account_balance
Investment manager · 13F filer · SEC CIK 2011849
Mosley Wealth Management
Reported value$343Mas of Sep 30, 2026
Positions806 45 new, 20 sold out
Top 10 weight39.0%PSTR alone is 7%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PSTRPeakshares Sector Rotation ETF
6.5%Added +6%
FNDFSchwab Fundamental International Equity ETF
5.3%Added +2%
PRMRPeakshares RMR Prime Equity ETF
4.0%New
USFRWisdomtree Floating Rate Treasury Fund
3.9%Added +8%
VUGVanguard Morningstar Growth ETF
3.9%Added +7%
VHTVanguard Health Care ETF
3.7%Added +4%
AAPLApple Inc.
3.5%
VFHVanguard Financials ETF
3.3%Added +5%
FDMOFidelity Momentum Factor ETF
2.5%Added +4%
VDCVanguard Consumer Staples ETF
2.3%Added +9%
IVViShares Core S&P 500 ETF
2.3%
VBRVanguard Morningstar Small-Cap Value ETF
2.1%
PSTRPeakshares Sector Rotation ETF
6.5%Added +6%
FNDFSchwab Fundamental International Equity ETF
5.3%Added +2%
PRMRPeakshares RMR Prime Equity ETF
4.0%New
USFRWisdomtree Floating Rate Treasury Fund
3.9%+8%
VUGVanguard Morningstar Growth ETF
3.9%+7%
VHTVanguard Health Care ETF
3.7%
AAPLApple Inc.
3.5%
VFHVanguard Financials ETF
3.3%
FDMOFidelity Momentum Factor ETF
2.5%
VDC2.3%
IVV2.3%
VBR2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PSTR Peakshares Sector Rotation ETF 6.5% Added +6%
FNDF Schwab Fundamental International Equity ETF 5.3% Added +2%
PRMR Peakshares RMR Prime Equity ETF 4.0% New
USFR Wisdomtree Floating Rate Treasury Fund 3.9% Added +8%
VUG Vanguard Morningstar Growth ETF 3.9% Added +7%
VHT Vanguard Health Care ETF 3.7% Added +4%
AAPL Apple Inc. 3.5% HeldVFH Vanguard Financials ETF 3.3% Added +5%
FDMO Fidelity Momentum Factor ETF 2.5% Added +4%
VDC Vanguard Consumer Staples ETF 2.3% Added +9%
IVV iShares Core S&P 500 ETF 2.3% Held
VBR Vanguard Morningstar Small-Cap Value ETF 2.1% Added +6%
What changed
Biggest moves since Jun 30, 2026
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