Moser Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Moser Wealth Advisors, LLC 13F Holdings
CIK 0001803081 · BELLEVUE, WA
As of Jun 30, 2025, Moser Wealth Advisors, LLC reported
200 positions worth $208.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 42,743 | $21.3M | 10.21% |
| AMAZON.COM INC | AMZN | Equity | 79,761 |
|
7.5M8.40% |
| NVIDIA CORP | NVDA | Technology | 77,236 |
2.2M | 5.86% |
| APPLE INC | AAPL | Technology | 58,307 |
2.0M | 5.74% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 58,536 |
1.4M | 5.48% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 19,172 | $9.3M | 4.47% |
| MASTERCARD INC | MA | Financial Services | 13,959 | $7.8M | 3.77% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 80,704 | $7.4M | 3.56% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 33,925 | $6.9M | 3.33% |
| ISHARES PREFERRED & INCOME S | PFF | — | 197,023 | $6.0M | 2.90% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,582 | $4.8M | 2.31% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,580 | $4.5M | 2.18% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 18,156 | $4.5M | 2.16% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 38,150 | $4.3M | 2.06% |
| VANGUARD VALUE INDEX FUND | VTV | — | 24,117 | $4.3M | 2.05% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 61,957 | $3.5M | 1.70% |
| SCHWAB US TIPS ETF | SCHP | — | 125,123 | $3.3M | 1.60% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 52,300 | $3.0M | 1.43% |
| STRYKER CORP | SYK | Healthcare | 7,323 | $2.9M | 1.39% |
| OKTA INC | OKTA | Technology | 25,443 | $2.5M | 1.22% |
| ABBVIE INC | ABBV | Equity | 13,619 | $2.5M | 1.21% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 24,765 | $2.2M | 1.05% |
| PHILLIPS 66 | PSX | Energy | 17,541 | $2.1M | 1.00% |
| ALPHABET INC | GOOGL | Equity | 11,839 | $2.1M | 1.00% |
| JOHNSON CONTROLS INTERNATIONAL PLC | JCI | Basic Materials | 18,616 | $2.0M | 0.94% |