Moss Adams Wealth Advisors
$1.6B 13F equity value
324 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Moss Adams Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 1,297,507 | $480M | 30.0% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2,903,040 | $136M | 8.5% |
| PAVE | GLOBAL X FDS | 1,847,570 | $109M | 6.8% |
| XLU | SELECT SECTOR SPDR TR | 1,939,085 | $88M | 5.5% |
| SMH | VANECK ETF TRUST | 120,494 | $79M | 4.9% |
| DFIC | DIMENSIONAL ETF TRUST | 1,976,543 | $74M | 4.6% |
| XLRE | SELECT SECTOR SPDR TR | 1,650,772 | $73M | 4.5% |
| BUG | GLOBAL X FDS | 1,724,031 | $66M | 4.1% |
| XLC | SELECT SECTOR SPDR TR | 504,352 | $54M | 3.4% |
| AAPL | APPLE INC | 103,386 | $30M | 1.9% |
Track Moss Adams Wealth Advisors's 13F portfolio: $1.6B in reported holdings, 324 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}