StockDriftsStockDriftsTop 50 Mosley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PSTR | PEAKSHARES SECTOR ROTATION ETF | 6.46% | 665.8K | $20.3M | +1654.49%(+627.88K) | $28.88(+11.25%) | 2026-06-30 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 5.61% | 333.9K | $17.6M | +1835.77%(+316.67K) | $49.81(+10.99%) | 2026-06-30 | |
| MGC | VANGUARD MEGA CAP ETF | 4.41% | 50.6K | $13.8M | +1903.48%(+48.08K) | $251.28(+12.91%) | 2026-06-30 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3.98% | 248.7K | $12.5M | +1796.37%(+235.54K) | $50.34(+0.15%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 3.78% | 138.0K | $11.9M | +1964.15%(+131.28K) | $78.19(+13.90%) | 2026-06-30 | |
| VHT | VANGUARD HEALTH CARE ETF | 3.54% | 37.2K | $11.1M | +1964.33%(+35.36K) | $282.25(+12.82%) | 2026-06-30 | |
| VFH | VANGUARD FINANCIALS ETF | 3.38% | 80.7K | $10.6M | +2191.57%(+77.19K) | $125.24(+12.93%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.25% | 35.3K | $10.2M | +14.91%(+4.58K) | $231.57(+32.43%) | 2026-06-30 | |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | 2.73% | 87.1K | $8.6M | +1179.21%(+80.26K) | $87.47(+9.02%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.5% | 10.5K | $7.9M | -38.67%(-6.62K) | $463.86(+67.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.50% |
Mosley Wealth Management reports $314.26M in US-listed equity holdings across 781 positions in its most recent 13F filing. Its largest disclosed positions are PSTR (6.5%), FNDF (5.6%) and MGC (4.4%). The top 20 holdings account for 59.31% of reported assets. Its disclosed equity book has returned +19.97% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mosley Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011849). View Mosley Wealth Management’s 13F filings on SEC