Long-term investor
Mosley Wealth Management @mosleywealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011849).
Record
- Tracked since 2024-09-30 (707 days), 234 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months +16.8% · 1 year +16.8% · all +18.2%
- Max drawdown -1.0% · Sharpe 1.13 · win rate 6% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PSTR · 6.5% · long · since 2025-12-31
- FNDF · 5.6% · long · since 2025-12-31
- MGC · 4.4% · long · since 2025-12-31
- USFR · 4.0% · long · since 2025-12-31
- VUG · 3.8% · long · since 2025-12-31
- VHT · 3.5% · long · since 2025-12-31
- VFH · 3.4% · long · since 2025-12-31
- AAPL · 3.3% · long · since 2024-09-30
- FDMO · 2.7% · long · since 2025-12-31
- IVV · 2.5% · long · since 2024-09-30
- VDC · 2.2% · long · since 2025-12-31
- VBR · 2.2% · long · since 2025-12-31