Moss Adams Wealth Advisors LLC — 13F holdings

Moss Adams Wealth Advisors LLC reported 539 holdings worth $1.60B in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $480M (30.0%)
  2. JCPB J P MORGAN EXCHANGE TRADED F — $136M (8.5%)
  3. PAVE GLOBAL X FDS — $109M (6.8%)
  4. XLU SELECT SECTOR SPDR TR — $87.9M (5.5%)
  5. SMH VANECK ETF TRUST — $79.0M (4.9%)
  6. DFIC DIMENSIONAL ETF TRUST — $73.6M (4.6%)
  7. XLRE SELECT SECTOR SPDR TR — $72.7M (4.5%)
  8. BUG GLOBAL X FDS — $65.8M (4.1%)
  9. XLC SELECT SECTOR SPDR TR — $54.0M (3.4%)
  10. AAPL APPLE INC — $29.9M (1.9%)