EdgeMarket › What Moss Adams Wealth Advisors Llc reported owning
What Moss Adams Wealth Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
270Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 404.2M | 29.6% | 1.3M | 378.24 | +20.5% |
| JCPB JPMorgan Core Plus Bond ETF | 123.6M | 9.0% | 2.6M | 46.16 | -1.8% |
| PAVE Global X U.S. Infrastructure Development ETF | 92.3M | 6.8% | 1.8M | 56.39 | +22.9% |
| XLU State Street Utilities Select Sector SPDR ETF | 82.5M | 6.0% | 1.8M | 42.77 | -0.7% |
| SMH VanEck Semiconductor ETF | 66.5M | 4.9% | 173.5K | 560.42 | +93.9% |
| DFIC Dimensional International Core Equity 2 ETF | 66.2M | 4.8% | 1.9M | 39.41 | +22.0% |
| XLRE State Street Real Estate Select Sector SPDR ET | 64.9M | 4.7% | 1.6M | 45.08 | +7.8% |
| XLC State Street Communication Services Select Sec | 53.7M | 3.9% | 484.5K | 111.40 | +1.4% |
| BUG Global X Cybersecurity ETF | 36.3M | 2.7% | 1.4M | 40.65 | +21.6% |
| AAPL Apple Inc. | 27.2M | 2.0% | 107.1K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 16.7M | 1.2% | 45.2K | 483.24 | -4.4% |
| SPDW State Street SPDR Portfolio Developed World ex | 16.0M | 1.2% | 349.6K | 52.02 | +24.4% |
| IWV iShares Russell 3000 Fund | 15.5M | 1.1% | 41.9K | 436.47 | +20.5% |
| NVDA NVIDIA CORP | 14.4M | 1.1% | 82.7K | 214.72 | +22.4% |
| VIOO Vanguard S&P Small-Cap 600 ETF | 13.5M | 1.0% | 117.8K | 136.58 | +29.1% |
| GOOGL Alphabet Inc. | 12.2M | 0.9% | 42.4K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 10.5M | 0.8% | 50.3K | 258.63 | +15.6% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 10.2M | 0.7% | 217.0K | 52.38 | +18.1% |
| GOOG Alphabet Inc. | 8.0M | 0.6% | 27.9K | 341.75 | +70.7% |
| XOM ExxonMobil Holdings Corp | 6.5M | 0.5% | 38.5K | 165.11 | +52.1% |
| META Meta Platforms, Inc. | 6.5M | 0.5% | 11.3K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 6.1M | 0.4% | 19.8K | 368.45 | +26.5% |
| IJR iShares Core S&P Small-Cap ETF | 5.7M | 0.4% | 46.0K | 147.31 | +29.0% |
| VOO Vanguard S&P 500 ETF | 5.3M | 0.4% | 8.9K | 703.71 | +20.0% |
| VPU Vanguard Utilities ETF | 5.1M | 0.4% | 25.6K | 185.03 | -0.6% |
| COST COSTCO WHOLESALE CORP /NEW | 4.3M | 0.3% | 4.4K | 947.74 | -4.7% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 4.1M | 0.3% | 12.5K | 520.05 | +113.4% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 3.9M | 0.3% | 49.5K | 79.61 | -0.9% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3.8M | 0.3% | 60.9K | 94.85 | +31.9% |
| TSLA Tesla, Inc. | 3.7M | 0.3% | 9.9K | 362.86 | +12.0% |
| SPY SPDR S&P 500 ETF TRUST | 3.7M | 0.3% | 5.7K | 765.72 | +20.0% |
| JPM JPMORGAN CHASE & CO | 3.6M | 0.3% | 12.3K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 3.0M | 0.2% | 12.5K | 270.24 | +51.1% |
| WMT Walmart Inc. | 3.0M | 0.2% | 24.2K | 103.70 | +1.1% |
| MA Mastercard Inc | 2.9M | 0.2% | 5.7K | 580.63 | -2.0% |
| JMUB JPMorgan Municipal ETF | 2.8M | 0.2% | 56.7K | 49.69 | +0.5% |
| HD HOME DEPOT, INC. | 2.7M | 0.2% | 8.3K | 335.61 | -16.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 2.7M | 0.2% | 4.7K | 713.44 | +26.1% |
| IWF iShares Russell 1000 Growth Fund | 2.7M | 0.2% | 6.2K | 122.39 | +11.2% |
| LLY ELI LILLY & Co | 2.6M | 0.2% | 2.9K | 1,255.40 | +78.0% |
| RWO State Street SPDR Dow Jones Global Real Estate | 2.6M | 0.2% | 56.7K | 50.52 | +12.1% |
| UPS UNITED PARCEL SERVICE INC | 2.5M | 0.2% | 25.3K | 102.01 | +17.3% |
| XLK State Street Technology Select Sector SPDR ETF | 2.4M | 0.2% | 17.7K | 183.31 | +41.1% |
| GLD SPDR GOLD TRUST | 2.3M | 0.2% | 5.4K | 423.36 | +37.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 2.3M | 0.2% | 12.0K | 221.67 | +18.8% |
| MS MORGAN STANLEY | 2.2M | 0.2% | 13.4K | 214.20 | +48.6% |
| ASML ASML HOLDING NV | 2.1M | 0.2% | 1.6K | 1,763.76 | +135.3% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2.1M | 0.2% | 20.7K | 97.35 | -1.7% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 2.0M | 0.1% | 22.9K | 99.01 | +16.6% |
| MUB iShares National Muni Bond ETF | 1.9M | 0.1% | 17.9K | 105.34 | +1.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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