§ 13F · FUND PROFILE
Mosley Wealth Management.
AUM · $314M (13F)Positions · 781Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PSTR | PEAKSHARES SECTOR ROTATION ETF | 666K | $20M | 6.5% | +1654% |
| 2 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 334K | $18M | 5.6% | +1836% |
| 3 | MGC | VANGUARD MEGA CAP ETF | 51K | $14M | 4.4% | +1903% |
| 4 | USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 249K | $13M | 4.0% | +1796% |
| 5 | VUG | VANGUARD GROWTH ETF | 138K | $12M | 3.8% | +12285% |
| 6 | VHT | VANGUARD HEALTH CARE ETF | 37K | $11M | 3.5% | +1964% |
| 7 | VFH | VANGUARD FINANCIALS ETF | 81K | $11M | 3.4% | +2192% |
| 8 | AAPL | APPLE INC COM | 35K | $10M | 3.3% | +15% |
| 9 | FDMO | FIDELITY MOMENTUM FACTOR ETF | 87K | $9M | 2.7% | +1179% |
| 10 | IVV | ISHARES CORE S&P 500 ETF | 10K | $8M | 2.5% | −39% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOSLEY SIGNAL
AC read
Mosley Wealth Management is a Other fund managing $314 million in assets. The fund runs a broad portfolio of 781 positions.
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