Titelia

Holdings of Mosley Wealth Management

401 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.4 % of the equity sleeve

Sector breakdown

  • Funds 20.1 %
  • Technology 13.6 %
  • Financials 6.7 %
  • Communication 2.8 %
  • Industrials 2.5 %
  • Health care 2.2 %
  • Energy 2.0 %
  • Consumer staples 1.8 %
  • Consumer discretionary 1.6 %
  • Utilities 1.4 %
  • Unattributed 45.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • NL 0.5 %
  • TW 0.2 %
  • GB 0.0 %
  • DK 0.0 %
  • KY 0.0 %
  • IL 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US389198.8M $99.29 %
NL1992.3K $0.50 %
TW1394.1K $0.20 %
GB731.8K $0.02 %
DK12.4K $0.00 %
KY1792 $0.00 %
IL1404 $0.00 %

Positions

CompanySharesValueWeight
J P Morgan Exchange Traded Fund Trust 237,90213.6M $
iShares Core S&P 500 ETF 17,10511.4M $
iShares Trust 209,5219.8M $
Apple Inc 30,7187.8M $
iShares Trust 60,1187.3M $
iShares Trust 104,9447.1M $
iShares Core MSCI Emerging Markets ETF 83,4955.5M $
iShares Trust 25,9295M $
iShares MSCI EAFE Growth ETF 40,7924.6M $
Vanguard Total Stock Market ETF 14,1304.6M $
iShares Trust 21,2544.4M $
BlackRock ETF Trust 72,9034.3M $
NVIDIA Corp 20,7733.9M $
iShares U.S. Technology ETF 17,3993.4M $
iShares MBS ETF 34,4443.3M $
Microsoft Corp 6,0133.1M $
Ishares Gold Trust 36,9022.7M $
iShares MSCI USA Momentum Factor ETF 10,2232.6M $
JPMorgan Chase & Co 8,1642.6M $
iShares Trust 24,3952.5M $
JPMorgan Ultra-Short Income ETF 45,8492.3M $
Oracle Corp 8,0452.3M $
Robinhood Markets Inc 14,5312.1M $
QUALCOMM Inc 12,1572M $
Citigroup Inc 18,7071.9M $
iShares Select U.S. REIT ETF 30,0711.9M $
Alphabet Inc 6,9171.7M $
BlackRock ETF Trust 44,0991.7M $
Morgan Stanley 10,4621.7M $
BlackRock ETF Trust II 31,2201.7M $
Ishares S&p 100 Etf 4,9461.6M $
Goldman Sachs Group Inc/The 1,7811.4M $
SELECT SECTOR SPDR TRUST (THE) 11,4451.4M $
iShares MSCI USA Min Vol Factor ETF 13,7111.3M $
Amazon.com Inc 5,9121.3M $
Meta Platforms Inc 1,7651.3M $
Vanguard World Fund 6,8361.3M $
Williams Cos Inc/The 19,9251.3M $
iShares Trust 23,2291.2M $
Eli Lilly & Co 1,5111.2M $
ARK ETF TRUST 6,4621.1M $
Ciena Corp 7,5861.1M $
Southern Co/The 11,5861.1M $
Altria Group, Inc. 16,5931.1M $
ISHARES TRUST 8,8161M $
Alibaba Group Holding Ltd 5,5951M $
ASML Holding NV 1,025992.3K $
Palantir Technologies Inc 5,246957K $
Vertiv Holdings Co 6,124923.9K $
Sempra 10,159914.1K $
Procter & Gamble Co/The 5,853899.4K $
Kinder Morgan, Inc. 31,492891.5K $
Alphabet Inc 3,644887.4K $
AT&T Inc 31,305884K $
State Street SPDR S&P 500 ETF Trust 1,298865K $
Parker-Hannifin Corp 1,110841.5K $
Blackstone Inc 4,830825.2K $
Exxon Mobil Corp 7,048794.6K $
iShares Core S&P Small-Cap ETF 6,644789.5K $
iShares U.S. Financial Services ETF 8,631773.7K $
Schwab Fundamental International Equity Etf 17,250741.1K $
Public Service Enterprise Group Inc 8,296692.4K $
Vanguard World Fund 3,206685.2K $
iShares Trust 29,620684.8K $
International Business Machines Corp. 2,365667.4K $
Apollo Global Management Inc 4,966661.8K $
WisdomTree Trust 13,112659.1K $
Palo Alto Networks Inc 3,085628.2K $
VANGUARD WORLD FUND 2,526616.6K $
Verizon Communications Inc 13,691601.7K $
iShares Bitcoin Trust ETF 9,230600K $
iShares Russell 1000 Growth ETF 1,278598.5K $
Vanguard S&P 500 ETF 938574.6K $
Intuitive Surgical Inc 1,239554.1K $
Emerson Electric Co. 4,204551.5K $
Tesla Inc 1,233548.3K $
AbbVie Inc 2,363547.1K $
Salesforce Inc 2,307546.8K $
Vanguard Growth ETF 1,114534.3K $
Strategy Inc 1,656533.6K $
Cheniere Energy Inc 2,249528.5K $
VANGUARD WORLD FUND 1,329526.7K $
Coca-Cola Co/The 7,866521.7K $
Walmart Inc 5,048520.2K $
Visa Inc 1,477504K $
Gilead Sciences Inc 4,487498K $
Mastercard Inc 874497.3K $
Oklo Inc 4,380488.9K $
Broadcom Inc 1,463482.6K $
Vanguard World Fund 1,800467.3K $
Vanguard Financials ETF 3,522462.2K $
Xylem Inc/NY 3,122460.5K $
AppLovin Corp 639459.1K $
RTX Corp 2,724455.9K $
UnitedHealth Group Inc 1,317454.8K $
Cloudflare Inc 2,099450.4K $
iShares Convertible Bond ETF 4,485448.8K $
D-Wave Quantum Inc 18,064446.4K $
Coinbase Global Inc 1,313443.1K $
Select Sector Spdr Trust 1,834439.5K $