Mosley Wealth Management
All 13F Filings
- Location
- Anaheim, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 314,257
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 781 | 314,257 | 13F-HR | Mosley Wealth Management |
| Q1 2026 | 4/27/2026 | 466 | 220,872 | 13F-HR | Mosley Wealth Management |
| Q4 2025 | 2/12/2026 | 154 | 218,504 | 13F-HR | Mosley Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.31 K | 19.8% | 0 | 9.361 K | -9.361 K |
| ETFs | 251.9 K | 80.2% | 102.7 K | 0 | 102.7 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
314,257
Holdings
781
QoQ value change ($000)
93,385
(42.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.