StockDriftsStockDriftsTop 50 Moss Adams Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 30% | 1.30M | $480.1M | +2.98%(+37.59K) | $268.95(+42.54%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 8.51% | 2.90M | $136.3M | +10.58%(+277.64K) | $47.21(-2.11%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 6.81% | 1.85M | $109.0M | +1.68%(+30.61K) | $41.99(+39.52%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 5.49% | 1.94M | $87.9M | +7.88%(+141.62K) | $38.94(+12.97%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 4.94% | 120.5K | $79.0M | -30.54%(-52.97K) | $213.70(+175.07%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.6% | 1.98M | $73.6M | +6.12%(+114.00K) | $33.78(+16.41%) | 2026-06-30 | |
| XLRE | SELECT SECTOR SPDR TR | 4.54% | 1.65M | $72.7M | +3.85%(+61.19K) | $41.32(+9.57%) | 2026-06-30 | |
| BUG | GLOBAL X FDS | 4.11% | 1.72M | $65.8M | +19.19%(+277.55K) | $30.51(+38.03%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 3.38% | 504.4K | $54.0M | +4.09%(+19.83K) | $83.00(+36.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.87% | 103.4K | $29.9M | -3.47%(-3.71K) | $179.95(+69.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.28% | +49.26% | — | — | +66.53% |
| Top 20 Holdings Unweighted | +17.28% | +61.33% | — | — | +97.77% |
Moss Adams Wealth Advisors LLC reports $1.60B in US-listed equity holdings across 307 positions in its most recent 13F filing. Its largest disclosed positions are VTI (30.0%), JCPB (8.5%) and PAVE (6.8%). The top 20 holdings account for 83.02% of reported assets. Its disclosed equity book has returned +49.26% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moss Adams Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1661245). View Moss Adams Wealth Advisors LLC’s 13F filings on SEC