Mosley Wealth Management
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$441.7M
Holdings
465
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
Q1 2026: New position (4.2k shares)
6.2%
02
$XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
Held since at least Q1 2024
5.4%
03
$IVV
ISHARES CORE S&P 500 ETF
Q1 2026: New position (26.1k shares)
5.2%
04
$IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
Held since at least Q1 2024
4.4%
05
$AAPL
APPLE INC COM
Q1 2026: New position (143.5k shares)
3.6%
06
$IVW
ISHARES S&P 500 GROWTH ETF
Q1 2026: New position (88.8k shares)
3.3%
07
$EFV
ISHARES MSCI EAFE VALUE ETF
Held since at least Q1 2024
3.2%
08
$IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
Held since at least Q1 2024
2.5%
09
$QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
Q1 2026: New position (8.6k shares)
2.3%
10
$EFG
ISHARES MSCI EAFE GROWTH ETF
Q1 2026: New position (15.2k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.