IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Mosley Wealth Management

Q1 2026 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$17.5K710.0%
Wells Fargo Co New COM(WFC)Stock949746101$17.5K2090.0%
ABM Inds Inc COM(ABM)Stock000957100$17.6K3810.0%
Target Corp COM(TGT)Stock87612E106$17.6K1960.0%
Analog Devices Inc COM(ADI)Stock032654105$17.9K730.0%
Shopify Inc CL A SUB VTG SHS(SHOP)Stock82509L107$18.1K1220.0%
Allianzim U.S. Large Cap Buffer20 DEC ETF(DECW)ETF00888H794$18.2K5510.0%
Edison Intl COM(EIX)Stock281020107$18.2K3290.0%
Ford MTR Co COM(F)Stock345370860$18.6K1,5520.0%
Stantec Inc COM(STN)Stock85472N109$19.1K1770.0%
Occidental Pete Corp COM(OXY)Stock674599105$19.6K4160.0%
Vaneck Semiconductor ETF(SMH)ETF92189F676$20.2K620.0%
GE Vernova Inc COM(GEV)Stock36828A101$20.9K340.0%
Medical Pptys Trust Inc COM(MPT)REIT58463J304$21.1K4,1560.0%
Sprouts Fmrs MKT Inc COM(SFM)Stock85208M102$21.5K1980.0%
Innovator Equity Defined Protection ETF - 1 YR September(ZSEP)ETF45784N106$21.6K8140.0%
Texas Instrs Inc COM(TXN)Stock882508104$21.7K1180.0%
Applied Matls Inc COM(AMAT)Stock038222105$21.7K1060.0%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)ETF78468R663$22.3K2430.0%
Pfizer Inc COM(PFE)Stock717081103$23.2K9100.0%
Intuit COM(INTU)Stock461202103$23.2K340.0%
American Express Co COM(AXP)Stock025816109$23.3K700.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$23.4K3910.0%
Ishares Msci USA Value Factor ETF(VLUE)ETF46432F388$25.0K2000.0%
Intel Corp COM(INTC)Stock458140100$25.3K7550.0%
First Trust Nasdaq Technology Dividend Index Fund(TDIV)ETF33738R118$25.5K2590.0%
Columbia BKG SYS Inc COM(COLB)Stock197236102$26.1K1,0140.0%
Wisdomtree Japan Hedged Equity Fund(DXJ)ETF97717W851$26.2K2050.0%
Union PAC Corp COM(UNP)Stock907818108$26.3K1110.0%
Trueshares Quarterly Bear Hedge ETF(QBER)ETF210322509$26.6K1,0780.0%
Eaton Corp PLC SHS(ETN)StockG29183103$26.6K710.0%
Micron Technology Inc COM(MU)Stock595112103$26.8K1600.0%
Allianzim Buffer20 Allocation ETF(SPBW)ETF00888H463$28.2K1,0480.0%
Ameren Corp COM(AEE)Stock023608102$28.3K2710.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$28.4K380.0%
Ishares Residential and Multisector Real Estate ETF(REZ)ETF464288562$28.6K3360.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$28.7K9120.0%
Vanguard Extended Market ETF(VXF)ETF922908652$29.3K1400.0%
Axon Enterprise Inc COM(AXON)Stock05464C101$30.1K420.0%
First Trust DOW Jones Select Microcap Index Fund(FDM)ETF33718M105$30.3K4000.0%
Viasat Inc COM(VSAT)Stock92552V100$30.6K1,0460.0%
Honeywell Intl Inc COM(HON)Stock438516106$30.9K1470.0%
Manulife Finl Corp COM(MFC)Stock56501R106$31.2K1,0000.0%
Schwab Fundamental Emerging Markets Equity ETF(FNDE)ETF808524730$31.4K8680.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$32.0K5130.0%
Bitwise Bitcoin ETF Trust(BITB)ETF09174C104$32.4K5210.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$33.0K4820.0%
Philip Morris Intl Inc COM(PM)Stock718172109$34.5K2130.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$35.4K730.0%
Motorola Solutions Inc COM New(MSI)Stock620076307$36.6K800.0%
PreviousPage 5 of 10Next