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Mosley Wealth Management - Q3 2026 13F Filings

MO

Mosley Wealth Management

CIK: 0002011849
Address: California Anaheim 2401 E. Katella Ave. Ste. 270
$343.41 M
Portfolio Value
804
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. PRMR Peakshares Rmr Prime Equity Etf
+$13.84 M
2. PSTR Peakshares Sector Rotation Etf
+$1.28 M
3. KNRG Simplify Kayne Anderson Energy And Infrastructure Credit Etf
+$1.14 M
4. GAEM Simplify Gamma Emerging Market Bond Etf
+$1.03 M
5. USFR Wisdomtree Floating Rate Treasury Fund
+$960,130.34

Top Sells

Q3 2026
1. MGC Vanguard Mega Cap Etf
−$13.12 M
2. FLIN Franklin Ftse India Etf
−$590,292
3. OKE Oneok
−$251,971
4. IUSB Ishares Core Total Usd Bond Market Etf
−$251,745.84
5. JEPI Jpmorgan Equity Premium Income Etf
−$216,405.71

Asset Allocation

Stocks/ETFs
+9.02%
$339.97 M 99.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
+43.22%
$3.44 M 1.00%

Sector Allocation (Stocks)

Mosley Wealth Management Q3 2026 Filing Summary

Mosley Wealth Management filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 343.41 M reflecting a +9.28% change from the prior quarter, spanning 804 assets. The top 10 holdings comprised 39.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 44 new positions and 22 complete exits.

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Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Mosley Wealth Management’s Q3 2026 Filing

Mosley Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Mosley Wealth Management reported a managed portfolio value of 343.41 M, consisting of 806 individual positions.

This page displays the raw filing documents. To see which stocks Mosley Wealth Management bought or sold during Q3 2026, please visit Mosley Wealth Management's Portfolio Analysis page.