Moss Adams Wealth Advisors LLC

Institutional manager (13F) · CIK 1661245

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$404M	1,259,916
2	J P MORGAN EXCHANGE TRADED F	$124M	2,625,401
3	GLOBAL X FDS	$92M	1,816,958
4	SELECT SECTOR SPDR TR	$82M	1,797,461
5	VANECK ETF TRUST	$67M	173,466
6	DIMENSIONAL ETF TRUST	$66M	1,862,542
7	SELECT SECTOR SPDR TR	$65M	1,589,587
8	SELECT SECTOR SPDR TR	$54M	484,524
9	GLOBAL X FDS	$36M	1,446,480
10	APPLE INC	$27M	107,100
11	MICROSOFT CORP	$17M	45,171
12	SPDR INDEX SHS FDS	$16M	349,628
13	ISHARES TR	$16M	41,931
14	NVIDIA CORPORATION	$14M	82,748
15	VANGUARD ADMIRAL FDS INC	$14M	117,816
16	ALPHABET INC	$12M	42,392
17	AMAZON COM INC	$10M	50,320
18	SPDR INDEX SHS FDS	$10M	216,958
19	ALPHABET INC	$8M	27,872
20	EXXON MOBIL CORP	$7M	38,547
21	META PLATFORMS INC	$6M	11,341
22	BROADCOM INC	$6M	19,786
23	ISHARES TR	$6M	46,047
24	VANGUARD INDEX FDS	$5M	8,886
25	VANGUARD WORLD FD	$5M	25,569
26	COSTCO WHOLESALE CORPORATION	$4M	4,358
27	ISHARES TR	$4M	12,475
28	ISHARES TR	$4M	49,487
29	FIRST TR EXCHANGE-TRADED FD	$4M	60,917
30	TESLA INC	$4M	9,940
31	STATE STR SPDR S&P 500 ETF T	$4M	5,654
32	JPMORGAN CHASE & CO	$4M	12,259
33	JOHNSON & JOHNSON	$3M	12,452
34	WALMART INC	$3M	24,177
35	MASTERCARD INCORPORATED	$3M	5,736
36	J P MORGAN EXCHANGE TRADED F	$3M	56,671
37	HOME DEPOT INC	$3M	8,296
38	INVESCO QQQ TR	$3M	4,711
39	ISHARES TR	$3M	6,232
40	ELI LILLY & CO	$3M	2,856
41	SPDR INDEX SHS FDS	$3M	56,683
42	UNITED PARCEL SVCS INC	$2M	25,308
43	SELECT SECTOR SPDR TR	$2M	17,711
44	SPDR GOLD TR	$2M	5,421
45	INVESCO EXCHANGE TRADED FD T	$2M	11,962
46	MORGAN STANLEY	$2M	13,426
47	ASML HLDG NV	$2M	1,601
48	ISHARES TR	$2M	20,693
49	ISHARES TR	$2M	22,917
50	ISHARES TR	$2M	17,909

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.