§ 13F · FUND PROFILE
Moser Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208.3T (13F)Positions · 200Turnover · — · Q2Filed · Jul 31, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 31, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 43K | $21.3T | 10.2% | — |
| 2 | AMZN | AMAZON COM INC | 80K | $17.5T | 8.4% | — |
| 3 | NVDA | NVIDIA CORPORATION | 77K | $12.2T | 5.9% | — |
| 4 | AAPL | APPLE INC | 58K | $12.0T | 5.7% | — |
| 5 | VBR | VANGUARD INDEX FDS | 59K | $11.4T | 5.5% | — |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 19K | $9.3T | 4.5% | — |
| 7 | MA | MASTERCARD INCORPORATED | 14K | $7.8T | 3.8% | — |
| 8 | IWR | ISHARES TR | 81K | $7.4T | 3.6% | — |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 34K | $6.9T | 3.3% | — |
| 10 | PFF | ISHARES TR | 197K | $6.0T | 2.9% | — |
§ 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 $208284.5 trillion in assets. The fund runs a broad portfolio of 200 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed