Mosley Wealth Management

CIK 2011849 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +42.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas39,63%

Bobot 25 kepemilikan teratas64,95%

Posisi di atas 1%24

Jumlah posisi efektif44,0

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 54,31% Perkiraan pembelian $218.961.061 · penjualan $145.313.118

Posisi baru366

Meningkat184

Menurun181

Tertutup51

Nilai Portofolio $314.3M #5.116 dari 9.337 berdasarkan nilai 13F · top 54.8%

Posisi 781

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 8,6%

Communication Services 2,3%

Financials 2,1%

Industrials 1,5%

Healthcare 1,2%

Retail 1,0%

Energy 0,7%

Consumer Staples 0,6%

Consumer products 0,5%

Consumer Discretionary 0,4%

Utilities 0,3%

Materials 0,2%

Real Estate 0,0%

Lainnya/Tidak terpetakan 80,6%

Portofolio lengkap 781 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

					Rentetan
PSTR PeakShares Sector Rotation ETF	$20.292.204	6,46%	665.829	$19.212.730	Naik ×1
FNDF SCHWAB STRATEGIC TRUST	$17.617.609	5,61%	333.920	$16.876.531	Naik ×1
MGC VANGUARD WORLD FUND	$13.847.899	4,41%	50.608	$13.231.328	Naik ×1
USFR WisdomTree Floating Rate Treasury Fund	$12.519.611	3,98%	248.652	$11.860.464	Naik ×1
VUG Vanguard Morningstar Growth ETF	$11.884.575	3,78%	137.968	$11.350.289	Naik ×1
VHT Vanguard Health Care ETF	$11.110.677	3,54%	37.158	$10.643.384	Naik ×1
VFH Vanguard Financials ETF	$10.621.358	3,38%	80.709	$10.159.191	Naik ×1
AAPL Apple Inc. - Common Stock	$10.214.176	3,25%	35.299	$2.392.345	Naik ×1
FDMO FIDELITY COVINGTON TRUST	$8.581.819	2,73%	87.063	$8.015.752	Naik ×1
IVV iShares Trust	$7.855.821	2,50%	10.490	$-3.592.779	Turun ×1
VDC Vanguard Consumer Staples ETF	$7.061.318	2,25%	31.315	$6.376.155	Naik ×1
VBR Vanguard Morningstar Small-Cap Value ETF	$7.042.231	2,24%	28.982	$6.697.745	Naik ×1
FLRN SPDR SERIES TRUST	$6.225.454	1,98%	201.798	$5.898.739	Naik ×1
EEM iShares, Inc.	$6.182.088	1,97%	90.368	$5.910.656	Naik ×1
TIP iShares TIPS Bond ETF	$6.146.522	1,96%	56.169	$5.820.981	Naik ×1
BSV VANGUARD BOND INDEX FUNDS	$6.133.168	1,95%	78.721	$5.806.481	Naik ×1
VRP Invesco Variable Rate Preferred ETF	$5.971.337	1,90%	245.633	$5.739.462	Naik ×1
VIS Vanguard Industrials ETF	$5.922.413	1,88%	16.434	$5.690.930	Naik ×1
ITA iShares U.S. Aerospace & Defense ETF	$5.625.274	1,79%	23.205	$5.388.579	Naik ×1
VIG Vanguard Div Appreciation ETF	$5.498.591	1,75%	23.238	$5.268.127	Naik ×1
NVDA NVIDIA Corporation - Common Stock	$3.889.836	1,24%	19.440	$14.010	Turun ×2
IVW iShares S&P 500 Growth ETF	$3.856.139	1,23%	28.039	$-3.401.310	Turun ×1
IAU iShares Gold Trust Shares	$3.527.148	1,12%	46.711	$841.789	Naik ×1
CWB SPDR SERIES TRUST	$3.382.997	1,08%	31.376	$3.264.351	Naik ×1
FPX First Trust US Equity Opportunities ETF	$3.105.532	0,99%	15.062	$2.757.576	Naik ×1
MSFT Microsoft Corporation - Common Stock	$2.633.246	0,84%	7.059	$-481.253	Naik ×1
JEPI JPMorgan Equity Premium Income ETF	$2.598.667	0,83%	46.010	$-10.985.558	Turun ×1
FDVV FIDELITY COVINGTON TRUST	$2.452.708	0,78%	40.682	$2.323.851	Naik ×1
IUSB iShares Core Universal USD Bond ETF	$2.355.468	0,75%	51.039	$-7.431.236	Turun ×1
SBAR Simplify Barrier Income ETF	$2.149.132	0,68%	83.950	$1.794.001	Naik ×1
GUNR FlexShares Trust	$2.092.734	0,67%	42.466	$2.015.796	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$1.849.533	0,59%	7.760	$551.348	Naik ×1
ONEZ Elevation Series Trust	$1.814.539	0,58%	65.768	$1.715.789	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$1.750.891	0,56%	5.349	$-824.214	Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock	$1.714.742	0,55%	4.798	$33.173	Turun ×2
XLF SELECT SECTOR SPDR TRUST	$1.664.710	0,53%	31.052	$1.557.520	Naik ×1
MU Micron Technology, Inc. - Common Stock	$1.601.314	0,51%	1.387	$1.574.543	Naik ×1
VTI Vanguard Morningstar Total Stock Market ETF	$1.566.565	0,50%	4.234	$-3.070.577	Turun ×2
EFV iShares Trust	$1.460.793	0,46%	19.083	$-5.657.573	Turun ×1
AMD Advanced Micro Devices, Inc. - Common Stock	$1.406.964	0,45%	2.422	$1.295.491	Naik ×1
IEMG iShares, Inc.	$1.344.660	0,43%	16.232	$-4.159.339	Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock	$1.314.001	0,42%	3.719	$426.574	Naik ×2
PG Procter & Gamble Company (The) Common Stock	$1.307.831	0,42%	8.919	$408.480	Naik ×1
JNJ Johnson & Johnson Common Stock	$1.270.670	0,40%	5.003	$968.015	Naik ×1
META Meta Platforms, Inc. - Class A Common Stock	$1.249.443	0,40%	2.218	$-46.961	Naik ×1
DON WisdomTree Trust	$1.216.475	0,39%	21.523	$1.153.274	Naik ×1
SPDW State Street SPDR Portfolio Developed World ex-US ETF	$1.210.725	0,39%	24.027	$1.080.301	Naik ×1
Penerbit tidak dikenal (CUSIP: 30233Q108)	$1.169.551	0,37%	8.554		Naik ×1
AVGO Broadcom Inc. - Common Stock	$1.162.842	0,37%	3.078	$680.270	Naik ×1
EDOG ALPS ETF Trust	$1.124.833	0,36%	47.374	$1.060.499	Naik ×1
POWA Invesco Exchange-Traded Self-Indexed Fund Trust	$1.114.330	0,35%	12.543	$1.050.693	Naik ×1
BUCK Simplify Exchange Traded Funds	$1.108.536	0,35%	47.333	$716.920	Naik ×1
CDX Simplify Exchange Traded Funds	$1.091.165	0,35%	51.665		Naik ×1
EFG iShares Trust	$1.082.021	0,34%	8.697	$-3.563.378	Turun ×1
MTBA Simplify Exchange Traded Funds	$1.070.383	0,34%	21.813	$890.309	Naik ×1
MDYG SPDR SERIES TRUST	$986.785	0,31%	8.804		Naik ×1
PID Invesco International Dividend Achievers ETF	$964.963	0,31%	43.467	$852.156	Naik ×1
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$938.166	0,30%	9.123		Naik ×1
PH Parker-Hannifin Corporation Common Stock	$929.214	0,30%	950	$87.667	Turun ×1
XLSR SSGA Active Trust	$913.750	0,29%	14.088	$-11.002.369	Turun ×1
FIDU Fidelity MSCI Industrials Index ETF	$910.420	0,29%	9.140		Naik ×1
MBB iShares MBS ETF	$910.374	0,29%	9.632	$-2.367.000	Turun ×1
AMAT Applied Materials, Inc. - Common Stock	$889.303	0,28%	1.230	$867.601	Naik ×1
JPST JPMorgan Ultra-Short Income ETF	$876.809	0,28%	17.339	$-1.449.119	Turun ×2
VOO Vanguard S&P 500 ETF	$861.054	0,27%	1.254	$286.496	Naik ×1
FUTY Fidelity MSCI Utilities Index ETF	$844.583	0,27%	14.457		Naik ×1
IYW iShares U.S. Technology ETF	$832.427	0,26%	3.300	$-2.575.279	Turun ×1
CSCO Cisco Systems, Inc. - Common Stock	$821.024	0,26%	6.990	$788.046	Naik ×1
PSTP Innovator Power Buffer Step-Up Strategy ETF	$798.970	0,25%	21.720	$729.271	Naik ×1
BILZ PIMCO ETF Trust	$794.792	0,25%	7.875	$750.167	Naik ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$789.615	0,25%	1.578	$547.294	Naik ×1
IJR iShares Trust	$768.626	0,24%	5.183	$-20.854	Turun ×1
SPBX AllianzIM 6 Month Buffer10 Allocation ETF	$749.958	0,24%	25.713	$693.417	Naik ×1
FHLC FIDELITY COVINGTON TRUST	$746.656	0,24%	9.665		Naik ×1
SVOL Simplify Volatility Premium ETF	$740.609	0,24%	46.173	$554.759	Naik ×1
MDYV SPDR SERIES TRUST	$740.212	0,24%	7.804		Naik ×1
MO Altria Group, Inc.	$718.804	0,23%	9.990	$-377.330	Turun ×1
WMT Walmart Inc. - Common Stock	$714.933	0,23%	6.312	$194.715	Naik ×1
MAYW AIM ETF Products Trust	$709.830	0,23%	20.415		Naik ×1
PLTR Palantir Technologies Inc. - Class A Common Stock	$667.352	0,21%	5.720	$-289.623	Naik ×1
FOXY Simplify Currency Strategy ETF	$663.201	0,21%	22.263		Naik ×1
MTUM iShares Trust	$643.086	0,20%	1.876	$-1.978.667	Turun ×1
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF	$630.111	0,20%	24.513		Naik ×1
MA Mastercard Incorporated Common Stock	$617.501	0,20%	1.202	$120.247	Naik ×2
JANW AllianzIM U.S. Large Cap Buffer20 Jan ETF	$597.063	0,19%	15.438	$586.727	Naik ×1
MCD McDonald's Corporation Common Stock	$595.200	0,19%	2.202	$581.829	Naik ×1
FLIN Franklin Templeton ETF Trust	$590.292	0,19%	16.595	$511.125	Naik ×1
QUAL iShares Trust	$571.044	0,18%	2.602	$-4.472.050	Turun ×1
FMAT FIDELITY COVINGTON TRUST	$559.896	0,18%	9.569		Naik ×1
WMB Williams Companies, Inc. (The) Common Stock	$537.054	0,17%	7.224	$-725.205	Turun ×1
DYNF BlackRock ETF Trust	$536.891	0,17%	7.894	$-3.778.950	Turun ×1
MMM 3M Company Common Stock	$528.748	0,17%	3.266	$249.232	Naik ×1
ORCL Oracle Corporation Common Stock	$527.675	0,17%	3.601	$-1.734.995	Turun ×2
GSEP First Trust Exchange-Traded Fund VIII	$513.106	0,16%	12.527		Naik ×1
C Citigroup, Inc. Common Stock	$501.562	0,16%	3.584	$-1.397.150	Turun ×2
IVE iShares Trust	$497.498	0,16%	2.191	$-3.891.618	Turun ×1
WTS Watts Water Technologies, Inc. Class A Common Stock	$490.262	0,16%	1.252		Naik ×1
ABBV AbbVie Inc. Common Stock	$489.243	0,16%	1.944	$-57.895	Turun ×2
KMI Kinder Morgan, Inc. Common Stock	$486.757	0,15%	15.225	$-404.790	Turun ×1
AMGN Amgen Inc. - Common Stock	$480.705	0,15%	1.327	$115.754	Naik ×2
Tidak ada hasil

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
Penerbit tidak dikenal (CUSIP: 30233Q108)	$1.169.551	8.554	0,37%
CDX	$1.091.165	51.665	0,35%
MDYG	$986.785	8.804	0,31%
FDIS	$938.166	9.123	0,30%
FIDU	$910.420	9.140	0,29%
FUTY	$844.583	14.457	0,27%
FHLC	$746.656	9.665	0,24%
MDYV	$740.212	7.804	0,24%
MAYW	$709.830	20.415	0,23%
FOXY	$663.201	22.263	0,21%
KNRG	$630.111	24.513	0,20%
FMAT	$559.896	9.569	0,18%
GSEP	$513.106	12.527	0,16%
WTS	$490.262	1.252	0,16%
ANET	$372.547	2.193	0,12%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
IUSB	Dipangkas	-158K	-$7.4M
EFV	Dipangkas	-86K	-$5.7M
IEMG	Dipangkas	-67K	-$4.2M
IVV	Dipangkas	-7K	-$3.6M
EFG	Dipangkas	-32K	-$3.6M
IVW	Dipangkas	-32K	-$3.4M
VTI	Dipangkas	-10K	-$3.1M
IYW	Dipangkas	-14K	-$2.6M
AAPL	Beli lebih banyak	+5K	+$2.4M
MBB	Dipangkas	-25K	-$2.4M

25 positions hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
XOM	30 Juni 2026	7.048	$794.638	20,0%
CYBR	30 Juni 2026	360	$173.934	Tidak lagi dilacak
HEI	30 Juni 2026	446	$143.978	-15,5%
BITB	30 Juni 2026	521	$32.417
MFC	30 Juni 2026	1.000	$31.150	6,0%
HON	30 Juni 2026	147	$30.850	-4,4%
ZSEP	30 Juni 2026	814	$21.563
SCHG	30 Juni 2026	504	$16.083	7,2%
GJUL	30 Juni 2026	301	$12.209
PKST	30 Juni 2026	847	$11.113	Tidak lagi dilacak
ZDEK	30 Juni 2026	416	$10.508
ZJUL	30 Juni 2026	364	$10.458
EZET	30 Juni 2026	326	$10.298
AIRR	30 Juni 2026	100	$9.668
HII	30 Juni 2026	28	$8.061	-4,1%
FCT	30 Juni 2026	725	$7.250	Tidak lagi dilacak
SNOW	30 Juni 2026	28	$6.315	34,5%
TJUL	30 Juni 2026	213	$6.238
FSTA	30 Juni 2026	100	$4.984
RSP	30 Juni 2026	24	$4.553	-0,8%
DLN	30 Juni 2026	51	$4.439
IWC	30 Juni 2026	27	$4.025
CMG	30 Juni 2026	100	$3.919	-4,8%
NOBL	30 Juni 2026	36	$3.711	-2,1%
GBIL	30 Juni 2026	36	$3.608
BND	30 Juni 2026	46	$3.421
SNAP	30 Juni 2026	435	$3.354	28,9%
CCL	30 Juni 2026	100	$2.891	-10,5%
SOFI	30 Juni 2026	102	$2.695	-11,0%
CVNA	30 Juni 2026	7	$2.641	-1,7%
SIXP	30 Juni 2026	79	$2.434
FTHI	30 Juni 2026	87	$2.063
SCHD	30 Juni 2026	64	$1.747	4,7%
BXSL	30 Juni 2026	56	$1.460	-0,4%
MCGA	30 Juni 2026	137	$1.460	1,4%
BGFV	30 Juni 2026	1.000	$1.440	Tidak lagi dilacak
SBIO	30 Juni 2026	37	$1.438
IHDG	30 Juni 2026	27	$1.244
CLNE	30 Juni 2026	450	$1.161	-23,9%
IGEB	30 Juni 2026	19	$875
EMMF	30 Juni 2026	27	$826
FVRR	30 Juni 2026	27	$659	-17,2%
RLY	30 Juni 2026	19	$587
AGG	30 Juni 2026	5	$498
MGA	30 Juni 2026	10	$474	-1,7%
CCI	30 Juni 2026	4	$386	-13,3%
TRP	30 Juni 2026	4	$218	-10,9%
VTRS	30 Juni 2026	15	$145	10,3%
OGN	30 Juni 2026	12	$130	1,3%
LIVE	30 Juni 2026	5	$92	-24,0%
DNP	30 Juni 2026	1	$10	-11,3%