Institutional Fund
Mosley Wealth Management
Anaheim, CACIK 20118495 filings on record
Portfolio Value
$220.87M
Q1 2026
Holdings
466
Reported positions
New Buys
312
Opened this quarter
QoQ Change
+1.1%
from $218.50M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F6.2%
- Ssga Active Tr5.4%
- Ishares Tr5.2%
- Ishares Tr4.4%
- Apple Inc3.5%
- Ishares Tr3.3%
- Other72.0%
Portfolio Holdings
466 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 237.9K | $13.58M | 6.2% | +2.1K | Added |
| 2 | Ssga Active Tr | 199.9K | $11.92M | 5.4% | +681 | Added |
| 3 | Ishares Tr | 17.1K | $11.45M | 5.2% | +1 | Added |
| 4 | Ishares Tr | 209.5K | $9.79M | 4.4% | +1.3K | Added |
| 5 | Apple Inc | 30.7K | $7.82M | 3.5% | −1.1K | Reduced |
| 6 | Ishares Tr | 60.1K | $7.26M | 3.3% | +418 | Added |
| 7 | Ishares Tr | 104.9K | $7.12M | 3.2% | +540 | Added |
| 8 | Ishares Inc | 83.5K | $5.50M | 2.5% | +409 | Added |
| 9 | Ishares Tr | 25.9K | $5.04M | 2.3% | +196 | Added |
| 10 | Ishares Tr | 40.8K | $4.65M | 2.1% | +181 | Added |
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