Moser Wealth Advisors, LLC
CIK 1803081 · Holdings on Jun 30, 2025 · First reported Jul 31, 2025
Top ten holdings
Q2 2025- MSFT10.21%
- AMZN8.40%
- NVDA5.86%
- AAPL5.74%
- VBR5.48%
- BRK.B4.47%
- MA3.77%
- IWR3.56%
- VIG3.33%
- PFF2.90%
Share classes counted separately53.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight increased · +2.52 pp7.69% → 10.21%Shares +3.67K (+9.40%)
- AMZNWeight increased · +1.31 pp7.09% → 8.40%Shares +8.62K (+12.12%)
- NVDAWeight increased · +1.27 pp4.59% → 5.86%Shares -3.60K (-4.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $21.26M | 10.21% | 42.74K shares | 7.69% → 10.21%+2.52 pp +3.67K (+9.40%) | Added | ▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $17.50M | 8.40% | 79.76K shares | 7.09% → 8.40%+1.31 pp +8.62K (+12.12%) | Added | ▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $12.20M | 5.86% | 77.24K shares | 4.59% → 5.86%+1.27 pp -3.60K (-4.45%) | Reduced | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $11.96M | 5.74% | 58.31K shares | 6.87% → 5.74%-1.13 pp -730 (-1.24%) | Reduced | ▾ |
| 05 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $11.42M | 5.48% | 58.54K shares | 6.31% → 5.48%-0.83 pp -6.06K (-9.39%) | Reduced | ▾ |
| 06 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $9.31M | 4.47% | 19.17K shares | 5.23% → 4.47%-0.76 pp +430 (+2.29%) | Added | ▾ |
| 07 | MAMASTERCARD INC - ACL A View history and evidence | $7.84M | 3.77% | 13.96K shares | 4.04% → 3.77%-0.27 pp -95 (-0.68%) | Reduced | ▾ |
| 08 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $7.42M | 3.56% | 80.70K shares | 3.79% → 3.56%-0.23 pp -4.20K (-4.94%) | Reduced | ▾ |
| 09 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $6.94M | 3.33% | 33.92K shares | 3.42% → 3.33%-0.09 pp +244 (+0.72%) | Added | ▾ |
| 10 | PFFISHARES PREFERRED & INCOME SPFD AND INCM SEC View history and evidence | $6.04M | 2.90% | 197.02K shares | 3.37% → 2.90%-0.47 pp -12.32K (-5.89%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VWOB VANGUARD EMERG MKTS GOV BND | Non-derivative | -555 | -$35.63K | SEC filing ↗ | SEC filing ↗ |
| SPYD SS SPDR P S&P 500 HI DIV ETF | Non-derivative | -550 | -$24.34K | SEC filing ↗ | SEC filing ↗ |
| ARM ARM HOLDINGS PLC-ADR | Non-derivative | -75 | -$8.01K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1803081 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 208284488
}Research all 200 reported holdings.
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