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Mosley Wealth Management

Q2 2026 Holdings

Filed 2026-07-23 | 781 holdings | $314.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$126.0K1,3910.0%
Allianzim U.S. Equity Buffer20 SEP ETF(SEPW)ETF00888H687$127.0K3,8020.0%
Allianzim U.S. Equity Buffer10 JUN ETF(JUNT)ETF00888H745$129.7K3,4310.0%
Avantis All Equity Markets ETF(AVGE)ETF025072232$129.9K1,3110.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$130.2K1,0460.0%
Cerence Inc COM(CRNC)Stock156727109$131.4K11,6080.0%
Ishares Core International Aggregate Bond ETF(IAGG)ETF46435G672$136.4K2,6960.0%
ARK Next Generation Internet ETF(ARKW)ETF00214Q401$140.0K9670.0%
Allianzim U.S. Equity Buffer15 Uncapped DEC ETF(DECU)ETF00888H521$142.4K4,8710.0%
Cummins Inc COM(CMI)Stock231021106$147.0K2060.0%
Southern Co COM(SO)Stock842587107$149.7K1,5640.0%
Allianzim U.S. Equity Buffer10 DEC ETF(DECT)ETF00888H836$153.0K3,8970.0%
Cloudflare Inc CL A COM(NET)Stock18915M107$153.5K6260.0%
Boeing Co COM(BA)Stock097023105$158.7K7330.1%
Anfield Dynamic Fixed Income ETF(ADFI)ETF90214Q725$161.0K18,9640.1%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$165.1K1,7120.1%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$165.2K1,3300.1%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$165.4K4,9690.1%
Verisk Analytics Inc COM(VRSK)Stock92345Y106$170.8K9520.1%
Ishares S&P 100 ETF(OEF)ETF464287101$171.8K4700.1%
Ishares U.S. Thematic Rotation Active ETF(THRO)ETF09290C806$179.6K4,1670.1%
Costco Wholesale Corporation COM(COST)Stock22160K105$181.8K1940.1%
Intel Corp COM(INTC)Stock458140100$185.3K1,3270.1%
Taiwan Semiconductor Manufact Sponsored ADS(TSM)ADR874039100$189.6K3970.1%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$194.2K3,3710.1%
Anfield Enhanced Market ETFETF90214Q485$194.9K16,0820.1%
State Street Communication Services Select Sector Spdr ETF(XLC)ETF81369Y852$198.2K1,8500.1%
Allianzim U.S. Equity Buffer10 MAY ETF(MAYT)ETF00888H760$200.9K5,1520.1%
Vanguard Communication Services ETF(VOX)ETF92204A884$201.4K1,0950.1%
Applovin Corp COM CL A(APP)Stock03831W108$208.7K4050.1%
Goldman Sachs Group Inc COM(GS)Stock38141G104$210.1K2080.1%
Astera Labs Inc COM(ALAB)Stock04626A103$213.0K4410.1%
Trueshares Quarterly Bear Hedge ETF(QBER)ETF210322509$213.1K8,9520.1%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$221.1K9,7080.1%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$223.8K2,2320.1%
Lennar Corp CL A(LEN)Stock526057104$224.6K2,4820.1%
Ishares Core 60/40 Balanced Allocation ETF(AOR)ETF464289867$226.1K3,2530.1%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$229.6K3080.1%
Netflix Inc. COM(NFLX)Stock64110L106$236.0K3,3060.1%
Anfield U.S. Equity Sector Rotation ETF(AESR)ETF90214Q733$247.4K11,9240.1%
Oneok Inc New COM(OKE)Stock682680103$252.0K2,8980.1%
Ishares Core 40/60 Moderate Allocation ETF(AOM)ETF464289875$260.8K5,2280.1%
Intuit COM(INTU)Stock461202103$267.8K1,0260.1%
Ishares Flexible Income Active ETF(BINC)ETF092528603$269.2K5,1440.1%
FT Vest U.S. Equity Moderate Buffer ETF - MAY(GMAY)ETF33740F441$276.3K6,4200.1%
Salesforce Inc COM(CRM)Stock79466L302$283.1K1,8070.1%
Comcast Corp New CL A(CMCSA)Stock20030N101$301.5K12,2810.1%
Bank of Amer Corp COM(BAC)Stock060505104$302.2K5,3040.1%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$305.0K9110.1%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$312.8K1,8770.1%
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