Filed: 1/20/2026ACC: 0000906396-26-000001
📋 What this filing means
MOSELEY INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 165 equity positions with a total reported market value of $323.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
165
Positions
$323.61M
Total AUM (reported)
4.04M
Total Shares
Allocation by class
COM$153.75M47.5%
CL A$20.45M6.3%
IBONDS 26 TRM TS$18.82M5.8%
IBONDS 28 TRM TS$15.75M4.9%
CAP STK CL A$13.64M4.2%
CL B NEW$10.97M3.4%
SHS$10.02M3.1%
Portfolio Concentration
Top 3$53.89M16.7%
4–10$78.55M24.3%
11–25$79.67M24.6%
Rest$111.49M34.5%
Top 3 weight
16.7%
Top 10 weight
40.9%
Voting Authority Distribution
Total shares with voting rights: 4.04M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole165
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings165
Rows:
APPLE INC
SOLEShares71.07K
TypeSH
Market value$19.32M
5.97%
Sole
0.00
Shared
0.00
None
71.07K
ISHARES TR
SOLEShares822.86K
TypeSH
Market value$18.82M
5.82%
Sole
0.00
Shared
0.00
None
822.86K
ISHARES TR
SOLEShares704.20K
TypeSH
Market value$15.75M
4.87%
Sole
0.00
Shared
0.00
None
704.20K
ALPHABET INC
SOLEShares43.59K
TypeSH
Market value$13.64M
4.22%
Sole
0.00
Shared
0.00
None
43.59K
BROADCOM INC
SOLEShares32.88K
TypeSH
Market value$11.38M
3.52%
Sole
0.00
Shared
0.00
None
32.88K
AMAZON COM INC
SOLEShares47.75K
TypeSH
Market value$11.02M
3.41%
Sole
0.00
Shared
0.00
None
47.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.82K
TypeSH
Market value$10.97M
3.39%
Sole
0.00
Shared
0.00
None
21.82K
NVIDIA CORPORATION
SOLEShares57.93K
TypeSH
Market value$10.80M
3.34%
Sole
0.00
Shared
0.00
None
57.93K
MICROSOFT CORP
SOLEShares22.27K
TypeSH
Market value$10.77M
3.33%
Sole
0.00
Shared
0.00
None
22.27K
ISHARES TR
SOLEShares411.13K
TypeSH
Market value$9.96M
3.08%
Sole
0.00
Shared
0.00
None
411.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.00
TypeSH
Market value$9.81M
3.03%
Sole
0.00
Shared
0.00
None
13.00
TESLA INC
SOLEShares20.17K
TypeSH
Market value$9.07M
2.80%
Sole
0.00
Shared
0.00
None
20.17K
VANGUARD SPECIALIZED FUNDS
SOLEShares37.48K
TypeSH
Market value$8.24M
2.55%
Sole
0.00
Shared
0.00
None
37.48K
EATON CORP PLC
SOLEShares23.96K
TypeSH
Market value$7.63M
2.36%
Sole
0.00
Shared
0.00
None
23.96K
ISHARES TR
SOLEShares331.60K
TypeSH
Market value$7.01M
2.17%
Sole
0.00
Shared
0.00
None
331.60K
JPMORGAN CHASE & CO.
SOLEShares18.34K
TypeSH
Market value$5.91M
1.83%
Sole
0.00
Shared
0.00
None
18.34K
HOME DEPOT INC
SOLEShares11.83K
TypeSH
Market value$4.07M
1.26%
Sole
0.00
Shared
0.00
None
11.83K
PALANTIR TECHNOLOGIES INC
SOLEShares22.87K
TypeSH
Market value$4.06M
1.26%
Sole
0.00
Shared
0.00
None
22.87K
NEXTERA ENERGY INC
SOLEShares45.66K
TypeSH
Market value$3.67M
1.13%
Sole
0.00
Shared
0.00
None
45.66K
ELI LILLY & CO
SOLEShares3.33K
TypeSH
Market value$3.58M
1.10%
Sole
0.00
Shared
0.00
None
3.33K
VANGUARD INDEX FDS
SOLEShares7.31K
TypeSH
Market value$3.56M
1.10%
Sole
0.00
Shared
0.00
None
7.31K
VANGUARD INDEX FDS
SOLEShares10.39K
TypeSH
Market value$3.48M
1.08%
Sole
0.00
Shared
0.00
None
10.39K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares93.19K
TypeSH
Market value$3.23M
1.00%
Sole
0.00
Shared
0.00
None
93.19K
VANGUARD WHITEHALL FDS
SOLEShares35.07K
TypeSH
Market value$3.21M
0.99%
Sole
0.00
Shared
0.00
None
35.07K
ISHARES TR
SOLEShares120.14K
TypeSH
Market value$3.13M
0.97%
Sole
0.00
Shared
0.00
None
120.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 71.07K | SH | $19.32M 5.97% | 0.00 | 0.00 | 71.07K |
ISHARES TRSOLE | IBONDS 26 TRM TS | 822.86K | SH | $18.82M 5.82% | 0.00 | 0.00 | 822.86K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 704.20K | SH | $15.75M 4.87% | 0.00 | 0.00 | 704.20K |
ALPHABET INCSOLE | CAP STK CL A | 43.59K | SH | $13.64M 4.22% | 0.00 | 0.00 | 43.59K |
BROADCOM INCSOLE | COM | 32.88K | SH | $11.38M 3.52% | 0.00 | 0.00 | 32.88K |
AMAZON COM INCSOLE | COM | 47.75K | SH | $11.02M 3.41% | 0.00 | 0.00 | 47.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.82K | SH | $10.97M 3.39% | 0.00 | 0.00 | 21.82K |
NVIDIA CORPORATIONSOLE | COM | 57.93K | SH | $10.80M 3.34% | 0.00 | 0.00 | 57.93K |
MICROSOFT CORPSOLE | COM | 22.27K | SH | $10.77M 3.33% | 0.00 | 0.00 | 22.27K |
ISHARES TRSOLE | IBONDS DEC2026 | 411.13K | SH | $9.96M 3.08% | 0.00 | 0.00 | 411.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.00 | SH | $9.81M 3.03% | 0.00 | 0.00 | 13.00 |
TESLA INCSOLE | COM | 20.17K | SH | $9.07M 2.80% | 0.00 | 0.00 | 20.17K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 37.48K | SH | $8.24M 2.55% | 0.00 | 0.00 | 37.48K |
EATON CORP PLCSOLE | SHS | 23.96K | SH | $7.63M 2.36% | 0.00 | 0.00 | 23.96K |
ISHARES TRSOLE | IBONDS DEC 2031 | 331.60K | SH | $7.01M 2.17% | 0.00 | 0.00 | 331.60K |
JPMORGAN CHASE & CO.SOLE | COM | 18.34K | SH | $5.91M 1.83% | 0.00 | 0.00 | 18.34K |
HOME DEPOT INCSOLE | COM | 11.83K | SH | $4.07M 1.26% | 0.00 | 0.00 | 11.83K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 22.87K | SH | $4.06M 1.26% | 0.00 | 0.00 | 22.87K |
NEXTERA ENERGY INCSOLE | COM | 45.66K | SH | $3.67M 1.13% | 0.00 | 0.00 | 45.66K |
ELI LILLY & COSOLE | COM | 3.33K | SH | $3.58M 1.10% | 0.00 | 0.00 | 3.33K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.31K | SH | $3.56M 1.10% | 0.00 | 0.00 | 7.31K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.39K | SH | $3.48M 1.08% | 0.00 | 0.00 | 10.39K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 93.19K | SH | $3.23M 1.00% | 0.00 | 0.00 | 93.19K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 35.07K | SH | $3.21M 0.99% | 0.00 | 0.00 | 35.07K |
ISHARES TRSOLE | IBONDS DEC 2030 | 120.14K | SH | $3.13M 0.97% | 0.00 | 0.00 | 120.14K |
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