Moss Adams Wealth Advisors LLC
Q3 2026 13F filing
Updated 8 days ago506 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $461.5M | 1.23M | 30.08% | Trimmed(-5.0%) |
| 2 | J J P MORGAN EXCHANGE TRADED F | $135.7M | 3.03M | 8.84% | Added(+4.4%) |
| 3 | ? N/A GLOBAL X FDS | $90.5M | 1.72M | 5.90% | Trimmed(-6.7%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $77.8M | 2.07M | 5.07% | Added(+4.7%) |
| 5 | S SELECT SECTOR SPDR TR | $73.3M | 1.86M | 4.77% | Trimmed(-4.2%) |
| 6 | ? N/A GLOBAL X FDS | $72.8M | 1.58M | 4.75% | Trimmed(-8.5%) |
| 7 | H VANECK ETF TRUST | $68.1M | 111.9K | 4.44% | Trimmed(-7.2%) |
| 8 | S SELECT SECTOR SPDR TR | $64.2M | 1.57M | 4.19% | Trimmed(-4.9%) |
| 9 | S SELECT SECTOR SPDR TR | $53.8M | 484.8K | 3.51% | Trimmed(-3.9%) |
| 10 | S SPDR SERIES TRUST | $30.8M | 195.6K | 2.01% | — |
| 11 | E ISHARES TR | $18.8M | 43.5K | 1.22% | Added(+4.0%) |
| 12 | A APPLE INC | $17.3M | 52.0K | 1.13% | Trimmed(-19.6%) |
| 13 | S SPDR INDEX SHS FDS | $17M | 338.2K | 1.11% | Trimmed(-1.8%) |
| 14 | N NVIDIA CORPORATION | $15.5M | 67.6K | 1.01% | Added(+207.1%) |
| 15 | A APPLE INC | $13.7M | 41.2K | 0.89% | Trimmed(-36.3%) |
| 16 | S SPDR INDEX SHS FDS | $12M | 231.5K | 0.78% | Added(+1.3%) |
| 17 | M MICROSOFT CORP | $10.6M | 20.6K | 0.69% | Trimmed(-22.5%) |
| 18 | V VANGUARD INDEX FDS | $7.3M | 10.4K | 0.48% | Added(+0.2%) |
| 19 | A AMAZON COM INC | $7.1M | 28.6K | 0.46% | Added(+17.2%) |
| 20 | G ALPHABET INC | $7M | 20.2K | 0.45% | Trimmed(-19.4%) |
| 21 | J J P MORGAN EXCHANGE TRADED F | $6.9M | 144.6K | 0.45% | Added(+56.1%) |
| 22 | G ALPHABET INC | $6.5M | 18.8K | 0.42% | Trimmed(-25.1%) |
| 23 | M MICROSOFT CORP | $6.1M | 11.8K | 0.40% | Trimmed(-55.5%) |
| 24 | E ISHARES TR | $5.8M | 74.6K | 0.38% | Added(+19.3%) |
| 25 | E ISHARES TR | $5.3M | 9.2K | 0.34% | Trimmed(-2.9%) |
| 26 | A BROADCOM INC | $4.7M | 13.4K | 0.31% | Added(+81.4%) |
| 27 | M META PLATFORMS INC | $4.6M | 6.4K | 0.30% | Added(+37.8%) |
| 28 | V VANGUARD WORLD FD | $4.6M | 26.9K | 0.30% | Added(+5.3%) |
| 29 | S SELECT SECTOR SPDR TR | $4.4M | 22.5K | 0.29% | Added(+11.0%) |
| 30 | G ALPHABET INC | $4.4M | 12.8K | 0.28% | Trimmed(-22.6%) |
| 31 | S STATE STR SPDR S&P 500 ETF T | $4.1M | 5.4K | 0.27% | Trimmed(-1.9%) |
| 32 | A AMAZON COM INC | $4M | 15.9K | 0.26% | Trimmed(-35.0%) |
| 33 | G ALPHABET INC | $3.9M | 11.5K | 0.26% | Trimmed(-30.5%) |
| 34 | X EXXONMOBIL HOLDINGS CORP | $3.9M | 23.8K | 0.25% | — |
| 35 | V VANGUARD ADMIRAL FDS INC | $3.9M | 30.5K | 0.25% | Trimmed(-69.3%) |
| 36 | M MICRON TECHNOLOGY INC | $3.5M | 3.3K | 0.23% | Added(+161.3%) |
| 37 | Q INVESCO QQQ TR | $3.2M | 4.4K | 0.21% | Trimmed(-2.2%) |
| 38 | E ISHARES TR | $3.1M | 24.9K | 0.20% | Unchanged |
| 39 | E ISHARES TR | $3M | 22.4K | 0.20% | Trimmed(-40.9%) |
| 40 | J JPMORGAN CHASE & CO | $3M | 9.2K | 0.20% | Added(+146.4%) |
| 41 | A ADVANCED MICRO DEVICES INC | $2.9M | 4.8K | 0.19% | Added(+174.3%) |
| 42 | A ASML HLDG NV | $2.9M | 1.6K | 0.19% | Trimmed(-0.4%) |
| 43 | V VANGUARD CALIF TAX FREE FDS | $2.9M | 30.4K | 0.19% | Added(+139.5%) |
| 44 | T TESLA INC | $2.7M | 7.6K | 0.18% | Added(+179.6%) |
| 45 | L ELI LILLY & CO | $2.6M | 2.2K | 0.17% | Trimmed(-14.2%) |
| 46 | I INVESCO EXCHANGE TRADED FD T | $2.5M | 11.9K | 0.16% | Trimmed(-0.8%) |
| 47 | D SPDR INDEX SHS FDS | $2.5M | 53.1K | 0.16% | Trimmed(-4.8%) |
| 48 | L ELI LILLY & CO | $2.4M | 2.1K | 0.16% | Trimmed(-21.3%) |
| 49 | E ISHARES TR | $2.1M | 21.2K | 0.13% | Added(+0.9%) |
| 50 | G SPDR GOLD TR | $2M | 5.3K | 0.13% | Trimmed(-2.6%) |