StockDriftsStockDriftsTop 50 Mosley Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PSTR | PEAKSHARES SECTOR ROTATION ETF | 6.5% | 706.5K | $22.3M | +6.11%(+40.66K) | $28.99(+8.22%) | 2026-09-30 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 5.35% | 341.7K | $18.4M | +2.33%(+7.78K) | $49.92(+7.55%) | 2026-09-30 | |
| PRMR | PEAKSHARES RMR PRIME EQUITY ETF | 4.03% | 483.4K | $13.8M | new | $28.58(-0.76%) | 2026-09-30 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 3.93% | 267.7K | $13.5M | +7.65%(+19.02K) | $50.34(+0.31%) | 2026-09-30 | |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | 3.86% | 147.6K | $13.3M | +7.00%(+9.66K) | $78.84(+12.65%) | 2026-09-30 | |
| VHT | VANGUARD HEALTH CARE ETF | 3.71% | 38.7K | $12.7M | +4.14%(+1.54K) | $283.26(+15.07%) | 2026-09-30 | |
| AAPL | APPLE INC COM | 3.53% | 35.5K | $12.1M | +0.54%(+190) | $231.99(+47.82%) | 2026-09-30 | |
| VFH | VANGUARD FINANCIALS ETF | 3.33% | 85.0K | $11.4M | +5.37%(+4.34K) | $125.53(+6.53%) | 2026-09-30 | |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | 2.47% | 91.0K | $8.5M | +4.50%(+3.91K) | $87.87(+5.06%) | 2026-09-30 | |
| VDC | VANGUARD CONSUMER STAPLES ETF | 2.33% | 34.1K | $8.0M | +8.89%(+2.78K) | $223.38(+5.84%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +22.46% |
Mosley Wealth Management reports $343.41M in US-listed equity holdings across 806 positions in its most recent 13F filing. Its largest disclosed positions are PSTR (6.5%), FNDF (5.3%) and PRMR (4.0%). The top 20 holdings account for 57.64% of reported assets. Its disclosed equity book has returned +20.50% cumulatively over 8 quarters. Figures reflect the Q3 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