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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 389 | 198.8M $ | 99.29 % |
| 2 | NL | 1 | 992.3K $ | 0.50 % |
| 3 | TW | 1 | 394.1K $ | 0.20 % |
| 4 | GB | 7 | 31.8K $ | 0.02 % |
| 5 | DK | 1 | 2.4K $ | 0.00 % |
| 6 | KY | 1 | 792 $ | 0.00 % |
| 7 | IL | 1 | 404 $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 401 | Stitch Fix Inc | 10 | 44 $ |