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CIK: 0001661245
Total reported value
$1.5B
$1.5B
255 檔
36.3%
At the close of Q2 2025, Moss Adams Wealth Advisors LLC disclosed equity holdings valued at approximately $1.5B, spread across 255 reported holdings.
During Q2 2025, Moss Adams Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.04% | +0.08% | +5.39% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.69% | +0.33% | +0.80% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.55% | -0.15% | -8.78% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.40% | -0.72% | +0.69% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-Other | 4.94% | -0.35% | +3.79% | |
| 6 | BUG | Global X Cybersecurity ETF | ETF-Other | 4.79% | +0.64% | +1.57% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.34% | +0.13% | +1.50% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.25% | -0.50% | +4.18% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 4.13% | -0.91% | +1.49% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | +0.01% | +4.42% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.96% | +0.15% | +20.44% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.63% | +0.11% | +26.68% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.41% | +0.03% | +1.23% | |
| 14 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.16% | -0.60% | +1476.10% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.01% | +10.94% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.04% | +9.62% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.79% | — | -0.34% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.79% | +0.04% | -36.20% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.03% | +5.17% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | -0.09% | +7.60% | |
| 21 | SLV | Ishares Silver Trust | ETF-Commodities | 0.46% | — | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.08% | +16.76% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +1.03% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.09% | +6.16% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.02% | +4.31% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-Other | 0.41% | -0.01% | +25.94% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.39% | +0.07% | +320.42% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.33% | EXIT | |
| 29 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.33% | — | +2.09% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.02% | +9.31% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.28% | — | +10.62% | |
| 32 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.28% | — | — | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.28% | -0.04% | -6.49% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.05% | +1.76% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.07% | +20.23% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.24% | +0.01% | -14.81% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.05% | +24.49% | |
| 38 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.24% | -0.01% | -20.49% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.24% | -0.17% | EXIT | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | — | +3.19% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.23% | -0.02% | +6.53% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | +0.01% | +2.29% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.22% | -0.01% | -27.31% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | -0.04% | +4.95% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.20% | -0.03% | +2.19% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.01% | -2.12% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.19% | — | +2.01% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.05% | +3.46% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.19% | -0.01% | +7.81% | |
| 50 | SLVR | Sprott Slvr Miner & Phy Slvr | ETF-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Moss Adams Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 255 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, JCPB, IJR) accounted for 36.3% of total reported equity market value during Q2 2025.
During Q2 2025, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (24.0%)、JCPB (8.7%)、IJR (7.5%). The largest single position, VTI, represented 24.0% of total portfolio value.
In Q2 2025, Moss Adams Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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