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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001803081

Moser Wealth Advisors, LLC

BELLEVUE, WA · File #028-19887

Latest AUM
$208.3M
Positions
200
Top-10 Concentration
58.8%
Filings
10

Sector Allocation

Technology
25.1%$52.3M
Financials
5.2%$10.7M
Healthcare
4.5%$9.3M
Energy
1.8%$3.7M
Industrials
0.8%$1.7M
Materials
0.5%$1.1M
Real Estate
0.2%$456,457
Utilities
0.0%$64,713

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT42,743$21.3M11.18%
2AMAZON COM INCAMZN79,761$17.5M9.20%
3NVIDIA CORPORATIONNVDA77,236$12.2M6.42%
4APPLE INCAAPL58,307$12.0M6.29%
5VANGUARD INDEX FDS92290861158,536$11.4M6.00%
6BERKSHIRE HATHAWAY INC DELBRK-A19,172$9.3M4.90%
7MASTERCARD INCORPORATEDMA13,959$7.8M4.12%
8ISHARES TR46428749980,704$7.4M3.90%
9VANGUARD SPECIALIZED FUNDS92190884433,925$6.9M3.65%
10ISHARES TR464288687197,023$6.0M3.18%
11JPMORGAN CHASE & CO.VYLD16,582$4.8M2.53%
12COSTCO WHSL CORP NEW22160K1054,580$4.5M2.38%
13VANGUARD WORLD FD92204A50418,156$4.5M2.37%
14EA SERIES TRUST02072L56538,150$4.3M2.26%
15VANGUARD INDEX FDS92290874424,117$4.3M2.24%
16VANGUARD TAX-MANAGED FDS92194385861,957$3.5M1.86%
17SCHWAB STRATEGIC TR808524870125,123$3.3M1.76%
18J P MORGAN EXCHANGE TRADED F46641Q33252,300$3.0M1.56%
19STRYKER CORPORATIONSYK7,323$2.9M1.52%
20OKTA INCOKTA25,443$2.5M1.34%