Mosley Wealth Management - Portfolio overview

Mosley Wealth Management has 472 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEPI - JPMORGAN EQUITY PREMIUM INCOME ETF, 6.06%
2. XLSR - SPDR SSGA U.S. SECTOR ROTATION ETF, 5.32%
3. IVV - ISHARES CORE S&P 500 ETF, 5.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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