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 $1.37 billion in total holdings as of March 31, 2026.
Moss Adams Wealth Advisors LLC owns shares of 270 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 4.08% of the portfolio was purchased this quarter.
About 3.06% of the portfolio was sold this quarter.
This quarter, Moss Adams Wealth Advisors LLC has purchased 262 new stocks and bought additional shares in 157 stocks.
Moss Adams Wealth Advisors LLC sold shares of 54 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $404,193,790
JPMorgan Core Plus Bond ETF: $123,603,881
Global X U.S. Infrastructure Development ETF: $92,319,662
Utilities Select Sector SPDR Fund: $82,485,504
VanEck Semiconductor ETF: $66,506,796

Largest New Holdings this Quarter

33734X846 - First Trust Nasdaq Cybersecurity ETF: $3,818,284 Holding
360852107 - FUNDRISE INNOVATION FD LLC: $1,758,135 Holding
74834L100 - Quest Diagnostics: $1,006,563 Holding
921937835 - Vanguard Total Bond Market ETF: $464,863 Holding
921909768 - Vanguard Total International Stock ETF: $431,560 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 38,437 shares (about $12.33M)
Utilities Select Sector SPDR Fund: 84,735 shares (about $3.89M)
First Trust Nasdaq Cybersecurity ETF: 60,917 shares (about $3.82M)
Real Estate Select Sector SPDR Fund: 70,032 shares (about $2.86M)
JPMorgan Core Plus Bond ETF: 59,344 shares (about $2.79M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 121,537 shares (about $15.11M)
Invesco S&P 500 Equal Weight ETF: 35,857 shares (about $6.88M)
Global X Cybersecurity ETF: 140,051 shares (about $3.52M)
iShares Russell 3000 ETF: 7,055 shares (about $2.62M)
VanEck Semiconductor ETF: 3,966 shares (about $1.52M)

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	$404,193,790	$12,330,978 â–²	3.1%	1,259,916	29.6%	ETF
JCPB JPMorgan Core Plus Bond ETF	$123,603,881	$2,793,916 â–²	2.3%	2,625,401	9.0%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$92,319,662	$2,677,434 â–²	3.0%	1,816,958	6.8%	ETF
XLU Utilities Select Sector SPDR Fund	$82,485,504	$3,888,490 â–²	4.9%	1,797,461	6.0%	ETF
SMH VanEck Semiconductor ETF	$66,506,796	$1,520,563 â–¼	-2.2%	173,466	4.9%	Manufacturing
DFIC Dimensional International Core Equity 2 ETF	$66,176,122	$2,511,865 â–²	3.9%	1,862,542	4.8%	ETF
XLRE Real Estate Select Sector SPDR Fund	$64,902,832	$2,859,406 â–²	4.6%	1,589,587	4.7%	ETF
XLC Communication Services Select Sector SPDR Fund	$53,714,313	$735,778 â–²	1.4%	484,524	3.9%	ETF
BUG Global X Cybersecurity ETF	$36,321,104	$3,516,680 â–¼	-8.8%	1,446,480	2.7%	Manufacturing
AAPL Apple	$27,181,035	$918,216 â–²	3.5%	107,100	2.0%	Computer and Technology
MSFT Microsoft	$16,720,901	$154,731 â–¼	-0.9%	45,171	1.2%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$15,960,535	$536,434 â–¼	-3.3%	349,628	1.2%	ETF
IWV iShares Russell 3000 ETF	$15,543,152	$2,615,176 â–¼	-14.4%	41,931	1.1%	ETF
NVDA NVIDIA	$14,432,073	$1,187,732 â–²	9.0%	82,748	1.1%	Computer and Technology
VIOO Vanguard S&P Small-Cap 600 ETF	$13,528,798	$803,120 â–¼	-5.6%	117,816	1.0%	ETF
GOOGL Alphabet	$12,190,146	$543,484 â–²	4.7%	42,392	0.9%	Computer and Technology
AMZN Amazon.com	$10,480,055	$319,483 â–²	3.1%	50,320	0.8%	Retail/Wholesale
SPEM SPDR Portfolio Emerging Markets ETF	$10,177,514	$151,566 â–²	1.5%	216,958	0.7%	ETF
GOOG Alphabet	$7,995,392	$368,330 â–²	4.8%	27,872	0.6%	Computer and Technology
XOM ExxonMobil	$6,539,864	$173,222 â–²	2.7%	38,547	0.5%	Energy
META Meta Platforms	$6,488,419	$302,080 â–²	4.9%	11,341	0.5%	Computer and Technology
AVGO Broadcom	$6,124,074	$467,987 â–²	8.3%	19,786	0.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$5,724,105	$15,108,271 â–¼	-72.5%	46,047	0.4%	ETF
VOO Vanguard S&P 500 ETF	$5,309,631	$16,133 â–²	0.3%	8,886	0.4%	ETF
VPU Vanguard Utilities ETF	$5,066,242	$15,059 â–¼	-0.3%	25,569	0.4%	ETF
COST Costco Wholesale	$4,342,133	$240,123 â–²	5.9%	4,358	0.3%	Retail/Wholesale
SOXX iShares Semiconductor ETF	$4,099,929	$1,315 â–¼	0.0%	12,475	0.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,937,208	$378,628 â–²	10.6%	49,487	0.3%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$3,818,284	$3,818,284 â–²	New Holding	60,917	0.3%	Manufacturing
TSLA Tesla	$3,695,196	$235,690 â–²	6.8%	9,940	0.3%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$3,687,443	$115,436 â–¼	-3.0%	5,654	0.3%	Finance
JPM JPMorgan Chase & Co.	$3,606,199	$233,275 â–²	6.9%	12,259	0.3%	Finance
JNJ Johnson & Johnson	$3,043,718	$150,573 â–²	5.2%	12,452	0.2%	Medical
WALMART INC	$3,010,649	$160,638 â–²	5.6%	24,177	0.2%	COM
MA Mastercard	$2,866,114	$161,893 â–²	6.0%	5,736	0.2%	Business Services
JMUB JPMorgan Municipal ETF	$2,832,984	$1,387,823 â–²	96.0%	56,671	0.2%	ETF
HD Home Depot	$2,728,393	$82,549 â–²	3.1%	8,296	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$2,718,897	$37,514 â–¼	-1.4%	4,711	0.2%	Finance
IWF iShares Russell 1000 Growth ETF	$2,657,325		0.0%	6,232	0.2%	ETF
LLY Eli Lilly and Company	$2,627,055	$219,841 â–²	9.1%	2,856	0.2%	Medical
RWO SPDR Dow Jones Global Real Estate ETF	$2,594,402	$291,191 â–¼	-10.1%	56,683	0.2%	ETF
UPS United Parcel Service	$2,489,802	$8,559 â–²	0.3%	25,308	0.2%	Transportation
XLK Technology Select Sector SPDR Fund	$2,353,727	$790,467 â–¼	-25.1%	17,711	0.2%	ETF
GLD SPDR Gold Shares	$2,332,603	$25,387 â–¼	-1.1%	5,421	0.2%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,295,748	$6,881,678 â–¼	-75.0%	11,962	0.2%	ETF
MS Morgan Stanley	$2,209,529	$41,801 â–²	1.9%	13,426	0.2%	Finance
ASML ASML	$2,114,649		0.0%	1,601	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$2,054,229	$68,001 â–¼	-3.2%	20,693	0.2%	Finance
AOA iShares Core 80/20 Aggressive Allocation ETF	$2,027,962	$352,905 â–²	21.1%	22,917	0.1%	ETF
MUB iShares National Muni Bond ETF	$1,901,094	$216,871 â–¼	-10.2%	17,909	0.1%	ETF
IVV iShares Core S&P 500 ETF	$1,865,251	$653 â–²	0.0%	2,856	0.1%	ETF
ORCL Oracle	$1,834,369	$123,282 â–²	7.2%	12,469	0.1%	Computer and Technology
IBM International Business Machines	$1,809,161	$34,661 â–²	2.0%	7,464	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$1,807,526	$89,765 â–²	5.2%	14,921	0.1%	Medical
FUNDRISE INNOVATION FD LLC	$1,758,135	$1,758,135 â–²	New Holding	13,426	0.1%	COM SHS
AOR iShares Core 60/40 Balanced Allocation ETF	$1,694,937	$227,158 â–²	15.5%	26,339	0.1%	ETF
NFLX Netflix	$1,574,458	$91,727 â–²	6.2%	16,375	0.1%	Consumer Discretionary
CVX Chevron	$1,562,664	$132,205 â–²	9.2%	7,553	0.1%	Energy
ABBV AbbVie	$1,521,807	$122,232 â–²	8.7%	6,997	0.1%	Medical
V Visa	$1,501,678	$137,231 â–¼	-8.4%	4,968	0.1%	Business Services
MU Micron Technology	$1,468,902	$211,919 â–²	16.9%	4,346	0.1%	Computer and Technology
CSCO Cisco Systems	$1,441,536	$88,918 â–²	6.6%	18,579	0.1%	Computer and Technology
KTOS Kratos Defense & Security Solutions	$1,430,015	$8,884 â–²	0.6%	20,281	0.1%	Aerospace
KO CocaCola	$1,354,220	$98,382 â–²	7.8%	17,688	0.1%	Consumer Staples
VO Vanguard Mid-Cap ETF	$1,321,028	$236,924 â–²	21.9%	4,600	0.1%	ETF
MCD McDonald's	$1,296,501	$87,635 â–²	7.2%	4,172	0.1%	Retail/Wholesale
AMAT Applied Materials	$1,261,958	$32,472 â–²	2.6%	3,692	0.1%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,251,789	$45,357 â–¼	-3.5%	11,067	0.1%	ETF
AMGN Amgen	$1,248,256	$67,549 â–²	5.7%	3,548	0.1%	Medical
AMD Advanced Micro Devices	$1,241,845	$2,848 â–¼	-0.2%	6,105	0.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,237,091	$47,834 â–²	4.0%	8,457	0.1%	CL A
ICE Intercontinental Exchange	$1,234,847	$50,331 â–²	4.2%	7,851	0.1%	Finance
BAC Bank of America	$1,207,614	$60,303 â–²	5.3%	24,772	0.1%	Finance
RTX RTX	$1,178,161	$65,582 â–²	5.9%	6,108	0.1%	Aerospace
INTU Intuit	$1,162,261	$29,402 â–¼	-2.5%	2,688	0.1%	Computer and Technology
REGN Regeneron Pharmaceuticals	$1,156,656	$29,361 â–²	2.6%	1,497	0.1%	Medical
PG Procter & Gamble	$1,148,657	$266,941 â–²	30.3%	7,952	0.1%	Consumer Staples
UNH UnitedHealth Group	$1,099,883	$172,897 â–¼	-13.6%	4,065	0.1%	Medical
GE GE Aerospace	$1,028,362	$119,094 â–²	13.1%	3,618	0.1%	Aerospace
DGX Quest Diagnostics	$1,006,563	$1,006,563 â–²	New Holding	5,136	0.1%	Medical
ABT Abbott Laboratories	$1,000,461	$4,620 â–¼	-0.5%	9,744	0.1%	Medical
C Citigroup	$998,220	$339,998 â–¼	-25.4%	8,802	0.1%	Financial Services
CAT Caterpillar	$987,016	$60,227 â–²	6.5%	1,393	0.1%	Industrials
HON Honeywell International	$982,237	$12,883 â–²	1.3%	4,346	0.1%	Multi-Sector Conglomerates
ADSK Autodesk	$977,471	$44,050 â–¼	-4.3%	4,083	0.1%	Computer and Technology
GS The Goldman Sachs Group	$959,546	$115,078 â–²	13.6%	1,134	0.1%	Finance
IVE iShares S&P 500 Value ETF	$955,454		0.0%	4,525	0.1%	ETF
PM Philip Morris International	$954,976	$89,242 â–²	10.3%	5,725	0.1%	Consumer Staples
WFC Wells Fargo & Company	$937,637	$21,494 â–¼	-2.2%	11,778	0.1%	Finance
GE VERNOVA INC	$912,719	$61,139 â–²	7.2%	1,045	0.1%	COM
ROK Rockwell Automation	$906,597	$11,844 â–¼	-1.3%	2,526	0.1%	Computer and Technology
BLD TopBuild	$905,301	$134,548 â–¼	-12.9%	2,577	0.1%	Construction
VANGUARD CALIF TAX FREE FDS	$891,632	$344,605 â–²	63.0%	8,999	0.1%	TAX EXEMPT BD FD
IEFA iShares Core MSCI EAFE ETF	$890,182		0.0%	9,833	0.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$883,663	$77,353 â–¼	-8.0%	12,669	0.1%	ETF
PFE Pfizer	$876,895	$92,385 â–²	11.8%	31,228	0.1%	Medical
TJX TJX Companies	$874,582	$66,760 â–²	8.3%	5,476	0.1%	Retail/Wholesale
DHR Danaher	$869,060	$51,479 â–¼	-5.6%	4,575	0.1%	Medical
NEE NextEra Energy	$844,692	$59,632 â–²	7.6%	9,094	0.1%	Utilities
BA Boeing	$840,763	$10,549 â–²	1.3%	4,224	0.1%	Aerospace

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

About MarketBeat

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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