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CIK: 0001661245
Total reported value
$1.5B
$1.5B
254 檔
45.1%
As reported in its official Q3 2025 Form 13F filing, Moss Adams Wealth Advisors LLC's tracked investment portfolio stood at $1.5B with 254 total positions.
In Q3 2025, Moss Adams Wealth Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 100 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 26.93% | +0.08% | +20.86% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.89% | +0.33% | +17.93% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.90% | -0.15% | +12.04% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.38% | -0.72% | +8.60% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-Other | 4.84% | -0.35% | +12.19% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.56% | -0.50% | +6.68% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.37% | +0.13% | +7.59% | |
| 8 | BUG | Global X Cybersecurity ETF | ETF-Other | 4.18% | +0.64% | +7.26% | |
| 9 | PAVE | Global X US Infrastructure | ETF-Other | 4.18% | -0.91% | +8.15% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.15% | +0.01% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | +0.01% | -3.71% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.46% | +0.11% | -3.43% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.28% | +0.03% | +0.08% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.01% | +2.78% | |
| 15 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.08% | -0.60% | -0.60% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | -0.04% | +2.51% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | -0.09% | +1.21% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.77% | +0.04% | +3.06% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.71% | — | -0.25% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | +0.03% | +0.28% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.09% | +1.82% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | -0.08% | +2.26% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +6.34% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-Other | 0.38% | -0.01% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.01% | +59.99% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.32% | — | +3.17% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.33% | EXIT | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.07% | +4.84% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.02% | -10.15% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.02% | +1.43% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.27% | -0.04% | -0.87% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.02% | +3.92% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.05% | -1.33% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.25% | +0.07% | -26.35% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | — | +0.05% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.05% | +7.31% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | +0.01% | -0.52% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | — | +4.43% | |
| 39 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.21% | -0.01% | -0.54% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.05% | +2.58% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.18% | -0.01% | -6.57% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | +0.82% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.17% | -0.01% | -1.25% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | +0.01% | +6.63% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.16% | -0.03% | +0.49% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.03% | -4.88% | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.16% | -0.17% | EXIT | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | -0.01% | +0.23% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | -0.01% | +2.89% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | +2.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +3.1% | +20.86% | Add |
| 2 | VIOO | Vanguard S&p Small-cap 600 E | +1% | -0.60% | Add |
| 3 | SMH | Vaneck Semiconductor ETF | +1% | +6.68% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +2.78% | Add |
| 5 | AVGO | Broadcom Inc | +0.2% | +2.26% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.21% | Add |
| 7 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | -26.35% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +4.84% | Add |
| 9 | IWV | Ishares Russell 3000 ETF | +0.1% | -3.43% | Add |
| 10 | PAVE | Global X US Infrastructure | +0.1% | +8.15% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +1.82% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +59.99% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | +3.92% | Add |
| 14 | KTOS | Kratos Defense & Security | +0.1% | +0.14% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.1% | +7.31% | Add |
| 16 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | +86.87% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +0.01% | Add |
| 18 | MSFT | Microsoft CORP | +0.1% | -3.71% | Add |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +4.77% | Add |
| 20 | AMD | Advanced Micro Devices | 0% | +4.30% | Add |
| 21 | AMAT | Applied Materials Inc | 0% | -3.19% | Add |
| 22 | APP | Applovin Corp-class A | 0% | +5.38% | Add |
| 23 | ETN | Eaton Corporation plc | 0% | -1.18% | Add |
| 24 | GEV | GE Vernova Inc | 0% | +3.77% | Add |
| 25 | VPU | Vanguard Utilities ETF | 0% | — | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.43% | Add |
| 27 | NFLX | Netflix Inc | 0% | +2.89% | Add |
| 28 | AOR | Ishares Core 60/40 Balanced | 0% | +34.75% | Add |
| 29 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 30 | UBER | Uber Technologies Inc | 0% | +1.50% | Add |
| 31 | GE | General Electric | 0% | +2.80% | Add |
| 32 | RNAGBP | Avidity Biosciences Inc | 0% | — | Unchanged |
| 33 | BA | Boeing Co/the | 0% | +4.01% | Add |
| 34 | BX | Blackstone Inc | 0% | +2.62% | Add |
| 35 | KLAC | Kla CORP | 0% | +1.41% | Add |
| 36 | TJX | Tjx Companies Inc | 0% | +2.53% | Add |
| 37 | MU | Micron Technology Inc | 0% | +5.82% | Trim |
| 38 | GS | Goldman Sachs Group Inc | 0% | +2.86% | Add |
| 39 | CDNS | Cadence Design Sys Inc | 0% | +4.85% | Add |
| 40 | NOW | Servicenow Inc | 0% | -2.32% | Add |
| 41 | COF | Capital One Financial CORP | 0% | -5.21% | Add |
| 42 | GD | General Dynamics CORP | 0% | +2.01% | Add |
| 43 | MO | Altria Group Inc | 0% | +3.81% | Add |
| 44 | META | Meta Platforms Inc-class A | — | +0.28% | Add |
| 45 | SOXX | Ishares Semiconductor ETF | — | -0.87% | Trim |
| 46 | QQQ | Invesco Qqq Trust Series 1 | — | +4.43% | Add |
| 47 | MS | Morgan Stanley | — | +0.49% | Add |
| 48 | GLD | Spdr Gold Shares | — | +6.63% | Add |
| 49 | C | Citigroup Inc | — | +1.42% | Trim |
| 50 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
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 254 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, JCPB, IJR) accounted for 45.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VO
市值: $1.1M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $798.4K
During Q3 2025, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (26.9%)、JCPB (8.9%)、IJR (7.9%). The largest single position, VTI, represented 26.9% of total portfolio value.
In Q3 2025, Moss Adams Wealth Advisors LLC made 195 total portfolio adjustments, initiating 50 new buys, adding to 100 positions, trimming 32 holdings, and fully liquidating 13 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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