§ 13F · FUND PROFILE
MOSELEY INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290.2T (13F)Positions · 163Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 71K | $19.3T | 6.0% | −3% |
| 2 | IBTG | ISHARES TR | 823K | $18.8T | 5.8% | +124% |
| 3 | IBTI | ISHARES TR | 704K | $15.7T | 4.9% | +8% |
| 4 | GOOGL | ALPHABET INC | 44K | $13.6T | 4.2% | −2% |
| 5 | AVGO | BROADCOM INC | 33K | $11.4T | 3.5% | −3% |
| 6 | AMZN | AMAZON COM INC | 48K | $11.0T | 3.4% | −1% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 22K | $11.0T | 3.4% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 58K | $10.8T | 3.3% | −3% |
| 9 | MSFT | MICROSOFT CORP | 22K | $10.8T | 3.3% | −5% |
| 10 | IBDR | ISHARES TR | 411K | $10.0T | 3.1% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOSELEY SIGNAL
AC read
MOSELEY INVESTMENT MANAGEMENT INC is a Other fund managing $290224.8 trillion in assets. The fund runs a portfolio of 163 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed