Moser Wealth Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-06-30, active share 62.1%; sector active share 24.5% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
199 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.4% | $75,479,312 |
| Technology | 26.0% | $53,923,464 |
| Financial Services | 12.7% | $26,325,152 |
| Consumer Cyclical | 9.1% | $18,766,377 |
| Healthcare | 5.2% | $10,702,852 |
| Consumer Defensive | 3.3% | $6,804,207 |
| Industrials | 2.5% | $5,141,561 |
| Communication Services | 2.2% | $4,491,931 |
| Energy | 1.8% | $3,665,233 |
| Basic Materials | 0.6% | $1,266,981 |
| Real Estate | 0.2% | $508,755 |
| Utilities | 0.1% | $155,349 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BOXX | Alpha Architect 1-3 Month Box ETF | +10,270 | 38,150 | $4,298,742 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +9,627 | 47,498 | $1,258,697 | |
| AMZN | Amazon Com Inc | +8,621 | 79,761 | $17,498,765 | |
| VPLS | VANGUARD CORE-PLUS BOND ETF | +5,310 | 11,810 | $918,818 | |
| SCHP | Schwab U.S. TIPS ETF | +5,115 | 125,123 | $3,338,281 | |
| VIGI | Vanguard Whitehall Funds | +4,648 | 13,030 | $1,174,263 | |
| MSFT | Microsoft Corp | +3,672 | 42,743 | $21,260,795 | |
| VTV | VANGUARD VALUE INDEX FUND | +2,917 | 24,117 | $4,262,438 | |
| VEA | Vanguard FTSE Developed Markets ETF | +2,860 | 61,957 | $3,532,168 | |
| SCHF | Schwab International Equity ETF | +1,242 | 1,350 | $29,835 | |
| TMUS | T-Mobile US, Inc. | +1,240 | 2,145 | $511,067 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +1,075 | 12,620 | $634,407 | |
| — | +1,000 | 36,440 | $1,627,774 | ||
| GOOGL | Alphabet Inc. | +884 | 11,839 | $2,086,386 | |
| PFE | Pfizer Inc | +702 | 4,109 | $99,602 | |
| NVO | Novo Nordisk A S | +678 | 15,778 | $1,088,997 | |
| PSX | Phillips 66 | +661 | 17,541 | $2,092,641 | |
| BRK-B | Berkshire Hathaway Inc | +430 | 19,172 | $9,313,182 | |
| VHT | VANGUARD HEALTH CARE INDEX FUND | +401 | 18,156 | $4,508,861 | |
| ABBV | AbbVie Inc. | +279 | 13,619 | $2,527,958 | |
| VIG | Vanguard Specialized Funds | +244 | 33,925 | $6,943,429 | |
| PEP | Pepsico Inc | +228 | 9,293 | $1,227,047 | |
| COST | Costco Wholesale Corp | +206 | 4,580 | $4,533,925 | |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | +200 | 1,150 | $113,344 | |
| MU | Micron Technology Inc | +200 | 1,290 | $158,992 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFF | iShares Preferred and Income Securities ETF | −12,324 | 197,023 | $6,044,665 | |
| — | −8,485 | 14,476 | $799,654 | ||
| PFL | Pimco Income Strategy Fund | −7,620 | 18,428 | $153,689 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −6,064 | 58,536 | $11,415,105 | |
| IWR | iShares Russell Mid-Cap ETF | −4,196 | 80,704 | $7,422,346 | |
| NVDA | Nvidia Corp | −3,597 | 77,236 | $12,202,515 | |
| WY | Weyerhaeuser Co | −3,100 | 14,560 | $374,046 | |
| OKTA | Okta, Inc. | −2,140 | 25,443 | $2,543,536 | |
| PYPL | PayPal Holdings, Inc. | −2,138 | 3,759 | $279,368 | |
| AMD | Advanced Micro Devices Inc | −1,932 | 8,672 | $1,230,556 | |
| XYZ | Block, Inc. | −1,608 | 4,257 | $289,178 | |
| ALB | Albemarle Corp | −1,467 | 1,210 | $75,830 | |
| IJH | iShares Core S&P Mid-Cap ETF | −1,269 | 1,000 | $62,020 | |
| QCOM | Qualcomm Inc | −1,235 | 7,900 | $1,258,154 | |
| AAPL | Apple Inc. | −730 | 58,307 | $11,962,847 | |
| SCHW | Schwab Charles Corp | −700 | 5,010 | $457,112 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | −650 | 1,350 | $120,231 | |
| MRK | Merck & Co., Inc. | −629 | 3,135 | $248,166 | |
| HON | Honeywell International Inc | −625 | 2,866 | $667,434 | |
| IJR | iShares Core S&P Small-Cap ETF | −545 | 500 | $54,645 | |
| DIS | Walt Disney Co | −465 | 82 | $10,168 | |
| JEPI | JPMorgan Equity Premium Income ETF | −450 | 52,300 | $2,973,255 | |
| MO | Altria Group, Inc. | −399 | 9,669 | $566,893 | |
| TLT | iShares 20+ Year Treasury Bond ETF | −330 | 24,765 | $2,185,511 | |
| CLX | Clorox Co | −320 | 3,575 | $429,250 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| B | Barrick Mining Corp | 5,515 | $114,822 | |
| FJP | First Trust Japan AlphaDEX Fund | 1,180 | $70,469 | |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | 1,431 | $32,569 | |
| SCHX | Schwab U.S. Large-Cap ETF | 1,319 | $32,236 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | 277 | $21,467 | |
| EWG | iShares MSCI Germany ETF | 500 | $21,155 | |
| FICO | Fair Isaac Corp | 10 | $18,279 | |
| FITB | Fifth Third Bancorp | 400 | $16,452 | |
| ENSG | Ensign Group, Inc | 101 | $15,580 | |
| SCHA | Schwab U.S. Small-Cap ETF | 526 | $13,307 | |
| HWM | Howmet Aerospace Inc. | 66 | $12,284 | |
| LNT | Alliant Energy Corp | 200 | $12,094 | |
| FTEC | Fidelity MSCI Information Technology Index ETF | 61 | $12,030 | |
| SCHH | Schwab U.S. REIT ETF | 566 | $11,976 | |
| FCOM | Fidelity MSCI Communication Services Index ETF | 171 | $11,082 | |
| ETN | Eaton Corp plc | 25 | $8,924 | |
| PPL | PPL Corp | 200 | $6,778 | |
| MS | Morgan Stanley | 47 | $6,620 | |
| SCHJ | Schwab 1-5 Year Corporate Bond ETF | 256 | $6,351 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | 61 | $5,841 | |
| HEZU | iShares Currency Hedged MSCI Eurozone ETF | 140 | $5,744 | |
| FNCL | Fidelity MSCI Financials Index ETF | 75 | $5,553 | |
| VPL | VANGUARD PACIFIC STOCK INDEX FUND | 65 | $5,341 | |
| CVX | Chevron Corp | 37 | $5,298 | |
| BWX | Spdr Series Trust | 219 | $5,144 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 42,743 | $21,260,795 | 10.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 79,761 | $17,498,765 | 8.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 77,236 | $12,202,515 | 5.89% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 58,307 | $11,962,847 | 5.77% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 58,536 | $11,415,105 | 5.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 19,172 | $9,313,182 | 4.49% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 13,959 | $7,844,120 | 3.79% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 80,704 | $7,422,346 | 3.58% | |
| VIG |
Vanguard Specialized Funds
|
Added | 33,925 | $6,943,429 | 3.35% | |
| PFF |
iShares Preferred and Income Securities ETF
|
Reduced | 197,023 | $6,044,665 | 2.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 16,582 | $4,807,287 | 2.32% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 4,580 | $4,533,925 | 2.19% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
Added | 18,156 | $4,508,861 | 2.18% | |
| BOXX |
Alpha Architect 1-3 Month Box ETF
|
Added | 38,150 | $4,298,742 | 2.07% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 24,117 | $4,262,438 | 2.06% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 61,957 | $3,532,168 | 1.70% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 125,123 | $3,338,281 | 1.61% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Reduced | 52,300 | $2,973,255 | 1.43% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 7,323 | $2,897,198 | 1.40% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 25,443 | $2,543,536 | 1.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 13,619 | $2,527,958 | 1.22% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Reduced | 24,765 | $2,185,511 | 1.05% | |
| PSX |
Phillips 66
Energy
|
Added | 17,541 | $2,092,641 | 1.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 11,839 | $2,086,386 | 1.01% | |
| JCI |
Johnson Controls International plc
Industrials
|
Held | 18,616 | $1,966,221 | 0.95% | |
| FPE |
First Trust Preferred Securities and Income ETF
|
Added | 95,332 | $1,696,909 | 0.82% | |
|
|
Added | 36,440 | $1,627,774 | 0.79% | ||
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 14,520 | $1,565,256 | 0.76% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,378 | $1,564,486 | 0.75% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,915 | $1,533,332 | 0.74% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 5,850 | $1,324,966 | 0.64% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,868 | $1,322,077 | 0.64% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 47,498 | $1,258,697 | 0.61% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 7,900 | $1,258,154 | 0.61% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 8,672 | $1,230,556 | 0.59% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 9,293 | $1,227,047 | 0.59% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 24,221 | $1,197,970 | 0.58% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 10,274 | $1,185,105 | 0.57% | |
| VIGI |
Vanguard Whitehall Funds
|
Added | 13,030 | $1,174,263 | 0.57% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 8,623 | $1,172,814 | 0.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,178 | $1,165,181 | 0.56% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 15,778 | $1,088,997 | 0.53% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Held | 11,495 | $1,055,241 | 0.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,358 | $1,002,326 | 0.48% | |
| VPLS |
VANGUARD CORE-PLUS BOND ETF
|
Added | 11,810 | $918,818 | 0.44% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,540 | $901,827 | 0.44% | |
| BA |
Boeing Co
Industrials
|
Reduced | 3,896 | $816,328 | 0.39% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,558 | $815,950 | 0.39% | |
|
|
Reduced | 14,476 | $799,654 | 0.39% | ||
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 1,071 | $710,372 | 0.34% |
Showing the top 50 of 199 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.