Moss Adams Wealth Advisors LLC
CIK: 0001661245SEC EDGAR →
Portfolio Value
$1.4B
Holdings
262
As of
Q4 2025
New Positions
262
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,221,479 | $409.5M | 29.69% |
| 2 | J P MORGAN EXCHANGE TRADED F | 2,566,057 | $121.8M | 8.83% |
| 3 | GLOBAL X FDS | 1,764,263 | $84.8M | 6.15% |
| 4 | SELECT SECTOR SPDR TR | 1,712,726 | $73.1M | 5.30% |
| 5 | VANECK ETF TRUST | 177,432 | $63.9M | 4.63% |
| 6 | DIMENSIONAL ETF TRUST | 1,791,845 | $61.7M | 4.48% |
| 7 | SELECT SECTOR SPDR TR | 1,519,555 | $61.3M | 4.44% |
| 8 | SELECT SECTOR SPDR TR | 477,887 | $56.3M | 4.08% |
| 9 | GLOBAL X FDS | 1,586,531 | $48.3M | 3.50% |
| 10 | APPLE INC | 103,482 | $28.1M | 2.04% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (262)
$409.5M · 1.2M shares
$121.8M · 2.6M shares
$84.8M · 1.8M shares
$73.1M · 1.7M shares
$63.9M · 177K shares
$61.7M · 1.8M shares
$61.3M · 1.5M shares
$56.3M · 478K shares
$48.3M · 1.6M shares
$28.1M · 103K shares
$22.0M · 46K shares
$20.1M · 168K shares
$18.9M · 49K shares
$16.0M · 361K shares
$14.2M · 76K shares
$13.8M · 125K shares
$12.7M · 41K shares
$11.3M · 49K shares
$10.0M · 214K shares
$9.2M · 48K shares
$8.3M · 27K shares
$7.1M · 11K shares
$6.3M · 18K shares
$5.6M · 9K shares
$4.7M · 26K shares
$4.5M · 38K shares
$4.2M · 9K shares
$4.0M · 6K shares
$3.8M · 12K shares
$3.7M · 11K shares
$3.6M · 45K shares
$3.5M · 4K shares
$3.4M · 24K shares
$3.1M · 5K shares
$2.9M · 6K shares
$2.9M · 5K shares
$2.8M · 63K shares
$2.8M · 3K shares
$2.8M · 8K shares
$2.5M · 23K shares
$2.5M · 25K shares
$2.4M · 12K shares
$2.3M · 13K shares
$2.3M · 12K shares
$2.2M · 5K shares
$2.2M · 7K shares
$2.1M · 20K shares
$2.1M · 21K shares
$2.0M · 3K shares
$1.9M · 5K shares
$1.8M · 3K shares
$1.7M · 2K shares
$1.7M · 19K shares
$1.6M · 22K shares
$1.6M · 5K shares
$1.5M · 20K shares
$1.5M · 14K shares
$1.5M · 23K shares
$1.5M · 6K shares
$1.5M · 29K shares
$1.4M · 15K shares
$1.4M · 8K shares
$1.4M · 11K shares
$1.4M · 12K shares
$1.3M · 17K shares
$1.3M · 6K shares
$1.3M · 24K shares
$1.3M · 4K shares
$1.2M · 3K shares
$1.2M · 10K shares
$1.2M · 8K shares
$1.2M · 4K shares
$1.1M · 16K shares
$1.1M · 1K shares
$1.1M · 12K shares
$1.1M · 5K shares
$1.1M · 3K shares
$1.1M · 4K shares
$1.1M · 4K shares
$1.1M · 6K shares
$1.1M · 7K shares
$994K · 3K shares
$985K · 3K shares
$959K · 5K shares
$926K · 14K shares
$924K · 4K shares
$912K · 3K shares
$905K · 4K shares
$879K · 10K shares
$876K · 998 shares
$874K · 6K shares
$870K · 19K shares
$856K · 10K shares
$839K · 5K shares
$836K · 4K shares
$812K · 2K shares
$802K · 5K shares
$798K · 3K shares
$776K · 5K shares
$761K · 3K shares
$751K · 1K shares
$750K · 4K shares
$748K · 1K shares
$734K · 4K shares
$697K · 13K shares
$695K · 28K shares
$677K · 8K shares
$676K · 10K shares
$661K · 982 shares
$653K · 7K shares
$638K · 2K shares
$636K · 975 shares
$625K · 11K shares
$621K · 4K shares
$621K · 17K shares
$601K · 495 shares
$594K · 3K shares
$565K · 3K shares
$557K · 986 shares
$553K · 517 shares
$553K · 6K shares
$547K · 4K shares
$545K · 4K shares
$544K · 22K shares
$542K · 6K shares
$534K · 6K shares
$533K · 2K shares
$525K · 8K shares
$524K · 98 shares
$521K · 999 shares
$513K · 3K shares
$506K · 1K shares
$499K · 4K shares
$492K · 5K shares
$490K · 13K shares
$483K · 2K shares
$482K · 2K shares
$480K · 8K shares
$479K · 593 shares
$475K · 2K shares
$472K · 2K shares
$458K · 5K shares
$457K · 3K shares
$443K · 2K shares
$443K · 9K shares
$434K · 1K shares
$434K · 8K shares
$433K · 575 shares
$427K · 4K shares
$425K · 3K shares
$424K · 1K shares
$421K · 17K shares
$415K · 2K shares
$413K · 2K shares
$412K · 3K shares
$411K · 679 shares
$408K · 2K shares
$399K · 10K shares
$397K · 1K shares
$397K · 4K shares
$391K · 2K shares
$390K · 4K shares
$385K · 18K shares
$383K · 848 shares
$381K · 1K shares
$378K · 432 shares
$376K · 1K shares
$375K · 111 shares
$374K · 3K shares
$371K · 4K shares
$368K · 788 shares
$365K · 541 shares
$360K · 6K shares
$359K · 2K shares
$358K · 3K shares
$351K · 5K shares
$350K · 8K shares
$349K · 2K shares
$345K · 2K shares
$341K · 2K shares
$340K · 2K shares
$333K · 2K shares
$330K · 403 shares
$330K · 677 shares
$329K · 1K shares
$327K · 536 shares
$327K · 931 shares
$320K · 687 shares
$315K · 2K shares
$315K · 2K shares
$308K · 5K shares
$304K · 654 shares
$303K · 2K shares
$302K · 858 shares
$300K · 6K shares
$300K · 1K shares
$296K · 5K shares
$295K · 3K shares
$294K · 2K shares
$293K · 2K shares
$293K · 10K shares
$292K · 13K shares
$289K · 5K shares
$288K · 9K shares
$287K · 742 shares
$285K · 560 shares
$280K · 1K shares
$274K · 163 shares
$273K · 3K shares
$272K · 1K shares
$270K · 4K shares
$269K · 3K shares
$268K · 1K shares
$263K · 545 shares
$261K · 4K shares
$259K · 2K shares
$258K · 2K shares
$258K · 3K shares
$255K · 3K shares
$253K · 1K shares
$252K · 538 shares
$251K · 3K shares
$251K · 1K shares
$247K · 324 shares
$244K · 2K shares
$242K · 2K shares
$239K · 3K shares
$236K · 11K shares
$236K · 1K shares
$235K · 6K shares
$235K · 2K shares
$234K · 918 shares
$234K · 10K shares
$234K · 3K shares
$228K · 791 shares
$227K · 649 shares
$225K · 1K shares
$221K · 1K shares
$218K · 849 shares
$217K · 648 shares
$217K · 768 shares
$216K · 2K shares
$216K · 2K shares
$216K · 2K shares
$215K · 2K shares
$207K · 708 shares
$206K · 356 shares
$205K · 7K shares
$205K · 2K shares
$204K · 6K shares
$202K · 822 shares
$202K · 5K shares
$200K · 2K shares
$199K · 351 shares
$186K · 14K shares
$152K · 15K shares
$93K · 11K shares
$73K · 13K shares
$42K · 25K shares
$24K · 13K shares
$22K · 20K shares
$20K · 26K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $1.1B | 77.2% |
| Technology | 42 | $97.6M | 7.1% |
| Unknown | 10 | $97.1M | 7.0% |
| Communication Services | 11 | $32.1M | 2.3% |
| Consumer Cyclical | 20 | $24.7M | 1.8% |
| Healthcare | 29 | $23.2M | 1.7% |
| Industrials | 33 | $18.2M | 1.3% |
| Consumer Defensive | 9 | $9.8M | 0.7% |
| Energy | 7 | $6.9M | 0.5% |
| Utilities | 5 | $2.4M | 0.2% |
| Real Estate | 6 | $1.6M | 0.1% |
| Basic Materials | 2 | $877K | 0.1% |