§ 13F · FUND PROFILE
Moss Adams Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1101.2T (13F)Positions · 432Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1379.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.22M | $409.5T | 29.7% | NEW |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.57M | $121.8T | 8.8% | NEW |
| 3 | PAVE | GLOBAL X FDS | 1.76M | $84.8T | 6.1% | NEW |
| 4 | XLU | SELECT SECTOR SPDR TR | 1.71M | $73.1T | 5.3% | NEW |
| 5 | SMH | VANECK ETF TRUST | 177K | $63.9T | 4.6% | NEW |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.79M | $61.7T | 4.5% | NEW |
| 7 | XLRE | SELECT SECTOR SPDR TR | 1.52M | $61.3T | 4.4% | NEW |
| 8 | XLC | SELECT SECTOR SPDR TR | 478K | $56.3T | 4.1% | NEW |
| 9 | BUG | GLOBAL X FDS | 1.59M | $48.3T | 3.5% | NEW |
| 10 | IJR | ISHARES TR | 168K | $20.1T | 1.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOSS SIGNAL
AC read
Moss Adams Wealth Advisors LLC is a Other fund managing $1101167.5 trillion in assets. The fund runs a broad portfolio of 432 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed