Moss Adams Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Moss Adams Wealth Advisors LLC reported 217 stock positions worth $949.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 23.9% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 10.0%) and iShares Core S&P Small-Cap E (IJR, 9.2%). Compared with Q4 2024, it opened 30 new positions, sold out of 21, added to 136 and reduced 34. The biggest buy was a new position in SS Real Estate Select Sector (XLRE) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001661245
- Portfolio Value
- $949.6M (Q1 2025)
- SEC Filing
- 0001661245-25-000003 ↗ filed Apr 14, 2025
Holdings Value
Holdings 217 stocks · $949.6M
| VTI VG Morningstar TS MKT ETF-US | 23.86% | 824,580 | $226.6M | Add +5.4% |
| JCPB JPMorgan Core Plus Bond ETF | 9.99% | 2,016,597 | $94.9M | Add +7.8% |
| IJR iShares Core S&P Small-Cap E | 9.18% | 833,855 | $87.2M | Add +6.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 6.00% | 722,934 | $57.0M | Add +0.2% |
| XLRE SS Real Estate Select Sector | 5.58% | 1,265,158 | $52.9M | New |
| BUG Global X Cybersecurity ETF | 4.77% | 1,399,273 | $45.3M | Add +3.1% |
| XLC SS Comm Select Sector SPDR | 4.40% | 433,517 | $41.8M | Add +2.7% |
| PAVE Global X US Infrastructure | 4.08% | 1,025,929 | $38.7M | Add +5.2% |
| SMH Vaneck Semiconductor ETF | 3.59% | 161,208 | $34.1M | Reduce -0.8% |
| AAPL Apple Inc. | 2.04% | 87,344 | $19.4M | Add +7.8% |
| MSFT Microsoft Corp. | 1.78% | 45,074 | $16.9M | Add +3.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.45% | 379,185 | $13.8M | Reduce -0.7% |
| IWV iShares Russell 3000 ETF | 1.35% | 40,438 | $12.8M | Add +5.5% |
| SPEM State Street SP PTF Em ETF | 1.32% | 319,483 | $12.6M | Add +98.4% |
| RSP Invesco S&P 500 Equal Weight | 0.88% | 48,165 | $8.3M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 0.87% | 43,335 | $8.2M | Add +10.8% |
| NVDA Nvidia Corp. | 0.77% | 67,688 | $7.3M | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 0.62% | 37,804 | $5.8M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.58% | 9,580 | $5.5M | Add +17.3% |
| XOM Exxon Mobil Corp. | 0.45% | 36,110 | $4.3M | Add +9.6% |
| COST Costco Wholesale Corp. | 0.44% | 4,430 | $4.2M | Add +9.6% |
| VOO Vanguard S&P 500 ETF | 0.44% | 8,084 | $4.2M | Add +35.9% |
| GOOG Alphabet Inc. Class C | 0.40% | 24,350 | $3.8M | Add +4.2% |
| VPU Vanguard Utilities ETF | 0.37% | 20,363 | $3.5M | Add +1155.4% |
| ESML iShares ESG Aware MSCI USA S | 0.35% | 87,340 | $3.4M | Add +3.6% |
| MUB iShares National Muni Bond E | 0.35% | 31,294 | $3.3M | Reduce -62.6% |
| RWO State Street SPDR Dow Jones | 0.34% | 74,939 | $3.3M | Add +60.4% |
| HD Home Depot Inc. | 0.31% | 8,112 | $3.0M | Add +15.4% |
| MA Mastercard Inc. Class A | 0.29% | 5,021 | $2.8M | Add +8.3% |
| UPS United Parcel Service Class B | 0.28% | 24,580 | $2.7M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.28% | 7,388 | $2.7M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 0.27% | 13,820 | $2.6M | New |
| AVGO Broadcom Inc. | 0.27% | 15,182 | $2.5M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.26% | 10,038 | $2.5M | Add +19.4% |
| UNH Unitedhealth Group Inc. | 0.25% | 4,485 | $2.3M | Add +8.8% |
| LLY Eli Lilly & Co. | 0.24% | 2,810 | $2.3M | Add +10.9% |
| AGG iShares Core U.S. Aggregate | 0.23% | 22,195 | $2.2M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 3,883 | $2.2M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 4,423 | $2.1M | Add +1.1% |
| TSLA Tesla Inc. | 0.19% | 7,133 | $1.8M | Add +7.0% |
| JNJ Johnson & Johnson | 0.19% | 11,123 | $1.8M | Add +8.1% |
| WMT Walmart Inc. | 0.19% | 20,900 | $1.8M | Add +10.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 7,398 | $1.8M | Add +8.7% |
| IVV iShares Core S&P 500 ETF | 0.19% | 3,146 | $1.8M | Add +28.9% |
| XLK SS Technology Select Sector | 0.18% | 8,352 | $1.7M | Reduce -10.7% |
| V Visa Inc. Class A | 0.17% | 4,635 | $1.6M | Add +27.6% |
| INTU Intuit Inc. | 0.17% | 2,642 | $1.6M | Add +7.6% |
| GLD SPDR Gold Shares | 0.17% | 5,472 | $1.6M | No change |
| ORCL Oracle Corp. | 0.16% | 10,724 | $1.5M | Add +5.6% |
| MS Morgan Stanley | 0.16% | 12,639 | $1.5M | Add +5.1% |
| NFLX Netflix Inc. | 0.14% | 1,446 | $1.3M | Add +23.4% |
| ABBV Abbvie Inc. | 0.14% | 6,237 | $1.3M | Add +32.5% |
| PG The Procter & Gamble Co. | 0.13% | 7,360 | $1.3M | Add +17.1% |
| CMF iShares California Muni Bond | 0.13% | 22,250 | $1.3M | No change |
| ICE Intercontinental Exchange Inc. | 0.13% | 7,198 | $1.2M | Add +4.5% |
| ABT Abbott Laboratories | 0.13% | 9,116 | $1.2M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.12% | 13,006 | $1.2M | Add +15.9% |
| TMUS T-Mobile US Inc. | 0.12% | 4,376 | $1.2M | Add +99.2% |
| CVX Chevron Corp. | 0.12% | 6,586 | $1.1M | Add +9.5% |
| MCD McDonald's Corp. | 0.11% | 3,418 | $1.1M | Add +4.5% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 11,468 | $1.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 25,445 | $1.1M | Add +6.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.11% | 1,601 | $1.1M | Add +0.1% |
| AMGN Amgen Inc. | 0.11% | 3,289 | $1.0M | Add +13.4% |
| KO The Coca-Cola Co. | 0.11% | 14,152 | $1.0M | Add +16.1% |
| ADSK Autodesk Inc. | 0.11% | 3,865 | $1.0M | Reduce -0.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 12,661 | $999K | Add +15.8% |
| BLD Topbuild Corp. | 0.10% | 3,256 | $993K | Reduce -6.3% |
| CSCO Cisco Systems Inc. | 0.10% | 15,328 | $946K | Add +36.4% |
| IWD iShares Russell 1000 Value E | 0.10% | 4,961 | $933K | Add +33.8% |
| AOR iShares Core 60/40 Balanced | 0.10% | 15,817 | $911K | Add +41.8% |
| REGN Regeneron Pharmaceuticals | 0.09% | 1,384 | $878K | Add +2.0% |
| IVE iShares S&P 500 Value ETF | 0.09% | 4,526 | $863K | Add +0.0% |
| ADBE Adobe Inc. | 0.09% | 2,249 | $863K | Add +4.1% |
| C Citigroup Inc. | 0.09% | 12,113 | $860K | Add +14.5% |
| WFC Wells Fargo & Co. | 0.09% | 11,726 | $842K | Reduce -5.4% |
| HON Honeywell International Inc. | 0.09% | 3,955 | $837K | Reduce -3.0% |
| SBUX Starbucks Corp. | 0.09% | 8,416 | $825K | Add +7.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $798K | New |
| RBLX Roblox Corp. Class A | 0.08% | 13,614 | $794K | Add +2.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.08% | 7,986 | $771K | Add +26.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 3,345 | $742K | Add +4.4% |
| CRM Salesforce Inc. | 0.08% | 2,711 | $728K | Add +3.0% |
| UBER Uber Technologies Inc. | 0.07% | 9,755 | $711K | Reduce -4.2% |
| PFE Pfizer Inc. | 0.07% | 27,760 | $703K | Add +29.0% |
| ROK Rockwell Automation Inc. | 0.07% | 2,708 | $700K | Add +3.8% |
| PM Philip Morris International | 0.07% | 4,335 | $694K | Add +20.6% |
| RMD Resmed Inc. | 0.07% | 3,079 | $689K | Add +0.8% |
| DHR Danaher Corp. | 0.07% | 3,283 | $674K | Reduce -18.3% |
| VGIT Vanguard Intermediate-Term T | 0.07% | 11,186 | $664K | Reduce -99.0% |
| RNAM Avidity Biosciences Inc. | 0.07% | 22,496 | $664K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,327 | $661K | Add +47.3% |
| LIN Linde PLC | 0.07% | 1,418 | $660K | Add +26.8% |
| AOA iShares Core 80/20 Aggressiv | 0.07% | 8,407 | $643K | Add +53.8% |
| RTX RTX Corp. | 0.07% | 4,787 | $634K | Add +14.6% |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 3,687 | $630K | No change |
| BA The Boeing Co. | 0.06% | 3,616 | $617K | Add +21.0% |
| KTOS Kratos Defense & Security | 0.06% | 20,122 | $597K | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,954 | $592K | Add +29.6% |
| T AT&T Inc. | 0.06% | 20,813 | $589K | Add +22.5% |
Portfolio Sells Q4 2024 → Q1 2025
| VGIT Vanguard Intermediate-Term T | Reduce -99.0% | 0.07% | −7.06 |
| MUB iShares National Muni Bond E | Reduce -62.6% | 0.35% | −0.60 |
| SMH Vaneck Semiconductor ETF | Reduce -0.8% | 3.59% | −0.57 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.15 |
| HTLD Heartland Express Inc. | Sold out | 0.00% | −0.12 |
| AVGO Broadcom Inc. | Reduce -3.8% | 0.27% | −0.12 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.08 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.05 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Reduce -10.7% | 0.18% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.5% | 0.88% | −0.05 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.28% | −0.03 |
| NXTE Axs Green Alpha ETF | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -18.3% | 0.07% | −0.03 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.03 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.02 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.02 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.02 |
| HES Hess Corp. | Sold out | 0.00% | −0.02 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.02 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.02 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.02 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.02 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -36.6% | 0.02% | −0.02 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.11% | −0.01 |
| URI United Rentals Inc. | Reduce -14.8% | 0.04% | −0.01 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Reduce -14.0% | 0.03% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -30.2% | 0.02% | −0.01 |
| BLD Topbuild Corp. | Reduce -6.3% | 0.10% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.0% | 0.09% | −0.01 |
| AXP American Express Co. | Reduce -4.3% | 0.05% | −0.01 |
| FISV Fiserv Inc. | Reduce -17.9% | 0.05% | −0.01 |
| ACN Accenture PLC Class A | Reduce -2.8% | 0.04% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -8.8% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -8.5% | 0.04% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -3.4% | 0.02% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -1.3% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -11.3% | 0.02% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.04% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.8% | 0.06% | −0.00 |
| CDNS Cadence Design SYS Inc. | Reduce -0.5% | 0.02% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -5.4% | 0.09% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -1.1% | 0.02% | −0.00 |
| SPGI S&P Global Inc. | Reduce -6.9% | 0.04% | −0.00 |
| SES Ses AI Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| XLRE SS Real Estate Select Sector | New | 5.58% | +5.58 |
| JCPB JPMorgan Core Plus Bond ETF | Add +7.8% | 9.99% | +0.86 |
| SPEM State Street SP PTF Em ETF | Add +98.4% | 1.32% | +0.67 |
| VPU Vanguard Utilities ETF | Add +1155.4% | 0.37% | +0.34 |
| SOXX iShares Semiconductor ETF | New | 0.27% | +0.27 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.2% | 6.00% | +0.23 |
| BUG Global X Cybersecurity ETF | Add +3.1% | 4.77% | +0.16 |
| RWO State Street SPDR Dow Jones | Add +60.4% | 0.34% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +35.9% | 0.44% | +0.10 |
| XLC SS Comm Select Sector SPDR | Add +2.7% | 4.40% | +0.09 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.08% | +0.08 |
| XOM Exxon Mobil Corp. | Add +9.6% | 0.45% | +0.08 |
| META Meta Platforms Inc. Class A | Add +17.3% | 0.58% | +0.08 |
| TMUS T-Mobile US Inc. | Add +99.2% | 0.12% | +0.07 |
| VEA Vanguard Ftse Developed ETF | New | 0.06% | +0.06 |
| COST Costco Wholesale Corp. | Add +9.6% | 0.44% | +0.05 |
| V Visa Inc. Class A | Add +27.6% | 0.17% | +0.05 |
| ABBV Abbvie Inc. | Add +32.5% | 0.14% | +0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +19.4% | 0.26% | +0.05 |
| SJNK SS SPDR BB St Hi Yield ETF | New | 0.04% | +0.04 |
| AOM iShares Core 40/60 Moderate | New | 0.04% | +0.04 |
| ELV Elevance Health Inc. | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | Add +10.9% | 0.24% | +0.04 |
| BBIO Bridgebio Pharma Inc. | Add +113.8% | 0.06% | +0.04 |
| JNJ Johnson & Johnson | Add +8.1% | 0.19% | +0.04 |
| IBM Intl Business Machines Corp. | Add +8.7% | 0.19% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +28.9% | 0.19% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +157.3% | 0.06% | +0.03 |
| MA Mastercard Inc. Class A | Add +8.3% | 0.29% | +0.03 |
| NFLX Netflix Inc. | Add +23.4% | 0.14% | +0.03 |
| CSCO Cisco Systems Inc. | Add +36.4% | 0.10% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| AOR iShares Core 60/40 Balanced | Add +41.8% | 0.10% | +0.03 |
| AMGN Amgen Inc. | Add +13.4% | 0.11% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| KR Kroger Co. | New | 0.03% | +0.03 |
| KO The Coca-Cola Co. | Add +16.1% | 0.11% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +8.8% | 0.25% | +0.03 |
| PM Philip Morris International | Add +20.6% | 0.07% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +33.8% | 0.10% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| PLD Prologis Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | New | 0.02% | +0.02 |
| O Realty Income Corp. | New | 0.02% | +0.02 |
| MO Altria Group Inc. | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +15.4% | 0.31% | +0.02 |
| SCHF Schwab Intl Equity ETF | New | 0.02% | +0.02 |
| CI The Cigna Group | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +9.5% | 0.12% | +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 |