Mosley Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity holdings as of September 30, 2026. The filing, submitted on October 16, 2026, lists 806 separate positions held by the firm.
The firm’s principal contact listed in the filing is N. Christopher Radford, the Chief Compliance Officer, who is based in Anaheim, California. The reporting address is located at 2401 E. Kattella Ave. Ste. 270, Anaheim, CA 92806.
The portfolio is diversified across a wide range of sectors. The largest position disclosed is in the ISHARES GOLD TRUST ETF, with 4,715,700 shares. Other significant holdings include ISHARES MSCI EMERGING MARKETS ETF with 94,168 shares and ISHARES CORE S&P SMALL CAP ETF with 5,045 shares.
Among individual stocks, Johnson & Johnson is the largest holding with 5,675 shares, followed by Procter & Gamble Co. with 9,591 shares and Netflix Inc. with 3,832 shares. The filing also lists substantial positions in Alphabet Inc. Class A (5,536 shares) and Mastercard Incorporated Class A (1,364 shares).
The filing indicates that all positions are held solely for investment purposes, with no options or other derivative positions disclosed in the information table.
