StockDriftsStockDriftsTop 50 Moser Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 10.21% | 42.7K | $21.3M | — | — | — | 2025-06-30 |
| AMZN | AMAZON COM INC | 8.4% | 79.8K | $17.5M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 5.86% | 77.2K | $12.2M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 5.74% | 58.3K | $12.0M | — | — | — | 2025-06-30 |
| VBR | VANGUARD INDEX FDS | 5.48% | 58.5K | $11.4M | — | — | — | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.47% | 19.2K | $9.3M | — | — | — | 2025-06-30 |
| MA | MASTERCARD INCORPORATED | 3.77% | 14.0K | $7.8M | — | — | — | 2025-06-30 |
| IWR | ISHARES TR | 3.56% | 80.7K | $7.4M | — | — | — | 2025-06-30 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.33% | 33.9K | $6.9M | — | — | — | 2025-06-30 |
| PFF | ISHARES TR | 2.9% | 197.0K | $6.0M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +35.75% |
Moser Wealth Advisors, Llc reports $208.28M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (10.2%), AMZN (8.4%) and NVDA (5.9%). The top 20 holdings account for 71.82% of reported assets. Its disclosed equity book has returned +31.00% cumulatively over 10 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Moser Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803081). View Moser Wealth Advisors, Llc’s 13F filings on SEC