Moss Adams Wealth Advisors LLC

Open in PORT →← all managers

CIK 1661245

13F portfolio (2026-Q1)

$1.4B

Positions

270

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

270

Top 5

56.3%

Top 10

74.4%

Effective N

8.7

HHI

0.115

This quarter

29 new · 0 exit →

By sector

Unclassified82.4%

Information Technology6.7%

Communication Services2.3%

Consumer Discretionary2.2%

Financials1.7%

Industrials1.7%

Health Care1.5%

Energy0.7%

Other0.9%

By market cap

Unknown82.6%

Mega (>$200B)12.7%

Large ($10–200B)4.4%

Mid ($2–10B)0.2%

Micro (<$300M)0.0%

By region

Other82.4%

North America17.4%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	82.39%	71
Technology Hardware & Equipment	2.63%	12
Semiconductors & Semiconductor Equipment	2.03%	13
Software & IT Services	1.98%	4
Software	1.78%	12
Specialty Retail	1.64%	8
Pharmaceuticals & Biotechnology	1.11%	14
Oil, Gas & Consumable Fuels	0.75%	9
Banks	0.65%	10
Commercial Services & Supplies	0.53%	10
Capital Markets	0.48%	8
Machinery	0.47%	10
Aerospace & Defense	0.46%	10
Automobiles & Components	0.33%	4
Insurance	0.26%	8
Road & Rail	0.25%	4
Utilities	0.21%	7
Health Care Equipment & Supplies	0.21%	7
Chemicals	0.20%	5
Hotels, Restaurants & Leisure	0.17%	3
Health Care Providers & Services	0.16%	4
Electrical Equipment & Components	0.16%	3
Construction & Engineering	0.16%	5
Media & Entertainment	0.15%	3
Beverages	0.14%	2
Equity Real Estate Investment Trusts (REITs)	0.13%	5
Diversified Telecommunication Services	0.13%	3
Metals & Mining	0.10%	4
Tobacco	0.10%	2
Transportation Infrastructure	0.05%	2
Airlines	0.04%	1
Distributors	0.04%	2
Food & Staples Retailing	0.04%	2
Entertainment	0.03%	1
Communications Equipment	0.02%	1
Real Estate Management & Development	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTI	VANGUARD INDEX FDS	Unclassified	29.56%
2	JCPB	J P MORGAN EXCHANGE TRADED F	Unclassified	9.04%
3	PAVE	GLOBAL X FDS	Unclassified	6.75%
4	XLU	SELECT SECTOR SPDR TR	Unclassified	6.03%
5	SMH	VANECK ETF TRUST	Unclassified	4.86%
6	DFIC	DIMENSIONAL ETF TRUST	Unclassified	4.84%
7	XLRE	SELECT SECTOR SPDR TR	Unclassified	4.75%
8	XLC	SELECT SECTOR SPDR TR	Unclassified	3.93%
9	BUG	GLOBAL X FDS	Unclassified	2.66%
10	AAPL	Apple Inc.	Information Technology	1.99%

199/270 names classified · sector 17.6% of weight · industry 17.6% · mkt cap 17.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

Information TechnologyMSFT, AAPL, NVDA, RBLX, P · other

Communication ServicesGOOGL, GOOG, META, NFLX, CMCSA · other

Consumer DiscretionaryAMZN, COST, HD, SBUX, TSLA · other

FinancialsUNH, JPM, MA, V, ICE · other

IndustrialsASML, UPS, HTLD, BA, BLD · other

Health CareLLY, RMD, DGX, PFE, DCGO · other

EnergyXOM, CVX, OXY, PSX, BP · other

MaterialsPG, NKE, LIN, CCJ, GLW · other

Consumer StaplesKO, PEP, PM, KR, HSY · other

Real EstateKRC, AMT, O, WELL, EQIX · other

UtilitiesNEE, SO, DUK, WMB, LNT · other

UnclassifiedVTI, IJR, VGIT, JEPI, NXTE · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 17.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 17% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (188 classified)Moss Adams Wealth Advisors LLC centroid (Large Core)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareEnergyMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for Moss Adams Wealth Advisors LLC: centroid Large Core. Heaviest cells: Large Growth 8.1%, Large Core 5.0%, Large Value 2.7%.

Classified: 17.2% of book weight (188/270 names) · unclassified 82.8%: VTI, JCPB, PAVE, XLU, SMH, DFIC, XLRE, XLC, BUG, SPDW +72 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 270 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTIVANGUARD INDEX FDS	1,259,916	$404M	29.6%	ADD 3%
2	JCPBJ P MORGAN EXCHANGE TRADED F	2,625,401	$124M	9.0%	ADD 2%
3	PAVEGLOBAL X FDS	1,816,958	$92M	6.8%	ADD 3%
4	XLUSELECT SECTOR SPDR TR	1,797,461	$82M	6.0%	ADD 5%
5	SMHVANECK ETF TRUST	173,466	$67M	4.9%	TRIM −2%
6	DFICDIMENSIONAL ETF TRUST	1,862,542	$66M	4.8%	ADD 4%
7	XLRESELECT SECTOR SPDR TR	1,589,587	$65M	4.7%	ADD 5%
8	XLCSELECT SECTOR SPDR TR	484,524	$54M	3.9%	HOLD
9	BUGGLOBAL X FDS	1,446,480	$36M	2.7%	TRIM −9%
10	AAPLAPPLE INC	107,100	$27M	2.0%	ADD 3%
11	MSFTMICROSOFT CORP	45,171	$17M	1.2%	HOLD
12	SPDWSPDR INDEX SHS FDS	349,628	$16M	1.2%	TRIM −3%
13	IWVISHARES TR	41,931	$16M	1.1%	TRIM −14%
14	NVDANVIDIA CORPORATION	82,748	$14M	1.1%	ADD 9%
15	VIOOVANGUARD ADMIRAL FDS INC	117,816	$14M	1.0%	TRIM −6%
16	GOOGLALPHABET INC	42,392	$12M	0.9%	ADD 5%
17	AMZNAMAZON COM INC	50,320	$10M	0.8%	ADD 3%
18	SPEMSPDR INDEX SHS FDS	216,958	$10M	0.7%	HOLD
19	GOOGALPHABET INC	27,872	$8M	0.6%	ADD 5%
20	XOMEXXON MOBIL CORP	38,547	$7M	0.5%	ADD 3%
21	METAMETA PLATFORMS INC	11,341	$6M	0.5%	ADD 5%
22	AVGOBROADCOM INC	19,786	$6M	0.4%	ADD 8%
23	IJRISHARES TR	46,047	$6M	0.4%	TRIM −73%
24	VOOVANGUARD INDEX FDS	8,886	$5M	0.4%	HOLD
25	VPUVANGUARD WORLD FD	25,569	$5M	0.4%	HOLD
26	COSTCOSTCO WHSL CORP NEW	4,358	$4M	0.3%	ADD 6%
27	SOXXISHARES TR	12,475	$4M	0.3%	HOLD
28	HYGISHARES TR	49,487	$4M	0.3%	ADD 11%
29	CIBRFIRST TR EXCHANGE-TRADED FD	60,917	$4M	0.3%	NEW
30	TSLATESLA INC	9,940	$4M	0.3%	ADD 7%
31	SPYSTATE STR SPDR S&P 500 ETF T	5,654	$4M	0.3%	TRIM −3%
32	JPMJPMORGAN CHASE & CO	12,259	$4M	0.3%	ADD 7%
33	JNJJOHNSON & JOHNSON	12,452	$3M	0.2%	ADD 5%
34	WMTWALMART INC	24,177	$3M	0.2%	ADD 6%
35	MAMASTERCARD INCORPORATED	5,736	$3M	0.2%	ADD 6%
36	JMUBJPMORGAN MUNICIPAL ETF	56,671	$3M	0.2%	ADD 96%
37	HDHOME DEPOT INC	8,296	$3M	0.2%	ADD 3%
38	QQQINVESCO QQQ TR	4,711	$3M	0.2%	HOLD
39	IWFISHARES TR	6,232	$3M	0.2%	HOLD
40	LLYELI LILLY & CO	2,856	$3M	0.2%	ADD 9%
41	RWOSPDR INDEX SHS FDS	56,683	$3M	0.2%	TRIM −10%
42	UPSUNITED PARCEL SERVICE INC	25,308	$2M	0.2%	HOLD
43	XLKSELECT SECTOR SPDR TR	17,711	$2M	0.2%	TRIM −25%
44	GLDSPDR GOLD TR	5,421	$2M	0.2%	HOLD
45	RSPINVESCO EXCHANGE TRADED FD T	11,962	$2M	0.2%	TRIM −75%
46	MSMORGAN STANLEY	13,426	$2M	0.2%	HOLD
47	ASMLASML HOLDING N V	1,601	$2M	0.2%	HOLD
48	AGGISHARES TR	20,693	$2M	0.2%	TRIM −3%
49	AOAISHARES TR	22,917	$2M	0.1%	ADD 21%
50	MUBISHARES TR	17,909	$2M	0.1%	TRIM −10%
51	IVVISHARES TR	2,856	$2M	0.1%	HOLD
52	ORCLORACLE CORP	12,469	$2M	0.1%	ADD 7%
53	IBMINTERNATIONAL BUSINESS MACHS	7,464	$2M	0.1%	HOLD
54	MRKMERCK & CO INC	14,921	$2M	0.1%	ADD 5%
55	VCXFUNDRISE INNOVATION FD LLC	13,426	$2M	0.1%	NEW
56	AORISHARES TR	26,339	$2M	0.1%	ADD 15%
57	NFLXNETFLIX INC	16,375	$2M	0.1%	ADD 6%
58	CVXCHEVRON CORP NEW	7,553	$2M	0.1%	ADD 9%
59	ABBVABBVIE INC	6,997	$2M	0.1%	ADD 9%
60	VVISA INC	4,968	$2M	0.1%	TRIM −8%
61	MUMICRON TECHNOLOGY INC	4,346	$1M	0.1%	ADD 17%
62	CSCOCISCO SYS INC	18,579	$1M	0.1%	ADD 7%
63	KTOSKRATOS DEFENSE & SEC SOLUTIO	20,281	$1M	0.1%	HOLD
64	KOCOCA COLA CO	17,688	$1M	0.1%	ADD 8%
65	VOVANGUARD INDEX FDS	4,600	$1M	0.1%	ADD 22%
66	MCDMCDONALDS CORP	4,172	$1M	0.1%	ADD 7%
67	AMATAPPLIED MATLS INC	3,692	$1M	0.1%	ADD 3%
68	IVWISHARES TR	11,067	$1M	0.1%	TRIM −3%
69	AMGNAMGEN INC	3,548	$1M	0.1%	ADD 6%
70	AMDADVANCED MICRO DEVICES INC	6,105	$1M	0.1%	HOLD
71	PLTRPALANTIR TECHNOLOGIES INC	8,457	$1M	0.1%	ADD 4%
72	ICEINTERCONTINENTAL EXCHANGE IN	7,851	$1M	0.1%	ADD 4%
73	BACBANK AMERICA CORP	24,772	$1M	0.1%	ADD 5%
74	RTXRTX CORPORATION	6,108	$1M	0.1%	ADD 6%
75	INTUINTUIT	2,688	$1M	0.1%	TRIM −2%
76	REGNREGENERON PHARMACEUTICALS	1,497	$1M	0.1%	ADD 3%
77	PGPROCTER AND GAMBLE CO	7,952	$1M	0.1%	ADD 30%
78	UNHUNITEDHEALTH GROUP INC	4,065	$1M	0.1%	TRIM −14%
79	GEGE AEROSPACE	3,618	$1M	0.1%	ADD 13%
80	DGXQUEST DIAGNOSTICS INC	5,136	$1M	0.1%	NEW
81	ABTABBOTT LABS	9,744	$1M	0.1%	HOLD
82	CCITIGROUP INC	8,802	$998,220	0.1%	TRIM −25%
83	CATCATERPILLAR INC	1,393	$987,016	0.1%	ADD 6%
84	HONHONEYWELL INTL INC	4,346	$982,237	0.1%	HOLD
85	ADSKAUTODESK INC	4,083	$977,471	0.1%	TRIM −4%
86	GSGOLDMAN SACHS GROUP INC	1,134	$959,546	0.1%	ADD 14%
87	IVEISHARES TR	4,525	$955,454	0.1%	HOLD
88	PMPHILIP MORRIS INTL INC	5,725	$954,976	0.1%	ADD 10%
89	WFCWELLS FARGO CO NEW	11,778	$937,637	0.1%	TRIM −2%
90	GEVGE VERNOVA INC	1,045	$912,719	0.1%	ADD 7%
91	ROKROCKWELL AUTOMATION INC	2,526	$906,597	0.1%	HOLD
92	BLDTOPBUILD COR	2,577	$905,301	0.1%	TRIM −13%
93	VTECVANGUARD CALIF TAX FREE FDS	8,999	$891,632	0.1%	ADD 63%
94	IEFAISHARES TR	9,833	$890,182	0.1%	HOLD
95	IEMGISHARES INC	12,669	$883,663	0.1%	TRIM −8%
96	PFEPFIZER INC	31,228	$876,895	0.1%	ADD 12%
97	TJXTJX COS INC NEW	5,476	$874,582	0.1%	ADD 8%
98	DHRDANAHER CORP DEL	4,575	$869,060	0.1%	TRIM −6%
99	NEENEXTERA ENERGY INC	9,094	$844,692	0.1%	ADD 8%
100	BABOEING CO	4,224	$840,763	0.1%	HOLD
101	LRCXLAM RESEARCH CORP	3,863	$826,397	0.1%	ADD 17%
102	ESMLISHARES TR	17,434	$819,747	0.1%	TRIM −8%
103	VBVANGUARD INDEX FDS	3,097	$811,167	0.1%	HOLD
104	LINLINDE PLC	1,588	$787,342	0.1%	ADD 34%
105	IWDISHARES TR	3,567	$762,161	0.1%	HOLD
106	IFRAISHARES U.S. INFRASTRUCTURE ETF	13,254	$758,129	0.1%	HOLD
107	KLACKLA CORP	505	$743,614	0.1%	ADD 2%
108	TAT&T INC	25,580	$741,571	0.1%	ADD 17%
109	SNDKSANDISK CORP	1,145	$727,466	0.1%	ADD 7%
110	UBERUBER TECHNOLOGIES INC	10,014	$720,308	0.1%	TRIM −4%
111	QUALISHARES TR	3,699	$709,506	0.1%	HOLD
112	RMDRESMED INC	3,149	$706,901	0.1%	HOLD
113	ETNEATON CORP PLC	1,939	$693,523	0.1%	ADD 16%
114	GILDGILEAD SCIENCES INC	4,857	$676,965	0.0%	ADD 9%
115	INTCINTEL CORP	15,298	$675,097	0.0%	ADD 15%
116	BNDWVANGUARD SCOTTSDALE FDS	9,844	$672,838	0.0%	HOLD
117	IWRISHARES TR	6,729	$654,261	0.0%	HOLD
118	AXPAMERICAN EXPRESS CO	2,154	$651,397	0.0%	HOLD
119	CRMSALESFORCE INC	3,357	$626,667	0.0%	TRIM −2%
120	MFCMANULIFE FINL CORP	18,053	$621,746	0.0%	ADD 5%
121	PEPPEPSICO INC	3,979	$617,928	0.0%	ADD 5%
122	IWBISHARES TR	1,711	$610,075	0.0%	HOLD
123	TMOTHERMO FISHER SCIENTIFIC INC	1,239	$609,618	0.0%	TRIM −5%
124	SBUXSTARBUCKS CORP	6,767	$606,243	0.0%	ADD 6%
125	FDXFEDEX CORP	1,691	$604,627	0.0%	ADD 4%
126	VZVERIZON COMMUNICATIONS INC	11,745	$589,579	0.0%	ADD 20%
127	BLKBLACKROCK INC	573	$551,149	0.0%	ADD 11%
128	WDCWESTERN DIGITAL CORP	2,036	$550,733	0.0%	ADD 3%
129	VEAVANGUARD TAX-MANAGED FDS	8,519	$545,898	0.0%	HOLD
130	SOSOUTHERN CO	5,610	$541,494	0.0%	ADD 6%
131	SCHWSCHWAB CHARLES CORP	5,664	$532,268	0.0%	ADD 15%
132	NTRANATERA INC	2,642	$528,375	0.0%	HOLD
133	APHAMPHENOL CORP	4,112	$520,616	0.0%	ADD 12%
134	UNPUNION PAC CORP	2,096	$508,441	0.0%	ADD 2%
135	TMUST-MOBILE US INC	2,309	$484,998	0.0%	ADD 20%
136	PGRPROGRESSIVE CORP	2,445	$484,698	0.0%	ADD 15%
137	ADIANALOG DEVICES INC	1,504	$478,566	0.0%	HOLD
138	VGITVANGUARD SCOTTSDALE FDS	8,023	$477,770	0.0%	HOLD
139	CBCHUBB LIMITED	1,442	$471,377	0.0%	ADD 6%
140	BNDVANGUARD BD INDEX FDS	6,313	$464,863	0.0%	NEW
141	GLWCORNING INC	3,401	$462,405	0.0%	HOLD
142	BXBLACKSTONE INC	3,998	$459,720	0.0%	HOLD
143	VVVANGUARD INDEX FDS	1,533	$458,138	0.0%	HOLD
144	HLTHILTON WORLDWIDE HLDGS INC	1,504	$457,344	0.0%	ADD 13%
145	DVYISHARES TR	3,013	$456,199	0.0%	HOLD
146	ISRGINTUITIVE SURGICAL INC	989	$455,920	0.0%	HOLD
147	EEMISHARES TR	7,942	$451,027	0.0%	HOLD
148	LOWLOWES COS INC	1,886	$445,726	0.0%	ADD 9%
149	AOMISHARES TR	9,376	$444,142	0.0%	HOLD
150	URIUNITED RENTALS INC	605	$440,797	0.0%	ADD 2%
151	WELLWELLTOWER INC	2,220	$438,822	0.0%	ADD 18%
152	COPCONOCOPHILLIPS	3,306	$436,353	0.0%	ADD 19%
153	TXNTEXAS INSTRS INC	2,236	$434,008	0.0%	ADD 23%
154	VXUSVANGUARD STAR FDS	5,597	$431,560	0.0%	NEW
155	IWPISHARES TR	3,340	$427,880	0.0%	HOLD
156	VRTXVERTEX PHARMACEUTICALS INC	957	$427,475	0.0%	ADD 13%
157	DUKDUKE ENERGY CORP NEW	3,210	$420,358	0.0%	HOLD
158	PANWPALO ALTO NETWORKS INC	2,609	$418,295	0.0%	ADD 52%
159	PCARPACCAR INC	3,609	$416,867	0.0%	HOLD
160	SJNKSPDR SERIES TRUST	16,644	$415,768	0.0%	HOLD
161	EMEEMCOR GROUP INC	560	$413,458	0.0%	ADD 4%
162	MDTMEDTRONIC PLC	4,714	$411,648	0.0%	ADD 15%
163	APPAPPLOVIN CORP	1,024	$407,552	0.0%	ADD 4%
164	DISDISNEY WALT CO	4,212	$405,995	0.0%	ADD 13%
165	DEDEERE & CO	717	$405,079	0.0%	ADD 4%
166	NEMNEWMONT CORP	3,707	$401,319	0.0%	HOLD
167	VGTVANGUARD WORLD FD	575	$400,943	0.0%	HOLD
168	AMTAMERICAN TOWER CORP	2,297	$396,417	0.0%	ADD 19%
169	BKNGBOOKING HOLDINGS INC	94	$395,801	0.0%	TRIM −4%
170	GDGENERAL DYNAMICS CORP	1,150	$394,757	0.0%	ADD 3%
171	ANETARISTA NETWORKS INC	3,213	$394,493	0.0%	ADD 17%
172	PHPARKER-HANNIFIN CORP	440	$393,951	0.0%	HOLD
173	SYKSTRYKER CORPORATION	1,188	$391,435	0.0%	ADD 28%
174	BMYBRISTOL-MYERS SQUIBB CO	6,426	$389,754	0.0%	ADD 15%
175	LMTLOCKHEED MARTIN CORP	644	$389,228	0.0%	ADD 18%
176	NOWSERVICENOW INC	3,684	$385,142	0.0%	ADD 10%
177	NUHYNUSHARES ETF TR	17,848	$378,026	0.0%	HOLD
178	WMWASTE MGMT INC DEL	1,632	$375,057	0.0%	ADD 19%
179	MCKMCKESSON CORP	430	$372,436	0.0%	ADD 7%
180	CDNSCADENCE DESIGN SYSTEM INC	1,337	$371,513	0.0%	ADD 5%
181	MOALTRIA GROUP INC	5,537	$371,240	0.0%	ADD 10%
182	EQIXEQUINIX INC	378	$370,601	0.0%	ADD 17%
183	LHLABCORP HOLDINGS INC	1,364	$363,948	0.0%	ADD 4%
184	COFCAPITAL ONE FINL CORP	1,979	$361,101	0.0%	ADD 8%
185	LASRNLIGHT INC	6,276	$357,859	0.0%	HOLD
186	OREALTY INCOME CORP	5,786	$355,546	0.0%	ADD 13%
187	HCAHCA HEALTHCARE INC	732	$346,427	0.0%	ADD 12%
188	CMICUMMINS INC	643	$345,995	0.0%	ADD 15%
189	EAOAISHARES TR	8,435	$341,939	0.0%	NEW
190	PSXPHILLIPS 66	1,870	$340,757	0.0%	ADD 11%
191	SPGIS&P GLOBAL INC	796	$338,593	0.0%	TRIM −20%
192	CMCSACOMCAST CORP NEW	11,787	$338,406	0.0%	ADD 20%
193	CMECME GROUP INC	1,132	$334,222	0.0%	ADD 10%
194	WMBWILLIAMS COS INC	4,534	$329,963	0.0%	ADD 4%
195	TTTRANE TECHNOLOGIES PLC	785	$327,141	0.0%	ADD 6%
196	ADBEADOBE INC	1,327	$322,568	0.0%	ADD 7%
197	MPCMARATHON PETE CORP	1,305	$318,758	0.0%	NEW
198	AKAMAKAMAI TECHNOLOGIES INC	2,773	$318,480	0.0%	ADD 3%
199	QCOMQUALCOMM INC	2,453	$315,842	0.0%	TRIM −48%
200	KRKROGER CO	4,349	$314,672	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTIVANGUARD INDEX FDS

782K

825K

869K

1.1M

1.2M

1.3M

$404M

JCPBJ P MORGAN EXCHANGE TRADED F

1.9M

2.0M

2.4M

2.6M

$124M

PAVEGLOBAL X FDS

976K

1.0M

1.1M

1.8M

$92M

XLUSELECT SECTOR SPDR TR

722K

723K

728K

791K

1.7M

1.8M

$82M

SMHVANECK ETF TRUST

163K

161K

168K

179K

177K

173K

$67M

DFICDIMENSIONAL ETF TRUST

—

15K

1.8M

1.9M

$66M

XLRESELECT SECTOR SPDR TR

—

1.3M

1.5M

1.6M

$65M

XLCSELECT SECTOR SPDR TR

422K

434K

440K

473K

478K

485K

$54M

BUGGLOBAL X FDS

1.4M

1.5M

1.6M

1.4M

$36M

AAPLAPPLE INC

81K

87K

105K

103K

107K

$27M

MSFTMICROSOFT CORP

43K

45K

47K

45K

46K

45K

$17M

SPDWSPDR INDEX SHS FDS

382K

379K

384K

361K

350K

$16M

IWVISHARES TR

38K

40K

51K

49K

42K

$16M

NVDANVIDIA CORPORATION

59K

68K

75K

77K

76K

83K

$14M

VIOOVANGUARD ADMIRAL FDS INC

126K

125K

118K

$14M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Moss Adams Wealth Advisors LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 270 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Moss Adams Wealth Advisors LLC