Mosley Wealth Management ETF holdings
Anaheim, CA
Reported $251.3M in 270 ETFs in its Form 13F for June 30, 2026.
ETF value
$251.3M
ETFs held
270
Change from prior quarter
+71.7%
With price moves
ETFs as a share of its 13F
80.0%
of $314.3M
Top 10 of 270 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| PSTR | PeakShares Sector Rotation ETF | $20.3M | 665,829 | +627,879 shares |
| FNDF | Schwab Fundamental International Equity ETF | $17.6M | 333,920 | +316,670 shares |
| MGC | Vanguard Morningstar Mega Cap ETF | $13.8M | 50,608 | +48,082 shares |
| USFR | WisdomTree Floating Rate Treasury Fund | $12.5M | 248,652 | +235,540 shares |
| VUG | Vanguard Morningstar Growth ETF | $11.9M | 137,968 | +136,854 shares |
| VHT | Vanguard Health Care ETF | $11.1M | 37,158 | +35,358 shares |
| VFH | Vanguard Financials ETF | $10.6M | 80,709 | +77,187 shares |
| FDMO | Fidelity Momentum Factor ETF | $8.6M | 87,063 | +80,257 shares |
| IVV | iShares Core S&P 500 ETF | $7.9M | 10,490 | −6,615 shares |
| VDC | Vanguard Consumer Staples ETF | $7.1M | 31,315 | +28,109 shares |
260 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002011849. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Mosley Wealth Management own?
Mosley Wealth Management reported 270 ETF positions worth $251.3M in its Form 13F for June 30, 2026. The largest was PSTR, at $20.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.