Mosley Wealth Management
Mosley Wealth Management reported 781 holdings worth US$314M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Mosley Wealth Management reported 781 holdings worth US$314M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 781
- Value as reported
- US$314M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 35,299 | US$10.2M | 3.3% |
| Nvidia Corporation | 19,440 | US$3.89M | 1.2% |
| Alphabet Inc (google) Class C | 8,475 | US$3.03M | 0.96% |
| Microsoft Corp. | 7,059 | US$2.63M | 0.84% |
| Amazon.com, Inc. | 7,760 | US$1.85M | 0.59% |
| Jp Morgan Chase & Co. | 5,349 | US$1.75M | 0.56% |
| Micron Technology, Inc. | 1,387 | US$1.6M | 0.51% |
| Advanced Micro Devices Inc | 2,422 | US$1.41M | 0.45% |
| Procter & Gamble Company (the) | 8,919 | US$1.31M | 0.42% |
| Johnson & Johnson | 5,003 | US$1.27M | 0.40% |
| Meta Platforms, Inc. | 2,218 | US$1.25M | 0.40% |
| Broadcom Inc. | 3,078 | US$1.16M | 0.37% |
| Parker-hannifin Corporation | 950 | US$929K | 0.30% |
| Applied Materials, Inc. | 1,230 | US$889K | 0.28% |
| Cisco Systems, Inc. | 6,990 | US$821K | 0.26% |
| Berkshire Hathaway Inc. | 1,578 | US$790K | 0.25% |
| Altria Group, Inc. | 9,990 | US$719K | 0.23% |
| Walmart Inc. | 6,312 | US$715K | 0.23% |
| Palantir Technologies Inc. | 5,720 | US$667K | 0.21% |
| Mastercard Incorporated | 1,202 | US$618K | 0.20% |
| Mcdonald's Corporation | 2,202 | US$595K | 0.19% |
| Williams Companies, Inc. (the) | 7,224 | US$537K | 0.17% |
| 3m Company | 3,266 | US$529K | 0.17% |
| Oracle Corporation | 3,601 | US$528K | 0.17% |
| Citigroup, Inc. | 3,584 | US$502K | 0.16% |
| Watts Water Technologies, Inc. | 1,252 | US$490K | 0.16% |
| Abbvie Inc. | 1,944 | US$489K | 0.16% |
| Kinder Morgan, Inc. | 15,225 | US$487K | 0.15% |
| Amgen Inc. | 1,327 | US$481K | 0.15% |
| Visa Inc. | 1,369 | US$470K | 0.15% |
| Lam Research Corporation | 1,002 | US$434K | 0.14% |
| Philip Morris International Inc | 2,387 | US$432K | 0.14% |
| Dba Sempra | 4,492 | US$416K | 0.13% |
| Ciena Corporation | 843 | US$414K | 0.13% |
| Morgan Stanley | 1,943 | US$406K | 0.13% |
| Tesla, Inc. | 959 | US$403K | 0.13% |
| Pepsico, Inc. | 2,883 | US$390K | 0.12% |
| At&t Inc. | 18,490 | US$383K | 0.12% |
| Unitedhealth Group Incorporated | 916 | US$381K | 0.12% |
| Xylem Inc. | 3,212 | US$380K | 0.12% |
| Chevron Corporation | 2,272 | US$377K | 0.12% |
| Arista Networks, Inc. | 2,193 | US$373K | 0.12% |
| International Business Machines Corporation | 1,313 | US$369K | 0.12% |
| Wells Fargo & Company | 4,448 | US$368K | 0.12% |
| Palo Alto Networks, Inc. | 1,046 | US$357K | 0.11% |
| Caterpillar, Inc. | 320 | US$341K | 0.11% |
| Aptargroup, Inc. | 2,709 | US$339K | 0.11% |
| Asml Holding Nv | 164 | US$326K | 0.10% |
| Graco Inc. | 4,228 | US$320K | 0.10% |
| Enbridge Inc. | 5,883 | US$319K | 0.10% |
| Eli Lilly And Company | 263 | US$316K | 0.10% |
| Marsh | 1,877 | US$313K | 0.10% |
| Vertiv Holdings, Llc | 911 | US$305K | 0.10% |
| Bank Of America Corporation | 5,304 | US$302K | 0.10% |
| Comcast Corporation | 12,281 | US$302K | 0.10% |
| Salesforce, Inc. | 1,807 | US$283K | 0.09% |
| Intuit Inc. | 1,026 | US$268K | 0.09% |
| Oneok, Inc. | 2,898 | US$252K | 0.08% |
| Netflix, Inc. | 3,306 | US$236K | 0.08% |
| Lennar Corporation | 2,482 | US$225K | 0.07% |
| Robinhood Markets, Inc. | 2,232 | US$224K | 0.07% |
| Astera Labs, Inc. | 441 | US$213K | 0.07% |
| Goldman Sachs Group, Inc. (the) | 208 | US$210K | 0.07% |
| Applovin Corporation | 405 | US$209K | 0.07% |
| Bristol-myers Squibb Company | 3,371 | US$194K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 397 | US$190K | 0.06% |
| Intel Corporation | 1,327 | US$185K | 0.06% |
| Costco Wholesale Corporation | 194 | US$182K | 0.06% |
| Verisk Analytics, Inc. | 952 | US$171K | 0.05% |
| Boeing Company (the) | 733 | US$159K | 0.05% |
| Cloudflare, Inc. | 626 | US$154K | 0.05% |
| Southern Company (the) | 1,564 | US$150K | 0.05% |
| Cummins Inc. | 206 | US$147K | 0.05% |
| Cerence Inc. | 11,608 | US$131K | 0.04% |
| Upstart Holdings, Inc. | 3,176 | US$113K | 0.04% |
| Coca-cola Company (the) | 1,384 | US$112K | 0.04% |
| Rocket Lab Corporation | 1,103 | US$112K | 0.04% |
| Marvell Technology, Inc. | 376 | US$112K | 0.04% |
| Northrop Grumman Corporation | 207 | US$105K | 0.03% |
| Verizon Communications Inc. | 2,480 | US$105K | 0.03% |
| Heico Corporation | 402 | US$104K | 0.03% |
| Cencora, Inc. | 365 | US$103K | 0.03% |
| Gilead Sciences, Inc. | 814 | US$103K | 0.03% |
| Emerson Electric Company | 658 | US$94,199 | 0.03% |
| Viasat, Inc. | 1,046 | US$93,941 | 0.03% |
| Rtx Corporation | 492 | US$93,409 | 0.03% |
| Public Service Enterprise Group Incorporated | 1,106 | US$89,773 | 0.03% |
| Talen Energy Corporation | 232 | US$89,148 | 0.03% |
| Abbott Laboratories | 967 | US$87,753 | 0.03% |
| Intuitive Surgical, Inc. | 211 | US$83,910 | 0.03% |
| Columbia Sportswear Company | 1,297 | US$80,174 | 0.03% |
| Starbucks Corporation | 779 | US$79,607 | 0.03% |
| Valero Energy Corporation | 300 | US$78,036 | 0.02% |
| Southwest Airlines Company | 1,496 | US$76,924 | 0.02% |
| Monster Beverage Corporation | 789 | US$75,839 | 0.02% |
| Cheniere Energy, Inc. | 314 | US$75,109 | 0.02% |
| D-wave Quantum Inc. | 3,057 | US$73,337 | 0.02% |
| Qualcomm Incorporated | 384 | US$71,003 | 0.02% |
| Home Depot, Inc. (the) | 196 | US$68,981 | 0.02% |
| Allstate Corporation (the) | 281 | US$66,891 | 0.02% |
Every holding of Mosley Wealth Management
Source
View original at SEC
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