Mosley Wealth Management

CIK

2011849

Location

ANAHEIM, CA

Portfolio Value

Micro $64,056,044

Diversification

Diversified

Filing Date

Global Rank

#2,046 / 2,968 ▲ 4237

Top Industry

Consumer Electronics 17.1%

3Y Alpha vs SPY

+3.7%

Period ended 30 days ago

Filed Jul 23, 2026 · 7d

8 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.2%

SPY

+52.7%

Annualised alpha

+4.5%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

507 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.9%

+5.4 pts

Top 5

34.5%

+7.5 pts

Top 10

46.7%

+6.6 pts

HHI

417

Diversified+138

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.6%	$28,564,797	82
Financial Services	10.2%	$6,543,164	84
Industrials	7.6%	$4,884,376	77
Communication Services	6.9%	$4,441,170	20
Unclassified	6.9%	$4,425,399	7
Consumer Defensive	6.3%	$4,041,873	34
Healthcare	6.3%	$4,030,022	50
Consumer Cyclical	5.7%	$3,668,019	55
Energy	3.6%	$2,285,808	32
Utilities	1.5%	$963,825	27
Basic Materials	0.3%	$172,018	25
Real Estate	0.1%	$35,573	14

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+11,369	12,281	$301,498
CRNC	Cerence Inc.	+11,022	11,608	$131,402
IAU	Ishares Gold Trust	+9,809	46,711	$3,527,147
CSCO	Cisco Systems, Inc.	+6,508	6,990	$821,045
BAC	Bank Of America Corp /De/	+4,593	5,304	$302,221
AAPL	Apple Inc.	+4,581	35,299	$10,214,118
WFC	Wells Fargo & Company/Mn	+4,239	4,448	$367,582
JNJ	Johnson & Johnson	+3,371	5,003	$1,270,611
BMY	Bristol Myers Squibb Co	+3,200	3,371	$194,237
NFLX	Netflix Inc	+3,125	3,306	$236,048
UPST	Upstart Holdings, Inc.	+3,090	3,176	$112,525
PG	PROCTER & GAMBLE Co	+3,066	8,919	$1,307,882
PM	Philip Morris International Inc.	+2,174	2,387	$431,832
MCD	Mcdonalds Corp	+2,158	2,202	$595,222
AMZN	Amazon Com Inc	+1,848	7,760	$1,849,518
AMD	Advanced Micro Devices Inc	+1,733	2,422	$1,406,964
CVX	Chevron Corp	+1,640	2,272	$376,606
AVGO	Broadcom Inc.	+1,615	3,078	$1,162,714
MMM	3M Co	+1,465	3,266	$528,798
PEP	Pepsico Inc	+1,324	2,883	$390,358
WMT	Walmart Inc.	+1,264	6,312	$714,897
MU	Micron Technology Inc	+1,227	1,387	$1,601,000
AMAT	Applied Materials Inc /De	+1,124	1,230	$889,290
BRK-B	Berkshire Hathaway Inc	+1,096	1,578	$789,615
MSFT	Microsoft Corp	+1,046	7,059	$2,633,148
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−16,267	15,225	$486,743
C	Citigroup Inc	−15,123	3,584	$501,616
QBTS	D-Wave Quantum Inc.	−15,007	3,057	$73,337
T	At&T Inc.	−12,815	18,490	$382,743
WMB	Williams Companies, Inc.	−12,701	7,224	$537,032
HOOD	Robinhood Markets, Inc.	−12,299	2,232	$223,824
QCOM	Qualcomm Inc/De	−11,773	384	$70,959
VZ	Verizon Communications Inc	−11,211	2,480	$105,003
SO	Southern Co	−10,022	1,564	$149,690
MS	Morgan Stanley	−8,519	1,943	$406,164
PEG	Public Service Enterprise Group Inc	−7,190	1,106	$89,762
CIEN	Ciena Corp	−6,743	843	$413,542
MO	Altria Group, Inc.	−6,603	9,990	$718,780
KO	Coca Cola Co	−6,482	1,384	$112,477
SRE	Sempra	−5,667	4,492	$416,453
VRT	Vertiv Holdings Co	−5,213	911	$305,021
BABA	Alibaba Group Holding Ltd	−4,902	693	$66,514
ORCL	Oracle Corp	−4,444	3,601	$527,726
APO	Apollo Global Management, Inc.	−4,430	536	$63,414
BX	Blackstone Inc.	−4,295	535	$62,953
IBIT	iShares Bitcoin Trust ETF	−4,261	4,969	$165,418
RKLB	Rocket Lab Corp	−4,219	1,103	$112,119
MPT	Medical Properties Trust Inc	−4,137	19	$87
GILD	Gilead Sciences, Inc.	−3,673	814	$102,840
EMR	Emerson Electric Co	−3,546	658	$94,192
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WTS	Watts Water Technologies Inc	1,252	$490,095
ANET	Arista Networks, Inc.	2,193	$372,546
ATR	Aptargroup, Inc.	2,709	$339,166
GGG	Graco Inc	4,228	$319,679
LEN	Lennar Corp /New/	2,482	$224,596
ALAB	Astera Labs, Inc.	441	$213,011
VRSK	Verisk Analytics, Inc.	952	$170,912
NBIS	Nebius Group N.V.	302	$83,403
HONA	Honeywell Aerospace Inc.	373	$82,358
COLM	Columbia Sportswear Co	1,297	$80,180
MNST	Monster Beverage Corp	789	$75,838
SPCX	Space Exploration Technologies Corp	355	$60,655
KLAC	Kla Corp	184	$55,514
FSSL	FS Specialty Lending Fund	4,429	$49,383
PCAR	Paccar Inc	402	$48,288
CDNS	Cadence Design Systems Inc	115	$43,161
ETG	Eaton Vance Tax-Advantaged Global Dividend Income Fund	1,278	$30,084
PWR	Quanta Services, Inc.	41	$29,521
REGN	Regeneron Pharmaceuticals, Inc.	47	$29,306
ORLY	O Reilly Automotive Inc	281	$25,877
CTAS	Cintas Corp	146	$24,831
EXC	Exelon Corp	521	$24,289
KR	Kroger Co	434	$24,100
PAYX	Paychex Inc	228	$22,419
UBER	Uber Technologies, Inc	244	$17,607
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	7,048	$1,195,763
HEI	Heico Corp	446	$122,293
MFC	Manulife Financial Corp	1,000	$34,440
BITB	Bitwise Bitcoin ETF	521	$19,178
PKST	Peakstone Realty Trust	847	$17,693
HII	Huntington Ingalls Industries, Inc.	28	$10,637
FCT	First Trust Senior Floating Rate Income Fund II	725	$6,989
EZET	Franklin Ethereum Trust	326	$5,183
SNOW	Snowflake Inc.	28	$4,222
CMG	Chipotle Mexican Grill Inc	100	$3,201
CVNA	Carvana Co.	7	$2,200
SNAP	Snap Inc	435	$2,001
SOFI	SoFi Technologies, Inc.	102	$1,619
MCGA	Yorkville Acquisition Corp.	137	$1,385
BXSL	Blackstone Secured Lending Fund	56	$1,326
CLNE	Clean Energy Fuels Corp.	450	$1,116
MGA	Magna International Inc	10	$558
CCI	Crown Castle Inc.	4	$325
FVRR	Fiverr International Ltd.	27	$270
TRP	Tc Energy Corp	4	$250
VTRS	Viatris Inc	15	$202
OGN	Organon & Co.	12	$71
LIVE	LIVE VENTURES Inc	5	$59
DNP	Dnp Select Income Fund Inc	1	$10
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

507 tracked positions · $64,056,044 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 507 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	35,299	+4,581	$10,214,118	+31.0%	15.95%
NVDA	Nvidia Corp Technology	Reduced	19,440	-1,333	$3,889,749	+7.4%	6.07%
IAU	Ishares Gold Trust	Added	46,711	+9,809	$3,527,147	+8.4%	5.51%
MSFT	Microsoft Corp Technology	Added	7,059	+1,046	$2,633,148	+18.3%	4.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,760	+1,848	$1,849,518	+50.2%	2.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,349	-2,815	$1,750,888	−27.1%	2.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,798	-2,119	$1,714,661	−13.8%	2.68%
MU	Micron Technology Inc Technology	Added	1,387	+1,227	$1,601,000	+2861.9%	2.50%
AMD	Advanced Micro Devices Inc Technology	Added	2,422	+1,733	$1,406,964	+903.8%	2.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,919	+3,066	$1,307,882	+54.7%	2.04%
JNJ	Johnson & Johnson Healthcare	Added	5,003	+3,371	$1,270,611	+218.5%	1.98%
META	Meta Platforms, Inc. Communication Services	Added	2,218	+453	$1,249,377	+23.7%	1.95%
AVGO	Broadcom Inc. Technology	Added	3,078	+1,615	$1,162,714	+156.8%	1.82%
PH	Parker-Hannifin Corp Industrials	Reduced	950	-160	$929,214	−6.5%	1.45%
AMAT	Applied Materials Inc /De Technology	Added	1,230	+1,124	$889,290	+2354.6%	1.39%
CSCO	Cisco Systems, Inc. Technology	Added	6,990	+6,508	$821,045	+2095.4%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,578	+1,096	$789,615	+241.9%	1.23%
MO	Altria Group, Inc. Consumer Defensive	Reduced	9,990	-6,603	$718,780	−34.4%	1.12%
WMT	Walmart Inc. Consumer Defensive	Added	6,312	+1,264	$714,897	+14.0%	1.12%
PLTR	Palantir Technologies Inc. Technology	Added	5,720	+474	$667,352	−13.0%	1.04%
MA	Mastercard Inc Financial Services	Added	1,202	+328	$617,347	+41.4%	0.96%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,202	+2,158	$595,222	+4252.9%	0.93%
WMB	Williams Companies, Inc. Energy	Reduced	7,224	-12,701	$537,032	−63.0%	0.84%
MMM	3M Co Industrials	Added	3,266	+1,465	$528,798	+102.2%	0.83%
ORCL	Oracle Corp Technology	Reduced	3,601	-4,444	$527,726	−55.4%	0.82%
C	Citigroup Inc Financial Services	Reduced	3,584	-15,123	$501,616	−76.4%	0.78%
WTS	Watts Water Technologies Inc Industrials	NEW	1,252	NEW	$490,095	NEW	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	1,944	-419	$489,188	−4.8%	0.76%
KMI	Kinder Morgan, Inc. Energy	Reduced	15,225	-16,267	$486,743	−53.9%	0.76%
AMGN	Amgen Inc Healthcare	Added	1,327	+34	$480,533	+5.6%	0.75%
V	Visa Inc. Financial Services	Reduced	1,369	-108	$469,690	+5.2%	0.73%
LRCX	Lam Research Corp Technology	Reduced	1,002	-2,062	$434,196	−33.7%	0.68%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,387	+2,174	$431,832	+1126.2%	0.67%
SRE	Sempra Utilities	Reduced	4,492	-5,667	$416,453	−57.8%	0.65%
CIEN	Ciena Corp Technology	Reduced	843	-6,743	$413,542	−86.0%	0.65%
MS	Morgan Stanley Financial Services	Reduced	1,943	-8,519	$406,164	−76.4%	0.63%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	959	-274	$403,355	−12.0%	0.63%
PEP	Pepsico Inc Consumer Defensive	Added	2,883	+1,324	$390,358	+61.2%	0.61%
T	At&T Inc. Communication Services	Reduced	18,490	-12,815	$382,743	−57.8%	0.60%
UNH	Unitedhealth Group Inc Healthcare	Reduced	916	-401	$380,717	+6.8%	0.59%
XYL	Xylem Inc. Industrials	Added	3,212	+90	$379,690	+1.8%	0.59%
CVX	Chevron Corp Energy	Added	2,272	+1,640	$376,606	+188.0%	0.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	506	-69	$372,618	+12.3%	0.58%
ANET	Arista Networks, Inc. Technology	NEW	2,193	NEW	$372,546	NEW	0.58%
IBM	International Business Machines Corp Technology	Reduced	1,313	-1,052	$369,228	−35.6%	0.58%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,448	+4,239	$367,582	+2109.3%	0.57%
PANW	Palo Alto Networks Inc Technology	Reduced	1,046	-2,039	$356,706	−27.9%	0.56%
CAT	Caterpillar Inc Industrials	Reduced	320	-1	$340,768	+49.8%	0.53%
ATR	Aptargroup, Inc. Healthcare	NEW	2,709	NEW	$339,166	NEW	0.53%
ASML	Asml Holding NV Technology	Reduced	164	-861	$326,268	−75.9%	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.