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CIK: 0001661245
Total reported value
$1.5B
$1.5B
270 檔
50.1%
In Q1 2026, Moss Adams Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 270 disclosed stock positions.
In Q1 2026, Moss Adams Wealth Advisors LLC displayed an active expansion posture, initiating 29 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 270 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 29.56% | +0.08% | +3.15% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 9.04% | +0.33% | +2.31% | |
| 3 | PAVE | Global X US Infrastructure | ETF-Other | 6.75% | -0.91% | +2.99% | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 6.03% | -0.72% | +4.95% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.86% | -0.50% | -2.24% | |
| 6 | DFIC | Dimensional International Co | ETF-Other | 4.84% | +0.47% | +3.95% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-Other | 4.75% | -0.35% | +4.61% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.93% | +0.13% | +1.39% | |
| 9 | BUG | Global X Cybersecurity ETF | ETF-Other | 2.66% | +0.64% | -8.83% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.15% | +3.50% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +0.01% | -0.92% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.17% | +0.03% | -3.25% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.14% | +0.11% | -14.40% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.01% | +8.97% | |
| 15 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.99% | -0.60% | -5.60% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.09% | +4.67% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.04% | +3.14% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.04% | +1.51% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.09% | +4.83% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.33% | EXIT | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.03% | +4.88% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.08% | +8.27% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.42% | -0.15% | -72.52% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | +0.30% | |
| 25 | VPU | Vanguard Utilities ETF | ETF-Other | 0.37% | -0.01% | -0.30% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.02% | +5.85% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.30% | -0.04% | -0.03% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.29% | +0.07% | +10.64% | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.28% | +0.01% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.07% | +6.81% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | +0.01% | -3.04% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.02% | +6.92% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | — | +5.20% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.05% | +5.64% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | — | +5.99% | |
| 36 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.21% | +0.16% | +96.03% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.05% | +3.12% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | -1.36% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.19% | +0.01% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | -0.04% | +9.13% | |
| 41 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.19% | -0.01% | -10.09% | |
| 42 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | -0.17% | EXIT | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | +0.05% | -25.14% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | +0.01% | -1.08% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.17% | — | -74.98% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.16% | -0.03% | +1.93% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.15% | -0.01% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.15% | -0.01% | -3.20% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.15% | — | +21.07% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.14% | -0.01% | -10.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.7% | +4.95% | Add |
| 2 | PAVE | Global X US Infrastructure | +0.6% | +2.99% | Add |
| 3 | DFIC | Dimensional International Co | +0.4% | +3.95% | Add |
| 4 | XLRE | Ss Real Estate Select Sector | +0.3% | +4.61% | Add |
| 5 | SMH | Vaneck Semiconductor ETF | +0.2% | -2.24% | Trim |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +2.31% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +2.72% | Add |
| 8 | JMUB | Jpmorgan Municipal ETF | +0.1% | +96.03% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +5.85% | Add |
| 10 | JNJ | Johnson & Johnson | 0% | +5.20% | Add |
| 11 | WMT | Walmart Inc | 0% | +5.64% | Add |
| 12 | CVX | Chevron CORP | 0% | +9.24% | Add |
| 13 | SNDK | Sandisk CORP | 0% | +7.11% | Add |
| 14 | MU | Micron Technology Inc | 0% | +16.86% | Add |
| 15 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 16 | SOXX | Ishares Semiconductor ETF | 0% | -0.03% | Trim |
| 17 | VTEC | Vanguard Ca Tax-ex Bond | 0% | +63.00% | Add |
| 18 | AOA | Ishares Core 80/20 Aggressiv | 0% | +21.07% | Add |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +10.64% | Add |
| 20 | VPU | Vanguard Utilities ETF | 0% | -0.30% | Trim |
| 21 | NVDA | Nvidia CORP | 0% | +8.97% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +2.64% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | +5.23% | Add |
| 24 | LIN | Linde plc | 0% | +33.56% | Add |
| 25 | GEV | GE Vernova Inc | 0% | +7.18% | Add |
| 26 | PG | Procter & Gamble Co/the | 0% | +30.28% | Add |
| 27 | LRCX | Lam Research CORP | 0% | +17.10% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +6.50% | Add |
| 29 | VO | Vanguard Mid-cap ETF | 0% | +21.85% | Add |
| 30 | WDC | Western Digital CORP | 0% | +2.72% | Add |
| 31 | KO | Coca-cola Co/the | 0% | +7.83% | Add |
| 32 | NFLX | Netflix Inc | 0% | +6.19% | Add |
| 33 | AOR | Ishares Core 60/40 Balanced | 0% | +15.48% | Add |
| 34 | T | At&t Inc | 0% | +16.71% | Add |
| 35 | VZ | Verizon Communications Inc | 0% | +19.60% | Add |
| 36 | INTC | Intel CORP | 0% | +15.01% | Add |
| 37 | PFE | Pfizer Inc | 0% | +11.78% | Add |
| 38 | COP | Conocophillips | 0% | +19.35% | Add |
| 39 | SPEM | State Street Sp Ptf Em ETF | 0% | +1.51% | Add |
| 40 | GLW | Corning Inc | 0% | +0.83% | Add |
| 41 | NEE | Nextera Energy Inc | 0% | +7.60% | Add |
| 42 | GLD | Spdr Gold Shares | 0% | -1.08% | Trim |
| 43 | ETN | Eaton Corporation plc | 0% | +15.76% | Add |
| 44 | AMGN | Amgen Inc | 0% | +5.72% | Add |
| 45 | HON | Honeywell International Inc | 0% | +1.33% | Add |
| 46 | KLAC | Kla CORP | 0% | +2.02% | Add |
| 47 | FDX | Fedex CORP | 0% | +3.74% | Add |
| 48 | GILD | Gilead Sciences Inc | 0% | +9.24% | Add |
| 49 | LMT | Lockheed Martin CORP | 0% | +18.17% | Add |
| 50 | LASR | Nlight Inc | 0% | — | 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 270 disclosed positions in Q1 2026.
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 50.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
CIBR
市值: $3.8M
Top Position Liquidated / Trimmed
RNAGBP
前期市值: $1.6M
During Q1 2026, Moss Adams Wealth Advisors LLC's top holdings by market value included VTI (29.6%)、JCPB (9.0%)、PAVE (6.8%). The largest single position, VTI, represented 29.6% of total portfolio value.
In Q1 2026, Moss Adams Wealth Advisors LLC made 194 total portfolio adjustments, initiating 29 new buys, adding to 99 positions, trimming 46 holdings, and fully liquidating 20 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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