DOSSIER · 13F-HR · Q2 2025

Moser Wealth Advisors, LLC

$208M in tracked AUM across 200 positions as of Q2 2025.

MW
CIK 0001803081 · last filed Jun 30, 2025
Total AUM
$208M
as of Q2 2025
Holdings
200
positions
Whale Score
39
39
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Moser Wealth Advisors, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$208M 9.2%
200 positionsLocked
2025Q1Mar 31
$191M 0.7%
162 positionsLocked
2024Q4Dec 31
$192M 0.4%
136 positionsLocked
2024Q3Sep 30
$193M 4.9%
140 positionsLocked
2024Q2Jun 30
$184M 2.5%
152 positionsLocked
2024Q1Mar 31
$179M 14.6%
150 positionsLocked
2023Q4Dec 31
$157M 10.0%
141 positionsLocked
2023Q3Sep 30
$142M 4.1%
135 positionsLocked
2023Q2Jun 30
$149M 12.1%
127 positionsLocked
2022Q4Dec 31
$133M 3.7%
125 positionsLocked
2022Q3Sep 30
$128M 4.9%
156 positionsLocked
2022Q2Jun 30
$134M 16.0%
133 positionsLocked
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