Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Moss Adams Wealth Advisors LLC (CIK 1661245) reported $1.37B across 269 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($404.2M, 29.56%), JCPB ($123.6M, 9.04%), PAVE ($92.3M, 6.75%), XLU ($82.5M, 6.03%), SMH ($66.5M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $404.2M | 29.56% | 1.3M | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $123.6M | 9.04% | 2.6M | Added |
| 3 | PAVE | GLOBAL X FDS | $92.3M | 6.75% | 1.8M | Added |
| 4 | XLU | SELECT SECTOR SPDR TR | $82.5M | 6.03% | 1.8M | Added |
| 5 | SMH | VANECK ETF TRUST | $66.5M | 4.86% | 173,466 | Trimmed |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $66.2M | 4.84% | 1.9M | Added |
| 7 | XLRE | SELECT SECTOR SPDR TR | $64.9M | 4.75% | 1.6M | Added |
| 8 | XLC | SELECT SECTOR SPDR TR | $53.7M | 3.93% | 484,524 | Added |
| 9 | BUG | GLOBAL X FDS | $36.3M | 2.66% | 1.4M | Trimmed |
| 10 | AAPL | APPLE INC | $27.2M | 1.99% | 107,100 | Added |
| 11 | MSFT | MICROSOFT CORP | $16.7M | 1.22% | 45,171 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS | $16.0M | 1.17% | 349,628 | Trimmed |
| 13 | IWV | ISHARES TR | $15.5M | 1.14% | 41,931 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $14.4M | 1.06% | 82,748 | Added |
| 15 | VIOO | VANGUARD ADMIRAL FDS INC | $13.5M | 0.99% | 117,816 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $12.2M | 0.89% | 42,392 | Added |
| 17 | AMZN | AMAZON COM INC | $10.5M | 0.77% | 50,320 | Added |
| 18 | SPEM | SPDR INDEX SHS FDS | $10.2M | 0.74% | 216,958 | Added |
| 19 | GOOG | ALPHABET INC | $8.0M | 0.58% | 27,872 | Added |
| 20 | XOM | EXXON MOBIL CORP | $6.5M | 0.48% | 38,547 | Added |
| 21 | META | META PLATFORMS INC | $6.5M | 0.47% | 11,341 | Added |
| 22 | AVGO | BROADCOM INC | $6.1M | 0.45% | 19,786 | Added |
| 23 | IJR | ISHARES TR | $5.7M | 0.42% | 46,047 | Trimmed |
| 24 | VOO | VANGUARD INDEX FDS | $5.3M | 0.39% | 8,886 | Added |
| 25 | VPU | VANGUARD WORLD FD | $5.1M | 0.37% | 25,569 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31