Moss Adams Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Moss Adams Wealth Advisors Llc disclosed 306 stock positions valued at approximately $1.60B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and GLOBAL X FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 306
- Portfolio Value
- $1.60B
Holdings by Sector
Moss Adams Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 30.00% | 1,297,507 | +37,591 | +2.98% | $480,129,338 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 8.51% | 2,903,040 | +277,639 | +10.58% | $136,268,720 |
| GLOBAL X FDS | PAVE | Other | 6.81% | 1,847,570 | +30,612 | +1.68% | $109,020,340 |
| SELECT SECTOR SPDR TR | XLU | Other | 5.49% | 1,939,085 | +141,624 | +7.88% | $87,918,098 |
| VANECK ETF TRUST | SMH | Other | 4.94% | 120,494 | -52,972 | -30.54% | $79,031,049 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.60% | 1,976,543 | +114,001 | +6.12% | $73,645,999 |
| SELECT SECTOR SPDR TR | XLRE | Other | 4.54% | 1,650,772 | +61,185 | +3.85% | $72,683,510 |
| GLOBAL X FDS | BUG | Other | 4.11% | 1,724,031 | +277,551 | +19.19% | $65,840,731 |
| SELECT SECTOR SPDR TR | XLC | Other | 3.38% | 504,352 | +19,828 | +4.09% | $54,031,278 |
| APPLE INC | AAPL | Technology | 1.87% | 103,386 | -3,714 | -3.47% | $29,915,876 |
| ISHARES TR | IWV | Other | 1.11% | 41,783 | -148 | -0.35% | $17,816,428 |
| NVIDIA CORPORATION | NVDA | Technology | 1.09% | 87,048 | +4,300 | +5.20% | $17,417,467 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.08% | 344,497 | -5,131 | -1.47% | $17,359,200 |
| MICROSOFT CORP | MSFT | Technology | 1.07% | 45,887 | +716 | +1.59% | $17,116,858 |
| ALPHABET INC | GOOGL | Communication Services | 0.96% | 43,013 | +621 | +1.46% | $15,371,498 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 0.85% | 99,440 | -18,376 | -15.60% | $13,676,962 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.76% | 51,279 | +959 | +1.91% | $12,221,732 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.74% | 228,493 | +11,535 | +5.32% | $11,831,345 |
| ALPHABET INC | GOOG | Communication Services | 0.63% | 28,343 | +471 | +1.69% | $10,014,521 |
| BROADCOM INC | AVGO | Technology | 0.48% | 20,406 | +620 | +3.13% | $7,708,275 |
| VANGUARD INDEX FDS | VOO | Other | 0.45% | 10,420 | +1,534 | +17.26% | $7,156,678 |
| META PLATFORMS INC | META | Communication Services | 0.39% | 11,089 | -252 | -2.22% | $6,246,301 |
| ISHARES TR | SOXX | Other | 0.38% | 9,518 | -2,957 | -23.70% | $6,098,581 |
| ELI LILLY & CO | LLY | Healthcare | 0.36% | 4,778 | +1,922 | +67.30% | $5,731,198 |
| ISHARES TR | IJR | Other | 0.35% | 37,898 | -8,149 | -17.70% | $5,620,653 |
| EXXON MOBIL CORP | XOM | Energy | 0.33% | 38,531 | -16 | -0.04% | $5,267,939 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.32% | 4,497 | +151 | +3.47% | $5,190,914 |
| VANGUARD WORLD FD | VPU | Other | 0.31% | 25,569 | - | - | $5,004,621 |
| ISHARES TR | HYG | Other | 0.31% | 62,519 | +13,032 | +26.33% | $4,999,675 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.29% | 92,638 | +35,967 | +63.47% | $4,692,579 |
Showing 30 of 306 holdings in the latest reporting period.