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Mosley Wealth Management
hedge fundUpdated 3 days agoManaged by Mosley Wealth Management • Latest filing Q3 2026
Portfolio value
$343.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $218.5M |
| Q1 2026 | $220.9M |
| Q2 2026 | $314.3M |
| Q3 2026 | $343.4M |
Top holdings
806 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A PEAKSHARES SECTOR ROTATION ETF | $22.3M | 706.5K | 6.50% | — |
| 2 | $18.4M | 341.7K | 5.35% | — | |
| 3 | ? N/A PEAKSHARES RMR PRIME EQUITY ETF | $13.8M | 483.4K | 4.03% | — |
| 4 | $13.5M | 267.7K | 3.93% | — | |
| 5 | $13.3M | 147.6K | 3.86% | — | |
| 6 | $12.7M | 38.7K | 3.71% | — | |
| 7 | $12.1M | 35.5K | 3.53% | — | |
| 8 | $11.4M | 85.0K | 3.33% | — | |
| 9 | ? N/A FIDELITY MOMENTUM FACTOR ETF | $8.5M | 91.0K | 2.47% | — |
| 10 | $8M | 34.1K | 2.33% | — | |
| 11 | $8M | 10.3K | 2.33% | — | |
| 12 | $7.3M | 30.6K | 2.11% | — | |
| 13 | $6.7M | 217.8K | 1.95% | — | |
| 14 | $6.6M | 86.2K | 1.92% | — | |
| 15 | $6.5M | 62.2K | 1.91% | — | |
| 16 | $6.3M | 263.8K | 1.82% | — | |
| 17 | $6M | 94.2K | 1.75% | — | |
| 18 | $5.9M | 24.4K | 1.72% | — | |
| 19 | $5.5M | 17.3K | 1.61% | — | |
| 20 | $5.1M | 24.6K | 1.48% | — |