Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC reported 307 positions worth $1.60B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VTI (30.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $480.1M | 30.00% | 1,297,507 | — | — | |
| ▸ 2 | JCPB | SH | $136.3M | 8.51% | 2,903,040 | — | — | |
| ▸ 3 | PAVE | SH | $109.0M | 6.81% | 1,847,570 | — | — | |
| ▸ 4 | XLU | SH | $87.9M | 5.49% | 1,939,085 | — | — | |
| ▸ 5 | SMH | SH | $79.0M | 4.94% | 120,494 | — | — | |
| ▸ 6 | DFIC | SH | $73.6M | 4.60% | 1,976,543 | — | — | |
| ▸ 7 | XLRE | SH | $72.7M | 4.54% | 1,650,772 | — | — | |
| ▸ 8 | BUG | SH | $65.8M | 4.11% | 1,724,031 | — | — | |
| ▸ 9 | XLC | SH | $54.0M | 3.38% | 504,352 | — | — | |
| ▸ 10 | AAPL | SH | $29.9M | 1.87% | 103,386 | — | — |
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Frequently Asked Questions
What stocks does Moss Adams Wealth Advisors LLC hold as of Q2 2026?
Moss Adams Wealth Advisors LLC reported 307 positions worth $1.60B in its Q2 2026 13F filing. Largest positions: VTI (30.0%), JCPB (8.5%), PAVE (6.8%), XLU (5.5%) and SMH (4.9%).
What did Moss Adams Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Moss Adams Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.