Moser Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Moser Wealth Advisors, LLC reported 200 stock positions worth $208.3 million. Its top holding was Microsoft (MSFT) at 10.2% of the portfolio, followed by Amazon.com (AMZN, 8.4%) and Nvidia (NVDA, 5.9%). Compared with Q1 2025, it opened 44 new positions, sold out of 6, added to 50 and reduced 40. The biggest buy was Microsoft (MSFT, shares +9%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2025
- Location
- BELLEVUE, WA
- CIK
- 0001803081
- Portfolio Value
- $208.3M (Q2 2025)
- SEC Filing
- 0001803081-25-000003 ↗ filed Jul 31, 2025
Holdings Value
Holdings 200 stocks · $208.3M
| MSFT Microsoft Corp. | 10.21% | 42,743 | $21.3M | Add +9.4% |
| AMZN Amazon.com Inc. | 8.40% | 79,761 | $17.5M | Add +12.1% |
| NVDA Nvidia Corp. | 5.86% | 77,236 | $12.2M | Reduce -4.5% |
| AAPL Apple Inc. | 5.74% | 58,307 | $12.0M | Reduce -1.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.48% | 58,536 | $11.4M | Reduce -9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.47% | 19,172 | $9.3M | Add +2.3% |
| MA Mastercard Inc. Class A | 3.77% | 13,959 | $7.8M | Reduce -0.7% |
| IWR iShares Russell Mid-Cap ETF | 3.56% | 80,704 | $7.4M | Reduce -4.9% |
| VIG Vanguard Dividend Apprec ETF | 3.33% | 33,925 | $6.9M | Add +0.7% |
| PFF iShares Preferred & Income S | 2.90% | 197,023 | $6.0M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 2.31% | 16,582 | $4.8M | Add +1.2% |
| COST Costco Wholesale Corp. | 2.18% | 4,580 | $4.5M | Add +4.7% |
| VHT Vanguard Health Care ETF | 2.16% | 18,156 | $4.5M | Add +2.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 2.06% | 38,150 | $4.3M | Add +36.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.05% | 24,117 | $4.3M | Add +13.8% |
| VEA Vanguard Ftse Developed ETF | 1.70% | 61,957 | $3.5M | Add +4.8% |
| SCHP Schwab U.S. Tips ETF | 1.60% | 125,123 | $3.3M | Add +4.3% |
| JEPI JPMorgan Equity Premium Inco | 1.43% | 52,300 | $3.0M | Reduce -0.8% |
| SYK Stryker Corp. | 1.39% | 7,323 | $2.9M | No change |
| OKTA Okta Inc. | 1.22% | 25,443 | $2.5M | Reduce -7.8% |
| ABBV Abbvie Inc. | 1.21% | 13,619 | $2.5M | Add +2.1% |
| TLT iShares 20+ Year Treasury BD | 1.05% | 24,765 | $2.2M | Reduce -1.3% |
| PSX Phillips 66 | 1.00% | 17,541 | $2.1M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 1.00% | 11,839 | $2.1M | Add +8.1% |
| JCI Johnson Controls Internation | 0.94% | 18,616 | $2.0M | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.81% | 95,332 | $1.7M | Add +0.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.78% | 36,440 | $1.6M | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.75% | 14,520 | $1.6M | Add +1.2% |
| LMT Lockheed Martin Corp. | 0.75% | 3,378 | $1.6M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.74% | 4,915 | $1.5M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.64% | 5,850 | $1.3M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.63% | 1,868 | $1.3M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.60% | 47,498 | $1.3M | Add +25.4% |
| QCOM Qualcomm Inc. | 0.60% | 7,900 | $1.3M | Reduce -13.5% |
| AMD Advanced Micro Devices | 0.59% | 8,672 | $1.2M | Reduce -18.2% |
| PEP Pepsico Inc. | 0.59% | 9,293 | $1.2M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 0.58% | 24,221 | $1.2M | Reduce -0.1% |
| SHOP Shopify Inc. Class A | 0.57% | 10,274 | $1.2M | Add +1.0% |
| VIGI Vanguard Int Div App Indx FD | 0.56% | 13,030 | $1.2M | Add +55.5% |
| ABT Abbott Laboratories | 0.56% | 8,623 | $1.2M | Add +0.4% |
| HD Home Depot Inc. | 0.56% | 3,178 | $1.2M | Reduce -8.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.52% | 15,778 | $1.1M | Add +4.5% |
| CRH CRH PLC | 0.51% | 11,495 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.48% | 1,358 | $1.0M | Add +3.0% |
| VPLS Vanguard Core-Plus Bond ETF | 0.44% | 11,810 | $919K | Add +81.7% |
| V Visa Inc. Class A | 0.43% | 2,540 | $902K | Add +2.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.41% | 12,165 | $850K | Add +8.2% |
| BA The Boeing Co. | 0.39% | 3,896 | $816K | Reduce -5.9% |
| AXP American Express Co. | 0.39% | 2,558 | $816K | Add +3.0% |
| DGS Wisdomtree Em Small Cap | 0.38% | 14,476 | $800K | Reduce -37.0% |
| VGT Vanguard Info Tech ETF | 0.34% | 1,071 | $710K | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 2,322 | $706K | No change |
| VCIT Vanguard Int-Term Corporate | 0.34% | 8,471 | $702K | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.34% | 14,314 | $702K | Add +1.4% |
| GILD Gilead Sciences Inc. | 0.33% | 6,147 | $682K | Reduce -3.9% |
| HON Honeywell International Inc. | 0.32% | 2,866 | $667K | Reduce -17.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 2,285 | $639K | No change |
| VTIP Vanguard Short-Term Tips | 0.30% | 12,620 | $634K | Add +9.3% |
| IWB iShares Russell 1000 ETF | 0.30% | 1,829 | $621K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 2,582 | $612K | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.28% | 1,362 | $578K | No change |
| MO Altria Group Inc. | 0.27% | 9,669 | $567K | Reduce -4.0% |
| TMUS T-Mobile US Inc. | 0.25% | 2,145 | $511K | Add +137.0% |
| VOO Vanguard S&P 500 ETF | 0.23% | 836 | $475K | Reduce -3.8% |
| VONE Vanguard Russell 1000 | 0.22% | 1,663 | $467K | Add +1.5% |
| SCHW Schwab (charles) Corp. | 0.22% | 5,010 | $457K | Reduce -12.3% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,545 | $451K | Add +2.2% |
| Z Zillow Group Inc. Class C | 0.21% | 6,146 | $431K | No change |
| CLX Clorox Company | 0.21% | 3,575 | $429K | Reduce -8.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.19% | 3,565 | $391K | No change |
| LLY Eli Lilly & Co. | 0.19% | 499 | $389K | Add +8.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 871 | $382K | No change |
| WY Weyerhaeuser Co. | 0.18% | 14,560 | $374K | Reduce -17.6% |
| XYZ Block Inc. | 0.14% | 4,257 | $289K | Reduce -27.4% |
| PYPL PayPal Holdings Inc. | 0.13% | 3,759 | $279K | Reduce -36.3% |
| VGLT Vanguard Long-Term Treasury | 0.13% | 4,665 | $262K | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.12% | 2,830 | $253K | No change |
| MRK Merck & Co. Inc. | 0.12% | 3,135 | $248K | Reduce -16.7% |
| VXUS Vanguard Total Intl Stock | 0.12% | 3,518 | $243K | Reduce -0.1% |
| ARES Ares Management Corp. Class A | 0.11% | 1,320 | $229K | No change |
| VONV Vanguard Russell 1000 Value | 0.09% | 2,307 | $197K | No change |
| ACN Accenture PLC Class A | 0.08% | 584 | $175K | Reduce -17.6% |
| HDV iShares Core High Dividend E | 0.08% | 1,450 | $170K | No change |
| MU Micron Technology Inc. | 0.08% | 1,290 | $159K | Add +18.4% |
| PFL PIMCO Income Strategy Fund | 0.07% | 18,428 | $154K | Reduce -29.3% |
| AVGO Broadcom Inc. | 0.06% | 478 | $132K | Add +29.2% |
| VNQ Vanguard Real Estate ETF | 0.06% | 1,350 | $120K | Reduce -32.5% |
| B Barrick Mining Corp. | 0.06% | 5,515 | $115K | New |
| VTEI Vanguard Int Tax-Exempt Bond | 0.05% | 1,150 | $113K | Add +21.1% |
| HYD Vaneck High Yield Muni ETF | 0.05% | 2,000 | $100K | No change |
| PFE Pfizer Inc. | 0.05% | 4,109 | $100K | Add +20.6% |
| APO Apollo Global Management Inc. | 0.05% | 676 | $96K | No change |
| CAT Caterpillar Inc. | 0.04% | 220 | $85K | No change |
| NEE Nextera Energy Inc. | 0.04% | 1,208 | $84K | Add +9.0% |
| VTR Ventas Inc. | 0.04% | 1,305 | $82K | No change |
| ALB Albemarle Corp. | 0.04% | 1,210 | $76K | Reduce -54.8% |
| FJP First Trust Japan | 0.03% | 1,180 | $70K | New |
| IEMG iShares Core MSCI Emerging | 0.03% | 1,128 | $68K | No change |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.03% | 631 | $66K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.03% | 800 | $64K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.2% | 5.74% | −1.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -9.4% | 5.48% | −0.83 |
| PFF iShares Preferred & Income S | Reduce -5.9% | 2.90% | −0.47 |
| OKTA Okta Inc. | Reduce -7.8% | 1.22% | −0.30 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 3.77% | −0.27 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.9% | 3.56% | −0.22 |
| DGS Wisdomtree Em Small Cap | Reduce -37.0% | 0.38% | −0.20 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.8% | 1.43% | −0.15 |
| TLT iShares 20+ Year Treasury BD | Reduce -1.3% | 1.05% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -13.5% | 0.60% | −0.13 |
| HD Home Depot Inc. | Reduce -8.6% | 0.56% | −0.11 |
| CLX Clorox Company | Reduce -8.2% | 0.21% | −0.09 |
| WY Weyerhaeuser Co. | Reduce -17.6% | 0.18% | −0.09 |
| PYPL PayPal Holdings Inc. | Reduce -36.3% | 0.13% | −0.07 |
| HON Honeywell International Inc. | Reduce -17.9% | 0.32% | −0.07 |
| ALB Albemarle Corp. | Reduce -54.8% | 0.04% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -16.7% | 0.12% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -2.1% | 0.75% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -3.9% | 0.33% | −0.05 |
| MO Altria Group Inc. | Reduce -4.0% | 0.27% | −0.04 |
| PFL PIMCO Income Strategy Fund | Reduce -29.3% | 0.07% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -55.9% | 0.03% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -32.5% | 0.06% | −0.04 |
| ACN Accenture PLC Class A | Reduce -17.6% | 0.08% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -52.1% | 0.03% | −0.03 |
| XYZ Block Inc. | Reduce -27.4% | 0.14% | −0.03 |
| DIS The Walt Disney Co. | Reduce -85.0% | 0.00% | −0.02 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -12.3% | 0.22% | −0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -28.6% | 0.03% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 0.29% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 0.23% | −0.01 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.00 |
| CRSP Crispr Therapeutics AG | Reduce -71.4% | 0.00% | −0.00 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.00 |
| NRDY Nerdy Inc. | Sold out | 0.00% | −0.00 |
| CMMB Chemomab Therapeutics Ltd. | Sold out | 0.00% | −0.00 |
| RTX RTX Corp. | Reduce -11.8% | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.1% | 0.58% | +0.00 |
| VXUS Vanguard Total Intl Stock | Reduce -0.1% | 0.12% | +0.00 |
| AMD Advanced Micro Devices | Reduce -18.2% | 0.59% | +0.02 |
| BA The Boeing Co. | Reduce -5.9% | 0.39% | +0.02 |
| VGT Vanguard Info Tech ETF | Reduce -4.5% | 0.34% | +0.02 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 0.63% | +0.10 |
| NVDA Nvidia Corp. | Reduce -4.5% | 5.86% | +1.27 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +9.4% | 10.21% | +2.52 |
| AMZN Amazon.com Inc. | Add +12.1% | 8.40% | +1.31 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +36.8% | 2.06% | +0.43 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 2.31% | +0.20 |
| VIGI Vanguard Int Div App Indx FD | Add +55.5% | 0.56% | +0.20 |
| VPLS Vanguard Core-Plus Bond ETF | Add +81.7% | 0.44% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.64% | +0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.8% | 2.05% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +4.8% | 1.70% | +0.12 |
| TMUS T-Mobile US Inc. | Add +137.0% | 0.25% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +8.1% | 1.00% | +0.11 |
| META Meta Platforms Inc. Class A | Add +3.0% | 0.48% | +0.08 |
| SHOP Shopify Inc. Class A | Add +1.0% | 0.57% | +0.06 |
| B Barrick Mining Corp. | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +25.4% | 0.60% | +0.05 |
| AXP American Express Co. | Add +3.0% | 0.39% | +0.04 |
| FJP First Trust Japan | New | 0.03% | +0.03 |
| AVGO Broadcom Inc. | Add +29.2% | 0.06% | +0.03 |
| MU Micron Technology Inc. | Add +18.4% | 0.08% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +930.0% | 0.03% | +0.02 |
| ORCL Oracle Corp. | Add +1770.0% | 0.02% | +0.02 |
| SCHI Schwab 5-10 Year Corporate B | New | 0.02% | +0.02 |
| SCHX Schwab US Large-Cap ETF | New | 0.02% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +1150.0% | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +2.2% | 0.22% | +0.01 |
| VGK Vanguard Ftse Europe ETF | New | 0.01% | +0.01 |
| EWG iShares MSCI Germany ETF | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +4.7% | 2.18% | +0.01 |
| FICO Fair Isaac Corp. | New | 0.01% | +0.01 |
| FITB Fifth Third Bancorp | New | 0.01% | +0.01 |
| ENSG The Ensign Group Inc. | New | 0.01% | +0.01 |
| SCHA Schwab US Small-Cap ETF | New | 0.01% | +0.01 |
| VONE Vanguard Russell 1000 | Add +1.5% | 0.22% | +0.01 |
| HWM Howmet Aerospace Inc. | New | 0.01% | +0.01 |
| LNT Alliant Energy Corp. | New | 0.01% | +0.01 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.01% | +0.01 |
| SCHH Schwab US REIT ETF | New | 0.01% | +0.01 |
| FCOM Fidelity MSCI Comm Serv Indx | New | 0.01% | +0.01 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +21.1% | 0.05% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.00% | +0.00 |
| PPL PPL Corp. | New | 0.00% | +0.00 |
| MS Morgan Stanley | New | 0.00% | +0.00 |
| SCHJ Schwab 1-5 YR Corp. BND ETF | New | 0.00% | +0.00 |
| IEF iShares 7-10 Year Treasury B | New | 0.00% | +0.00 |
| HEZU iShares Currency Hedged MSCI | New | 0.00% | +0.00 |
| FNCL Fidelity MSCI Financial Indx | New | 0.00% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +9.3% | 0.30% | +0.00 |
| PFE Pfizer Inc. | Add +20.6% | 0.05% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | New | 0.00% | +0.00 |
| CVX Chevron Corp. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 200 | $208.3M | MSFT, AMZN, NVDA, AAPL, VBR |
| Q1 2025 | 162 | $190.8M | MSFT, AMZN, AAPL, VBR, BRK.B |
| Q4 2024 | 136 | $192.1M | MSFT, AAPL, AMZN, VBR, NVDA |
| Q3 2024 | 140 | $192.9M | MSFT, AAPL, AMZN, VBR, NVDA |
| Q2 2024 | 152 | $183.9M | MSFT, AMZN, AAPL, VBR, NVDA |
| Q1 2024 | 150 | $179.5M | MSFT, AMZN, AAPL, VBR, IWR |