DOSSIER · 13F-HR · Q2 2026

Mosley Wealth Management

$314M in tracked AUM across 781 positions as of Q2 2026.

MW
CIK 0002011849 · last filed Jun 30, 2026
Total AUM
$314M
as of Q2 2026
Holdings
781
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Mosley Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PSTR
PEAKSHARES SECTOR ROTATION ETF
$20M666K6.5%
02
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$18M334K5.6%
03
MGC
VANGUARD MEGA CAP ETF
$14M51K4.4%
04
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
$13M249K4.0%
05
VUG
VANGUARD GROWTH ETF
$12M138K3.8%
06
VHT
VANGUARD HEALTH CARE ETF
$11M37K3.5%
07
VFH
VANGUARD FINANCIALS ETF
$11M81K3.4%
08
AAPL
APPLE INC COM
$10M35K3.3%
09
FDMO
FIDELITY MOMENTUM FACTOR ETF
$9M87K2.7%
10
IVV
ISHARES CORE S&P 500 ETF
$8M10K2.5%

Filing history

2026Q2Jun 30
$314M 42.3%
781 positionsView →
2026Q1Mar 31
$221M 1.1%
466 positionsView →
2025Q4Dec 31
$219M 35.3%
154 positionsView →
2024Q4Dec 31
$161M 10.2%
114 positionsLocked
2024Q3Sep 30
$147M 24.7%
114 positionsLocked
2024Q2Jun 30
$117M 10.2%
102 positionsLocked
2024Q1Mar 31
$107M 5.1%
95 positionsLocked
2023Q4Dec 31
$101M
92 positionsLocked