Mosley Wealth Management

Name: Mosley Wealth Management — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002011849 · ANAHEIM, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗

Mosley Wealth Management reported 781 positions worth $314.3M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: PSTR (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$314.3M

2026 Q2

Positions

781

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

39.6%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 781 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	PSTR	PEAKSHARES SECTOR ROTATION ETF	SH	$20.3M	6.46%	665,829	—	—
▸ 2	FNDF	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	SH	$17.6M	5.61%	333,920	—	—
▸ 3	MGC	VANGUARD MEGA CAP ETF	SH	$13.8M	4.41%	50,608	—	—
▸ 4	USFR	WISDOMTREE FLOATING RATE TREASURY FUND	SH	$12.5M	3.98%	248,652	—	—
▸ 5	VUG	VANGUARD GROWTH ETF	SH	$11.9M	3.78%	137,968	—	—
▸ 6	VHT	VANGUARD HEALTH CARE ETF	SH	$11.1M	3.54%	37,158	—	—
▸ 7	VFH	VANGUARD FINANCIALS ETF	SH	$10.6M	3.38%	80,709	—	—
▸ 8	AAPL	APPLE INC COM	SH	$10.2M	3.25%	35,299	—	—
▸ 9	FDMO	FIDELITY MOMENTUM FACTOR ETF	SH	$8.6M	2.73%	87,063	—	—
▸ 10	IVV	ISHARES CORE S&P 500 ETF	SH	$7.9M	2.50%	10,490	—	—

The free plan shows the top 10 positions. The remaining 771 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mosley Wealth Management hold as of Q2 2026?

Mosley Wealth Management reported 781 positions worth $314.3M in its Q2 2026 13F filing. Largest positions: PSTR (6.5%), FNDF (5.6%), MGC (4.4%), USFR (4.0%) and VUG (3.8%).

What did Mosley Wealth Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mosley Wealth Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.