Mosley Wealth Management Top Holdings and 13F Report (2026) About Mosley Wealth ManagementInvestment ActivityMosley Wealth Management has $220.87 million in total holdings as of March 31, 2026.Mosley Wealth Management owns shares of 466 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 3.99% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Mosley Wealth Management has purchased 154 new stocks and bought additional shares in 78 stocks.Mosley Wealth Management sold shares of 58 stocks and completely divested from 0 stocks this quarter.Largest Holdings JPMorgan Equity Premium Income ETF $13,584,225SPDR SSGA US Sector Rotation ETF $11,916,119iShares Core S&P 500 ETF $11,448,600iShares Core Total USD Bond Market ETF $9,786,704Apple $7,821,831 Largest New Holdings this Quarter 922908595 - Vanguard Small-Cap Growth ETF $187,798 Holding82889N632 - Simplify Enhanced Income ETF $185,419 Holding26142V105 - DraftKings $179,483 Holding464287887 - iShares S&P Small-Cap 600 Growth ETF $177,987 Holding47103U845 - Janus Henderson AAA CLO ETF $177,077 Holding Largest Purchases this Quarter Vanguard Small-Cap Growth ETF 631 shares (about $187.80K)Simplify Enhanced Income ETF 8,030 shares (about $185.42K)DraftKings 4,799 shares (about $179.48K)iShares S&P Small-Cap 600 Growth ETF 1,258 shares (about $177.99K)Janus Henderson AAA CLO ETF 3,487 shares (about $177.08K) Largest Sales this Quarter Apple 1,105 shares (about $281.37K)Microsoft 534 shares (about $276.59K)NVIDIA 1,469 shares (about $274.09K)WisdomTree Floating Rate Treasury Fund 4,042 shares (about $203.19K)Amazon.com 872 shares (about $191.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMosley Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJEPIJPMorgan Equity Premium Income ETF$13,584,225$117,169 ▲0.9%237,9026.2%ETFXLSRSPDR SSGA US Sector Rotation ETF$11,916,119$40,594 ▲0.3%199,9015.4%ETFIVViShares Core S&P 500 ETF$11,448,600$669 ▲0.0%17,1055.2%ETFIUSBiShares Core Total USD Bond Market ETF$9,786,704$60,629 ▲0.6%209,5214.4%ManufacturingAAPLApple$7,821,831$281,370 ▼-3.5%30,7183.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$7,257,449$50,461 ▲0.7%60,1183.3%ETFEFViShares MSCI EAFE Value ETF$7,118,366$36,628 ▲0.5%104,9443.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,503,999$26,961 ▲0.5%83,4952.5%ETFQUALiShares MSCI USA Quality Factor ETF$5,043,094$38,121 ▲0.8%25,9292.3%ETFEFGiShares MSCI EAFE Growth ETF$4,645,399$20,612 ▲0.4%40,7922.1%ETFVTIVanguard Total Stock Market ETF$4,637,142$656 ▼0.0%14,1302.1%ETFIVEiShares S&P 500 Value ETF$4,389,116$36,552 ▲0.8%21,2542.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$4,315,841$32,797 ▲0.8%72,9032.0%ETFNVDANVIDIA$3,875,826$274,086 ▼-6.6%20,7731.8%Computer and TechnologyIYWiShares U.S. Technology ETF$3,407,706$18,998 ▲0.6%17,3991.5%ManufacturingMBBiShares MBS ETF$3,277,374$16,366 ▲0.5%34,4441.5%ETFMSFTMicrosoft$3,114,499$276,591 ▼-8.2%6,0131.4%Computer and TechnologyIAUiShares Gold Trust$2,685,359$9,023 ▼-0.3%36,9021.2%FinanceMTUMiShares MSCI USA Momentum Factor ETF$2,621,753$12,823 ▲0.5%10,2231.2%ETFJPMJPMorgan Chase & Co.$2,575,105$70,339 ▼-2.7%8,1641.2%FinanceTLHiShares 10-20 Year Treasury Bond ETF$2,512,424$13,801 ▲0.6%24,3951.1%ETFJPSTJPMorgan Ultra-Short Income ETF$2,325,928$1,776 ▼-0.1%45,8491.1%ETFORCLOracle$2,262,670$32,063 ▼-1.4%8,0451.0%Computer and TechnologyHOODRobinhood Markets$2,080,549$22,622 ▲1.1%14,5310.9%FinanceQCOMQualcomm$2,022,481$34,770 ▼-1.7%12,1570.9%Computer and TechnologyCCitigroup$1,898,712$20,908 ▼-1.1%18,7070.9%Financial ServicesICFiShares Select U.S. REIT ETF$1,852,962$12,262 ▲0.7%30,0710.8%ETFGOOGLAlphabet$1,681,569$73,418 ▼-4.2%6,9170.8%Computer and TechnologyBTHMBlackRock Future U.S. Themes ETF$1,669,578$21,239 ▲1.3%44,0990.8%ETFMSMorgan Stanley$1,663,016$27,818 ▼-1.6%10,4620.8%FinanceBINCiShares Flexible Income Active ETF$1,662,144$15,067 ▲0.9%31,2200.8%ETFOEFiShares S&P 100 ETF$1,646,071$23,297 ▲1.4%4,9460.7%ETFANFIELD ENHANCED MARKET ETF$1,450,1010.0%134,8580.7%ETFGSThe Goldman Sachs Group$1,418,319$39,022 ▼-2.7%1,7810.6%FinanceXLCCommunication Services Select Sector SPDR Fund$1,354,707$118 ▲0.0%11,4450.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,304,445$1,617 ▲0.1%13,7110.6%ETFAMZNAmazon.com$1,298,185$191,478 ▼-12.9%5,9120.6%Retail/WholesaleMETAMeta Platforms$1,296,404$157,919 ▼-10.9%1,7650.6%Computer and TechnologyVOXVanguard Communication Services ETF$1,283,4120.0%6,8360.6%ETFWMBWilliams Companies$1,262,259$10,706 ▲0.9%19,9250.6%EnergyIAGGiShares Core International Aggregate Bond ETF$1,190,022$9,836 ▲0.8%23,2290.5%ETFLLYEli Lilly and Company$1,152,664$14,494 ▲1.3%1,5110.5%MedicalARK NEXT GENERATION INTERNET ETF$1,128,3300.0%6,4620.5%ETFCIENCiena$1,105,053$11,071 ▲1.0%7,5860.5%Computer and TechnologySOSouthern$1,098,028$12,036 ▲1.1%11,5860.5%UtilitiesMOAltria Group$1,096,134$8,654 ▲0.8%16,5930.5%Consumer StaplesPEAKSHARES SECTOR ROTATION ETF$1,079,474$140,773 ▼-11.5%37,9500.5%ETFIGViShares Expanded Tech-Software Sector ETF$1,013,9280.0%8,8160.5%ETFBABAAlibaba Group$999,994$11,260 ▲1.1%5,5950.5%Retail/WholesaleASMLASML$992,292$11,617 ▲1.2%1,0250.4%Computer and TechnologyISHARES A.I. INNOVATION AND TECH ACTIVE ETF$962,970$7,003 ▲0.7%28,1900.4%ETFPALANTIR TECHNOLOGIES INC CL A$956,975$32,288 ▼-3.3%5,2460.4%StockVRTVertiv$923,918$9,505 ▲1.0%6,1240.4%Computer and TechnologySRESempra Energy$914,107$7,198 ▲0.8%10,1590.4%UtilitiesPGProcter & Gamble$899,351$29,195 ▼-3.1%5,8530.4%Consumer StaplesKMIKinder Morgan$891,547$5,719 ▲0.6%31,4920.4%EnergyGOOGAlphabet$887,427$244 ▲0.0%3,6440.4%Computer and TechnologyTAT&T$884,049$3,276 ▲0.4%31,3050.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$865,0030.0%1,2980.4%FinancePHParker-Hannifin$841,5470.0%1,1100.4%IndustrialsBXBlackstone$825,239$9,055 ▲1.1%4,8300.4%FinanceXOMExxonMobil$794,638$36,192 ▼-4.4%7,0480.4%EnergyIJRiShares Core S&P Small-Cap ETF$789,480$1,188 ▲0.2%6,6440.4%ETFIYGiShares U.S. Financial Services ETF$773,679$90 ▲0.0%8,6310.4%ETFAESRAnfield U.S. Equity Sector Rotation ETF$755,389$123 ▲0.0%36,7050.3%ETFFNDFSchwab Fundamental International Equity ETF$741,078$128,539 ▼-14.8%17,2500.3%ETFPEGPublic Service Enterprise Group$692,358$8,429 ▲1.2%8,2960.3%UtilitiesVDCVanguard Consumer Staples ETF$685,163$97,880 ▼-12.5%3,2060.3%ETFGOVTiShares U.S. Treasury Bond ETF$684,823$5,988 ▲0.9%29,6200.3%ETFIBMInternational Business Machines$667,367$4,515 ▲0.7%2,3650.3%Computer and TechnologyAPOApollo Global Management$661,818$9,729 ▲1.5%4,9660.3%FinanceUSFRWisdomTree Floating Rate Treasury Fund$659,147$203,193 ▼-23.6%13,1120.3%FinancePANWPalo Alto Networks$628,168$6,719 ▲1.1%3,0850.3%Computer and TechnologyMGCVanguard Mega Cap ETF$616,571$151,092 ▼-19.7%2,5260.3%ETFVZVerizon Communications$601,728$6,724 ▲1.1%13,6910.3%Computer and TechnologyISHARES BITCOIN TRUST ETF$599,950$4,875 ▲0.8%9,2300.3%ETFIWFiShares Russell 1000 Growth ETF$598,528$468 ▲0.1%1,2780.3%ETFVOOVanguard S&P 500 ETF$574,5580.0%9380.3%ETFFDMOFidelity Momentum Factor ETF$566,067$48,905 ▼-8.0%6,8060.3%ETFISRGIntuitive Surgical$554,118$26,834 ▼-4.6%1,2390.3%MedicalEMREmerson Electric$551,495$5,510 ▲1.0%4,2040.2%IndustrialsTSLATesla$548,338$68,042 ▼-11.0%1,2330.2%Auto/Tires/TrucksABBVAbbVie$547,138$232 ▼0.0%2,3630.2%MedicalCRMSalesforce$546,759$6,399 ▲1.2%2,3070.2%Computer and TechnologyADFIAnfield Dynamic Fixed Income ETF$535,913$112 ▲0.0%62,3150.2%ETFVUGVanguard Growth ETF$534,286$91,606 ▼-14.6%1,1140.2%ETFMSTRStrategy$533,580$5,800 ▲1.1%1,6560.2%Computer and TechnologyCHENIERE ENERGY INC COM NEW$528,476$6,580 ▲1.3%2,2490.2%StockVCRVanguard Consumer Discretionary ETF$526,6700.0%1,3290.2%ETFKOCocaCola$521,691$25,667 ▼-4.7%7,8660.2%Consumer StaplesWALMART INC COM$520,218$39,058 ▼-7.0%5,0480.2%StockAOMiShares Core 40/60 Moderate Allocation ETF$509,4870.0%10,7080.2%ETFVVisa$504,048$4,436 ▼-0.9%1,4770.2%Business ServicesGILDGilead Sciences$498,030$1,554 ▲0.3%4,4870.2%MedicalMAMastercard$497,254$6,258 ▲1.3%8740.2%Business ServicesALCCAltC Acquisition$488,939$6,140 ▲1.3%4,3800.2%EnergyAVGOBroadcom$482,572$122,705 ▼-20.3%1,4630.2%Computer and TechnologyVHTVanguard Health Care ETF$467,293$79,959 ▼-14.6%1,8000.2%ETFVFHVanguard Financials ETF$462,167$88,838 ▼-16.1%3,5220.2%ETFXYLXylem$460,4950.0%3,1220.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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