Moss Adams Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.37B
Q ending 2026-03-31
Prior quarter
$1.38B
Q ending 2025-12-31
Change
-0.9% QoQ · +44.0% YoY
Positions
270
reported holdings
Largest positions
Top 100 of 270 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $404.2M | 1.3M |
| J P Morgan Exchange Traded F | JCPB | Shares | $123.6M | 2.6M |
| Global X Fds | PAVE | Shares | $92.3M | 1.8M |
| Select Sector Spdr Tr | XLU | Shares | $82.5M | 1.8M |
| Vaneck Etf Trust | SMH | Shares | $66.5M | 173K |
| Dimensional Etf Trust | DFIC | Shares | $66.2M | 1.9M |
| Select Sector Spdr Tr | XLRE | Shares | $64.9M | 1.6M |
| Select Sector Spdr Tr | XLC | Shares | $53.7M | 485K |
| Global X Fds | BUG | Shares | $36.3M | 1.4M |
| Apple Inc | AAPL | Shares | $27.2M | 107K |
| Microsoft Corp | MSFT | Shares | $16.7M | 45K |
| Spdr Index Shs Fds | SPDW | Shares | $16.0M | 350K |
| Ishares Tr | IWV | Shares | $15.5M | 42K |
| Nvidia Corporation | NVDA | Shares | $14.4M | 83K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $13.5M | 118K |
| Alphabet Inc | GOOGL | Shares | $12.2M | 42K |
| Amazon Com Inc | AMZN | Shares | $10.5M | 50K |
| Spdr Index Shs Fds | SPEM | Shares | $10.2M | 217K |
| Alphabet Inc | GOOG | Shares | $8.0M | 28K |
| Exxon Mobil Corp | XOM | Shares | $6.5M | 39K |
| Meta Platforms Inc | META | Shares | $6.5M | 11K |
| Broadcom Inc | AVGO | Shares | $6.1M | 20K |
| Ishares Tr | IJR | Shares | $5.7M | 46K |
| Vanguard Index Fds | VOO | Shares | $5.3M | 9K |
| Vanguard World Fd | VPU | Shares | $5.1M | 26K |
| Costco Wholesale Corporation | COST | Shares | $4.3M | 4K |
| Ishares Tr | SOXX | Shares | $4.1M | 12K |
| Ishares Tr | HYG | Shares | $3.9M | 49K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $3.8M | 61K |
| Tesla Inc | TSLA | Shares | $3.7M | 10K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.7M | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $3.6M | 12K |
| Johnson & Johnson | JNJ | Shares | $3.0M | 12K |
| Walmart Inc | WMT | Shares | $3.0M | 24K |
| Mastercard Incorporated | MA | Shares | $2.9M | 6K |
| J P Morgan Exchange Traded F | JMUB | Shares | $2.8M | 57K |
| Home Depot Inc | HD | Shares | $2.7M | 8K |
| Invesco Qqq Tr | QQQ | Shares | $2.7M | 5K |
| Ishares Tr | IWF | Shares | $2.7M | 6K |
| Eli Lilly & Co | LLY | Shares | $2.6M | 3K |
| Spdr Index Shs Fds | RWO | Shares | $2.6M | 57K |
| United Parcel Svcs Inc | UPS | Shares | $2.5M | 25K |
| Select Sector Spdr Tr | XLK | Shares | $2.4M | 18K |
| Spdr Gold Tr | GLD | Shares | $2.3M | 5K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.3M | 12K |
| Morgan Stanley | MS | Shares | $2.2M | 13K |
| Asml Hldg Nv | Shares | $2.1M | 2K | |
| Ishares Tr | AGG | Shares | $2.1M | 21K |
| Ishares Tr | AOA | Shares | $2.0M | 23K |
| Ishares Tr | MUB | Shares | $1.9M | 18K |
| Ishares Tr | IVV | Shares | $1.9M | 3K |
| Oracle Corp | ORCL | Shares | $1.8M | 12K |
| International Business Machs | IBM | Shares | $1.8M | 7K |
| Merck & Co Inc | MRK | Shares | $1.8M | 15K |
| Fundrise Innovation Fd Llc | VCX | Shares | $1.8M | 13K |
| Ishares Tr | AOR | Shares | $1.7M | 26K |
| Netflix Inc. | NFLX | Shares | $1.6M | 16K |
| Chevron Corporation | CVX | Shares | $1.6M | 8K |
| Abbvie Inc | ABBV | Shares | $1.5M | 7K |
| Visa Inc | V | Shares | $1.5M | 5K |
| Micron Technology Inc | MU | Shares | $1.5M | 4K |
| Cisco Sys Inc | CSCO | Shares | $1.4M | 19K |
| Kratos Defense & Sec Solutio | KTOS | Shares | $1.4M | 20K |
| Coca Cola Co | KO | Shares | $1.4M | 18K |
| Vanguard Index Fds | VO | Shares | $1.3M | 5K |
| Mcdonalds Corp | MCD | Shares | $1.3M | 4K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| Ishares Tr | IVW | Shares | $1.3M | 11K |
| Amgen Inc | AMGN | Shares | $1.2M | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $1.2M | 6K |
| Palantir Technologies Inc | PLTR | Shares | $1.2M | 8K |
| Intercontinental Exchange In | ICE | Shares | $1.2M | 8K |
| Bank America Corp | BAC | Shares | $1.2M | 25K |
| Rtx Corporation | RTX | Shares | $1.2M | 6K |
| Intuit | INTU | Shares | $1.2M | 3K |
| Regeneron Pharmaceuticals | REGN | Shares | $1.2M | 1K |
| Procter & Gamble Co | PG | Shares | $1.1M | 8K |
| Unitedhealth Group Inc | UNH | Shares | $1.1M | 4K |
| Ge Aerospace | GE | Shares | $1.0M | 4K |
| Quest Diagnostics Inc | DGX | Shares | $1.0M | 5K |
| Abbott Laboratories | ABT | Shares | $1.0M | 10K |
| Citigroup Inc | C | Shares | $998K | 9K |
| Caterpillar Inc | CAT | Shares | $987K | 1K |
| Honeywell Intl Inc | HONGBP | Shares | $982K | 4K |
| Autodesk Inc | ADSK | Shares | $977K | 4K |
| Goldman Sachs Group Inc | GS | Shares | $960K | 1K |
| Ishares Tr | IVE | Shares | $955K | 5K |
| Philip Morris Intl Inc | PM | Shares | $955K | 6K |
| Wells Fargo & Co | WFC | Shares | $938K | 12K |
| Ge Vernova Inc | GEV | Shares | $913K | 1K |
| Rockwell Automation Inc | ROK | Shares | $907K | 3K |
| Topbuild Cor | BLD* | Shares | $905K | 3K |
| Vanguard Calif Tax Free Fds | VTEC | Shares | $892K | 9K |
| Ishares Tr | IEFA | Shares | $890K | 10K |
| Ishares Inc | IEMG | Shares | $884K | 13K |
| Pfizer Inc | PFE | Shares | $877K | 31K |
| Tjx Cos Inc New | TJX | Shares | $875K | 5K |
| Danaher Corp Del | DHR | Shares | $869K | 5K |
| Nextera Energy Inc | NEE | Shares | $845K | 9K |
| Boeing Co | BA | Shares | $841K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.