§ 13F · FUND PROFILE
Moss Adams Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 432Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.26M | $404M | 29.6% | +3% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.63M | $124M | 9.0% | +2% |
| 3 | PAVE | GLOBAL X FDS | 1.82M | $92M | 6.8% | +3% |
| 4 | XLU | SELECT SECTOR SPDR TR | 1.80M | $82M | 6.0% | +5% |
| 5 | SMH | VANECK ETF TRUST | 173K | $67M | 4.9% | −2% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.86M | $66M | 4.8% | +4% |
| 7 | XLRE | SELECT SECTOR SPDR TR | 1.59M | $65M | 4.7% | +5% |
| 8 | XLC | SELECT SECTOR SPDR TR | 485K | $54M | 3.9% | +1% |
| 9 | BUG | GLOBAL X FDS | 1.45M | $36M | 2.7% | −9% |
| 10 | AAPL | APPLE INC | 71K | $18M | 1.3% | +4% |
§ 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 $1.1 billion in assets. The fund runs a broad portfolio of 432 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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