Mosley Wealth Management holds a diversified book of 781 stocks worth $314.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Ishares Core S&P 500 ETF. Their largest long position is Peakshares Sector Rotat ETF at 6% of the equity book. Cloning the disclosed picks since 2025 would be +27% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011849/holdings"
Use Arkolith to show Mosley Wealth Management's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Mosley Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Mosley Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 77 / 80 | $16.2B |
| AE Wealth Management LLC | 76 / 80 | $5.8B |
| MORGAN STANLEY | 75 / 80 | $479.9B |
| ENVESTNET ASSET MANAGEMENT INC | 75 / 80 | $103.0B |
| LPL Financial LLC | 75 / 80 | $80.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 75 / 80 | $17.9B |
| UBS Group AG | 74 / 80 | $121.8B |
| Farther Finance Advisors, LLC | 74 / 80 | $3.0B |
Ranked by how many of Mosley Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.