13F Insight
DOSSIER · 13F-HR · Q1 2026

Moss Adams Wealth Advisors LLC

$1.4B in tracked AUM across 462 positions as of Q1 2026.

MA
CIK 0001661245 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
462
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Moss Adams Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$404M1.3M29.6%02
JCPB
J P MORGAN EXCHANGE TRADED F
$124M2.6M9.0%03
PAVE
GLOBAL X FDS
$92M1.8M6.8%04
XLU
SELECT SECTOR SPDR TR
$82M1.8M6.0%05
SMH
VANECK ETF TRUST
$67M173K4.9%06
DFIC
DIMENSIONAL ETF TRUST
$66M1.9M4.8%07
XLRE
SELECT SECTOR SPDR TR
$65M1.6M4.7%08
XLC
SELECT SECTOR SPDR TR
$54M485K3.9%09
BUG
GLOBAL X FDS
$36M1.4M2.7%10
AAPL
APPLE INC
$27M107K2.0%

Filing history

2026Q1Mar 31
$1.4B▼ 0.9%
462 positionsView →2025Q4Dec 31
$1.4B▲ 7.5%
447 positionsView →2025Q3Sep 30
$1.3B▲ 16.5%
433 positionsView →2025Q2Jun 30
$1.1B▲ 16.0%
432 positionsLocked2025Q1Mar 31
$950M▲ 0.4%
367 positionsLocked2024Q4Dec 31
$946M▲ 3.6%
348 positionsLocked2024Q3Sep 30
$913M▲ 26.1%
344 positionsLocked2024Q2Jun 30
$725M▲ 16.4%
290 positionsLocked2024Q1Mar 31
$622M▲ 29.8%
250 positionsLocked2023Q4Dec 31
$480M▲ 63.7%
190 positionsLocked2023Q3Sep 30
$293M▼ 4.4%
221 positionsLocked2023Q2Jun 30
$306M▲ 4.4%
180 positionsLocked
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