0K | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 2,349 | $680.0K | 0.3% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 29,361 | $677.9K | 0.3% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 8,195 | $670.4K | 0.3% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 3,052 | $664.7K | 0.3% | – | – | History |
| IBITiShares Bitcoin Trust ETF | ETF | 9,155 | $641.4K | 0.3% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,305 | $635.7K | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,835 | $634.2K | 0.3% | – | – | History |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 7,394 | $617.9K | 0.3% | – | – | – |
| QBTSD-Wave Quantum Inc. | Stock | 17,967 | $615.4K | 0.3% | – | – | History |
| APOApollo Global Management, Inc. | COM | 4,893 | $610.8K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 1,386 | $608.5K | 0.3% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,277 | $606.9K | 0.3% | – | – | – |
| OKLOOklo Inc. | COM CL A | 4,325 | $582.9K | 0.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,299 | $582.1K | 0.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 938 | $580.7K | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,108 | $567.7K | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 13,538 | $559.4K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 5,427 | $558.5K | 0.3% | – | – | History |
| EMREmerson Electric Co | Stock | 4,162 | $553.3K | 0.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,280 | $548.2K | 0.3% | – | – | History |
| Vanguard Financials ETF92204A405 | ETF | 4,199 | $547.7K | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,364 | $546.7K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 8,253 | $545.7K | 0.3% | – | – | History |
| MSTRStrategy Inc | Stock | 1,638 | $541.9K | 0.2% | – | – | History |
| Two RDS Shared Tr90214Q725 | ANFIELD DYNAMIC | 62,302 | $536.4K | 0.2% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 4,473 | $529.0K | 0.2% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,221 | $523.8K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 1,490 | $523.7K | 0.2% | – | – | History |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 1,329 | $519.7K | 0.2% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 10,708 | $510.5K | 0.2% | – | – | – |
| COINCoinbase Global, Inc. | COM CL A | 1,297 | $502.3K | 0.2% | – | – | History |