Holdings of Mosley Wealth Management
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 401 in 7 countries
- Top ten
- 38.4 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 401 | Stitch Fix Inc | 10 | 44 $ |
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 assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.3 %
- Netherlands 0.5 %
- Taiwan 0.2 %
- United Kingdom 0.0 %
- Denmark 0.0 %
- Cayman Islands 0.0 %
- Israel 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 389 | 198.8M $ | 99.29 % |
| 2 | Netherlands | 1 | 992.3K $ | 0.50 % |
| 3 | Taiwan | 1 | 394.1K $ | 0.20 % |
| 4 | United Kingdom | 7 | 31.8K $ | 0.02 % |
| 5 | Denmark | 1 | 2.4K $ | 0.00 % |
| 6 | Cayman Islands | 1 | 792 $ | 0.00 % |
| 7 | Israel | 1 | 404 $ | 0.00 % |
Cite this page
Titelia. "Holdings of Mosley Wealth Management". https://titelia.com/en/funds/US13F2011849