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

Mosley Wealth Management

Mosley Wealth's asset manager based in London, UK — $221M in tracked AUM across 466 positions as of Q1 2026.

MW
Mosley Wealth·London, UK·Asset Manager
CIK 0002011849 · last filed Mar 31, 2026
Total AUM
$221M
▲ 0.6%
vs prior
Holdings
466
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Mosley Wealth Management 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
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
$14M238K6.2%
02
XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
$12M200K5.4%
03
IVV
ISHARES CORE S&P 500 ETF
$11M17K5.2%
04
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
$10M210K4.4%
05
AAPL
APPLE INC COM
$8M31K3.5%
06
IVW
ISHARES S&P 500 GROWTH ETF
$7M60K3.3%
07
EFV
ISHARES MSCI EAFE VALUE ETF
$7M105K3.2%
08
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
$6M83K2.5%
09
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
$5M26K2.3%
10
EFG
ISHARES MSCI EAFE GROWTH ETF
$5M41K2.1%

Filing history

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