Mosley Wealth Management: 13F holdings
CIK 20118492026Q2
| Positions | 781 |
|---|
| Reported value | $314.3m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 781 (+315 vs prior quarter) |
|---|
| Reported value | $314.3m (+42.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PEAKSHARES SECTOR ROTATION ETF | 665,829 | $20.3m | 6.5% |
| EWU SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 333,920 | $17.6m | 5.6% |
| MGC VANGUARD MEGA CAP ETF | 50,608 | $13.8m | 4.4% |
| USFR WISDOMTREE FLOATING RATE TREASURY FUND | 248,652 | $12.5m | 4.0% |
| VUG VANGUARD GROWTH ETF | 137,968 | $11.9m | 3.8% |
| VHT VANGUARD HEALTH CARE ETF | 37,158 | $11.1m | 3.5% |
| VFH VANGUARD FINANCIALS ETF | 80,709 | $10.6m | 3.4% |
| AAPL APPLE INC COM | 35,299 | $10.2m | 3.3% |
| FDMO FIDELITY MOMENTUM FACTOR ETF | 87,063 | $8.6m | 2.7% |
| IVV ISHARES CORE S&P 500 ETF | 10,490 | $7.9m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011849")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples