Mosley Wealth Management

CIK

2011849

Location

ANAHEIM, CA

Portfolio Value

Micro $72,713,107

Diversification

Diversified

Filing Date

Global Rank

#6,279 / 8,603 ▲ 141 · as of Mar 2026

Top Industry

Consumer Electronics 11.5%

3Y Alpha vs SPY

+4.2%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

7 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+54.1%

Annualised alpha

+4.3%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

272 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

−1.1 pts

Top 5

27.5%

−2.0 pts

Top 10

40.8%

−2.7 pts

HHI

286

Diversified−40

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$26,110,370	50
Financial Services	16.4%	$11,942,959	41
Industrials	7.8%	$5,674,522	31
Unclassified	6.9%	$4,996,775	8
Communication Services	6.8%	$4,972,933	17
Healthcare	6.5%	$4,740,865	31
Energy	6.1%	$4,415,743	22
Consumer Defensive	5.3%	$3,834,695	18
Utilities	4.3%	$3,118,566	13
Consumer Cyclical	3.8%	$2,748,933	25
Basic Materials	0.1%	$89,352	8
Real Estate	0.1%	$67,394	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	+202	31,492	$1,055,926
WMB	Williams Companies, Inc.	+169	19,925	$1,450,141
HOOD	Robinhood Markets, Inc.	+158	14,531	$1,006,998
VZ	Verizon Communications Inc	+153	13,691	$687,288
MO	Altria Group, Inc.	+131	16,593	$1,094,972
SO	Southern Co	+127	11,586	$1,118,280
T	At&T Inc.	+116	31,305	$907,531
PEG	Public Service Enterprise Group Inc	+101	8,296	$671,561
QBTS	D-Wave Quantum Inc.	+97	18,064	$260,663
RKLB	Rocket Lab Corp	+82	5,322	$341,778
SRE	Sempra	+80	10,159	$987,150
CIEN	Ciena Corp	+76	7,586	$2,945,112
IBIT	iShares Bitcoin Trust ETF	+75	9,230	$354,616
APO	Apollo Global Management, Inc.	+73	4,966	$553,311
BABA	Alibaba Group Holding Ltd	+63	5,595	$701,948
VRT	Vertiv Holdings Co	+63	6,124	$1,534,551
OKLO	Oklo Inc.	+55	4,380	$217,204
BX	Blackstone Inc.	+53	4,830	$555,401
EMR	Emerson Electric Co	+42	4,204	$550,808
LRCX	Lam Research Corp	+40	3,064	$654,654
PANW	Palo Alto Networks Inc	+33	3,085	$494,587
LNG	Cheniere Energy, Inc.	+28	2,249	$638,176
CRM	Salesforce, Inc.	+27	2,307	$430,647
RTX	RTX Corp	+25	2,724	$525,459
NET	Cloudflare, Inc.	+24	2,099	$433,107
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,469	20,773	$3,622,811
AAPL	Apple Inc.	−1,105	30,718	$7,795,921
AMZN	Amazon Com Inc	−872	5,912	$1,231,292
MSFT	Microsoft Corp	−534	6,013	$2,225,832
KO	Coca Cola Co	−387	7,866	$598,209
WMT	Walmart Inc.	−379	5,048	$627,365
AVGO	Broadcom Inc.	−372	1,463	$452,813
GOOGL	Alphabet Inc.	−302	6,917	$1,989,052
PEP	Pepsico Inc	−234	1,559	$242,097
JPM	Jpmorgan Chase & Co	−223	8,164	$2,401,522
META	Meta Platforms, Inc.	−215	1,765	$1,009,809
JNJ	Johnson & Johnson	−214	1,632	$398,926
QCOM	Qualcomm Inc/De	−209	12,157	$1,565,578
AMD	Advanced Micro Devices Inc	−207	689	$140,163
C	Citigroup Inc	−206	18,707	$2,121,560
PG	PROCTER & GAMBLE Co	−190	5,853	$845,407
PLTR	Palantir Technologies Inc.	−177	5,246	$767,384
MS	Morgan Stanley	−175	10,462	$1,721,731
TSLA	Tesla, Inc.	−153	1,233	$458,367
CAT	Caterpillar Inc	−131	321	$227,415
IAU	Ishares Gold Trust	−124	36,902	$3,253,280
BRK-B	Berkshire Hathaway Inc	−122	482	$230,974
ORCL	Oracle Corp	−114	8,045	$1,183,499
NFLX	Netflix Inc	−76	181	$17,403
ISRG	Intuitive Surgical Inc	−60	1,239	$571,166
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BA	Boeing Co	742	$147,680
NOC	Northrop Grumman Corp /De/	205	$139,859
CVX	Chevron Corp	632	$130,760
HEI	Heico Corp	446	$122,293
COR	Cencora, Inc.	362	$113,718
ABT	Abbott Laboratories	1,083	$111,191
CMI	Cummins Inc	201	$108,142
DKNG	DraftKings Inc.	4,799	$103,754
ARKB	Ark 21Shares Bitcoin ETF	4,555	$102,441
AFG	American Financial Group Inc	737	$94,122
IOT	Samsara Inc.	2,935	$93,010
GLD	Spdr Gold Trust	200	$86,058
HD	Home Depot, Inc.	232	$76,302
GE	General Electric Co	211	$59,875
DIS	Walt Disney Co	619	$59,659
ALL	Allstate Corp	277	$57,433
LUV	Southwest Airlines Co	1,470	$55,227
MU	Micron Technology Inc	160	$54,054
SBUX	Starbucks Corp	597	$53,485
VSAT	Viasat Inc	1,046	$47,906
PPG	Ppg Industries Inc	406	$43,393
RL	Ralph Lauren Corp	125	$42,998
CI	Cigna Group	143	$38,145
CSCO	Cisco Systems, Inc.	482	$37,398
AMAT	Applied Materials Inc /De	106	$36,229
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

272 positions · $72,713,107 total · as of Mar 31, 2026

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

Showing 1–50 of 272 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	30,718	-1,105	$7,795,921	−9.9%	10.72%
NVDA	Nvidia Corp Technology	Reduced	20,773	-1,469	$3,622,811	−12.7%	4.98%
IAU	Ishares Gold Trust	Reduced	36,902	-124	$3,253,280	+8.2%	4.47%
CIEN	Ciena Corp Technology	Added	7,586	+76	$2,945,112	+67.7%	4.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,164	-223	$2,401,522	−11.1%	3.30%
MSFT	Microsoft Corp Technology	Reduced	6,013	-534	$2,225,832	−29.7%	3.06%
C	Citigroup Inc Financial Services	Reduced	18,707	-206	$2,121,560	−3.9%	2.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,917	-302	$1,989,052	−12.0%	2.74%
MS	Morgan Stanley Financial Services	Reduced	10,462	-175	$1,721,731	−8.8%	2.37%
QCOM	Qualcomm Inc/De Technology	Reduced	12,157	-209	$1,565,578	−26.0%	2.15%
VRT	Vertiv Holdings Co Industrials	Added	6,124	+63	$1,534,551	+56.3%	2.11%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,781	-49	$1,506,708	−6.3%	2.07%
WMB	Williams Companies, Inc. Energy	Added	19,925	+169	$1,450,141	+22.1%	1.99%
LLY	ELI LILLY & Co Healthcare	Added	1,511	+19	$1,389,772	−13.3%	1.91%
ASML	Asml Holding NV Technology	Added	1,025	+12	$1,353,850	+24.9%	1.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,912	-872	$1,231,292	−21.4%	1.69%
ORCL	Oracle Corp Technology	Reduced	8,045	-114	$1,183,499	−25.6%	1.63%
SO	Southern Co Utilities	Added	11,586	+127	$1,118,280	+11.9%	1.54%
MO	Altria Group, Inc. Consumer Defensive	Added	16,593	+131	$1,094,972	+15.4%	1.51%
KMI	Kinder Morgan, Inc. Energy	Added	31,492	+202	$1,055,926	+22.8%	1.45%
META	Meta Platforms, Inc. Communication Services	Reduced	1,765	-215	$1,009,809	−22.7%	1.39%
HOOD	Robinhood Markets, Inc. Financial Services	Added	14,531	+158	$1,006,998	−38.1%	1.38%
PH	Parker-Hannifin Corp Industrials	Held	1,110	0	$993,716	+1.9%	1.37%
SRE	Sempra Utilities	Added	10,159	+80	$987,150	+10.9%	1.36%
T	At&T Inc. Communication Services	Added	31,305	+116	$907,531	+17.1%	1.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,853	-190	$845,407	−2.4%	1.16%
SPY	Spdr S&P 500 ETF Trust	Held	1,298	0	$844,141	−4.6%	1.16%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,246	-177	$767,384	−20.4%	1.06%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	5,595	+63	$701,948	−13.4%	0.97%
VZ	Verizon Communications Inc Communication Services	Added	13,691	+153	$687,288	+24.6%	0.95%
PEG	Public Service Enterprise Group Inc Utilities	Added	8,296	+101	$671,561	+2.1%	0.92%
LRCX	Lam Research Corp Technology	Added	3,064	+40	$654,654	+26.5%	0.90%
LNG	Cheniere Energy, Inc. Energy	Added	2,249	+28	$638,176	+47.8%	0.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,048	-379	$627,365	+3.8%	0.86%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,487	+14	$625,353	+13.9%	0.86%
KO	Coca Cola Co Consumer Defensive	Reduced	7,866	-387	$598,209	+3.7%	0.82%
IBM	International Business Machines Corp Technology	Added	2,365	+16	$573,252	−17.6%	0.79%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,239	-60	$571,166	−22.4%	0.79%
BX	Blackstone Inc. Financial Services	Added	4,830	+53	$555,401	−24.6%	0.76%
APO	Apollo Global Management, Inc. Financial Services	Added	4,966	+73	$553,311	−21.9%	0.76%
EMR	Emerson Electric Co Industrials	Added	4,204	+42	$550,808	−0.3%	0.76%
RTX	RTX Corp Industrials	Added	2,724	+25	$525,459	+6.2%	0.72%
ABBV	AbbVie Inc. Healthcare	Reduced	2,363	-1	$513,928	−4.9%	0.71%
PANW	Palo Alto Networks Inc Technology	Added	3,085	+33	$494,587	−12.0%	0.68%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,411	+18	$476,847	+12.6%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,233	-153	$458,367	−26.5%	0.63%
AMGN	Amgen Inc Healthcare	Added	1,293	+13	$454,942	+8.6%	0.63%
AVGO	Broadcom Inc. Technology	Reduced	1,463	-372	$452,813	−28.7%	0.62%
V	Visa Inc. Financial Services	Reduced	1,477	-13	$446,408	−14.6%	0.61%
VLO	Valero Energy Corp/Tx Energy	Added	1,806	+19	$446,226	+53.4%	0.61%