13F Insight
DOSSIER · 13F-HR · Q1 2026

MOSELEY INVESTMENT MANAGEMENT INC

$314M in tracked AUM across 163 positions as of Q1 2026.

MI
CIK 0000906396 · last filed Mar 31, 2026
Total AUM
$314M
as of Q1 2026
Holdings
163
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

MOSELEY INVESTMENT MANAGEMENT INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IBTG
ISHARES TR
$19M842K6.1%02
AAPL
APPLE INC
$18M69K5.6%03
IBTI
ISHARES TR
$16M720K5.1%04
GOOGL
ALPHABET INC
$12M43K4.0%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M22K3.3%06
IBDR
ISHARES TR
$10M428K3.3%07
NVDA
NVIDIA CORPORATION
$10M58K3.2%08
AVGO
BROADCOM INC
$10M32K3.2%09
AMZN
AMAZON COM INC
$10M47K3.1%10
BRK/A
BERKSHIRE HATHAWAY INC DEL
$9M133.0%

Filing history

2026Q1Mar 31
$314M▼ 3.0%
163 positionsView →2025Q4Dec 31
$324M▼ 1.5%
165 positionsView →2025Q3Sep 30
$329M▲ 13.3%
176 positionsView →2025Q2Jun 30
$290M▲ 13.5%
163 positionsLocked2025Q1Mar 31
$256M▼ 0.2%
151 positionsLocked2024Q4Dec 31
$256M▲ 2.2%
149 positionsLocked2024Q3Sep 30
$251M▲ 16.4%
153 positionsLocked2024Q2Jun 30
$215M▲ 6.9%
144 positionsLocked2024Q1Mar 31
$201M▲ 12.0%
148 positionsLocked2023Q4Dec 31
$180M▲ 7.5%
148 positionsLocked2023Q3Sep 30
$167M▼ 2.4%
142 positionsLocked2023Q2Jun 30
$171M▲ 22.8%
145 positionsLocked
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