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Moss Adams Wealth Advisors LLC → HODL

Moss Adams Wealth Advisors LLC HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
5
Latest value
$68.1M
Q3 2026
Peak value
$79M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$63.9M
Q1 2026$66.5M
Q2 2026$79M
Q3 2026$4K
Q3 2026$68.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$68.1M111.9K——
Q3 2026$4K6——
Q2 2026$79M120.5K——
Q1 2026$66.5M173.5K——
Q4 2025$63.9M177.4K——

Other funds holding HODL

Other Moss Adams Wealth Advisors LLC positions

VGES

VANGUARD INDEX FDS

$480.1M
VGES

VANGUARD INDEX FDS

$461.5M
VGES

VANGUARD INDEX FDS

$409.5M
VGES

VANGUARD INDEX FDS

$404.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$136.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$135.7M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$123.6M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$121.8M