Mosley Wealth Management

13F filer · CIK 0002011849

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$314MU.S. long equity reported on 13F

Positions528262 new · 26 closed

Net flow last quarter+$20MBuys minus sells

Top 10 positions weight22.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026528 positions
PSTRPostRock Energy Corp	$20.3M	6.46%	10.16%	+1654.5%	Q4 2025
FNDFSchwab Strategic Trust	$17.6M	5.61%	Not reported	+1835.8%	Q4 2025
AAPLApple Inc.	$10.2M	3.25%	0.00%	+14.9%	Q4 2023
BSVNBank7 Corp.	$6.13M	1.95%	0.83%	+1801.5%	Q4 2025
NVDANvidia Corp	$3.89M	1.24%	0.00%	-6.4%	Q4 2023
IAUIshares Gold Trust	$3.53M	1.12%	0.01%	+26.6%	Q4 2023
MSFTMicrosoft Corp	$2.63M	0.84%	0.00%	+17.4%	Q4 2023
AMZNAmazon Com Inc	$1.85M	0.59%	0.00%	+31.3%	Q4 2023
ONEZOne Bio, Corp.	$1.81M	0.58%	Not reported	+1665.6%	Q1 2026
JPMJPMorgan Chase & Co	$1.75M	0.56%	0.00%	-34.5%	Q4 2023
GOOGLAlphabet Inc.	$1.71M	0.55%	0.00%	-30.6%	Q4 2023
MUMicron Technology Inc	$1.6M	0.51%	0.00%	+766.9%	Q1 2026
AMDAdvanced Micro Devices Inc	$1.41M	0.45%	0.00%	+251.5%	Q3 2024
GOOGAlphabet Inc.	$1.31M	0.42%	Not reported	+2.1%	Q4 2025
PGPROCTER & GAMBLE Co	$1.31M	0.42%	0.00%	+52.4%	Q4 2023
JNJJohnson & Johnson	$1.27M	0.40%	0.00%	+206.6%	Q4 2025
METAMeta Platforms, Inc.	$1.25M	0.40%	Not reported	+25.7%	Q4 2023
XOMExxonMobil Holdings Corp	$1.17M	0.37%	0.00%	+21.4%	Q4 2023
AVGOBroadcom Inc.	$1.16M	0.37%	0.00%	+110.4%	Q3 2024
PHParker-Hannifin Corp	$929K	0.30%	0.00%	-14.4%	Q4 2023
AMATApplied Materials Inc	$889K	0.28%	0.00%	+1060.4%	Q1 2026
CSCOCisco Systems, Inc.	$821K	0.26%	0.00%	+1350.2%	Q1 2026
BRK.BBerkshire Hathaway Inc	$790K	0.25%	Not reported	+227.4%	Q4 2025
MOAltria Group, Inc.	$719K	0.23%	0.00%	-39.8%	Q4 2023
WMTWalmart Inc.	$715K	0.23%	0.00%	+25.0%	Q4 2025
PLTRPalantir Technologies Inc.	$667K	0.21%	0.00%	+9.0%	Q3 2024
MAMastercard Inc	$618K	0.20%	0.00%	+37.5%	Q4 2023
MCDMcdonalds Corp	$595K	0.19%	0.00%	+4904.6%	Q1 2026
WMBWilliams Companies, Inc.	$537K	0.17%	0.00%	-63.7%	Q4 2023
MMM3m Co	$529K	0.17%	0.00%	+81.3%	Q4 2025
ORCLOracle Corp	$528K	0.17%	0.00%	-55.2%	Q1 2024
CCitigroup Inc	$502K	0.16%	0.00%	-80.8%	Q4 2023
WTSWatts Water Technologies Inc	$490K	0.16%	Not reported	New	Q2 2026
ABBVAbbVie Inc.	$489K	0.16%	0.00%	-17.7%	Q4 2023
KMIKinder Morgan, Inc.	$487K	0.15%	0.00%	-51.7%	Q2 2024
AMGNAmgen Inc	$481K	0.15%	0.00%	+2.6%	Q4 2023
VVisa Inc.	$470K	0.15%	0.00%	-7.3%	Q4 2023
LRCXLam Research Corp	$434K	0.14%	0.00%	-67.3%	Q3 2024
PMPhilip Morris International Inc.	$432K	0.14%	0.00%	+1020.7%	Q1 2026
SRESempra	$416K	0.13%	0.00%	-55.8%	Q4 2023
CIENCiena Corp	$414K	0.13%	0.00%	-88.9%	Q4 2025
MSMorgan Stanley	$406K	0.13%	0.00%	-81.4%	Q4 2023
TSLATesla, Inc.	$403K	0.13%	0.00%	-22.2%	Q4 2023
PEPPepsico Inc	$390K	0.12%	0.00%	+84.9%	Q4 2023
ICFICF International, Inc.	$390K	0.12%	Not reported	-80.8%	Q4 2023
TAt&T Inc.	$383K	0.12%	0.00%	-40.9%	Q1 2024
UNHUnitedhealth Group Inc	$381K	0.12%	0.00%	-30.5%	Q4 2023
XYLXylem Inc.	$380K	0.12%	0.00%	+2.9%	Q4 2023
CVXChevron Corp	$377K	0.12%	0.00%	+259.5%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$373K	0.12%	Not reported	-12.0%	Q2 2024

Q1 2026Reported Apr 27, 2026290 positions
AAPLApple Inc.	$7.82M	3.54%	0.00%	-3.5%	Q4 2023
NVDANvidia Corp	$3.88M	1.75%	0.00%	-6.6%	Q4 2023
MSFTMicrosoft Corp	$3.11M	1.41%	0.00%	-8.2%	Q4 2023
IAUIshares Gold Trust	$2.69M	1.22%	0.00%	-0.3%	Q4 2023
JPMJPMorgan Chase & Co	$2.58M	1.17%	0.00%	-2.7%	Q4 2023
ORCLOracle Corp	$2.26M	1.02%	0.00%	-1.4%	Q1 2024
HOODRobinhood Markets, Inc.	$2.08M	0.94%	0.01%	+1.1%	Q4 2025
QCOMQualcomm Inc	$2.02M	0.92%	0.00%	-1.7%	Q4 2025
CCitigroup Inc	$1.9M	0.86%	0.00%	-1.1%	Q4 2023
ICFICF International, Inc.	$1.85M	0.84%	Not reported	+0.7%	Q4 2023
GOOGLAlphabet Inc.	$1.68M	0.76%	0.00%	-4.2%	Q4 2023
THROTheron Resource Group	$1.67M	0.76%	0.56%	+1.3%	Q4 2025
MSMorgan Stanley	$1.66M	0.75%	0.00%	-1.7%	Q4 2023
GSGoldman Sachs Group Inc	$1.42M	0.64%	0.00%	-2.7%	Q4 2024
AMZNAmazon Com Inc	$1.3M	0.59%	0.00%	-12.9%	Q4 2023
METAMeta Platforms, Inc.	$1.3M	0.59%	Not reported	-10.9%	Q4 2023
WMBWilliams Companies, Inc.	$1.26M	0.57%	0.00%	+0.9%	Q4 2023
LLYELI LILLY & Co	$1.15M	0.52%	0.00%	+1.3%	Q4 2023
CIENCiena Corp	$1.11M	0.50%	0.01%	+1.0%	Q4 2025
SOSouthern Co	$1.1M	0.50%	0.00%	+1.1%	Q4 2023
MOAltria Group, Inc.	$1.1M	0.50%	0.00%	+0.8%	Q4 2023
PSTRPostRock Energy Corp	$1.08M	0.49%	0.58%	-11.5%	Q4 2025
BABAAlibaba Group Holding Ltd	$1M	0.45%	0.00%	+1.1%	Q1 2024
ASMLAsml Holding NV	$992K	0.45%	0.00%	+1.2%	Q4 2023
PLTRPalantir Technologies Inc.	$957K	0.43%	0.00%	-3.3%	Q3 2024
VRTVertiv Holdings Co	$924K	0.42%	0.00%	+1.0%	Q3 2024
SRESempra	$914K	0.41%	0.00%	+0.8%	Q4 2023
PGPROCTER & GAMBLE Co	$899K	0.41%	0.00%	-3.1%	Q4 2023
KMIKinder Morgan, Inc.	$892K	0.40%	0.00%	+0.7%	Q2 2024
GOOGAlphabet Inc.	$887K	0.40%	Not reported	0.0%	Q4 2025
TAt&T Inc.	$884K	0.40%	0.00%	+0.4%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$865K	0.39%	Not reported	Not reported	Q4 2023
PHParker-Hannifin Corp	$842K	0.38%	0.00%	Not reported	Q4 2023
BXBlackstone Inc.	$825K	0.37%	0.00%	+1.1%	Q4 2023
XOMExxonMobil Holdings Corp	$795K	0.36%	0.00%	-4.4%	Q4 2023
FNDFSchwab Strategic Trust	$741K	0.34%	Not reported	-14.8%	Q4 2025
PEGPublic Service Enterprise Group Inc	$692K	0.31%	0.00%	+1.2%	Q4 2023
IBMInternational Business Machines Corp	$667K	0.30%	0.00%	+0.7%	Q4 2023
APOApollo Global Management, Inc.	$662K	0.30%	0.00%	+1.5%	Q4 2024
PANWPalo Alto Networks Inc	$628K	0.28%	0.00%	+1.1%	Q4 2023
VZVerizon Communications Inc	$602K	0.27%	0.00%	+1.1%	Q4 2023
IBITiShares Bitcoin Trust ETF	$600K	0.27%	0.00%	+0.8%	Q3 2024
ISRGIntuitive Surgical Inc	$554K	0.25%	0.00%	-4.6%	Q4 2025
EMREmerson Electric Co	$551K	0.25%	0.00%	+1.0%	Q4 2025
TSLATesla, Inc.	$548K	0.25%	0.00%	-11.0%	Q4 2023
ABBVAbbVie Inc.	$547K	0.25%	0.00%	0.0%	Q4 2023
CRMSalesforce, Inc.	$547K	0.25%	0.00%	+1.2%	Q4 2023
MSTRStrategy Inc	$534K	0.24%	Not reported	+1.1%	Q3 2024
LNGCheniere Energy, Inc.	$528K	0.24%	0.00%	+1.3%	Q4 2023
KOCoca Cola Co	$522K	0.24%	0.00%	-4.7%	Q4 2025

Q4 2025Reported Feb 12, 202683 positions
AAPLApple Inc.	$8.21M	3.76%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$4.21M	1.93%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$3.44M	1.57%	0.00%	Not reported	Q4 2023
IAUIshares Gold Trust	$2.82M	1.29%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$2.55M	1.17%	0.00%	Not reported	Q4 2023
ORCLOracle Corp	$2.36M	1.08%	0.00%	Not reported	Q1 2024
HOODRobinhood Markets, Inc.	$2.17M	0.99%	0.01%	New	Q4 2025
QCOMQualcomm Inc	$2.07M	0.95%	0.00%	New	Q4 2025
CCitigroup Inc	$1.83M	0.84%	0.00%	Not reported	Q4 2023
ICFICF International, Inc.	$1.81M	0.83%	Not reported	Not reported	Q4 2023
GOOGLAlphabet Inc.	$1.77M	0.81%	0.00%	Not reported	Q4 2023
THROTheron Resource Group	$1.66M	0.76%	0.55%	New	Q4 2025
MSMorgan Stanley	$1.66M	0.76%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$1.53M	0.70%	0.00%	Not reported	Q4 2023
GSGoldman Sachs Group Inc	$1.42M	0.65%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$1.42M	0.65%	Not reported	Not reported	Q4 2023
LLYELI LILLY & Co	$1.26M	0.58%	0.00%	Not reported	Q4 2023
WMBWilliams Companies, Inc.	$1.25M	0.57%	0.00%	Not reported	Q4 2023
PSTRPostRock Energy Corp	$1.23M	0.56%	0.65%	New	Q4 2025
CIENCiena Corp	$1.2M	0.55%	0.01%	New	Q4 2025
SOSouthern Co	$1.1M	0.50%	0.00%	Not reported	Q4 2023
MOAltria Group, Inc.	$1.08M	0.49%	0.00%	Not reported	Q4 2023
VRTVertiv Holdings Co	$1.01M	0.46%	0.00%	Not reported	Q3 2024
BABAAlibaba Group Holding Ltd	$1M	0.46%	0.00%	Not reported	Q1 2024
ASMLAsml Holding NV	$1M	0.46%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$995K	0.46%	0.00%	Not reported	Q3 2024
SRESempra	$941K	0.43%	0.00%	Not reported	Q4 2023
PGPROCTER & GAMBLE Co	$911K	0.42%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$894K	0.41%	Not reported	New	Q4 2025
FNDFSchwab Strategic Trust	$882K	0.40%	Not reported	New	Q4 2025
KMIKinder Morgan, Inc.	$881K	0.40%	0.00%	Not reported	Q2 2024
SPYSPDR S&P 500 ETF Trust	$874K	0.40%	Not reported	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$840K	0.38%	0.00%	Not reported	Q4 2023
PHParker-Hannifin Corp	$836K	0.38%	0.00%	Not reported	Q4 2023
TAt&T Inc.	$819K	0.37%	0.00%	Not reported	Q1 2024
BXBlackstone Inc.	$776K	0.36%	0.00%	Not reported	Q4 2023
IBMInternational Business Machines Corp	$680K	0.31%	0.00%	Not reported	Q4 2023
PEGPublic Service Enterprise Group Inc	$670K	0.31%	0.00%	Not reported	Q4 2023
PANWPalo Alto Networks Inc	$665K	0.30%	0.00%	Not reported	Q4 2023
IBITiShares Bitcoin Trust ETF	$641K	0.29%	0.00%	Not reported	Q3 2024
AVGOBroadcom Inc.	$634K	0.29%	0.00%	Not reported	Q3 2024
QBTSD-Wave Quantum Inc.	$615K	0.28%	0.01%	New	Q4 2025
APOApollo Global Management, Inc.	$611K	0.28%	0.00%	Not reported	Q4 2024
TSLATesla, Inc.	$608K	0.28%	0.00%	Not reported	Q4 2023
OKLOOklo Inc.	$583K	0.27%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$582K	0.27%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$559K	0.26%	0.00%	Not reported	Q4 2023
WMTWalmart Inc.	$559K	0.26%	0.00%	New	Q4 2025
EMREmerson Electric Co	$553K	0.25%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$548K	0.25%	0.00%	Not reported	Q4 2023

Q4 2024Reported Feb 11, 202572 positions
AAPLApple Inc.	$3.6M	2.23%	0.00%	+0.8%	Q4 2023
MSFTMicrosoft Corp	$2.69M	1.67%	0.00%	+8.4%	Q4 2023
JPMJPMorgan Chase & Co	$2M	1.24%	0.00%	+9.0%	Q4 2023
NVDANvidia Corp	$1.88M	1.16%	0.00%	+6.9%	Q4 2023
IAUIshares Gold Trust	$1.86M	1.15%	0.01%	+6.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.75M	1.09%	Not reported	+8.0%	Q4 2023
EMXCEmax Holdings Corp	$1.63M	1.01%	Not reported	+13.3%	Q4 2023
ICFICF International, Inc.	$1.63M	1.01%	Not reported	+10.2%	Q4 2023
MSMorgan Stanley	$1.57M	0.97%	0.00%	+113.8%	Q4 2023
CCitigroup Inc	$1.29M	0.80%	0.00%	+8.8%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.24M	0.77%	Not reported	+45.6%	Q2 2024
GOOGLAlphabet Inc.	$1.21M	0.75%	0.00%	+10.4%	Q4 2023
AMZNAmazon Com Inc	$1.17M	0.72%	0.00%	+8.9%	Q4 2023
ORCLOracle Corp	$1.16M	0.72%	0.00%	+7.7%	Q1 2024
WMBWilliams Companies, Inc.	$1.03M	0.64%	0.00%	+2.5%	Q4 2023
SOSouthern Co	$1M	0.62%	0.00%	+13.1%	Q4 2023
LLYELI LILLY & Co	$983K	0.61%	0.00%	+15.1%	Q4 2023
XOMExxonMobil Holdings Corp	$934K	0.58%	0.00%	+20.1%	Q4 2023
SMHMarket Vectors ETF Trust	$933K	0.58%	Not reported	+21.7%	Q3 2024
GSGoldman Sachs Group Inc	$844K	0.52%	0.00%	New	Q4 2024
METAMeta Platforms, Inc.	$804K	0.50%	Not reported	+12.0%	Q4 2023
CVXChevron Corp	$772K	0.48%	0.00%	+9.2%	Q4 2023
PHParker-Hannifin Corp	$767K	0.47%	0.00%	+0.4%	Q4 2023
APOApollo Global Management, Inc.	$754K	0.47%	0.00%	New	Q4 2024
UNHUnitedhealth Group Inc	$753K	0.47%	0.00%	+9.5%	Q4 2023
ASMLAsml Holding NV	$745K	0.46%	0.00%	+23.2%	Q4 2023
VRTVertiv Holdings Co	$743K	0.46%	0.00%	-0.7%	Q3 2024
BXBlackstone Inc.	$737K	0.46%	0.00%	+4.6%	Q4 2023
BTIBritish American Tobacco p.l.c.	$710K	0.44%	0.00%	+8.1%	Q4 2023
PGPROCTER & GAMBLE Co	$704K	0.44%	0.00%	+7.7%	Q4 2023
MOAltria Group, Inc.	$662K	0.41%	0.00%	+7.6%	Q4 2023
PEGPublic Service Enterprise Group Inc	$631K	0.39%	0.00%	+7.2%	Q4 2023
SRESempra	$619K	0.38%	0.00%	+8.0%	Q4 2023
MSTRStrategy Inc	$598K	0.37%	Not reported	-1.1%	Q3 2024
VZVerizon Communications Inc	$592K	0.37%	0.00%	+14.0%	Q4 2023
TAt&T Inc.	$590K	0.37%	0.00%	+4.2%	Q1 2024
PANWPalo Alto Networks Inc	$561K	0.35%	0.00%	+8.1%	Q4 2023
TSLATesla, Inc.	$559K	0.35%	0.00%	+8.0%	Q4 2023
LNGCheniere Energy, Inc.	$559K	0.35%	0.00%	+3.9%	Q4 2023
IBITiShares Bitcoin Trust ETF	$554K	0.34%	0.00%	+2.5%	Q3 2024
GILDGilead Sciences, Inc.	$552K	0.34%	0.00%	+5.9%	Q4 2023
BABAAlibaba Group Holding Ltd	$532K	0.33%	0.00%	+9.3%	Q1 2024
VVisa Inc.	$506K	0.31%	0.00%	+9.3%	Q4 2023
IBMInternational Business Machines Corp	$502K	0.31%	0.00%	+9.0%	Q4 2023
PLTRPalantir Technologies Inc.	$492K	0.30%	0.00%	-0.6%	Q3 2024
BABoeing Co	$473K	0.29%	0.00%	-0.1%	Q4 2023
MAMastercard Inc	$466K	0.29%	0.00%	+9.0%	Q4 2023
MRSHMarsh & Mclennan Companies, Inc.	$446K	0.28%	0.00%	Not reported	Q4 2023
MCKMckesson Corp	$429K	0.27%	0.00%	+9.7%	Q4 2023
AMGNAmgen Inc	$415K	0.26%	0.00%	+15.0%	Q4 2023

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