Mosley Wealth Management
CIK
2011849
City
ANAHEIM
State / Country
CA
Top Portfolio Positions
272 positions ·
$73,721,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
30,718 | $7,795,921 | 10.57% |
| NVDA |
Nvidia Corp
Technology
|
20,773 | $3,622,811 | 4.91% |
| IAU |
Ishares Gold Trust
|
36,902 | $3,253,280 | 4.41% |
| CIEN |
Ciena Corp
Technology
|
7,586 | $2,945,112 | 3.99% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,164 | $2,401,522 | 3.26% |
| MSFT |
Microsoft Corp
Technology
|
6,013 | $2,225,832 | 3.02% |
| C |
Citigroup Inc
Financial Services
|
18,707 | $2,121,560 | 2.88% |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,917 | $1,989,052 | 2.70% |
| MS |
Morgan Stanley
Financial Services
|
10,462 | $1,721,731 | 2.34% |
| QCOM |
Qualcomm Inc/De
Technology
|
12,157 | $1,565,578 | 2.12% |
Portfolio Trend
Holdings in FCT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,989 | 725 | Shares | Sole | 2026-04-27 | |
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