Q1 2026 13F · SEC CIK 906396

Moseley Investment Management Inc

Wealth managerFiled 2026-04-21 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $313.7M
Reported positions: 162
Top holdings a year, 3 yrs: +19.3%
Assets under management: $456.8M

Moseley Investment Management Inc is a wealth manager that reported 162 positions worth $313.7M in its Q1 2026 13F, filed 2026-04-21. Its largest holdings were Ishares Tr (IBTG, 6.2%), Apple Inc (AAPL, 5.6%), Ishares Ibonds Dec 2028 Term Treasury Et (IBTI, 5.1%). A portfolio copying its top holdings returned 19.3% a year over the last 3 years, against 20.4% for the S&P 500.

Moseley Investment Management Inc holdings largest 50 of 162 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Moseley Investment Management Inc 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
IBTGIshares Tr	6.2%	5.8%	842,161	+2.3%	$19.3M
AAPLApple Inc	5.6%	6.0%	69,122	-2.7%	$17.5M
IBTIIshares Ibonds Dec 2028 Term Treasury Et	5.1%	4.9%	720,119	+2.3%	$16.0M
GOOGLAlphabet Inc	4.0%	4.2%	43,198	-0.9%	$12.4M
BRK-BBerkshire Hathaway Inc Del	3.3%	3.4%	21,888	+0.3%	$10.5M
IBDRIshares Tr	3.3%	3.1%	427,717	+4.0%	$10.4M
NVDANvidia Corporation	3.2%	3.3%	58,157	+0.4%	$10.1M
AVGOBroadcom Inc	3.2%	3.5%	32,126	-2.3%	$9.9M
AMZNAmazon Com Inc	3.1%	3.4%	47,452	-0.6%	$9.9M
BRK-ABerkshire Hathaway Inc Del	3.0%	3.0%	13	+0.0%	$9.3M
ETNEaton Corp PLC	2.7%	2.4%	23,925	-0.1%	$8.6M
MSFTMicrosoft Corp	2.6%	3.3%	22,392	+0.5%	$8.3M
VIGVanguard Specialized Funds	2.6%	2.5%	38,024	+1.4%	$8.2M
TSLATesla Inc	2.4%	2.8%	20,450	+1.4%	$7.6M
IBDWIshares Tr	2.4%	2.2%	355,021	+7.1%	$7.4M
JPMJpmorgan Chase & Co	1.7%	1.8%	18,301	-0.2%	$5.4M
FDLFirst Tr Exchange-Traded Fd	1.6%	—	101,801	—	$5.2M
NEENextera Energy Inc	1.3%	1.1%	45,495	-0.4%	$4.2M
HDHome Depot Inc	1.2%	1.3%	11,684	-1.3%	$3.8M
LMTLockheed Martin Corp	1.2%	0.9%	6,157	+0.7%	$3.7M
VTIVanguard Index Fds	1.1%	1.1%	10,841	+4.3%	$3.5M
VUGVanguard Index Fds	1.1%	1.1%	7,942	+8.7%	$3.5M
VIGIVanguard Whitehall Fds	1.1%	1.0%	38,991	+11.2%	$3.4M
PLTRPalantir Technologies Inc	1.1%	1.3%	22,887	+0.1%	$3.3M
CGGOCapital Group Gbl Growth Eqt	1.0%	1.0%	98,626	+5.8%	$3.3M
VLOValero Energy Corp	1.0%	0.8%	13,195	-18.7%	$3.3M
IBMSIshares Tr	0.9%	1.0%	114,593	-4.6%	$3.0M
LLYEli Lilly & Co	0.9%	1.1%	3,198	-3.9%	$2.9M
JEPIJ P Morgan Exchange Traded F	0.9%	0.8%	49,896	+7.7%	$2.8M
COSTCostco Wholesale Corporation	0.9%	0.7%	2,690	-0.5%	$2.7M
GEVGe Vernova Inc	0.8%	0.6%	2,988	+1.4%	$2.6M
METAMeta Platforms Inc	0.8%	0.9%	4,486	+1.9%	$2.6M
NFLXNetflix Inc.	0.8%	0.8%	26,684	+1.7%	$2.6M
IBMOIshares Ibonds	0.8%	0.7%	96,858	+16.9%	$2.5M
AMGNAmgen Inc	0.8%	0.7%	6,928	+0.5%	$2.4M
CVXChevron Corporation	0.7%	0.6%	10,434	-11.7%	$2.2M
VYMVanguard Whitehall Fds	0.7%	0.6%	14,542	-0.6%	$2.2M
VVisa Inc	0.7%	0.7%	7,033	+2.6%	$2.1M
HONHoneywell Intl. Inc	0.7%	0.6%	9,226	-0.6%	$2.1M
QCOMQualcomm Inc	0.6%	0.9%	15,699	-3.8%	$2.0M
VYMIVanguard Whitehall Fds	0.6%	0.5%	19,863	+12.6%	$1.9M
CRWDCrowdstrike Hldgs Inc	0.6%	0.7%	4,782	-0.4%	$1.9M
AMDAdvanced Micro Devices Inc	0.6%	0.6%	8,939	-1.0%	$1.8M
VGTVanguard World Fd	0.5%	0.6%	2,445	-6.6%	$1.7M
ABBVAbbvie Inc	0.5%	0.6%	7,796	-2.4%	$1.7M
JNJJohnson & Johnson	0.5%	—	6,419	—	$1.6M
BNBrookfield Corp	0.5%	0.5%	38,687	+0.0%	$1.6M
GOOGAlphabet Inc	0.5%	0.5%	5,447	+1.6%	$1.6M
EPDEnterprise Prods Partners L	0.5%	—	38,620	—	$1.5M
VTVanguard Intl Equity Index F	0.5%	—	10,211	—	$1.4M

What Moseley Investment Management Inc bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

IBMO Ishares Ibonds+16.9% shares
VYMI Vanguard Whitehall Fds+12.6% shares
VIGI Vanguard Whitehall Fds+11.2% shares
VUG Vanguard Index Fds+8.7% shares
JEPI J P Morgan Exchange Traded F+7.7% shares
IBDW Ishares Tr+7.1% shares
CGGO Capital Group Gbl Growth Eqt+5.8% shares

Reduced

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.4% /yr; S&P 500 +20.1%
3 years: +19.3% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$313.7M	162
Q4 2025	$323.6M	165
Q3 2025	$328.6M	176
Q2 2025	$290.2M	163
Q1 2025	$255.7M	151
Q4 2024	$256.2M	149
Q3 2024	$250.6M	153
Q2 2024	$215.4M	144
Q1 2024	$201.4M	148
Q4 2023	$179.9M	148
Q3 2023	$167.3M	142
Q2 2023	$171.5M	145

Questions about Moseley Investment Management Inc's portfolio

What stocks does Moseley Investment Management Inc own?

Moseley Investment Management Inc's latest 13F, for Q1 2026 and filed Apr 21, 2026, lists 162 positions worth $313.7M. The largest are Ishares Tr (IBTG) at 6.2%, Apple Inc (AAPL) at 5.6%, Ishares Ibonds Dec 2028 Term Treasury Et (IBTI) at 5.1%, Alphabet Inc (GOOGL) at 4.0% and Berkshire Hathaway Inc Del (BRK-B) at 3.3%.

What did Moseley Investment Management Inc buy last quarter?

In Q1 2026, Moseley Investment Management Inc added Ishares Ibonds (IBMO) (+16.9% shares), Vanguard Whitehall Fds (VYMI) (+12.6% shares) and Vanguard Whitehall Fds (VIGI) (+11.2% shares), compared with its Q4 2025 filing.

What did Moseley Investment Management Inc sell last quarter?

In Q1 2026, Moseley Investment Management Inc cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Blackstone Inc (BX), cut from its top 50 Axon Enterprise Inc (AXON), cut from its top 50 Mercadolibre Inc (MELI), Valero Energy Corp (VLO) (-18.7% shares), Chevron Corporation (CVX) (-11.7% shares) and Vanguard World Fd (VGT) (-6.6% shares), compared with its Q4 2025 filing.

How has Moseley Investment Management Inc's portfolio performed?

A portfolio copying Moseley Investment Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.4% against +20.1%. Over 5 years: +9.4% a year against +11.6%.

When is Moseley Investment Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Moseley Investment Management Inc's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Moseley Investment Management Inc manage?

Moseley Investment Management Inc reported $456.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $313.7M.