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CIK: 0001661245
Total reported value
$1.5B
$1.5B
262 檔
49.1%
The Q4 2025 SEC filing reveals that Moss Adams Wealth Advisors LLC held a total portfolio value of $1.5B, covering 262 public equity positions.
In Q4 2025, Moss Adams Wealth Advisors LLC displayed an active expansion posture, initiating 23 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.69% | +0.08% | +16.30% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.83% | +0.33% | +7.04% | |
| 3 | PAVE | Global X US Infrastructure | ETF-Other | 6.15% | -0.91% | +56.67% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.30% | -0.72% | +116.66% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.63% | -0.50% | -0.97% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 4.48% | +0.47% | +12131.02% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-Other | 4.44% | -0.35% | +3.15% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 4.08% | +0.13% | +0.94% | |
| 9 | BUG | Global X Cybersecurity ETF | ETF-Other | 3.50% | +0.64% | +4.08% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.15% | -1.64% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | +0.01% | +0.59% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.46% | -0.15% | -80.33% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.37% | +0.11% | -0.98% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.16% | +0.03% | -5.93% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.01% | -1.61% | |
| 16 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.00% | -0.60% | -0.24% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | -0.09% | -1.62% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.04% | +0.18% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.73% | +0.04% | +1.75% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | — | -0.13% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.09% | +1.01% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | +0.03% | +7.03% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | -0.08% | +0.81% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | +2.00% | |
| 25 | VPU | Vanguard Utilities ETF | ETF-Other | 0.34% | -0.01% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.33% | EXIT | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.07% | +3.50% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | -8.25% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.27% | -0.04% | -2.59% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.02% | +3.02% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.26% | +0.07% | +14.09% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.02% | -0.84% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.05% | +112.06% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | — | -2.61% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.21% | +0.01% | -0.46% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | — | +0.21% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.21% | -0.01% | +6.39% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | -0.04% | +6.43% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.05% | -1.23% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.05% | +3.18% | |
| 41 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | -0.17% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | — | -2.23% | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.17% | -0.03% | -0.38% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.02% | -2.03% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.16% | +0.01% | -8.22% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.03% | +1.81% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | -0.01% | -6.13% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | -0.01% | -0.35% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | +0.04% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | -0.01% | -4.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +4.4% | +12131.02% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +2.8% | +16.30% | Add |
| 3 | PAVE | Global X US Infrastructure | +2% | +56.67% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.62% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | +1.01% | Add |
| 6 | SMH | Vaneck Semiconductor ETF | +0.1% | -0.97% | Trim |
| 7 | LLY | Eli Lilly & Co | +0.1% | +6.43% | Add |
| 8 | RNAGBP | Avidity Biosciences Inc | 0% | — | Unchanged |
| 9 | MU | Micron Technology Inc | 0% | +11.15% | Add |
| 10 | AMD | Advanced Micro Devices | 0% | +16.86% | Add |
| 11 | UPS | United Parcel Service-cl B | 0% | +4.45% | Add |
| 12 | MRK | Merck & Co. Inc. | 0% | +1.47% | Add |
| 13 | REGN | Regeneron Pharmaceuticals | 0% | -0.75% | Trim |
| 14 | DHR | Danaher CORP | 0% | +17.45% | Add |
| 15 | XOM | Exxon Mobil CORP | 0% | +3.64% | Add |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +14.09% | Add |
| 17 | CAT | Caterpillar Inc | 0% | +27.11% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | 0% | +26.51% | Add |
| 19 | MS | Morgan Stanley | 0% | -0.38% | Trim |
| 20 | AMAT | Applied Materials Inc | 0% | +3.15% | Add |
| 21 | BAC | Bank Of America CORP | 0% | +11.86% | Add |
| 22 | C | Citigroup Inc | 0% | +1.49% | Add |
| 23 | ISRG | Intuitive Surgical Inc | 0% | +16.00% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +1.75% | Add |
| 25 | AZO | Autozone Inc | 0% | +126.53% | Add |
| 26 | AMGN | Amgen Inc | 0% | +1.02% | Add |
| 27 | NTRA | Natera Inc | 0% | -6.22% | Trim |
| 28 | VRTX | Vertex Pharmaceuticals Inc | 0% | +35.03% | Add |
| 29 | LRCX | Lam Research CORP | 0% | +3.45% | Add |
| 30 | CRM | Salesforce Inc | 0% | +3.33% | Add |
| 31 | RTX | Rtx CORP | 0% | +2.29% | Add |
| 32 | AXP | American Express Co | 0% | +3.73% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | +9.41% | Add |
| 34 | PH | Parker Hannifin CORP | 0% | +11.34% | Add |
| 35 | PCAR | Paccar Inc | 0% | +13.47% | Add |
| 36 | NEM | Newmont CORP | 0% | +7.60% | Add |
| 37 | GEV | GE Vernova Inc | 0% | +4.17% | Add |
| 38 | WELL | Welltower Inc | 0% | +13.80% | Add |
| 39 | INTC | Intel CORP | 0% | +1.75% | Add |
| 40 | SOXX | Ishares Semiconductor ETF | — | -2.59% | Trim |
| 41 | WMT | Walmart Inc | — | +3.18% | Add |
| 42 | XLK | Ss Technology Select Sector | — | +112.06% | Add |
| 43 | JNJ | Johnson & Johnson | — | -2.23% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | — | +3.02% | Add |
| 45 | ASML | ASML Holding N.V. | — | — | Unchanged |
| 46 | GS | Goldman Sachs Group Inc | — | +10.89% | Add |
| 47 | IBM | Intl Business Machines CORP | — | +1.81% | Add |
| 48 | RWO | State Street Spdr Dow Jones | — | +6.39% | Add |
| 49 | WFC | Wells Fargo & Co | — | +0.98% | Add |
| 50 | ROK | Rockwell Automation Inc | — | +1.83% | Add |
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 262 disclosed positions in Q4 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, PAVE) accounted for 49.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
JMUB
市值: $1.5M
Top Position Liquidated / Trimmed
HSY
前期市值: $297.1K
During Q4 2025, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (29.7%)、JCPB (8.8%)、PAVE (6.2%). The largest single position, VTI, represented 29.7% of total portfolio value.
In Q4 2025, Moss Adams Wealth Advisors LLC made 194 total portfolio adjustments, initiating 23 new buys, adding to 98 positions, trimming 57 holdings, and fully liquidating 16 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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