§ 13F · FUND PROFILE
Moss Adams Wealth Advisors LLC.
AUM · $1.6B (13F)Positions · 539Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 1.30M | $480M | 30.0% | +3% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.90M | $136M | 8.5% | +11% |
| 3 | PAVE | GLOBAL X FDS | 1.85M | $109M | 6.8% | +2% |
| 4 | XLU | SELECT SECTOR SPDR TR | 1.94M | $88M | 5.5% | +8% |
| 5 | SMH | VANECK ETF TRUST | 120K | $79M | 4.9% | −31% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.98M | $74M | 4.6% | +6% |
| 7 | XLRE | SELECT SECTOR SPDR TR | 1.65M | $73M | 4.5% | +4% |
| 8 | BUG | GLOBAL X FDS | 1.72M | $66M | 4.1% | +19% |
| 9 | XLC | SELECT SECTOR SPDR TR | 504K | $54M | 3.4% | +4% |
| 10 | AAPL | APPLE INC | 65K | $19M | 1.2% | −3% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 539 positions.
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