13F Filings History of Moser Wealth Advisors, LLC

Latest 13F report
Q2 2025 - 31 Jul 2025
Value $
$208,284,488
Signature - Title
Meg Pickle - Office Manager
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Moser Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moser Wealth Advisors, LLC reported 200 stock holdings with total value $208,284,488 as of Q2 2025. Top holdings included MSFT, AMZN, NVDA, AAPL, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 200 $208,284,488 +$9,154,717 -$5,434,669 +$3,720,048 MSFT, AMZN, NVDA, AAPL, VBR 13F-HR 30 Jul 2025, 19:07
Q1 2025 162 $190,812,560 +$9,018,502 -$4,046,872 +$4,971,630 MSFT, AMZN, AAPL, VBR, BRKB 13F-HR 22 Apr 2025, 17:04
Q4 2024 136 $192,141,997 +$4,130,559 -$4,010,503 +$120,056 MSFT, AAPL, AMZN, VBR, NVDA 13F-HR 28 Jan 2025, 15:22
Q3 2024 140 $192,850,399 +$2,647,851 -$1,676,915 +$970,936 MSFT, AAPL, AMZN, VBR, NVDA 13F-HR 05 Nov 2024, 15:32
Q2 2024 152 $183,887,477 +$12,209,101 -$3,184,797 +$9,024,304 MSFT, AMZN, AAPL, VBR, NVDA 13F-HR 06 Aug 2024, 18:55
Q1 2024 150 $179,483,621 +$11,208,517 -$2,530,281 +$8,678,236 MSFT, AMZN, AAPL, VBR, IWR 13F-HR 01 May 2024, 20:59
Q4 2023 141 $156,654,771 +$5,159,200 -$6,739,284 -$1,580,084 MSFT, AAPL, VBR, AMZN, IWR 13F-HR 06 Feb 2024, 18:48
Q3 2023 135 $142,473,207 +$1,181,462 -$1,438,737 -$257,275 AAPL, MSFT, VBR, AMZN, IWR 13F-HR 09 Nov 2023, 19:06
Q2 2023 127 $148,601,222 +$2,060,006 -$6,332,691 -$4,272,685 AAPL, MSFT, VBR, AMZN, IWR 13F-HR 02 Aug 2023, 14:45
Q4 2022 125 $132,606,800 +$1,975,109 -$4,905,574 -$2,930,465 AAPL, MSFT, VBR, IWR, PFF Restatement 13 Feb 2023, 21:15
Q3 2022 146 $127,919,000 +$2,778,782 -$1,431,126 +$1,347,656 AAPL, MSFT, VBR, AMZN, PFF 13F-HR 03 Nov 2022, 18:31
Q2 2022 133 $134,449,000 +$8,920,913 -$1,938,288 +$6,982,625 AAPL, MSFT, VBR, PFF, IWR 13F-HR 02 Aug 2022, 16:46
Q1 2022 133 $159,998,000 +$7,123,016 -$4,675,063 +$2,447,953 AAPL, MSFT, AMZN, VBR, IWR 13F-HR 29 Apr 2022, 13:13
Q4 2021 143 $165,378,000 +$1,654,183 -$5,894,366 -$4,240,183 AAPL, MSFT, AMZN, IWR, VBR 13F-HR 19 Jan 2022, 12:51
Q3 2021 142 $156,377,000 +$6,845,172 -$2,243,718 +$4,601,454 MSFT, AAPL, AMZN, IWR, VBR 13F-HR 15 Oct 2021, 18:37
Q2 2021 138 $155,306,000 +$7,149,054 -$3,878,878 +$3,270,176 AAPL, AMZN, MSFT, IWR, VBR 13F-HR 29 Jul 2021, 16:58
Q1 2021 162 $142,377,000 +$5,035,955 -$1,360,225 +$3,675,730 AAPL, AMZN, MSFT, IWR, PFF 13F-HR 05 May 2021, 15:38
Q4 2020 120 $135,657,000 +$3,774,389 -$5,625,745 -$1,851,356 AAPL, AMZN, MSFT, PFF, IWR 13F-HR 28 Jan 2021, 19:19
Q3 2020 119 $125,745,000 +$26,015,061 -$4,969,276 +$21,045,785 AAPL, AMZN, MSFT, VGSH, PFF 13F-HR 26 Oct 2020, 13:55
Q2 2020 115 $104,821,000 +$4,493,724 -$3,685,084 +$808,640 AMZN, AAPL, MSFT, PFF, IWR 13F-HR 21 Jul 2020, 18:28
Q1 2020 121 $86,098,000 +$2,921,359 -$4,184,601 -$1,263,242 AMZN, AAPL, MSFT, PFF, IWR 13F-HR 29 Apr 2020, 17:56
Q4 2019 140 $104,095,000 $0 $0 $0 AAPL, PFF, IWR, VBR, MSFT 13F-HR 12 Feb 2020, 12:53