Mosley Wealth Management holds a diversified book of 781 reported positions worth $314.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Peakshares Sector Rotat ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +30% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Mosley Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Mosley Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mosley Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 21 / 80 | $1.0B |
| Stuart Investment Advisors, Inc. | 8 / 80 | $200.7M |
| Hoey Investments, Inc | 37 / 80 | $624.3M |
| Ardent Capital Management, Inc. | 16 / 80 | $193.6M |
| Integrated Financial Solutions, Inc. | 13 / 80 | $144.3M |
| Yarbrough Capital, LLC | 17 / 80 | $2.2B |
| Ketron Financial | 13 / 80 | $242.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Mosley Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Peakshares Sector Rotation ETF ETF | $20.3M | 665.8K | 6.5% | ▲18× Added · +628K sh | |
| 2 | Schwab Fundamental International Equity ETF ETF | $17.6M | 333.9K | 5.6% | ▲19× Added · +317K sh | |
| 3 | Vanguard Mega Cap ETF ETF | $13.8M | 50.6K | 4.4% | ▲20× Added · +48K sh | |
| 4 | Wisdomtree Floating Rate Treasury Fund ETF | $12.5M | 248.7K | 4.0% | ▲19× Added · +236K sh | |
| 5 | Vanguard Growth ETF ETF | $11.9M | 138.0K | 3.8% | ▲124× Added · +137K sh | |
| 6 | Vanguard Health Care ETF ETF | $11.1M | 37.2K | 3.5% | ▲21× Added · +35K sh | |
| 7 | Vanguard Financials ETF ETF | $10.6M | 80.7K | 3.4% | ▲23× Added · +77K sh | |
| 8 | Apple Inc Com Stock | $10.2M | 35.3K | 3.3% | ▲+15% Added · +5K sh | |
| 9 | Fidelity Momentum Factor ETF ETF | $8.6M | 87.1K | 2.7% | ▲13× Added · +80K sh | |
| 10 | Ishares Core S&P 500 ETF ETF | $7.9M | 10.5K | 2.5% | ▼−39% Reduced · −7K sh | |
| 11 | Vanguard Consumer Staples ETF ETF | $7.1M | 31.3K | 2.2% | ▲+877% Added · +28K sh | |
| 12 | Vanguard Small Cap Value ETF ETF | $7.0M | 29.0K | 2.2% | ▲18× Added · +27K sh | |
| 13 | State Street SPDR Bloomberg Investment Grade Floating Rate ETF ETF | $6.2M | 201.8K | 2.0% | ▲19× Added · +191K sh | |
| 14 | Ishares Msci Emerging Markets ETF ETF | $6.2M | 90.4K | 2.0% | ▲18× Added · +85K sh | |
| 15 | Ishares Tips Bond ETF ETF | $6.1M | 56.2K | 2.0% | ▲19× Added · +53K sh | |
| 16 | Vanguard Short-Term Bond ETF ETF | $6.1M | 78.7K | 2.0% | ▲19× Added · +75K sh | |
| 17 | Invesco Variable Rate Preferred ETF ETF | $6.0M | 245.6K | 1.9% | ▲26× Added · +236K sh | |
| 18 | Vanguard Industrials ETF ETF | $5.9M | 16.4K | 1.9% | ▲21× Added · +16K sh | |
| 19 | Ishares U.S. Aerospace & Defense ETF ETF | $5.6M | 23.2K | 1.8% | ▲21× Added · +22K sh | |
| 20 | Vanguard Dividend Appreciation ETF ETF | $5.5M | 23.2K | 1.7% | ▲22× Added · +22K sh | |
| 21 | Nvidia Corporation Com Stock | $3.9M | 19.4K | 1.2% | ▼−6.4% Reduced · −1K sh | |
| 22 | Ishares S&P 500 Growth ETF ETF | $3.9M | 28.0K | 1.2% | ▼−53% Reduced · −32K sh | |
| 23 | Ishares Gold Trust ETF | $3.5M | 46.7K | 1.1% | ▲+27% Added · +10K sh | |
| 24 | State Street SPDR Bloomberg Convertible Securities ETF ETF | $3.4M | 31.4K | 1.1% | ▲24× Added · +30K sh | |
| 25 | First Trust US Equity Opportunities ETF ETF | $3.1M | 15.1K | 1.0% | ▲+619% Added · +13K sh | |
| 26 | Microsoft Corp Com Stock | $2.6M | 7.1K | 0.8% | ▲+17% Added · +1K sh | |
| 27 | JPMorgan Equity Premium Income ETF ETF | $2.6M | 46.0K | 0.8% | ▼−81% Reduced · −192K sh | |
| 28 | Fidelity High Dividend ETF ETF | $2.5M | 40.7K | 0.8% | ▲18× Added · +38K sh | |
| 29 | Ishares Core Total Usd Bond Market ETF ETF | $2.4M | 51.0K | 0.7% | ▼−76% Reduced · −158K sh | |
| 30 | Simplify Barrier Income ETF ETF | $2.1M | 84.0K | 0.7% | ▲+521% Added · +70K sh | |
| 31 | Flexshares Morningstar Global Upstream Natural Resources Index Fund ETF | $2.1M | 42.5K | 0.7% | ▲24× Added · +41K sh | |
| 32 | Amazon Com Inc Com Stock | $1.8M | 7.8K | 0.6% | ▲+31% Added · +2K sh | |
| 33 | Trueshares Seasonality Laddered Buffered ETF ETF | $1.8M | 65.8K | 0.6% | ▲18× Added · +62K sh | |
| 34 | JPMorgan Chase & Co Com Stock | $1.8M | 5.3K | 0.6% | ▼−34% Reduced · −3K sh | |
| 35 | Alphabet Inc Cap STK CL A Stock | $1.7M | 4.8K | 0.5% | ▼−31% Reduced · −2K sh | |
| 36 | State Street Financial Select Sector SPDR ETF ETF | $1.7M | 31.1K | 0.5% | ▲16× Added · +29K sh | |
| 37 | Micron Technology Inc Com Stock | $1.6M | 1.4K | 0.5% | ▲+767% Added · +1K sh | |
| 38 | Vanguard Total Stock Market ETF ETF | $1.6M | 4.2K | 0.5% | ▼−70% Reduced · −10K sh | |
| 39 | Ishares Msci Eafe Value ETF ETF | $1.5M | 19.1K | 0.5% | ▼−82% Reduced · −86K sh | |
| 40 | Advanced Micro Devices Inc Com Stock | $1.4M | 2.4K | 0.4% | ▲+252% Added · +2K sh | |
| 41 | Ishares Core Msci Emerging Markets ETF ETF | $1.3M | 16.2K | 0.4% | ▼−81% Reduced · −67K sh | |
| 42 | Alphabet Inc Cap STK CL C Stock | $1.3M | 3.7K | 0.4% | ▲+2.0% Added · +75 sh | |
| 43 | Procter & Gamble Co Com Stock | $1.3M | 8.9K | 0.4% | ▲+52% Added · +3K sh | |
| 44 | Johnson & Johnson Com Stock | $1.3M | 5.0K | 0.4% | ▲+207% Added · +3K sh | |
| 45 | Meta Platforms Inc CL A Stock | $1.2M | 2.2K | 0.4% | ▲+26% Added · +453 sh | |
| 46 | Wisdomtree U.S. Midcap Dividend Fund ETF | $1.2M | 21.5K | 0.4% | ▲18× Added · +20K sh | |
| 47 | State Street SPDR Portfolio Developed World Ex-US ETF ETF | $1.2M | 24.0K | 0.4% | ▲+688% Added · +21K sh | |
| 48 | ExxonMobil Holdings Corp Com SHS Stock | $1.2M | 8.6K | 0.4% | ▲New New position | |
| 49 | Broadcom Inc Com Stock | $1.2M | 3.1K | 0.4% | ▲+110% Added · +2K sh | |
| 50 | ALPS Emerging Sector Dividend Dogs ETF ETF | $1.1M | 47.4K | 0.4% | ▲17× Added · +45K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.