Moser Wealth Advisors, LLC 13F Holdings · last filed Q2 2025
Moser Wealth Advisors, LLC reported 200 securities worth $208.28M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: MSFT (10.21%), AMZN (8.40%), NVDA (5.86%). Among its top 25 positions this quarter: 14 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $21.3M | 10.21% | 42,743 | Added |
| 2 | AMZN | AMAZON COM INC | $17.5M | 8.40% | 79,761 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $12.2M | 5.86% | 77,236 | Trimmed |
| 4 | AAPL | APPLE INC | $12.0M | 5.74% | 58,307 | Trimmed |
| 5 | VBR | VANGUARD INDEX FDS | $11.4M | 5.48% | 58,536 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.3M | 4.47% | 19,172 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $7.8M | 3.77% | 13,959 | Trimmed |
| 8 | IWR | ISHARES TR | $7.4M | 3.56% | 80,704 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 3.33% | 33,925 | Added |
| 10 | PFF | ISHARES TR | $6.0M | 2.90% | 197,023 | Trimmed |
| 11 | JPM | JPMORGAN CHASE & CO. | $4.8M | 2.31% | 16,582 | Added |
| 12 | COST | COSTCO WHSL CORP NEW | $4.5M | 2.18% | 4,580 | Added |
| 13 | VHT | VANGUARD WORLD FD | $4.5M | 2.16% | 18,156 | Added |
| 14 | BOXX | EA SERIES TRUST | $4.3M | 2.06% | 38,150 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $4.3M | 2.05% | 24,117 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.5M | 1.70% | 61,957 | Added |
| 17 | SCHP | SCHWAB STRATEGIC TR | $3.3M | 1.60% | 125,123 | Added |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.43% | 52,300 | Trimmed |
| 19 | SYK | STRYKER CORPORATION | $2.9M | 1.39% | 7,323 | Hold |
| 20 | OKTA | OKTA INC | $2.5M | 1.22% | 25,443 | Trimmed |
| 21 | ABBV | ABBVIE INC | $2.5M | 1.21% | 13,619 | Added |
| 22 | TLT | ISHARES TR | $2.2M | 1.05% | 24,765 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $2.1M | 1.00% | 11,839 | Added |
| 24 | PSX | PHILLIPS 66 | $2.1M | 1.00% | 17,541 | Added |
| 25 | JCI | JOHNSON CTLS INTL PLC | $2.0M | 0.94% | 18,616 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR