Moss Adams Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Moss Adams Wealth Advisors Llc disclosed 330 stock positions valued at approximately $1.53B as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and GLOBAL X FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 330
- Portfolio Value
- $1.53B
Holdings by Sector
Moss Adams Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 30.08% | 1,233,243 | -64,264 | -4.95% | $461,528,999 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 8.84% | 3,030,531 | +127,491 | +4.39% | $135,707,166 |
| GLOBAL X FDS | PAVE | Other | 5.90% | 1,722,992 | -124,578 | -6.74% | $90,457,081 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 5.07% | 2,069,828 | +93,285 | +4.72% | $77,846,243 |
| SELECT SECTOR SPDR TR | XLU | Other | 4.77% | 1,857,474 | -81,611 | -4.21% | $73,258,784 |
| GLOBAL X FDS | BUG | Other | 4.75% | 1,577,034 | -146,997 | -8.53% | $72,827,413 |
| VANECK ETF TRUST | SMH | Other | 4.44% | 111,865 | -8,629 | -7.16% | $68,125,894 |
| SELECT SECTOR SPDR TR | XLRE | Other | 4.19% | 1,569,856 | -80,916 | -4.90% | $64,222,804 |
| SELECT SECTOR SPDR TR | XLC | Other | 3.51% | 484,767 | -19,585 | -3.88% | $53,794,509 |
| APPLE INC | AAPL | Technology | 2.02% | 93,223 | -10,163 | -9.83% | $31,044,853 |
| SPDR SERIES TRUST | XBI | Other | 2.01% | 195,591 | +195,591 | +100.00% | $30,840,789 |
| ISHARES TR | IWV | Other | 1.22% | 43,451 | +1,668 | +3.99% | $18,756,190 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.11% | 338,249 | -6,248 | -1.81% | $16,983,478 |
| MICROSOFT CORP | MSFT | Technology | 1.08% | 32,434 | -13,453 | -29.32% | $16,635,273 |
| NVIDIA CORPORATION | NVDA | Technology | 1.08% | 72,282 | -14,766 | -16.96% | $16,527,283 |
| ALPHABET INC | GOOGL | Communication Services | 0.87% | 38,977 | -4,036 | -9.38% | $13,411,215 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.78% | 231,478 | +2,985 | +1.31% | $11,981,279 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.72% | 44,483 | -6,796 | -13.25% | $11,082,830 |
| ALPHABET INC | GOOG | Communication Services | 0.54% | 24,266 | -4,077 | -14.38% | $8,268,536 |
| VANGUARD INDEX FDS | VOO | Other | 0.48% | 10,444 | +24 | +0.23% | $7,319,516 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.45% | 144,624 | +51,986 | +56.12% | $6,881,210 |
| META PLATFORMS INC | META | Communication Services | 0.42% | 8,838 | -2,251 | -20.30% | $6,408,466 |
| BROADCOM INC | AVGO | Technology | 0.40% | 17,650 | -2,756 | -13.51% | $6,198,571 |
| ISHARES TR | HYG | Other | 0.38% | 74,576 | +12,057 | +19.29% | $5,758,044 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.37% | 34,501 | -4,030 | -10.46% | $5,615,102 |
| ISHARES TR | SOXX | Other | 0.34% | 9,245 | -273 | -2.87% | $5,256,962 |
| ELI LILLY & CO | LLY | Healthcare | 0.32% | 4,303 | -475 | -9.94% | $4,979,295 |
| VANGUARD WORLD FD | VPU | Other | 0.30% | 26,913 | +1,344 | +5.26% | $4,602,123 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.29% | 22,480 | +2,232 | +11.02% | $4,400,464 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 5,402 | -105 | -1.91% | $4,129,734 |
Showing 30 of 330 holdings in the latest reporting period.