What does Moss Adams Wealth Advisors LLC hold?

Moss Adams Wealth Advisors LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1661245.

What is Moss Adams Wealth Advisors LLC's AUM?

Moss Adams Wealth Advisors LLC reported approximately $1.6B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $5.8B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Moss Adams Wealth Advisors LLC's holdings?

All Moss Adams Wealth Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1661245. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Moss Adams Wealth Advisors LLC's 13F data updated on 13F Pro?

Moss Adams Wealth Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Moss Adams Wealth Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1661245

Institutional-grade research for retail investors

Sector Allocation

Other76.9%$1.2B
Technology9.6%$154.2M
Financials6.6%$106.1M
Healthcare1.8%$28.5M
Consumer Discretionary1.6%$25.1M
Industrials1.5%$23.3M
Consumer Staples0.7%$11.4M
Energy0.6%$9.3M
Utilities0.2%$3.3M
Communication Services0.2%$3.0M

AUM History

13fpro.ai/research/fund/moss-adams-wealth-advisors-llc-1661245

Conviction and streaks

Stable · top 10 = 74.3%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold30.0% weight · held 10 quarters

$Conviction hold8.5% weight · held 8 quarters

$Conviction hold6.8% weight · held 10 quarters

$Conviction hold5.5% weight · held 8 quarters

$Conviction hold4.9% weight · held 10 quarters

$Accumulating+86% shares · 9 quarters running

$Accumulating+116% shares · 9 quarters running

$Accumulating+36% shares · 9 quarters running

$AMZNAccumulating+72% shares · 9 quarters running

$TSLAAccumulating+163% shares · 9 quarters running

$Trimming-79% shares · 6 quarters running

$Trimming-31% shares · 5 quarters running

$Trimming-16% shares · 5 quarters running

$Trimming-18% shares · 4 quarters running

$Trimming-21% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$480.1M
J
$136.3M
GLOBAL
$109.0M
SELECT
$87.9M
VANECK
$79.0M
DIMENSIONAL
$73.6M
STT
$72.7M
GLOBAL
$65.8M
SELECT
$54.0M
AAPL
$29.9M
ISHARES
$17.8M
NVDA
$17.4M
SPDR
$17.4M
MSFT
$17.1M
GOOGL
$15.4M
VANGUARD
$13.7M
AMZN
$12.2M
SPDR
$11.8M
GOOG
$10.0M
AVGO
$7.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/moss-adams-wealth-advisors-llc-1661245

Moss Adams Wealth Advisors LLC 13F holdings — Q2 2026

$1.6B portfolio (+17.1% QoQ) · 307 holdings · Q2 2026 13F · top 10 are 74% of the stock portfolio

1
VANGUARD INDEX FDS - TOTAL STK MKT
$480.1M
30.0% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
$136.3M
8.5% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
3
GLOBAL X FDS - US INFR DEV ETF
$109.0M
6.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SELECT SECTOR SPDR TR - ST STR UTIL ETF
$87.9M
5.5% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANECK ETF TRUST - SEMICONDUCTR ETF
$79.0M
4.9% of stocks
-31%This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$73.6M
4.6% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
7
STATE STREET CORP
$STT
$72.7M
4.5% of stocks
+4%This quarter-8.0%Since filed6 qtrsHeld
AIQuality71.5#178Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
8
GLOBAL X FDS - CYBRSCURTY ETF
$65.8M
4.1% of stocks
+19%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SELECT SECTOR SPDR TR - ST STR SVC ETF
$54.0M
3.4% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
Apple Inc.
$AAPL
$29.9M
1.9% of stocks
-3%This quarter+2.1%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - TOTAL STK MKT	$480.1M	30.0%	+3%	—	—	—	—
2	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF	$136.3M	8.5%	+11%	—	—	—	—
3	GLOBAL X FDS - US INFR DEV ETF	$109.0M	6.8%	+2%	—	—	—	—
4	SELECT SECTOR SPDR TR - ST STR UTIL ETF	$87.9M	5.5%	+8%	—	—	—	—
5	VANECK ETF TRUST - SEMICONDUCTR ETF	$79.0M	4.9%	-31%	—	—	—	—
6	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	$73.6M	4.6%	+6%	—	—	—	—
7	STATE STREET CORP$STT	$72.7M	4.5%	+4%	-8.0%	6 qtrsAdded 6 qtrs in a row	71.5#178	Estimated buy price is Pro: unlock with a free trial
8	GLOBAL X FDS - CYBRSCURTY ETF	$65.8M	4.1%	+19%	—	—	—	—
9	SELECT SECTOR SPDR TR - ST STR SVC ETF	$54.0M	3.4%	+4%	—	—	—	—
10	Apple Inc.$AAPL	$29.9M	1.9%	-3%	+2.1%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial

All holdings — Moss Adams Wealth Advisors LLC (Q2 2026)

Sort

307 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - RUSSELL 3000 ETFetf/fund	—	$17.8M	1.1%	42K	-0.4%	—	—	13F
12	$NVDA	NVIDIA CORP	Technology	$17.4M	1.1%	87K	+5%	10+ qtrsAdded 2 qtrs in a row	86.0	13F
13	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$17.4M	1.1%	344K	-1%	—	—	13F
14	$MSFT	MICROSOFT CORP	Technology	$17.1M	1.1%	46K	+2%	10+ qtrs	79.8	13F
15	$GOOGL	Alphabet Inc.	Technology	$15.4M	1.0%	43K	+1%	10+ qtrsAdded 2 qtrs in a row	77.7	13F
16	—	VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDXetf/fund	—	$13.7M	0.8%	99K	-16%	—	—	13F
17	$AMZN	AMAZON COM INC	Consumer Discretionary	$12.2M	0.8%	51K	+2%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	—	SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund	—	$11.8M	0.7%	228K	+5%	—	—	13F
19	$GOOG	Alphabet Inc.	Technology	$10.0M	0.6%	28K	+2%	10+ qtrsAdded 7 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	$AVGO	Broadcom Inc.	Technology	$7.7M	0.5%	20K	+3%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$7.2M	0.5%	10K	+17%	—	—	13F
22	$META	Meta Platforms, Inc.	Technology	$6.2M	0.4%	11K	-2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	ISHARES TR - ISHARES SEMICDTRetf/fund	—	$6.1M	0.4%	9,518	-24%	—	—	13F
24	$LLY	ELI LILLY & Co	Healthcare	$5.7M	0.4%	4,778	+67%	10+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
25	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$5.6M	0.3%	38K	-18%	—	—	13F
26	$XOM.R34088	EXXON MOBIL CORP	Energy	$5.3M	0.3%	39K	-0.0%
27	$MU	MICRON TECHNOLOGY INC	Technology	$5.2M	0.3%	4,497	+3%
28	—	VANGUARD WORLD FD - UTILITIES ETF	—	$5.0M	0.3%	26K	—
29	—	ISHARES TR - IBOXX HI YD ETF	—	$5.0M	0.3%	63K	+26%
30	—	J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF	—	$4.7M	0.3%	93K	+63%
31	$TSLA	Tesla, Inc.	Consumer Discretionary	$4.3M	0.3%	10K	+3%
32	$JPM	JPMORGAN CHASE & CO	Financials	$4.1M	0.3%	13K	+3%
33	$SPY	SPDR S&P 500 ETF TRUST	—	$4.1M	0.3%	5,507	-3%
34	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$3.9M	0.2%	20K	+14%
35	$AMD	ADVANCED MICRO DEVICES INC	Technology	$3.9M	0.2%	6,637	+9%
36	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$3.5M	0.2%	4,743	+0.7%
37	$JNJ	JOHNSON & JOHNSON	Healthcare	$3.2M	0.2%	13K	+1%
38	$ASML	ASML HOLDING NV	Technology	$3.2M	0.2%	1,606	+0.3%
39	—	ISHARES TR - RUS 1000 GRW ETF	—	$3.1M	0.2%	25K	+300%
40	$MA	Mastercard Inc	Financials	$2.9M	0.2%	5,649	-2%
41	$MS	MORGAN STANLEY	Financials	$2.8M	0.2%	14K	+1%
42	—	SPDR INDEX SHS FDS - ST DOW GLOBA ETF	—	$2.8M	0.2%	56K	-2%
43	$UPS	UNITED PARCEL SERVICE INC	Industrials	$2.7M	0.2%	25K	+0.2%
44	$WMT	Walmart Inc.	Consumer Staples	$2.7M	0.2%	24K	-0.8%
45	$IVZ	Invesco Ltd.	Financials	$2.5M	0.2%	12K	—
46	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.5M	0.2%	7,160	-14%
47	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.5M	0.2%	3,476	-6%
48	$INTC	INTEL CORP	Technology	$2.3M	0.1%	17K	+9%
49	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$2.3M	0.1%	2,448	-44%
50	$CSCO	CISCO SYSTEMS, INC.	Technology	$2.2M	0.1%	19K	+3%
51	$RBLX	Roblox Corp	Technology	$2.2M	0.1%	40K	New
52	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$2.1M	0.1%	7,526	+0.8%
53	$V	VISA INC.	Financials	$2.1M	0.1%	6,133	+23%
54	—	ISHARES TR - CORE 80 20 ETF	—	$2.0M	0.1%	21K	-8%
55	$SNDK	Sandisk Corp	Technology	$2.0M	0.1%	889	-22%
56	—	ISHARES TR - CORE S&P500 ETF	—	$2.0M	0.1%	2,674	-6%
57	$GLD	SPDR GOLD TRUST	Financials	$2.0M	0.1%	5,421	—
58	$MRK	Merck & Co., Inc.	Healthcare	$1.9M	0.1%	15K	+0.9%
59	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$1.9M	0.1%	4,631	+14%
60	—	ISHARES TR - NATIONAL MUN ETF	—	$1.9M	0.1%	18K	-0.9%
61	$ABBV	AbbVie Inc.	Healthcare	$1.9M	0.1%	7,424	+6%
62	$AXP	AMERICAN EXPRESS CO	Financials	$1.9M	0.1%	5,512	+156%
63	$LRCX	LAM RESEARCH CORP	Technology	$1.9M	0.1%	4,293	+11%
64	$GE	GENERAL ELECTRIC CO	Industrials	$1.8M	0.1%	4,944	+37%
65	—	ISHARES TR - CORE US AGGBD ET	—	$1.8M	0.1%	19K	-10%
66	—	ISHARES TR - CORE 60 BALA ETF	—	$1.8M	0.1%	26K	-2%
67	$GEV	GE Vernova Inc.	Industrials	$1.6M	0.1%	1,360	+30%
68	$KLAC	KLA CORP	Technology	$1.6M	0.1%	5,251	+940%
69	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.5M	0.1%	11K	+32%
70	$CAT	CATERPILLAR INC	Industrials	$1.5M	0.1%	1,441	+3%
71	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.5M	0.1%	11K	—
72	$KO	COCA COLA CO	Consumer Staples	$1.5M	0.1%	19K	+5%
73	$BAC	BANK OF AMERICA CORP /DE/	Financials	$1.5M	0.1%	27K	+7%
74	—	VANGUARD INDEX FDS - MID CAP ETF	—	$1.5M	0.1%	18K	+300%
75	$AMGN	AMGEN INC	Healthcare	$1.5M	0.1%	4,043	+14%
76	$ORCL	ORACLE CORP	Technology	$1.4M	0.1%	9,784	-22%
77	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$1.4M	0.1%	16K	-74%
78	—	VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD	—	$1.3M	0.1%	13K	+41%
79	$C	CITIGROUP INC	Financials	$1.3M	0.1%	8,970	+2%
80	$ROK	ROCKWELL AUTOMATION, INC	Industrials	$1.3M	0.1%	2,535	+0.4%
81	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.2M	0.1%	15K	+25%
82	$WDC	WESTERN DIGITAL CORP	Technology	$1.2M	0.1%	1,887	-7%
83	$CVX	CHEVRON CORP	Energy	$1.2M	0.1%	7,207	-5%
84	$GS	GOLDMAN SACHS GROUP INC	Financials	$1.2M	0.1%	1,171	+3%
85	$RTX	RTX Corp	Industrials	$1.2M	0.1%	6,172	+1%
86	—	ISHARES INC - CORE MSCI EMKT	—	$1.1M	0.1%	13K	+4%
87	$PM	Philip Morris International Inc.	Consumer Staples	$1.1M	0.1%	5,966	+4%
88	$DGX	QUEST DIAGNOSTICS INC	Healthcare	$1.1M	0.1%	5,128	-0.2%
89	$NEE	NEXTERA ENERGY INC	Utilities	$1.1M	0.1%	12K	+34%
90	—	ISHARES TR - S&P 500 VAL ETF	—	$1.0M	0.1%	4,525	—
91	$NFLX	NETFLIX INC	Communication Services	$1.0M	0.1%	14K	-13%
92	$KTOS	KRATOS DEFENSE & SECURITY SOLUTIONS, INC.	Industrials	$1.0M	0.1%	20K	-0.9%
93	$PLTR	Palantir Technologies Inc.	Technology	$1.0M	0.1%	8,580	+1%
94	$PANW	Palo Alto Networks Inc	Technology	$981K	0.1%	2,877	+10%
95	—	ISHARES TR - ESG AWARE MSCI	—	$975K	0.1%	17K	—
96	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$969K	0.1%	3,196	+3%
97	$MFC	MANULIFE FINANCIAL CORP	Financials	$968K	0.1%	24K	+32%
98	$BA	BOEING CO	Industrials	$959K	0.1%	4,429	+5%
99	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$954K	0.1%	11K	+99%
100	—	ISHARES TR - CORE MSCI EAFE	—	$950K	0.1%	9,836	+0.0%
101	$REGN	REGENERON PHARMACEUTICALS, INC.	Healthcare	$943K	0.1%	1,513	+1%
102	$MCD	MCDONALDS CORP	Consumer Discretionary	$924K	0.1%	3,417	-18%
103	$GLW	CORNING INC /NY	Materials	$889K	0.1%	3,479	+2%
104	$MRVL	Marvell Technology, Inc.	Technology	$881K	0.1%	2,957	+31%
105	$LIN	LINDE PLC	Materials	$870K	0.1%	1,676	+6%
106	$ICE	Intercontinental Exchange, Inc.	Financials	$865K	0.1%	7,025	-11%
107	—	ISHARES TR - RUS 1000 VAL ETF	—	$865K	0.1%	3,567	—
108	$ETN	Eaton Corp plc	Industrials	$845K	0.1%	1,982	+2%
109	$DHR	DANAHER CORP /DE/	Healthcare	$822K	0.1%	4,309	-6%
110	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$814K	0.1%	5,371	-2%
111	—	ISHARES TR - MSCI USA QLT FCT	—	$812K	0.1%	3,699	—
112	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$796K	0.1%	1,586	+28%
113	$ADSK	Autodesk, Inc.	Technology	$761K	0.1%	3,916	-4%
114	$APH	AMPHENOL CORP /DE/	Technology	$755K	0.1%	4,276	+4%
115	$URI	UNITED RENTALS, INC.	Industrials	$740K	0.1%	653	+8%
116	—	ISHARES TR - RUS MID CAP ETF	—	$736K	0.1%	6,675	-0.8%
117	—	ISHARES TR - US INFRASTRUC	—	$730K	0.1%	12K	-13%
118	$NTRA	Natera, Inc.	Healthcare	$722K	0.1%	2,660	+0.7%
119	$TXN	TEXAS INSTRUMENTS INC	Technology	$714K	0.0%	2,394	+7%
120	—	ISHARES TR - RUS 1000 ETF	—	$701K	0.0%	1,711	—
121	$CRWD	CrowdStrike Holdings, Inc.	Technology	$698K	0.0%	915	+19%
122	$ABT	ABBOTT LABORATORIES	Healthcare	$690K	0.0%	7,602	-22%
123	$PFE	PFIZER INC	Healthcare	$688K	0.0%	29K	-9%
124	$ZM	Zoom Communications, Inc.	Technology	$677K	0.0%	7,846	New
125	$USB	US BANCORP DE	Financials	$675K	0.0%	11K	+173%
126	$SBUX	STARBUCKS CORP	Consumer Discretionary	$670K	0.0%	6,557	-3%
127	$RMD	RESMED INC	Healthcare	$658K	0.0%	3,374	+7%
128	$INTU	INTUIT INC.	Technology	$647K	0.0%	2,480	-8%
129	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$646K	0.0%	9,065	+6%
130	—	EA SERIES TRUST - STAN SU BETA ETF	—	$630K	0.0%	19K	New
131	$ADI	ANALOG DEVICES INC	Technology	$620K	0.0%	1,561	+4%
132	$GILD	GILEAD SCIENCES, INC.	Healthcare	$617K	0.0%	4,880	+0.5%
133	$UNP	UNION PACIFIC CORP	Industrials	$606K	0.0%	2,227	+6%
134	$ALL	ALLSTATE CORP	Financials	$592K	0.0%	2,478	+134%
135	$ANET	Arista Networks, Inc.	Technology	$568K	0.0%	3,342	+4%
136	$APP	AppLovin Corp	Technology	$563K	0.0%	1,093	+7%
137	$PGR	PROGRESSIVE CORP/OH/	Financials	$551K	0.0%	2,523	+3%
138	$BX	Blackstone Inc.	Financials	$550K	0.0%	4,670	+17%
139	—	VANGUARD WORLD FD - INF TECH ETF	—	$549K	0.0%	4,597	+699%
140	$SO	SOUTHERN CO	Utilities	$547K	0.0%	5,713	+2%
141	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$543K	0.0%	1,579	+3%
142	$CRM	Salesforce, Inc.	Technology	$543K	0.0%	3,459	+3%
143	$CDNS	CADENCE DESIGN SYSTEMS INC	Technology	$538K	0.0%	1,433	+7%
144	$FDX	FEDEX CORP	Industrials	$529K	0.0%	1,684	-0.4%
145	$BLK	BlackRock, Inc.	Financials	$524K	0.0%	545	-5%
146	$VRTX	VERTEX PHARMACEUTICALS INC / MA	Healthcare	$523K	0.0%	1,052	+10%
147	$T	AT&T INC.	Communication Services	$515K	0.0%	25K	-3%
148	$HLT	Hilton Worldwide Holdings Inc.	Consumer Discretionary	$506K	0.0%	1,532	+2%
149	$DE	DEERE & CO	Industrials	$497K	0.0%	781	+9%
150	$WELL	WELLTOWER INC.	Real Estate	$495K	0.0%	2,183	-2%

What changed in Q2 2026

Against the previous quarter's 13F: 53 new, 154 added to, 77 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.

New positions (53)

$RBLXRoblox Corp$2.2M
first bought this quarter
$ZMZoom Communications, Inc.$677K
first bought this quarter
EA SERIES TRUST - STAN SU BETA ETF$630K
first bought this quarter
$HONAHoneywell Aerospace Inc.$484K
first bought this quarter
$DDOGDatadog, Inc.$483K
first bought this quarter
$ADPAUTOMATIC DATA PROCESSING INC$394K
first bought this quarter

+47 more in the Excel export

Added to (154)

VANGUARD INDEX FDS - TOTAL STK MKT+3%
now $480.1M
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF+11%
now $136.3M
GLOBAL X FDS - CYBRSCURTY ETF+19%
now $65.8M
SELECT SECTOR SPDR TR - ST STR UTIL ETF+8%
now $87.9M
DIMENSIONAL ETF TRUST - INTL CORE EQUITY+6%
now $73.6M
$STTSTATE STREET CORP+4%
now $72.7M · held 6 qtrs, 6 adds in a row

+148 more in the Excel export

Trimmed (77)

VANECK ETF TRUST - SEMICONDUCTR ETF-31%
now $79.0M
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-74%
now $1.4M
VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX-16%
now $13.7M
ISHARES TR - ISHARES SEMICDTR-24%
now $6.1M
$COSTCOSTCO WHOLESALE CORP /NEW-44%
now $2.3M · held 10+ qtrs
ISHARES TR - CORE S&P SCP ETF-18%
now $5.6M

+71 more in the Excel export

Sold out (16)

$VCXFundrise Innovation Fund, LLCwas $1.8M
held 1 qtr
$BLDQXO Insulation, LLCwas $905K
held 9+ qtrs
VANGUARD SCOTTSDALE FDSwas $673K
VANGUARD SCOTTSDALE FDSwas $478K
VANGUARD BD INDEX FDSwas $465K
ISHARES TRwas $451K

+10 more in the Excel export

Firm AUM (Form ADV): $5.8B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Moss Adams Wealth Advisors LLC has filed, 14 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Moss Adams Wealth Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+1.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 17% over the last 4

Top 10 weight

74%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Moss Adams Wealth Advisors LLC disclosed 307 positions worth $1.6B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 53 new positions and exited 16 — including a new stake in $RBLX and a full exit from $VCX. The portfolio is most concentrated in Other (76.9% of disclosed assets). All figures are sourced directly from Moss Adams Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1661245.

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AI-Powered Hedge Fund Analysis: Moss Adams Wealth Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Moss Adams Wealth Advisors LLC (SEC CIK: 1661245), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Moss Adams Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.