Moss Adams Wealth Advisors
$1.4B Assets Reported
291 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1,259,916 | $404M | 29.6% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2,625,401 | $124M | 9.0% |
| PAVE | GLOBAL X FDS | 1,816,958 | $92M | 6.8% |
| XLU | SELECT SECTOR SPDR TR | 1,797,461 | $82M | 6.0% |
| SMH | VANECK ETF TRUST | 173,466 | $67M | 4.9% |
| DFIC | DIMENSIONAL ETF TRUST | 1,862,542 | $66M | 4.8% |
| XLRE | SELECT SECTOR SPDR TR | 1,589,587 | $65M | 4.7% |
| XLC | SELECT SECTOR SPDR TR | 484,524 | $54M | 3.9% |
| BUG | GLOBAL X FDS | 1,446,480 | $36M | 2.7% |
| AAPL | APPLE INC | 107,100 | $27M | 2.0% |
Track Moss Adams Wealth Advisors's 13F portfolio: $1.4B in reported holdings, 291 positions. Top holdings, AUM, and quarterly changes on SentiSense.