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Showing Q2 2025 data
Moser Wealth Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Moser Wealth Advisors, LLC
•CIK: 1803081•Filing: Q2 2025
**Moser Wealth Advisors, LLC** manages $208M across a diversified portfolio of 200 positions. The strategy exhibits a significant tilt toward mega-cap technology leaders, evidenced by top holdings including MSFT ($21.3M) and AMZN ($17.5M). Further allocations are concentrated in high-growth names like NVDA ($12.2M) and AAPL ($12.0M), alongside broad market exposure via VBR ($11.4M). This structure suggests a conviction-driven approach emphasizing established technology compounders and core market indices.
Total AUM
$208.3M
QoQ Performance
+9.2%
Positions
141
Top 10 Concentration
53.7%
Latest Filing
Q2 2025
Top Holdings Allocation
MSFT
AMZN
NVDA
AAPL
VBR
MSFT10.2%
AMZN8.4%
NVDA5.9%
AAPL5.7%
VBR5.5%
BRK/B4.5%
MA3.8%
IWR3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.4%
Technology24.9%
Financial12.2%
Consumer11.2%
Healthcare3.2%
Industrial2.5%
Consumer Staples0.9%
Energy0.8%
🚪 Exited Positionssold since Q1 2025
+1 more exited positions
Changes from Q1 2025
NEW44 new positions
↑50 increased
↓40 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023