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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 U.S. Infrastructure ETF(IFRA)ETF46435U713$353.5K6,6920.2%
Simplify Barrier Income ETF(SBAR)ETF82889N335$355.1K13,5240.2%
Amgen Inc COM(AMGN)Stock031162100$365.0K1,2930.2%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$377.7K1,8740.2%
Simplify Stable Income ETF(BUCK)ETF82889N640$391.6K16,4200.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$394.1K1,4110.2%
LAM Research Corp COM New(LRCX)Stock512807306$410.3K3,0640.2%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$435.9K4,5790.2%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$439.5K1,8340.2%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$443.1K1,3130.2%
D-Wave Quantum Inc COM(QBTS)Stock26740W109$446.4K18,0640.2%
Ishares Convertible Bond ETF(ICVT)ETF46435G102$448.8K4,4850.2%
Cloudflare Inc CL A COM(NET)Stock18915M107$450.4K2,0990.2%
Unitedhealth Group Inc COM(UNH)Stock91324P102$454.8K1,3170.2%
RTX Corporation COM(RTX)Stock75513E101$455.9K2,7240.2%
Applovin Corp COM CL A(APP)Stock03831W108$459.1K6390.2%
Xylem Inc COM(XYL)Stock98419M100$460.5K3,1220.2%
Vanguard Financials ETF(VFH)ETF92204A405$462.2K3,5220.2%
Vanguard Health Care ETF(VHT)ETF92204A504$467.3K1,8000.2%
Broadcom Inc COM(AVGO)Stock11135F101$482.6K1,4630.2%
Oklo Inc COM CL A(OKLO)Stock02156V109$488.9K4,3800.2%
Mastercard Incorporated CL A(MA)Stock57636Q104$497.3K8740.2%
Gilead Sciences Inc COM(GILD)Stock375558103$498.0K4,4870.2%
Visa Inc COM CL A(V)Stock92826C839$504.0K1,4770.2%
Ishares Core 40/60 Moderate Allocation ETF(AOM)ETF464289875$509.5K10,7080.2%
Walmart Inc COM(WMT)Stock931142103$520.2K5,0480.2%
Coca Cola Co COM(KO)Stock191216100$521.7K7,8660.2%
Vanguard Consumer Discretionary ETF(VCR)ETF92204A108$526.7K1,3290.2%
Cheniere Energy Inc COM New(LNG)Stock16411R208$528.5K2,2490.2%
Strategy Inc CL A New(MSTR)Stock594972408$533.6K1,6560.2%
Vanguard Growth ETF(VUG)ETF922908736$534.3K1,1140.2%
Anfield Dynamic Fixed Income ETF(ADFI)ETF90214Q725$535.9K62,3150.2%
Salesforce Inc COM(CRM)Stock79466L302$546.8K2,3070.2%
Abbvie Inc COM(ABBV)Stock00287Y109$547.1K2,3630.2%
Tesla Inc COM(TSLA)Stock88160R101$548.3K1,2330.2%
Emerson Elec Co COM(EMR)Stock291011104$551.5K4,2040.2%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$554.1K1,2390.3%
Fidelity Momentum Factor ETF(FDMO)ETF316092816$566.1K6,8060.3%
Vanguard S&P 500 ETF(VOO)ETF922908363$574.6K9380.3%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$598.5K1,2780.3%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$600.0K9,2300.3%
Verizon Communications Inc COM(VZ)Stock92343V104$601.7K13,6910.3%
Vanguard Mega Cap ETF(MGC)ETF921910873$616.6K2,5260.3%
Palo Alto Networks Inc COM(PANW)Stock697435105$628.2K3,0850.3%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$659.1K13,1120.3%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$661.8K4,9660.3%
International Business Machs COM(IBM)Stock459200101$667.4K2,3650.3%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$684.8K29,6200.3%
Vanguard Consumer Staples ETF(VDC)ETF92204A207$685.2K3,2060.3%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$692.4K8,2960.3%
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