Moss Adams Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Moss Adams Wealth Advisors LLC reported 307 stock positions worth $1.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 30.0% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 8.5%) and Global X US Infrastructure (PAVE, 6.8%). Compared with Q1 2026, it opened 52 new positions, sold out of 16, added to 153 and reduced 77. The biggest buy was Global X Cybersecurity ETF (BUG, shares +19%) and the biggest sale First Trust Nasdaq Cybersecu (CIBR, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001661245
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001661245-26-000004 ↗ filed Jul 27, 2026
Holdings Value
Holdings 307 stocks · $1.6B
| VTI VG Morningstar TS MKT ETF-US | 30.00% | 1,297,507 | $480.1M | Add +3.0% |
| JCPB JPMorgan Core Plus Bond ETF | 8.51% | 2,903,040 | $136.3M | Add +10.6% |
| PAVE Global X US Infrastructure | 6.81% | 1,847,570 | $109.0M | Add +1.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.49% | 1,939,085 | $87.9M | Add +7.9% |
| SMH Vaneck Semiconductor ETF | 4.94% | 120,494 | $79.0M | Reduce -30.5% |
| DFIC Dimensional International Co. | 4.60% | 1,976,543 | $73.6M | Add +6.1% |
| XLRE SS Real Estate Select Sector | 4.54% | 1,650,772 | $72.7M | Add +3.9% |
| BUG Global X Cybersecurity ETF | 4.11% | 1,724,031 | $65.8M | Add +19.2% |
| XLC SS Comm Select Sector SPDR | 3.38% | 504,352 | $54.0M | Add +4.1% |
| AAPL Apple Inc. | 1.87% | 103,386 | $29.9M | Reduce -3.5% |
| IWV iShares Russell 3000 ETF | 1.11% | 41,783 | $17.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.09% | 87,048 | $17.4M | Add +5.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.08% | 344,497 | $17.4M | Reduce -1.5% |
| MSFT Microsoft Corp. | 1.07% | 45,887 | $17.1M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 0.96% | 43,013 | $15.4M | Add +1.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.85% | 99,440 | $13.7M | Reduce -15.6% |
| AMZN Amazon.com Inc. | 0.76% | 51,279 | $12.2M | Add +1.9% |
| SPEM State Street SP PTF Em ETF | 0.74% | 228,493 | $11.8M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.63% | 28,343 | $10.0M | Add +1.7% |
| AVGO Broadcom Inc. | 0.48% | 20,406 | $7.7M | Add +3.1% |
| VOO Vanguard S&P 500 ETF | 0.45% | 10,420 | $7.2M | Add +17.3% |
| META Meta Platforms Inc. Class A | 0.39% | 11,089 | $6.2M | Reduce -2.2% |
| SOXX iShares Semiconductor ETF | 0.38% | 9,518 | $6.1M | Reduce -23.7% |
| LLY Eli Lilly & Co. | 0.36% | 4,778 | $5.7M | Add +67.3% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 37,898 | $5.6M | Reduce -17.7% |
| XOM Exxon Mobil Corp. | 0.33% | 38,531 | $5.3M | Reduce -0.0% |
| MU Micron Technology Inc. | 0.32% | 4,497 | $5.2M | Add +3.5% |
| VPU Vanguard Utilities ETF | 0.31% | 25,569 | $5.0M | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 62,519 | $5.0M | Add +26.3% |
| JMUB JPMorgan Municipal ETF | 0.29% | 92,638 | $4.7M | Add +63.5% |
| TSLA Tesla Inc. | 0.27% | 10,255 | $4.3M | Add +3.2% |
| JPM JPMorgan Chase & Co. | 0.26% | 12,635 | $4.1M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 5,507 | $4.1M | Reduce -2.6% |
| XLK SS Technology Select Sector | 0.24% | 20,248 | $3.9M | Add +14.3% |
| AMD Advanced Micro Devices | 0.24% | 6,637 | $3.9M | Add +8.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 4,743 | $3.5M | Add +0.7% |
| JNJ Johnson & Johnson | 0.20% | 12,601 | $3.2M | Add +1.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.20% | 1,606 | $3.2M | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.19% | 24,900 | $3.1M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.18% | 5,649 | $2.9M | Reduce -1.5% |
| MS Morgan Stanley | 0.18% | 13,593 | $2.8M | Add +1.2% |
| RWO State Street SPDR Dow Jones | 0.17% | 55,783 | $2.8M | Reduce -1.6% |
| UPS United Parcel Service Class B | 0.17% | 25,369 | $2.7M | Add +0.2% |
| WMT Walmart Inc. | 0.17% | 23,992 | $2.7M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 11,962 | $2.5M | No change |
| HD Home Depot Inc. | 0.16% | 7,160 | $2.5M | Reduce -13.7% |
| AMAT Applied Materials Inc. | 0.16% | 3,476 | $2.5M | Reduce -5.8% |
| INTC Intel Corp. | 0.15% | 16,665 | $2.3M | Add +8.9% |
| COST Costco Wholesale Corp. | 0.14% | 2,448 | $2.3M | Reduce -43.8% |
| CSCO Cisco Systems Inc. | 0.14% | 19,108 | $2.2M | Add +2.9% |
| RBLX Roblox Corp. Class A | 0.14% | 40,414 | $2.2M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 7,526 | $2.1M | Add +0.8% |
| V Visa Inc. Class A | 0.13% | 6,133 | $2.1M | Add +23.4% |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 20,982 | $2.0M | Reduce -8.4% |
| SNDK Sandisk Corp. | 0.13% | 889 | $2.0M | Reduce -22.4% |
| IVV iShares Core S&P 500 ETF | 0.13% | 2,674 | $2.0M | Reduce -6.4% |
| GLD SPDR Gold Shares | 0.12% | 5,421 | $2.0M | No change |
| MRK Merck & Co. Inc. | 0.12% | 15,057 | $1.9M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 0.12% | 4,631 | $1.9M | Add +13.9% |
| MUB iShares National Muni Bond E | 0.12% | 17,754 | $1.9M | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.12% | 7,424 | $1.9M | Add +6.1% |
| AXP American Express Co. | 0.12% | 5,512 | $1.9M | Add +155.9% |
| LRCX Lam Research Corp. | 0.12% | 4,293 | $1.9M | Add +11.1% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 4,944 | $1.8M | Add +36.6% |
| AGG iShares Core U.S. Aggregate | 0.12% | 18,638 | $1.8M | Reduce -9.9% |
| AOR iShares Core 60/40 Balanced | 0.11% | 25,712 | $1.8M | Reduce -2.4% |
| GEV GE Vernova Inc. | 0.10% | 1,360 | $1.6M | Add +30.1% |
| KLAC KLA Corp. | 0.10% | 5,251 | $1.6M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.10% | 10,503 | $1.5M | Add +32.1% |
| CAT Caterpillar Inc. | 0.10% | 1,441 | $1.5M | Add +3.5% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 11,067 | $1.5M | No change |
| KO The Coca-Cola Co. | 0.09% | 18,567 | $1.5M | Add +5.0% |
| BAC Bank of America Corp. | 0.09% | 26,624 | $1.5M | Add +7.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 18,400 | $1.5M | No change |
| AMGN Amgen Inc. | 0.09% | 4,043 | $1.5M | Add +13.9% |
| ORCL Oracle Corp. | 0.09% | 9,784 | $1.4M | Reduce -21.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.09% | 15,684 | $1.4M | Reduce -74.3% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.08% | 12,680 | $1.3M | Add +40.9% |
| C Citigroup Inc. | 0.08% | 8,970 | $1.3M | Add +1.9% |
| ROK Rockwell Automation Inc. | 0.08% | 2,535 | $1.3M | Add +0.4% |
| WFC Wells Fargo & Co. | 0.08% | 14,681 | $1.2M | Add +24.6% |
| WDC Western Digital Corp. | 0.08% | 1,887 | $1.2M | Reduce -7.3% |
| CVX Chevron Corp. | 0.07% | 7,207 | $1.2M | Reduce -4.6% |
| GS Goldman Sachs Group Inc. | 0.07% | 1,171 | $1.2M | Add +3.3% |
| RTX RTX Corp. | 0.07% | 6,172 | $1.2M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 0.07% | 13,170 | $1.1M | Add +4.0% |
| PM Philip Morris International | 0.07% | 5,966 | $1.1M | Add +4.2% |
| DGX Quest Diagnostics Inc. | 0.07% | 5,128 | $1.1M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.07% | 12,154 | $1.1M | Add +33.6% |
| IVE iShares S&P 500 Value ETF | 0.06% | 4,525 | $1.0M | No change |
| NFLX Netflix Inc. | 0.06% | 14,307 | $1.0M | Reduce -12.6% |
| KTOS Kratos Defense & Security | 0.06% | 20,108 | $1.0M | Reduce -0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 8,580 | $1.0M | Add +1.4% |
| PANW Palo Alto Networks Inc. | 0.06% | 2,877 | $981K | Add +10.3% |
| ESML iShares ESG Aware MSCI USA S | 0.06% | 17,434 | $975K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 3,196 | $969K | Add +3.2% |
| MFC Manulife Financial Corp. | 0.06% | 23,893 | $968K | Add +32.4% |
| BA The Boeing Co. | 0.06% | 4,429 | $959K | Add +4.8% |
| VXUS Vanguard Total Intl Stock | 0.06% | 11,163 | $954K | Add +99.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 9,836 | $950K | Add +0.0% |
Portfolio Sells Q1 2026 → Q2 2026
| CIBR First Trust Nasdaq Cybersecu | Reduce -74.3% | 0.09% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -43.8% | 0.14% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 0.33% | −0.15 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -15.6% | 0.85% | −0.13 |
| VCX Fundrise Innovation Fund LLC | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -3.5% | 1.87% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -2.2% | 0.39% | −0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.5% | 1.08% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -17.7% | 0.35% | −0.07 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Reduce -12.6% | 0.06% | −0.05 |
| WMT Walmart Inc. | Reduce -0.8% | 0.17% | −0.05 |
| BNDW Vanguard Total World Bond Et | Sold out | 0.00% | −0.05 |
| INTU Intuit Inc. | Reduce -7.7% | 0.04% | −0.04 |
| ORCL Oracle Corp. | Reduce -21.5% | 0.09% | −0.04 |
| KTOS Kratos Defense & Security | Reduce -0.8% | 0.06% | −0.04 |
| HD Home Depot Inc. | Reduce -13.7% | 0.16% | −0.04 |
| CVX Chevron Corp. | Reduce -4.6% | 0.07% | −0.04 |
| MCD McDonald's Corp. | Reduce -18.1% | 0.06% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -10.5% | 0.05% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -9.9% | 0.12% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.03 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.03 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.03 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.03 |
| ABT Abbott Laboratories | Reduce -22.0% | 0.04% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.5% | 0.18% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.02 |
| ADSK Autodesk Inc. | Reduce -4.1% | 0.05% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -35.9% | 0.03% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| IWV iShares Russell 3000 ETF | Reduce -0.3% | 1.11% | −0.02 |
| T AT&T Inc. | Reduce -2.7% | 0.03% | −0.02 |
| PFE Pfizer Inc. | Reduce -8.5% | 0.04% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -8.4% | 0.13% | −0.02 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -0.9% | 0.12% | −0.02 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| RWO State Street SPDR Dow Jones | Reduce -1.6% | 0.17% | −0.02 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -19.6% | 0.02% | −0.02 |
| COR Cencora Inc. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -8.5% | 0.03% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -5.3% | 0.03% | −0.01 |
| TJX TJX Companies Inc. | Reduce -1.9% | 0.05% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -2.4% | 0.11% | −0.01 |
| DHR Danaher Corp. | Reduce -5.8% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| BUG Global X Cybersecurity ETF | Add +19.2% | 4.11% | +1.46 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.0% | 30.00% | +0.44 |
| MU Micron Technology Inc. | Add +3.5% | 0.32% | +0.22 |
| LLY Eli Lilly & Co. | Add +67.3% | 0.36% | +0.17 |
| AMD Advanced Micro Devices | Add +8.7% | 0.24% | +0.15 |
| RBLX Roblox Corp. Class A | New | 0.14% | +0.14 |
| INTC Intel Corp. | Add +8.9% | 0.15% | +0.10 |
| JMUB JPMorgan Municipal ETF | Add +63.5% | 0.29% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.96% | +0.07 |
| AXP American Express Co. | Add +155.9% | 0.12% | +0.07 |
| XLK SS Technology Select Sector | Add +14.3% | 0.24% | +0.07 |
| PAVE Global X US Infrastructure | Add +1.7% | 6.81% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +17.3% | 0.45% | +0.06 |
| LRCX Lam Research Corp. | Add +11.1% | 0.12% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.20% | +0.04 |
| KLAC KLA Corp. | Add +4.0% | 0.10% | +0.04 |
| ZM Zoom Communications Inc. | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.63% | +0.04 |
| GE General Electric | Add +36.6% | 0.12% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +13.9% | 0.12% | +0.04 |
| CHGX Stance Sustainable Beta ETF | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | Add +31.0% | 0.06% | +0.04 |
| CSCO Cisco Systems Inc. | Add +2.9% | 0.14% | +0.03 |
| AVGO Broadcom Inc. | Add +3.1% | 0.48% | +0.03 |
| GEV GE Vernova Inc. | Add +30.1% | 0.10% | +0.03 |
| NVDA Nvidia Corp. | Add +5.2% | 1.09% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +10.3% | 0.06% | +0.03 |
| DDOG Datadog Inc. Class A | New | 0.03% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +99.5% | 0.06% | +0.03 |
| USB US Bancorp | Add +173.0% | 0.04% | +0.03 |
| ADP Automatic Data Processing | New | 0.02% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +26.3% | 0.31% | +0.02 |
| CAT Caterpillar Inc. | Add +3.5% | 0.10% | +0.02 |
| QCLN First Trust Nasdaq Clean Edg | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| GLW Corning Inc. | Add +2.3% | 0.06% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +19.3% | 0.04% | +0.02 |
| V Visa Inc. Class A | Add +23.4% | 0.13% | +0.02 |
| ELV Elevance Health Inc. | New | 0.02% | +0.02 |
| MKSI MKS Inc. | New | 0.02% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| ALL Allstate Corp. | Add +134.0% | 0.04% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.7% | 0.22% | +0.02 |
| VSH Vishay Intertechnology Inc. | New | 0.02% | +0.02 |
| KKR KKR & Co. Inc. | New | 0.02% | +0.02 |
| COHR Coherent Corp. | New | 0.02% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| ON On Semiconductor | New | 0.02% | +0.02 |
| MS Morgan Stanley | Add +1.2% | 0.18% | +0.02 |
| AON Aon PLC Class A | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 307 | $1.6B | VTI, JCPB, PAVE, XLU, SMH |
| Q1 2026 | 270 | $1.4B | VTI, JCPB, PAVE, XLU, SMH |
| Q4 2025 | 262 | $1.4B | VTI, JCPB, PAVE, XLU, SMH |
| Q3 2025 | 254 | $1.3B | VTI, JCPB, IJR, XLU, XLRE |
| Q2 2025 | 255 | $1.1B | VTI, JCPB, IJR, XLU, XLRE |
| Q1 2025 | 217 | $949.6M | VTI, JCPB, IJR, XLU, XLRE |
| Q4 2024 | 208 | $946.2M | VTI, IJR, JCPB, VGIT, XLU |
| Q3 2024 | 206 | $913.5M | VTI, IJR, JCPB, VGIT, XLU |
| Q2 2024 | 174 | $718.2M | VTI, IJR, VGIT, SMH, BUG |
| Q1 2024 | 152 | $622.4M | VTI, IJR, VGIT, PAVE, SMH |