13F Filings History of Mosley Wealth Management

Latest 13F report
Q3 2025 - 03 Nov 2025
Signature - Title
F. Thomas Mosley - Chief Compliance Officer
Location
Anaheim, CA
Summary
This page shows a list of all the recent 13F filings made by Mosley Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mosley Wealth Management reported 114 stock holdings with total value $161,485,953 as of Q4 2024. Top holdings included IVV, JEPI, XLSR, IUSB, and IVW. FOUNDATIONS INVESTMENT ADVISORS, LLC is reporting for Mosley Wealth Management.

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Holdings Value

FOUNDATIONS INVESTMENT ADVISORS, LLC is reporting for Mosley Wealth Management:

Name Holdings Value Location File Number
FOUNDATIONS INVESTMENT ADVISORS, LLC $6,880,297,656 Phoenix, AZ 028-18893
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 $0 13F-NT 12 Nov 2025, 17:34
Q2 2025 $0 13F-NT 14 Aug 2025, 15:45
Q1 2025 $0 13F-NT 01 May 2025, 11:01
Q4 2024 114 $161,485,953 +$16,782,503 -$3,852,521 +$12,929,982 IVV, JEPI, XLSR, IUSB, IVW 13F-HR 11 Feb 2025, 13:09
Q3 2024 114 $146,286,846 +$25,590,015 -$3,443,673 +$22,146,342 JEPI, IVV, IUSB, XLSR, IVW 13F-HR 12 Nov 2024, 10:13
Q2 2024 102 $117,445,168 +$25,973,343 -$16,471,413 +$9,501,930 IVV, JEPI, IUSB, XLSR, IVW 13F-HR 06 Aug 2024, 10:34
Q1 2024 95 $106,551,664 +$11,196,493 -$11,804,830 -$608,337 IVV, SPIP, IUSB, XLSR, JPST 13F-HR 15 Apr 2024, 13:54
Q4 2023 92 $101,404,138 $0 $0 $0 IVV, SPIP, IUSB, JPST, XLSR 13F-HR 14 Feb 2024, 09:58