Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Moss Adams Wealth Advisors LLC

Investment Activity

Moss Adams Wealth Advisors LLC has $1.53 billion in total holdings as of September 30, 2026.
Moss Adams Wealth Advisors LLC owns shares of 330 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
Approximately 4.93% of the portfolio was purchased this quarter.
About 8.32% of the portfolio was sold this quarter.
This quarter, Moss Adams Wealth Advisors LLC has purchased 307 new stocks and bought additional shares in 60 stocks.
Moss Adams Wealth Advisors LLC sold shares of 169 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $461,528,999
J P MORGAN EXCHANGE TRADED F: $135,707,166
Global X U.S. Infrastructure Development ETF: $90,457,081
Dimensional International Core Equity 2 ETF: $77,846,243
Utilities Select Sector SPDR Fund: $73,258,784

Largest New Holdings this Quarter

78464A870 - SPDR S&P Biotech ETF: $30,840,789 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $5,615,102 Holding
92206C771 - Vanguard Mortgage-Backed Securities ETF: $580,928 Holding
921910733 - Vanguard ESG U.S. Stock ETF: $421,018 Holding
82846H405 - QXO INC: $347,533 Holding

Largest Purchases this Quarter

SPDR S&P Biotech ETF: 195,591 shares (about $30.84M)
J P MORGAN EXCHANGE TRADED F: 127,491 shares (about $5.71M)
EXXONMOBIL HOLDINGS CORP: 34,501 shares (about $5.62M)
Dimensional International Core Equity 2 ETF: 93,285 shares (about $3.51M)
J P MORGAN EXCHANGE TRADED F: 51,986 shares (about $2.47M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 64,264 shares (about $24.05M)
Vanguard S&P Small-Cap 600 ETF: 68,904 shares (about $8.72M)
Microsoft: 13,453 shares (about $6.90M)
Global X Cybersecurity ETF: 146,997 shares (about $6.79M)
Global X U.S. Infrastructure Development ETF: 124,578 shares (about $6.54M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$461,528,999	$24,050,167 ▼	-5.0%	1,233,243	30.1%	ETF
J P MORGAN EXCHANGE TRADED F	$135,707,166	$5,709,046 ▲	4.4%	3,030,531	8.8%	CORE PLUS BD ETF
PAVE Global X U.S. Infrastructure Development ETF	$90,457,081	$6,540,345 ▼	-6.7%	1,722,992	5.9%	ETF
DFIC Dimensional International Core Equity 2 ETF	$77,846,243	$3,508,449 ▲	4.7%	2,069,828	5.1%	ETF
XLU Utilities Select Sector SPDR Fund	$73,258,784	$3,218,738 ▼	-4.2%	1,857,474	4.8%	ETF
BUG Global X Cybersecurity ETF	$72,827,413	$6,788,320 ▼	-8.5%	1,577,034	4.7%	ETF
SMH VanEck Semiconductor ETF	$68,125,894	$5,255,069 ▼	-7.2%	111,865	4.4%	ETF
XLRE Real Estate Select Sector SPDR Fund	$64,222,804	$3,310,273 ▼	-4.9%	1,569,856	4.2%	ETF
XLC Communication Services Select Sector SPDR Fund	$53,794,509	$2,173,344 ▼	-3.9%	484,767	3.5%	ETF
AAPL Apple	$31,044,853	$3,384,453 ▼	-9.8%	93,223	2.0%	Technology
XBI SPDR S&P Biotech ETF	$30,840,789	$30,840,789 ▲	New Holding	195,591	2.0%	ETF
IWV iShares Russell 3000 ETF	$18,756,190	$720,014 ▲	4.0%	43,451	1.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$16,983,478	$313,712 ▼	-1.8%	338,249	1.1%	ETF
MSFT Microsoft	$16,635,273	$6,899,992 ▼	-29.3%	32,434	1.1%	Technology
NVDA NVIDIA	$16,527,283	$3,376,247 ▼	-17.0%	72,282	1.1%	Technology
GOOGL Alphabet	$13,411,215	$1,388,708 ▼	-9.4%	38,977	0.9%	Communication Services
SPEM SPDR Portfolio Emerging Markets ETF	$11,981,279	$154,503 ▲	1.3%	231,478	0.8%	ETF
AMZN Amazon.com	$11,082,830	$1,693,207 ▼	-13.3%	44,483	0.7%	Consumer Discretionary
GOOG Alphabet	$8,268,536	$1,389,220 ▼	-14.4%	24,266	0.5%	Communication Services
VOO Vanguard S&P 500 ETF	$7,319,516	$16,820 ▲	0.2%	10,444	0.5%	ETF
J P MORGAN EXCHANGE TRADED F	$6,881,210	$2,473,494 ▲	56.1%	144,624	0.4%	MUNICIPAL ETF
META Meta Platforms	$6,408,466	$1,632,208 ▼	-20.3%	8,838	0.4%	Communication Services
AVGO Broadcom	$6,198,571	$967,890 ▼	-13.5%	17,650	0.4%	Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$5,758,044	$930,926 ▲	19.3%	74,576	0.4%	ETF
EXXONMOBIL HOLDINGS CORP	$5,615,102	$5,615,102 ▲	New Holding	34,501	0.4%	COM SHS
SOXX iShares Semiconductor ETF	$5,256,962	$155,235 ▼	-2.9%	9,245	0.3%	ETF
LLY Eli Lilly and Company	$4,979,295	$549,655 ▼	-9.9%	4,303	0.3%	Healthcare
VPU Vanguard Utilities ETF	$4,602,123	$229,824 ▲	5.3%	26,913	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$4,400,464	$436,914 ▲	11.0%	22,480	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$4,129,734	$80,271 ▼	-1.9%	5,402	0.3%	ETF
VIOO Vanguard S&P Small-Cap 600 ETF	$3,863,365	$8,717,622 ▼	-69.3%	30,536	0.3%	ETF
JPM JPMorgan Chase & Co.	$3,619,131	$560,734 ▼	-13.4%	10,940	0.2%	Finance
MU Micron Technology	$3,611,864	$1,178,036 ▼	-24.6%	3,391	0.2%	Technology
QQQ Invesco QQQ	$3,438,444	$74,057 ▼	-2.1%	4,643	0.2%	ETF
AMD Advanced Micro Devices	$3,298,323	$761,575 ▼	-18.8%	5,392	0.2%	Technology
IWF iShares Russell 1000 Growth ETF	$3,118,974		0.0%	24,900	0.2%	ETF
JNJ Johnson & Johnson	$3,053,613	$282,487 ▼	-8.5%	11,534	0.2%	Healthcare
IJR iShares Core S&P Small-Cap ETF	$3,046,616	$2,109,028 ▼	-40.9%	22,395	0.2%	ETF
TSLA Tesla	$3,022,982	$615,596 ▼	-16.9%	8,520	0.2%	Consumer Discretionary
ASML ASML	$2,905,920	$3,623 ▼	-0.1%	1,604	0.2%	Technology
VANGUARD CALIF TAX FREE FDS	$2,863,389	$1,667,914 ▲	139.5%	30,371	0.2%	TAX EXEMPT BD FD
MA Mastercard	$2,799,381	$316,006 ▼	-10.1%	5,076	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,468,366	$19,970 ▼	-0.8%	11,866	0.2%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$2,464,093	$124,260 ▼	-4.8%	53,105	0.2%	ETF
MS Morgan Stanley	$2,362,035	$194,470 ▼	-7.6%	12,559	0.2%	Finance
AOA iShares Core 80/20 Aggressive Allocation ETF	$2,059,343	$18,384 ▲	0.9%	21,171	0.1%	ETF
GLD SPDR Gold Shares	$2,011,597	$52,937 ▼	-2.6%	5,282	0.1%	ETF
IVV iShares Core S&P 500 ETF	$1,981,706	$65,853 ▼	-3.2%	2,588	0.1%	ETF
MRK Merck & Co., Inc.	$1,898,095	$302,538 ▼	-13.7%	12,987	0.1%	Healthcare
WALMART INC	$1,840,472	$652,843 ▼	-26.2%	17,710	0.1%	COM
V Visa	$1,819,944	$383,751 ▼	-17.4%	5,065	0.1%	Finance
COST Costco Wholesale	$1,817,716	$411,627 ▼	-18.5%	1,996	0.1%	Consumer Staples
MUB iShares National Muni Bond ETF	$1,744,525	$50,450 ▼	-2.8%	17,255	0.1%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$1,744,508	$17,267 ▼	-1.0%	25,460	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,734,692	$27,322 ▼	-1.6%	18,349	0.1%	ETF
RBLX Roblox	$1,670,480	$41,862 ▼	-2.4%	39,426	0.1%	Communication Services
ABBV AbbVie	$1,670,143	$271,774 ▼	-14.0%	6,385	0.1%	Healthcare
HD Home Depot	$1,667,107	$369,836 ▼	-18.2%	5,860	0.1%	Consumer Discretionary
CSCO Cisco Systems	$1,644,233	$412,323 ▼	-20.0%	15,277	0.1%	Technology
IBM International Business Machines	$1,605,774	$49,486 ▼	-3.0%	7,301	0.1%	Technology
INTC Intel	$1,599,047	$404,571 ▼	-20.2%	13,300	0.1%	Technology
IVW iShares S&P 500 Growth ETF	$1,574,392		0.0%	11,067	0.1%	ETF
AXP American Express	$1,507,521	$168,786 ▼	-10.1%	4,957	0.1%	Finance
VO Vanguard Mid-Cap ETF	$1,492,255	$49,326 ▲	3.4%	19,029	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$1,473,207	$131,683 ▼	-8.2%	7,876	0.1%	CL A
CIBR First Trust Nasdaq Cybersecurity ETF	$1,458,940	$157,935 ▼	-9.8%	14,152	0.1%	ETF
AMGN Amgen	$1,440,349	$263,874 ▼	-15.5%	3,417	0.1%	Healthcare
KO Coca-Cola	$1,419,965	$187,920 ▼	-11.7%	16,397	0.1%	Consumer Staples
UNH UnitedHealth Group	$1,398,327	$301,766 ▼	-17.7%	3,809	0.1%	Healthcare
LAM RESEARCH CORP	$1,396,029	$15,785 ▼	-1.1%	4,245	0.1%	COM NEW
GE GE Aerospace	$1,323,889	$220,180 ▼	-14.3%	4,239	0.1%	Industrials
AMAT Applied Materials	$1,311,829	$465,917 ▼	-26.2%	2,565	0.1%	Technology
PG Procter & Gamble	$1,303,247	$222,559 ▼	-14.6%	8,971	0.1%	Consumer Staples
CVX Chevron	$1,297,013	$174,814 ▼	-11.9%	6,351	0.1%	Energy
BAC Bank of America	$1,272,199	$176,953 ▼	-12.2%	23,373	0.1%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$1,198,003	$129,126 ▲	12.1%	14,761	0.1%	ETF
SANDISK CORP	$1,183,126	$363,637 ▼	-23.5%	680	0.1%	COM
GE VERNOVA INC	$1,132,070	$160,638 ▼	-12.4%	1,191	0.1%	COM
NTRA Natera	$1,104,778	$5,373 ▲	0.5%	2,673	0.1%	Healthcare
ORCL Oracle	$1,093,998	$249,335 ▼	-18.6%	7,968	0.1%	Technology
REGN Regeneron Pharmaceuticals	$1,078,285	$69,004 ▼	-6.0%	1,422	0.1%	Healthcare
C Citigroup	$1,069,623	$91,800 ▼	-7.9%	8,261	0.1%	Finance
ICE Intercontinental Exchange	$1,067,321	$760 ▼	-0.1%	7,020	0.1%	Finance
CAT Caterpillar	$1,055,065	$113,535 ▼	-9.7%	1,301	0.1%	Industrials
WFC Wells Fargo & Company	$1,047,021	$128,156 ▼	-10.9%	13,080	0.1%	Finance
RTX RTX	$1,002,166	$143,697 ▼	-12.5%	5,398	0.1%	Industrials
IEFA iShares Core MSCI EAFE ETF	$952,912		0.0%	9,836	0.1%	ETF
VXUS Vanguard Total International Stock ETF	$948,580	$170 ▲	0.0%	11,165	0.1%	ETF
PM Philip Morris International	$943,664	$194,839 ▼	-17.1%	4,945	0.1%	Consumer Staples
DHR Danaher	$938,697	$17,531 ▼	-1.8%	4,230	0.1%	Healthcare
PANW Palo Alto Networks	$927,767	$215,353 ▼	-18.8%	2,335	0.1%	Technology
GS The Goldman Sachs Group	$927,712	$126,997 ▼	-12.0%	1,030	0.1%	Finance
TMO Thermo Fisher Scientific	$921,444	$149,971 ▼	-14.0%	1,364	0.1%	Healthcare
MFC Manulife Financial	$920,711	$96,892 ▼	-9.5%	21,618	0.1%	Finance
VB Vanguard Small-Cap ETF	$909,231		0.0%	3,196	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$906,568		0.0%	17,434	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$884,367		0.0%	3,567	0.1%	ETF
WDC Western Digital	$865,778	$8,181 ▲	1.0%	1,905	0.1%	Technology
NEE NextEra Energy	$850,269	$70,288 ▼	-7.6%	11,226	0.1%	Utilities
NFLX Netflix	$823,619	$171,863 ▼	-17.3%	11,837	0.1%	Communication Services

Showing largest 100 holdings. View all holdings.

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Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Moss Adams Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Moss Adams Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Moss Adams Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoss Adams Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools