Mosley Wealth Management
•CIK: 2011849•Filing: Q4 2025
**Mosley Wealth Management** manages $219M across a diversified portfolio of 154 holdings. The strategy exhibits a notable tilt toward income-generating and broad market exposure, evidenced by top positions including JEPI ($13.4M) and XLSR ($12.0M). Significant allocations are also maintained in core ETFs such as IVV ($11.6M) and IUSB ($9.7M). This concentration suggests a focus on stable yield generation alongside established market indices.
Total AUM
$218.5M
QoQ Performance
N/A
Positions
154
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
JEPI
XLSR
IVV
JEPI6.1%
XLSR5.5%
IVV5.3%
IUSB4.4%
AAPL3.8%
IVW3.3%
EFV3.3%
IEMG2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.9%
Technology12.3%
ETF6.0%
Financial2.7%
Healthcare1.6%
Consumer1.4%
Consumer Staples0.9%
Utilities0.8%
🚪 Exited Positionssold since Q4 2024
+15 more exited positions
Changes from Q4 2024
NEW60 new positions
↑59 increased
↓34 decreased
Historical Filings
Q4 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023