Holdings
Mosley Wealth Management
As of Sep 30, 2026, Mosley Wealth Management reported 774 positions worth US$341M. Largest: Peakshares Sector Rotation ETF, Schwab Fundamental International Equity ETF and PeakShares RMR Prime Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Peakshares Sector Rotation ETF | 706K | US$22.3M | new | Sep 30, 2026 |
| Schwab Fundamental International Equity ETF | 342K | US$18.4M | new | Sep 30, 2026 |
| PeakShares RMR Prime Equity ETF | 483K | US$13.8M | new | Sep 30, 2026 |
| WisdomTree Floating Rate Treasury Fund | 268K | US$13.5M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 148K | US$13.3M | new | Sep 30, 2026 |
| Vanguard Health Care ETF | 38,695 | US$12.7M | new | Sep 30, 2026 |
| Apple Inc | 35,489 | US$12.1M | +190 | Sep 30, 2026 |
| Vanguard Financials ETF | 85,045 | US$11.4M | new | Sep 30, 2026 |
| Fidelity Momentum Factor ETF | 90,977 | US$8.49M | new | Sep 30, 2026 |
| Vanguard Consumer Staples ETF | 34,098 | US$8.01M | new | Sep 30, 2026 |