Mosley Wealth Management

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CIK 2011849

13F portfolio (2026-Q1)

$221M

Positions

466

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

466

Top 5

24.7%

Top 10

38.1%

Effective N

47.7

HHI

0.021

This quarter

312 new · 0 exit →

By sector

Unclassified67.8%

Information Technology12.4%

Financials6.6%

Utilities2.8%

Communication Services2.7%

Industrials2.6%

Health Care1.7%

Consumer Discretionary1.4%

Other2.1%

By market cap

Unknown69.0%

Mega (>$200B)19.3%

Large ($10–200B)11.1%

Mid ($2–10B)0.5%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other67.8%

North America31.1%

Asia-Pacific0.6%

Europe0.5%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	67.87%	211
Technology Hardware & Equipment	4.16%	9
Software	3.41%	16
Capital Markets	3.03%	8
Utilities	2.80%	19
Semiconductors & Semiconductor Equipment	2.69%	16
Banks	2.54%	16
Software & IT Services	2.22%	10
Communications Equipment	1.43%	3
Pharmaceuticals & Biotechnology	1.40%	18
Machinery	1.37%	11
Specialty Retail	1.02%	13
Commercial Services & Supplies	0.95%	8
Oil, Gas & Consumable Fuels	0.71%	15
Diversified Telecommunication Services	0.69%	4
Aerospace & Defense	0.54%	9
Tobacco	0.51%	3
Insurance	0.49%	9
Chemicals	0.44%	5
Health Care Equipment & Supplies	0.39%	7
Beverages	0.34%	4
Electrical Equipment & Components	0.29%	4
Automobiles & Components	0.26%	4
Media & Entertainment	0.11%	5
Entertainment	0.11%	2
Distributors	0.05%	3
Hotels, Restaurants & Leisure	0.03%	5
Transportation Infrastructure	0.02%	1
Equity Real Estate Investment Trusts (REITs)	0.02%	7
Airlines	0.02%	2
Textiles, Apparel & Luxury Goods	0.02%	1
Food Products	0.02%	4
Metals & Mining	0.02%	6
Road & Rail	0.01%	2
Food & Staples Retailing	0.01%	1
Professional Services	0.01%	1
Marine	0.00%	1
Real Estate Management & Development	0.00%	1
Agricultural Products	0.00%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	JEPI	JPMorgan Equity Premium Income ETF	Unclassified	6.15%
2	XLSR	SSGA ACTIVE TR	Unclassified	5.40%
3	IVV	ISHARES TR	Unclassified	5.18%
4	IUSB	ISHARES TR	Unclassified	4.43%
5	AAPL	Apple Inc.	Information Technology	3.54%
6	IVW	ISHARES TR	Unclassified	3.29%
7	EFV	ISHARES TR	Unclassified	3.22%
8	IEMG	ISHARES INC	Unclassified	2.49%
9	QUAL	ISHARES TR	Unclassified	2.28%
10	EFG	ISHARES TR	Unclassified	2.10%

256/466 names classified · sector 32.2% of weight · industry 32.1% · mkt cap 31.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 7 quarters

Information TechnologyAAPL, MSFT, NVDA, ORCL, QCOM · other

FinancialsJPM, C, MS, HOOD, GS · other

UtilitiesWMB, SO, SRE, PEG, KMI · other

Health CareLLY, ABBV, GILD, NVO, MRK · other

IndustrialsBA, PH, ASML, BABA, XYL · other

Communication ServicesGOOGL, META, VZ, T, GOOG · other

Consumer DiscretionaryAMZN, MCK, TSLA, WMT, COR · other

EnergyXOM, CVX, ENB, VLO, OXY · other

Consumer StaplesMO, BTI, PEP, KO, PM · other

MaterialsPG, FCX, ALB, IFF, CCJ · other

Real EstateCCI, MPT, IRM, OHI, NHI · other

UnclassifiedIVV, JEPI, IUSB, XLSR, SPIP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 32.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 30% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (207 classified)Mosley Wealth Management centroid (Large Core)

Information TechnologyFinancialsUtilitiesCommunication ServicesHealth CareIndustrialsConsumer DiscretionaryConsumer StaplesEnergyMaterialsReal Estate

Style box summary for Mosley Wealth Management: centroid Large Core. Heaviest cells: Large Growth 12.2%, Large Core 9.2%, Large Value 5.1%.

Classified: 29.7% of book weight (207/464 names) · unclassified 70.3%: JEPI, XLSR, IVV, IUSB, IVW, EFV, IEMG, QUAL, EFG, VTI +247 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 466 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	JEPIJPMorgan Equity Premium Income ETF	237,902	$14M	6.2%	HOLD
2	XLSRSSGA ACTIVE TR	199,901	$12M	5.4%	HOLD
3	IVVISHARES TR	17,105	$11M	5.2%	HOLD
4	IUSBISHARES TR	209,521	$10M	4.4%	HOLD
5	AAPLAPPLE INC	30,718	$8M	3.5%	TRIM −3%
6	IVWISHARES TR	60,118	$7M	3.3%	HOLD
7	EFVISHARES TR	104,944	$7M	3.2%	HOLD
8	IEMGISHARES INC	83,495	$6M	2.5%	HOLD
9	QUALISHARES TR	25,929	$5M	2.3%	HOLD
10	EFGISHARES TR	40,792	$5M	2.1%	HOLD
11	VTIVANGUARD INDEX FDS	14,130	$5M	2.1%	HOLD
12	IVEISHARES TR	21,254	$4M	2.0%	HOLD
13	DYNFBLACKROCK ETF TRUST	72,903	$4M	2.0%	HOLD
14	NVDANVIDIA CORPORATION	20,773	$4M	1.8%	TRIM −7%
15	IYWISHARES TR	17,399	$3M	1.5%	HOLD
16	MBBISHARES TR	34,444	$3M	1.5%	HOLD
17	MSFTMICROSOFT CORP	6,013	$3M	1.4%	TRIM −8%
18	IAUISHARES GOLD TR	36,902	$3M	1.2%	HOLD
19	MTUMISHARES TR	10,223	$3M	1.2%	HOLD
20	JPMJPMORGAN CHASE & CO	8,164	$3M	1.2%	TRIM −3%
21	TLHISHARES TR	24,395	$3M	1.1%	HOLD
22	JPSTJ P MORGAN EXCHANGE TRADED F	45,849	$2M	1.1%	HOLD
23	ORCLORACLE CORP	8,045	$2M	1.0%	HOLD
24	HOODROBINHOOD MKTS INC	14,531	$2M	0.9%	HOLD
25	QCOMQUALCOMM INC	12,157	$2M	0.9%	HOLD
26	CCITIGROUP INC	18,707	$2M	0.9%	HOLD
27	ICFIShares Cohen & Steers REIT ETF	30,071	$2M	0.8%	HOLD
28	GOOGLALPHABET INC	6,917	$2M	0.8%	TRIM −4%
29	THROBLACKROCK ETF TRUST	44,099	$2M	0.8%	HOLD
30	MSMORGAN STANLEY	10,462	$2M	0.8%	HOLD
31	BINCBLACKROCK ETF TRUST II	31,220	$2M	0.8%	HOLD
32	OEFISHARES TR	4,946	$2M	0.7%	HOLD
33	AEMSTWO RDS SHARED TR	134,858	$1M	0.7%	HOLD
34	GSGOLDMAN SACHS GROUP INC	1,781	$1M	0.6%	TRIM −3%
35	XLCSELECT SECTOR SPDR TR	11,445	$1M	0.6%	HOLD
36	USMVISHARES TR	13,711	$1M	0.6%	HOLD
37	AMZNAMAZON COM INC	5,912	$1M	0.6%	TRIM −13%
38	METAMETA PLATFORMS INC	1,765	$1M	0.6%	TRIM −11%
39	VOXVANGUARD WORLD FD	6,836	$1M	0.6%	HOLD
40	WMBWILLIAMS COS INC	19,925	$1M	0.6%	HOLD
41	IAGGISHARES TR	23,229	$1M	0.5%	HOLD
42	LLYELI LILLY & CO	1,511	$1M	0.5%	HOLD
43	ARKWARK ETF TR	6,462	$1M	0.5%	HOLD
44	CIENCIENA CORP	7,586	$1M	0.5%	HOLD
45	SOSOUTHERN CO	11,586	$1M	0.5%	HOLD
46	MOALTRIA GROUP INC	16,593	$1M	0.5%	HOLD
47	PSTRNORTHERN LTS FD TR II	37,950	$1M	0.5%	TRIM −12%
48	IGVISHARES TR	8,816	$1M	0.5%	HOLD
49	BABAALIBABA GROUP HLDG LTD	5,595	$999,994	0.5%	HOLD
50	ASMLASML HOLDING N V	1,025	$992,292	0.4%	HOLD
51	BAIBLACKROCK ETF TRUST	28,190	$962,970	0.4%	HOLD
52	PLTRPALANTIR TECHNOLOGIES INC	5,246	$956,975	0.4%	TRIM −3%
53	VRTVERTIV HOLDINGS CO	6,124	$923,918	0.4%	HOLD
54	SRESEMPRA	10,159	$914,107	0.4%	HOLD
55	PGPROCTER AND GAMBLE CO	5,853	$899,351	0.4%	TRIM −3%
56	KMIKINDER MORGAN INC DEL	31,492	$891,547	0.4%	HOLD
57	GOOGALPHABET INC	3,644	$887,427	0.4%	HOLD
58	TAT&T INC	31,305	$884,049	0.4%	HOLD
59	SPYSTATE STR SPDR S&P 500 ETF T	1,298	$865,003	0.4%	HOLD
60	PHPARKER-HANNIFIN CORP	1,110	$841,547	0.4%	HOLD
61	BXBLACKSTONE INC	4,830	$825,239	0.4%	HOLD
62	XOMEXXON MOBIL CORP	7,048	$794,638	0.4%	TRIM −4%
63	IJRISHARES TR	6,644	$789,480	0.4%	HOLD
64	IYGISHARES TR	8,631	$773,679	0.4%	HOLD
65	TWO RDS SHARED TR	36,705	$755,389	0.3%	HOLD
66	FNDFSCHWAB STRATEGIC TR	17,250	$741,078	0.3%	TRIM −15%
67	PEGPUBLIC SVC ENTERPRISE GROUP	8,296	$692,358	0.3%	HOLD
68	VDCVANGUARD WORLD FD	3,206	$685,163	0.3%	TRIM −13%
69	GOVTISHARES TR	29,620	$684,823	0.3%	HOLD
70	IBMINTERNATIONAL BUSINESS MACHS	2,365	$667,367	0.3%	HOLD
71	APOAPOLLO GLOBAL MGMT INC	4,966	$661,818	0.3%	HOLD
72	USFRWISDOMTREE TR	13,112	$659,147	0.3%	TRIM −24%
73	PANWPALO ALTO NETWORKS INC	3,085	$628,168	0.3%	HOLD
74	MGCVanguard Mega Cap ETF	2,526	$616,571	0.3%	TRIM −20%
75	VZVERIZON COMMUNICATIONS INC	13,691	$601,728	0.3%	HOLD
76	IBITISHARES BITCOIN TRUST ETF	9,230	$599,950	0.3%	HOLD
77	IWFISHARES TR	1,278	$598,528	0.3%	HOLD
78	VOOVANGUARD INDEX FDS	938	$574,558	0.3%	HOLD
79	FDMOFIDELITY COVINGTON TRUST	6,806	$566,067	0.3%	TRIM −8%
80	ISRGINTUITIVE SURGICAL INC	1,239	$554,118	0.3%	TRIM −5%
81	EMREMERSON ELEC CO	4,204	$551,495	0.2%	HOLD
82	TSLATESLA INC	1,233	$548,338	0.2%	TRIM −11%
83	ABBVABBVIE INC	2,363	$547,138	0.2%	HOLD
84	CRMSALESFORCE INC	2,307	$546,759	0.2%	HOLD
85	ADFITWO RDS SHARED TR	62,315	$535,913	0.2%	HOLD
86	VUGVANGUARD INDEX FDS	1,114	$534,286	0.2%	TRIM −15%
87	MSTRSTRATEGY INC	1,656	$533,580	0.2%	HOLD
88	LNGCheniere Energy, Inc	2,249	$528,476	0.2%	HOLD
89	VCRVANGUARD WORLD FD	1,329	$526,670	0.2%	HOLD
90	KOCOCA COLA CO	7,866	$521,691	0.2%	TRIM −5%
91	WMTWALMART INC	5,048	$520,218	0.2%	TRIM −7%
92	AOMISHARES TR	10,708	$509,487	0.2%	HOLD
93	VVISA INC	1,477	$504,048	0.2%	HOLD
94	GILDGILEAD SCIENCES INC	4,487	$498,030	0.2%	HOLD
95	MAMASTERCARD INCORPORATED	874	$497,254	0.2%	HOLD
96	OKLOOKLO INC	4,380	$488,939	0.2%	HOLD
97	AVGOBROADCOM INC	1,463	$482,572	0.2%	TRIM −20%
98	VHTVANGUARD WORLD FD	1,800	$467,293	0.2%	TRIM −15%
99	VFHVANGUARD WORLD FD	3,522	$462,167	0.2%	TRIM −16%
100	XYLXYLEM INC	3,122	$460,495	0.2%	HOLD
101	APPAPPLOVIN CORP	639	$459,147	0.2%	HOLD
102	RTXRTX CORPORATION	2,724	$455,852	0.2%	HOLD
103	UNHUNITEDHEALTH GROUP INC	1,317	$454,772	0.2%	HOLD
104	NETCLOUDFLARE INC	2,099	$450,424	0.2%	HOLD
105	ICVTISHARES TR CONV BD ETF	4,485	$448,755	0.2%	HOLD
106	QBTSD-WAVE QUANTUM INC	18,064	$446,361	0.2%	HOLD
107	COINCOINBASE GLOBAL INC	1,313	$443,124	0.2%	HOLD
108	XLYSELECT SECTOR SPDR TR	1,834	$439,518	0.2%	HOLD
109	EMBISHARES TR	4,579	$435,866	0.2%	HOLD
110	LRCXLAM RESEARCH CORP	3,064	$410,270	0.2%	HOLD
111	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,411	$394,078	0.2%	HOLD
112	BUCKSIMPLIFY EXCHANGE TRADED FUN	16,420	$391,616	0.2%	TRIM −20%
113	MRSHMARSH & MCLENNAN COS INC	1,874	$377,667	0.2%	HOLD
114	AMGNAMGEN INC	1,293	$364,951	0.2%	HOLD
115	SBARSIMPLIFY EXCHANGE TRADED FUN	13,524	$355,131	0.2%	TRIM −29%
116	IFRAISHARES U.S. INFRASTRUCTURE ETF	6,692	$353,484	0.2%	HOLD
117	STIPISHARES TR	3,389	$350,243	0.2%	HOLD
118	FPXFIRST TR EXCHANGE-TRADED FD	2,094	$347,956	0.2%	HOLD
119	QQQINVESCO QQQ TR	575	$345,215	0.2%	HOLD
120	VBRVANGUARD INDEX FDS	1,651	$344,486	0.2%	TRIM −15%
121	IYCISHARES TR	3,284	$344,130	0.2%	HOLD
122	FLRNSPDR SERIES TRUST	10,587	$326,715	0.1%	TRIM −16%
123	BSVVANGUARD BD INDEX FDS	4,140	$326,687	0.1%	TRIM −16%
124	TIPISHARES TR	2,927	$325,541	0.1%	TRIM −23%
125	VLOVALERO ENERGY CORP	1,806	$307,479	0.1%	HOLD
126	JNJJOHNSON & JOHNSON	1,632	$302,655	0.1%	TRIM −12%
127	ENBENBRIDGE INC	5,883	$296,856	0.1%	HOLD
128	COSTCOSTCO WHSL CORP NEW	313	$289,794	0.1%	TRIM −14%
129	AOAISHARES TR	3,182	$280,422	0.1%	HOLD
130	MMM3M CO	1,801	$279,516	0.1%	HOLD
131	KBWBINVESCO EXCH TRADED FD TR II	3,533	$276,306	0.1%	HOLD
132	EEMISHARES TR	5,083	$271,432	0.1%	TRIM −13%
133	VWOVANGUARD INTL EQUITY INDEX F	4,806	$260,363	0.1%	HOLD
134	RKLBROCKET LAB CORP	5,322	$254,977	0.1%	HOLD
135	HEI.AHEICO CORP NEW	968	$245,959	0.1%	HOLD
136	BRK.BBERKSHIRE HATHAWAY INC DEL	482	$242,321	0.1%	TRIM −20%
137	SHYGISHARES TR	5,558	$240,667	0.1%	HOLD
138	ITAIShares U.S. Aerospace & Defense ETF	1,131	$236,695	0.1%	TRIM −15%
139	VRPINVESCO EXCH TRADED FD TR II	9,388	$231,875	0.1%	TRIM −19%
140	VISVANGUARD WORLD FD	781	$231,483	0.1%	TRIM −15%
141	VIGVANGUARD SPECIALIZED FUNDS	1,068	$230,464	0.1%	TRIM −15%
142	AORISHARES TR	3,567	$229,643	0.1%	HOLD
143	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	5,758	$228,074	0.1%	HOLD
144	IMCGISHARES TR	2,716	$224,656	0.1%	HOLD
145	LMBSFIRST TR EXCHANGE-TRADED FD	4,478	$222,941	0.1%	HOLD
146	PEPPEPSICO INC	1,559	$219,002	0.1%	TRIM −13%
147	IMCBISHARES TR	2,621	$217,709	0.1%	HOLD
148	NFLXNETFLIX INC	181	$217,005	0.1%	TRIM −30%
149	OKEONEOK INC NEW	2,865	$209,059	0.1%	HOLD
150	VBKVANGUARD INDEX FDS	631	$187,798	0.1%	NEW
151	SVOLSIMPLIFY EXCHANGE TRADED FUN	10,325	$185,850	0.1%	TRIM −28%
152	HIGHSIMPLIFY EXCHANGE TRADED FUN	8,030	$185,419	0.1%	NEW
153	MTBASIMPLIFY EXCHANGE TRADED FUN	3,576	$180,074	0.1%	TRIM −29%
154	DKNGDRAFTKINGS INC NEW	4,799	$179,483	0.1%	NEW
155	IJTISHARES TR	1,258	$177,987	0.1%	NEW
156	JAAAJANUS DETROIT STR TR	3,487	$177,077	0.1%	NEW
157	CYBERARK SOFTWARE LTD	360	$173,934	0.1%	NEW
158	ARKBARK 21SHARES BITCOIN ETF	4,555	$173,181	0.1%	NEW
159	BABOEING CO	742	$160,146	0.1%	NEW
160	CATCATERPILLAR INC	321	$153,117	0.1%	TRIM −29%
161	ABTABBOTT LABS	1,083	$145,005	0.1%	NEW
162	HEIHEICO CORP NEW	446	$143,978	0.1%	NEW
163	SPDWSPDR INDEX SHS FDS	3,048	$130,424	0.1%	NEW
164	FDVVFIDELITY COVINGTON TRUST	2,313	$128,857	0.1%	NEW
165	SMLFiShares MSCI Multifactor USA Small-Cap ETF	1,707	$126,939	0.1%	NEW
166	NOCNORTHROP GRUMMAN CORP	205	$124,923	0.1%	NEW
167	XMHQINVESCO EXCHANGE TRADED FD T	1,133	$118,929	0.1%	NEW
168	CWBSPDR SER TR	1,311	$118,646	0.1%	NEW
169	CORCENCORA INC	362	$113,258	0.1%	NEW
170	RPHSTWO RDS SHARED TR	10,205	$113,082	0.1%	HOLD
171	PIDINVESCO EXCHANGE TRADED FD T	5,304	$112,807	0.1%	NEW
172	AMDADVANCED MICRO DEVICES INC	689	$111,473	0.1%	TRIM −23%
173	IOTSAMSARA INC	2,935	$109,329	0.0%	NEW
174	USHYISHARES TR	2,849	$107,640	0.0%	NEW
175	AFGAMERICAN FINL GROUP INC OHIO	737	$107,344	0.0%	NEW
176	XLFSELECT SECTOR SPDR TR	1,990	$107,190	0.0%	NEW
177	NOWSERVICENOW INC	112	$103,071	0.0%	NEW
178	IEFISHARES TR	1,042	$100,511	0.0%	NEW
179	ONEZELEVATION SERIES TRUST	3,725	$98,750	0.0%	NEW
180	CVXCHEVRON CORP NEW	632	$98,130	0.0%	NEW
181	AOKISHARES TR	2,378	$95,500	0.0%	NEW
182	HDHOME DEPOT INC	232	$94,148	0.0%	NEW
183	DGROISHARES CORE DIVIDEND GROWTH ETF	1,282	$87,305	0.0%	NEW
184	CMICUMMINS INC	201	$84,901	0.0%	NEW
185	EMHYISHARES INC	2,109	$83,720	0.0%	NEW
186	FLINFRANKLIN TEMPLETON ETF TR	2,123	$79,167	0.0%	NEW
187	GUNRFLEXSHARES TR	1,757	$76,938	0.0%	NEW
188	GLDSPDR GOLD TR	200	$71,094	0.0%	NEW
189	DISDISNEY WALT CO	619	$70,871	0.0%	NEW
190	PSTPINNOVATOR ETFS TRUST	2,004	$69,699	0.0%	NEW
191	SPIPSPDR SERIES TRUST	2,504	$65,897	0.0%	NEW
192	EDOGALPS ETF TR	2,789	$64,334	0.0%	NEW
193	POWAINVESCO EXCH TRD SLF IDX FD	703	$63,637	0.0%	NEW
194	GEGE AEROSPACE	211	$63,473	0.0%	NEW
195	DONWISDOMTREE TR	1,208	$63,201	0.0%	NEW
196	EMGFISHARES INC	1,059	$59,918	0.0%	NEW
197	ALLALLSTATE CORP	277	$59,458	0.0%	NEW
198	MBSDFLEXSHARES TR	2,828	$58,999	0.0%	NEW
199	SPBXAIM ETF PRODUCTS TRUST	2,105	$56,541	0.0%	NEW
200	XLRESELECT SECTOR SPDR TR	1,289	$54,288	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JEPIJPMorgan Equity Premium Income ETF

230K

—

236K

238K

$14M

XLSRSSGA ACTIVE TR

183K

—

199K

200K

$12M

IVVISHARES TR

24K

—

17K

$11M

IUSBISHARES TR

197K

—

208K

210K

$10M

AAPLAPPLE INC

15K

—

32K

31K

$8M

IVWISHARES TR

55K

—

60K

$7M

EFVISHARES TR

98K

—

104K

105K

$7M

IEMGISHARES INC

50K

—

83K

$6M

QUALISHARES TR

20K

—

26K

$5M

EFGISHARES TR

53K

—

41K

$5M

VTIVANGUARD INDEX FDS

14K

—

14K

$5M

IVEISHARES TR

20K

—

21K

$4M

DYNFBLACKROCK ETF TRUST

67K

—

72K

73K

$4M

NVDANVIDIA CORPORATION

15K

—

22K

21K

$4M

IYWISHARES TR

17K

—

17K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Mosley Wealth Management