Filed: 4/21/2026ACC: 0000906396-26-000002
📋 What this filing means
MOSELEY INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $313.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$313.85M
Total AUM (reported)
4.18M
Total Shares
Allocation by class
COM$141.09M45.0%
CL A$19.41M6.2%
IBONDS 26 TRM TS$19.30M6.1%
IBONDS 28 TRM TS$16.05M5.1%
SHS$14.77M4.7%
CAP STK CL A$12.42M4.0%
CL B NEW$10.49M3.3%
Portfolio Concentration
Top 3$52.89M16.9%
4–10$72.58M23.1%
11–25$79.58M25.4%
Rest$108.79M34.7%
Top 3 weight
16.9%
Top 10 weight
40.0%
Voting Authority Distribution
Total shares with voting rights: 4.18M
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
4.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings162
Rows:
ISHARES TR
SOLEShares842.16K
TypeSH
Market value$19.30M
6.15%
Sole
0.00
Shared
0.00
None
842.16K
APPLE INC
SOLEShares69.12K
TypeSH
Market value$17.54M
5.59%
Sole
0.00
Shared
0.00
None
69.12K
ISHARES TR
SOLEShares720.12K
TypeSH
Market value$16.05M
5.11%
Sole
0.00
Shared
0.00
None
720.12K
ALPHABET INC
SOLEShares43.20K
TypeSH
Market value$12.42M
3.96%
Sole
0.00
Shared
0.00
None
43.20K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.89K
TypeSH
Market value$10.49M
3.34%
Sole
0.00
Shared
0.00
None
21.89K
ISHARES TR
SOLEShares427.72K
TypeSH
Market value$10.37M
3.30%
Sole
0.00
Shared
0.00
None
427.72K
NVIDIA CORPORATION
SOLEShares58.16K
TypeSH
Market value$10.14M
3.23%
Sole
0.00
Shared
0.00
None
58.16K
BROADCOM INC
SOLEShares32.13K
TypeSH
Market value$9.94M
3.17%
Sole
0.00
Shared
0.00
None
32.13K
AMAZON COM INC
SOLEShares47.45K
TypeSH
Market value$9.88M
3.15%
Sole
0.00
Shared
0.00
None
47.45K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.00
TypeSH
Market value$9.34M
2.97%
Sole
0.00
Shared
0.00
None
13.00
EATON CORP PLC
SOLEShares23.93K
TypeSH
Market value$8.56M
2.73%
Sole
0.00
Shared
0.00
None
23.93K
MICROSOFT CORP
SOLEShares22.79K
TypeSH
Market value$8.44M
2.69%
Sole
0.00
Shared
0.00
None
22.79K
VANGUARD SPECIALIZED FUNDS
SOLEShares38.02K
TypeSH
Market value$8.18M
2.61%
Sole
0.00
Shared
0.00
None
38.02K
TESLA INC
SOLEShares20.45K
TypeSH
Market value$7.60M
2.42%
Sole
0.00
Shared
0.00
None
20.45K
ISHARES TR
SOLEShares355.02K
TypeSH
Market value$7.43M
2.37%
Sole
0.00
Shared
0.00
None
355.02K
JPMORGAN CHASE & CO
SOLEShares18.30K
TypeSH
Market value$5.38M
1.72%
Sole
0.00
Shared
0.00
None
18.30K
FIRST TR EXCHANGE-TRADED FD
SOLEShares101.80K
TypeSH
Market value$5.17M
1.65%
Sole
0.00
Shared
0.00
None
101.80K
NEXTERA ENERGY INC
SOLEShares45.49K
TypeSH
Market value$4.23M
1.35%
Sole
0.00
Shared
0.00
None
45.49K
HOME DEPOT INC
SOLEShares11.68K
TypeSH
Market value$3.84M
1.22%
Sole
0.00
Shared
0.00
None
11.68K
LOCKHEED MARTIN CORP
SOLEShares6.16K
TypeSH
Market value$3.72M
1.19%
Sole
0.00
Shared
0.00
None
6.16K
VANGUARD INDEX FDS
SOLEShares10.84K
TypeSH
Market value$3.48M
1.11%
Sole
0.00
Shared
0.00
None
10.84K
VANGUARD INDEX FDS
SOLEShares7.94K
TypeSH
Market value$3.47M
1.11%
Sole
0.00
Shared
0.00
None
7.94K
VANGUARD WHITEHALL FDS
SOLEShares38.99K
TypeSH
Market value$3.45M
1.10%
Sole
0.00
Shared
0.00
None
38.99K
PALANTIR TECHNOLOGIES INC
SOLEShares22.89K
TypeSH
Market value$3.35M
1.07%
Sole
0.00
Shared
0.00
None
22.89K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares98.63K
TypeSH
Market value$3.29M
1.05%
Sole
0.00
Shared
0.00
None
98.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | IBONDS 26 TRM TS | 842.16K | SH | $19.30M 6.15% | 0.00 | 0.00 | 842.16K |
APPLE INCSOLE | COM | 69.12K | SH | $17.54M 5.59% | 0.00 | 0.00 | 69.12K |
ISHARES TRSOLE | IBONDS 28 TRM TS | 720.12K | SH | $16.05M 5.11% | 0.00 | 0.00 | 720.12K |
ALPHABET INCSOLE | CAP STK CL A | 43.20K | SH | $12.42M 3.96% | 0.00 | 0.00 | 43.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.89K | SH | $10.49M 3.34% | 0.00 | 0.00 | 21.89K |
ISHARES TRSOLE | IBONDS DEC2026 | 427.72K | SH | $10.37M 3.30% | 0.00 | 0.00 | 427.72K |
NVIDIA CORPORATIONSOLE | COM | 58.16K | SH | $10.14M 3.23% | 0.00 | 0.00 | 58.16K |
BROADCOM INCSOLE | COM | 32.13K | SH | $9.94M 3.17% | 0.00 | 0.00 | 32.13K |
AMAZON COM INCSOLE | COM | 47.45K | SH | $9.88M 3.15% | 0.00 | 0.00 | 47.45K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 13.00 | SH | $9.34M 2.97% | 0.00 | 0.00 | 13.00 |
EATON CORP PLCSOLE | SHS | 23.93K | SH | $8.56M 2.73% | 0.00 | 0.00 | 23.93K |
MICROSOFT CORPSOLE | COM | 22.79K | SH | $8.44M 2.69% | 0.00 | 0.00 | 22.79K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 38.02K | SH | $8.18M 2.61% | 0.00 | 0.00 | 38.02K |
TESLA INCSOLE | COM | 20.45K | SH | $7.60M 2.42% | 0.00 | 0.00 | 20.45K |
ISHARES TRSOLE | IBONDS DEC 2031 | 355.02K | SH | $7.43M 2.37% | 0.00 | 0.00 | 355.02K |
JPMORGAN CHASE & COSOLE | COM | 18.30K | SH | $5.38M 1.72% | 0.00 | 0.00 | 18.30K |
FIRST TR EXCHANGE-TRADED FDSOLE | SHS | 101.80K | SH | $5.17M 1.65% | 0.00 | 0.00 | 101.80K |
NEXTERA ENERGY INCSOLE | COM | 45.49K | SH | $4.23M 1.35% | 0.00 | 0.00 | 45.49K |
HOME DEPOT INCSOLE | COM | 11.68K | SH | $3.84M 1.22% | 0.00 | 0.00 | 11.68K |
LOCKHEED MARTIN CORPSOLE | COM | 6.16K | SH | $3.72M 1.19% | 0.00 | 0.00 | 6.16K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.84K | SH | $3.48M 1.11% | 0.00 | 0.00 | 10.84K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.94K | SH | $3.47M 1.11% | 0.00 | 0.00 | 7.94K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 38.99K | SH | $3.45M 1.10% | 0.00 | 0.00 | 38.99K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 22.89K | SH | $3.35M 1.07% | 0.00 | 0.00 | 22.89K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 98.63K | SH | $3.29M 1.05% | 0.00 | 0.00 | 98.63K |
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