Moss Adams Wealth Advisors LLC

Est. AUM

$1.24B

13F long equity, this entity only

Positions

269

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$404.2M	1259916	32.49%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$123.6M	2625401	9.93%	SOLE
3	GLOBAL X FDS	US INFR DEV ETF	$92.3M	1816958	7.42%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET UTI	$82.5M	1797461	6.63%	SOLE
5	VANECK ETF TRUST	SEMICONDUCTR ETF	$66.5M	173466	5.35%	SOLE
6	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$66.2M	1862542	5.32%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET REA	$64.9M	1589587	5.22%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET COM	$53.7M	484524	4.32%	SOLE
9	GLOBAL X FDS	CYBRSCURTY ETF	$36.3M	1446480	2.92%	SOLE
10	APPLE INC	COM	$17.9M	70507	1.44%	SOLE
11	SPDR INDEX SHS FDS	STATE STREET SPD	$16.0M	349628	1.28%	SOLE
12	ISHARES TR	RUSSELL 3000 ETF	$15.5M	41931	1.25%	SOLE
13	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$13.5M	117816	1.09%	SOLE
14	SPDR INDEX SHS FDS	STATE STREET SPD	$10.2M	216958	0.82%	SOLE
15	MICROSOFT CORP	COM	$9.8M	26467	0.79%	SOLE
16	ALPHABET INC	CAP STK CL A	$7.3M	25555	0.59%	SOLE
17	ISHARES TR	CORE S&P SCP ETF	$5.7M	46047	0.46%	SOLE
18	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.3M	8886	0.43%	SOLE
19	AMAZON COM INC	COM	$5.2M	24797	0.42%	SOLE
20	VANGUARD WORLD FD	UTILITIES ETF	$5.1M	25569	0.41%	SOLE
21	EXXON MOBIL CORP	COM	$4.8M	28234	0.38%	SOLE
22	ALPHABET INC	CAP STK CL C	$4.7M	16355	0.38%	SOLE
23	ISHARES TR	ISHARES SEMICDTR	$4.1M	12475	0.33%	SOLE
24	ISHARES TR	IBOXX HI YD ETF	$3.9M	49487	0.32%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$3.8M	60917	0.31%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.7M	5654	0.30%	SOLE
27	NVIDIA CORPORATION	COM	$3.6M	20759	0.29%	SOLE
28	COSTCO WHOLESALE CORPORATION	COM	$3.1M	3088	0.25%	SOLE
29	META PLATFORMS INC	CL A	$3.0M	5252	0.24%	SOLE
30	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.8M	56671	0.23%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$2.7M	4711	0.22%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$2.7M	6232	0.21%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$2.6M	56683	0.21%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.4M	17711	0.19%	SOLE
35	UNITED PARCEL SVCS INC	CL B	$2.3M	23777	0.19%	SOLE
36	SPDR GOLD TR	GOLD SHS	$2.3M	5421	0.19%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.3M	11962	0.18%	SOLE
38	BROADCOM INC	COM	$2.2M	7164	0.18%	SOLE
39	ASML HLDG NV	N Y REGISTRY SHS	$2.1M	1601	0.17%	SOLE
40	ISHARES TR	CORE US AGGBD ET	$2.1M	20693	0.17%	SOLE
41	ISHARES TR	CORE 80/20 AGGRE	$2.0M	22917	0.16%	SOLE
42	HOME DEPOT INC	COM	$2.0M	6018	0.16%	SOLE
43	ISHARES TR	NATIONAL MUN ETF	$1.9M	17909	0.15%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$1.9M	2856	0.15%	SOLE
45	MASTERCARD INCORPORATED	CL A	$1.8M	3525	0.14%	SOLE
46	FUNDRISE INNOVATION FD LLC	COM SHS	$1.8M	13426	0.14%	SOLE
47	MORGAN STANLEY	COM NEW	$1.7M	10404	0.14%	SOLE
48	ISHARES TR	CORE 60/40 BALAN	$1.7M	26339	0.14%	SOLE
49	JOHNSON & JOHNSON	COM	$1.6M	6448	0.13%	SOLE
50	WALMART INC	COM	$1.4M	11616	0.12%	SOLE

1–50 of 269

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.