DOSSIER · 13F-HR · Q3 2026

Mosley Wealth Management

$343M in tracked AUM across 806 positions as of Q3 2026.

MW
CIK 0002011849 · last filed Sep 30, 2026
Total AUM
$343M
as of Q3 2026
Holdings
806
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Mosley Wealth Management filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
PSTR
PEAKSHARES SECTOR ROTATION ETF
$22M706K6.5%
02
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$18M342K5.3%
03
PRMR
PEAKSHARES RMR PRIME EQUITY ETF
$14M483K4.0%
04
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
$14M268K3.9%
05
VUG
VANGUARD MORNINGSTAR GROWTH ETF
$13M148K3.9%
06
VHT
VANGUARD HEALTH CARE ETF
$13M39K3.7%
07
AAPL
APPLE INC COM
$12M35K3.5%
08
VFH
VANGUARD FINANCIALS ETF
$11M85K3.3%
09
FDMO
FIDELITY MOMENTUM FACTOR ETF
$8M91K2.5%
10
VDC
VANGUARD CONSUMER STAPLES ETF
$8M34K2.3%

Filing history

2026Q3Sep 30
$343M▲ 9.3%
806 positionsView →
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