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Mosley Wealth Management

Q1 2026 Holdings

Filed 2026-04-27 | 466 holdings | $220.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares MBS ETF(MBB)ETF464288588$3.3M34,4441.5%
Ishares U.S. Technology ETF(IYW)ETF464287721$3.4M17,3991.5%
Nvidia Corporation COM(NVDA)Stock67066G104$3.9M20,7731.8%
Ishares U.S. Equity Factor Rotation Active ETF(DYNF)ETF09290C103$4.3M72,9032.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$4.4M21,2542.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$4.6M14,1302.1%
Ishares Msci Eafe Growth ETF(EFG)ETF464288885$4.6M40,7922.1%
Ishares Msci USA Quality Factor ETF(QUAL)ETF46432F339$5.0M25,9292.3%
Ishares Core Msci Emerging Markets ETF(IEMG)ETF46434G103$5.5M83,4952.5%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$7.1M104,9443.2%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$7.3M60,1183.3%
Apple Inc COM(AAPL)Stock037833100$7.8M30,7183.5%
Ishares Core Total USD Bond Market ETF(IUSB)ETF46434V613$9.8M209,5214.4%
Ishares Core S&P 500 ETF(IVV)ETF464287200$11.4M17,1055.2%
Spdr SSgA U.S. Sector Rotation ETF(XLSR)ETF78470P408$11.9M199,9015.4%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$13.6M237,9026.2%
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