Moss Adams Wealth Advisors Q2 Portfolio Shifts: Focus on Growth, Tech ETFs
Moss Adams Wealth Advisors' portfolio saw a slight increase in value during Q2 2026. The investor adjusted holdings significantly across various sectors.
Portfolio Value and Holdings Overview
Moss Adams Wealth Advisors Llc's total portfolio value increased slightly to $1,598,572,123 as of June 30th, 2026.
Technology Sector Focus
The Technology sector maintained its position within the investor's allocation. The largest holding, VTI (Vanguard Index Funds), remained dominant at approximately $480 million in value and a portfolio weight of 30%. Other significant holdings like XLC (Select Sector SPDR Trust for Technology) and SMH (Van Eck ETF Trust) also feature prominently.
Significant Purchases
Moss Adams Wealth Advisors demonstrated strong buying activity during the quarter. Notable additions included:
- JCPB (J P Morgan Exchange Traded Fund), increasing its position by over $27 million or approximately 10.58%. This ETF allocation rose to about 8.51% of the portfolio.
- BUG (Global X Funds), adding $27 million worth of shares, boosting its value by nearly 19%. The allocation reached approximately 4.11%.
- Several new positions were initiated or significantly increased:
- LLY
- JMUB (J P Morgan Exchange Traded Fund)
- IWF (iShares Core Small-Cap ETF)
- RBLX (Roblox Corp)
Strategic Sales and Reallocation
The investor also made strategic sales, reducing exposure in certain areas:
- VANECK ETF TRUST (SMH), a holding valued at $79 million, saw its position reduced by over 30% ($5.3 million worth) during the quarter.
- There was an exit from CIBR (First Trust Exchange-Traded Fund), completely removing a position valued at $1.4 million, which accounted for just 0.09% of the portfolio.
Other Sector Activity
In other sectors, the investor showed varying levels of activity:
- XLU (Select Sector SPDR Trust for Utilities), a position valued at $87.9 million, increased by about 7.88%.
- Dimensional ETF Trust (DFIC) allocation also saw an increase of approximately 6.12%, adding value to the portfolio.
- A small position in First Trust Exchange-Traded Fund (CIBR) was sold entirely, though this is not a major sector movement.
- There were minor changes involving other ETFs like VIOO (Vanguard Admiral Shares) and IWF (iShares Core Small-Cap ETF), but these represent small allocations in the overall portfolio.
No Disclosures for Certain Sectors
The data does not provide information on purchases or sales within specific sectors like Real Estate (READY CAPITAL CORP (RC)). Therefore, it can be stated that "No such activity is disclosed in this filing." regarding these categories.