§ 13F · FUND PROFILE
Moser Wealth Advisors, LLC.
AUM · $208M (13F)Positions · 200Turnover · n/a · Q2Filed · Jul 31, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$532K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 31, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 43K | $21M | 10.2% | +9% |
| 2 | AMZN | AMAZON COM INC | 80K | $17M | 8.4% | +12% |
| 3 | NVDA | NVIDIA CORPORATION | 77K | $12M | 5.9% | −4% |
| 4 | AAPL | APPLE INC | 58K | $12M | 5.7% | −1% |
| 5 | VBR | VANGUARD INDEX FDS | 59K | $11M | 5.5% | −9% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19K | $9M | 4.5% | +2% |
| 7 | MA | MASTERCARD INCORPORATED | 14K | $8M | 3.8% | −1% |
| 8 | IWR | ISHARES TR | 81K | $7M | 3.6% | −5% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 34K | $7M | 3.3% | +1% |
| 10 | PFF | ISHARES TR | 197K | $6M | 2.9% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOSER SIGNAL
AC read
Moser Wealth Advisors, LLC is a Other fund managing $208 million in assets. The fund runs a broad portfolio of 200 positions.
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