Christopher Radford

Mosley Wealth Management

Assets Managed

$220.872M

Holdings

466

Last Quarter

2026 - Q1

Filed Date

1mo 7d ago

Growth Rate

1.09%(2Q avg: 18.2%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Mosley Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 466 positions.

Assets under management

The assets under management (AUM) of Mosley Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 220.872M in assets, with a quarterly growth rate of 1.09% and a 2-quarter average growth rate of 18.2%. The portfolio is managed by Christopher Radford, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
JEPI Jpmorgan Equity Premium Inco Recent Activity Increased 0.88%	6.16%	$13.584M 237,902 shares@ $57.11 avg price	Increased 0.88%
XLSR Spdr Ssga Us Sector Rotate Recent Activity Increased 0.35%	5.4%	$11.916M 199,901 shares@ $59.62 avg price	Increased 0.35%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 0.01%	5.19%	$11.449M 17,105 shares@ $669.32 avg price	Increased 0.01%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 0.63%	4.44%	$9.787M 209,521 shares@ $46.71 avg price	Increased 0.63%
AAPL Apple Inc Recent Activity Decreased -3.47%	3.55%	$7.822M 30,718 shares@ $254.64 avg price	Decreased -3.47%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 0.71%	3.29%	$7.257M 60,118 shares@ $120.73 avg price	Increased 0.71%
EFV Ishares Msci Eafe Value Etf Recent Activity Increased 0.52%	3.23%	$7.118M 104,944 shares@ $67.84 avg price	Increased 0.52%
IEMG Ishares Core Msci Emerging Recent Activity Increased 0.5%	2.5%	$5.504M 83,495 shares@ $65.93 avg price	Increased 0.5%
QUAL Ishares Msci Usa Quality Fac Recent Activity Increased 0.77%	2.29%	$5.043M 25,929 shares@ $194.5 avg price	Increased 0.77%
EFG Ishares Msci Eafe Growth Etf Recent Activity Increased 0.45%	2.11%	$4.645M 40,792 shares@ $113.89 avg price	Increased 0.45%

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