Moss Adams Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Moss Adams Wealth Advisors LLC reported 255 stock positions worth $1.1 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 24.0% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 8.7%) and iShares Core S&P Small-Cap E (IJR, 7.5%). Compared with Q1 2025, it opened 45 new positions, sold out of 7, added to 139 and reduced 54. The biggest buy was Vanguard S&P Small-Cap 600 E (VIOO, shares +1476%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0001661245
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001661245-25-000004 ↗ filed Jul 17, 2025
Holdings Value
Holdings 255 stocks · $1.1B
| VTI VG Morningstar TS MKT ETF-US | 24.04% | 869,024 | $264.7M | Add +5.4% |
| JCPB JPMorgan Core Plus Bond ETF | 8.69% | 2,032,669 | $95.7M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 7.55% | 760,607 | $83.1M | Reduce -8.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 5.40% | 727,888 | $59.4M | Add +0.7% |
| XLRE SS Real Estate Select Sector | 4.94% | 1,313,112 | $54.4M | Add +3.8% |
| BUG Global X Cybersecurity ETF | 4.79% | 1,421,225 | $52.7M | Add +1.6% |
| XLC SS Comm Select Sector SPDR | 4.34% | 440,017 | $47.8M | Add +1.5% |
| SMH Vaneck Semiconductor ETF | 4.25% | 167,949 | $46.8M | Add +4.2% |
| PAVE Global X US Infrastructure | 4.13% | 1,041,197 | $45.5M | Add +1.5% |
| MSFT Microsoft Corp. | 2.13% | 47,068 | $23.4M | Add +4.4% |
| AAPL Apple Inc. | 1.96% | 105,201 | $21.6M | Add +20.4% |
| IWV iShares Russell 3000 ETF | 1.63% | 51,225 | $18.0M | Add +26.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.41% | 383,847 | $15.5M | Add +1.2% |
| VIOO Vanguard S&P Small-Cap 600 E | 1.16% | 125,867 | $12.7M | Add +1476.1% |
| NVDA Nvidia Corp. | 1.08% | 75,092 | $11.9M | Add +10.9% |
| AMZN Amazon.com Inc. | 0.95% | 47,505 | $10.4M | Add +9.6% |
| RSP Invesco S&P 500 Equal Weight | 0.79% | 48,000 | $8.7M | Reduce -0.3% |
| SPEM State Street SP PTF Em ETF | 0.79% | 203,823 | $8.7M | Reduce -36.2% |
| META Meta Platforms Inc. Class A | 0.68% | 10,075 | $7.4M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 0.65% | 40,676 | $7.2M | Add +7.6% |
| SLV iShares Silver Trust | 0.46% | 154,482 | $5.1M | New |
| AVGO Broadcom Inc. | 0.44% | 17,726 | $4.9M | Add +16.8% |
| VOO Vanguard S&P 500 ETF | 0.42% | 8,167 | $4.7M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.42% | 25,851 | $4.6M | Add +6.2% |
| COST Costco Wholesale Corp. | 0.42% | 4,621 | $4.6M | Add +4.3% |
| VPU Vanguard Utilities ETF | 0.41% | 25,645 | $4.5M | Add +25.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.39% | 53,229 | $4.3M | Add +320.4% |
| XOM Exxon Mobil Corp. | 0.35% | 35,898 | $3.9M | Reduce -0.6% |
| ESML iShares ESG Aware MSCI USA S | 0.33% | 89,165 | $3.7M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.29% | 10,973 | $3.2M | Add +9.3% |
| MA Mastercard Inc. Class A | 0.28% | 5,554 | $3.1M | Add +10.6% |
| SIL Global X Silver Miners ETF | 0.28% | 64,239 | $3.1M | New |
| SOXX iShares Semiconductor ETF | 0.28% | 12,923 | $3.1M | Reduce -6.5% |
| HD Home Depot Inc. | 0.27% | 8,255 | $3.0M | Add +1.8% |
| TSLA Tesla Inc. | 0.25% | 8,576 | $2.7M | Add +20.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 6,294 | $2.7M | Reduce -14.8% |
| XLK SS Technology Select Sector | 0.24% | 10,397 | $2.6M | Add +24.5% |
| RWO State Street SPDR Dow Jones | 0.24% | 59,583 | $2.6M | Reduce -20.5% |
| UPS United Parcel Service Class B | 0.24% | 26,024 | $2.6M | Add +5.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 4,564 | $2.5M | Add +3.2% |
| ORCL Oracle Corp. | 0.23% | 11,424 | $2.5M | Add +6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 3,972 | $2.5M | Add +2.3% |
| MUB iShares National Muni Bond E | 0.22% | 22,749 | $2.4M | Reduce -27.3% |
| LLY Eli Lilly & Co. | 0.21% | 2,949 | $2.3M | Add +5.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 7,560 | $2.2M | Add +2.2% |
| AGG iShares Core U.S. Aggregate | 0.20% | 21,724 | $2.2M | Reduce -2.1% |
| INTU Intuit Inc. | 0.19% | 2,695 | $2.1M | Add +2.0% |
| WMT Walmart Inc. | 0.19% | 21,623 | $2.1M | Add +3.5% |
| NFLX Netflix Inc. | 0.19% | 1,559 | $2.1M | Add +7.8% |
| SLVR Sprott SLVR Miner & PHY SLVR | 0.19% | 68,752 | $2.1M | New |
| V Visa Inc. Class A | 0.18% | 5,683 | $2.0M | Add +22.6% |
| MS Morgan Stanley | 0.17% | 13,157 | $1.9M | Add +4.1% |
| JNJ Johnson & Johnson | 0.17% | 12,008 | $1.8M | Add +8.0% |
| IVV iShares Core S&P 500 ETF | 0.16% | 2,781 | $1.7M | Reduce -11.6% |
| GLD SPDR Gold Shares | 0.15% | 5,600 | $1.7M | Add +2.3% |
| ABT Abbott Laboratories | 0.13% | 10,720 | $1.5M | Add +17.6% |
| RBLX Roblox Corp. Class A | 0.13% | 13,661 | $1.4M | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 0.12% | 7,407 | $1.4M | Add +2.9% |
| ADSK Autodesk Inc. | 0.12% | 4,200 | $1.3M | Add +8.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.12% | 1,601 | $1.3M | No change |
| IVW iShares S&P 500 Growth ETF | 0.11% | 11,468 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.11% | 17,999 | $1.2M | Add +17.4% |
| CMF iShares California Muni Bond | 0.11% | 22,250 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.11% | 6,610 | $1.2M | Add +6.0% |
| PG The Procter & Gamble Co. | 0.11% | 7,684 | $1.2M | Add +4.4% |
| KO The Coca-Cola Co. | 0.11% | 16,293 | $1.2M | Add +15.1% |
| TMUS T-Mobile US Inc. | 0.10% | 4,603 | $1.1M | Add +5.2% |
| MCD McDonald's Corp. | 0.10% | 3,717 | $1.1M | Add +8.8% |
| HON Honeywell International Inc. | 0.10% | 4,599 | $1.1M | Add +16.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 22,243 | $1.1M | Reduce -12.6% |
| MRK Merck & Co. Inc. | 0.10% | 13,158 | $1.1M | Add +1.2% |
| BLD Topbuild Corp. | 0.10% | 3,249 | $1.1M | Reduce -0.2% |
| BBIO Bridgebio Pharma Inc. | 0.09% | 24,172 | $1.0M | Add +49.2% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 7,562 | $1.0M | Add +16.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 3,628 | $1.0M | New |
| AOR iShares Core 60/40 Balanced | 0.09% | 16,453 | $1.0M | Add +4.0% |
| ADBE Adobe Inc. | 0.09% | 2,599 | $1.0M | Add +15.6% |
| UBER Uber Technologies Inc. | 0.09% | 10,657 | $994K | Add +9.3% |
| ROK Rockwell Automation Inc. | 0.09% | 2,988 | $992K | Add +10.3% |
| C Citigroup Inc. | 0.09% | 11,464 | $976K | Reduce -5.4% |
| CRM Salesforce Inc. | 0.09% | 3,571 | $975K | Add +31.7% |
| CVX Chevron Corp. | 0.09% | 6,759 | $968K | Add +2.6% |
| UNH Unitedhealth Group Inc. | 0.09% | 3,041 | $949K | Reduce -32.2% |
| AMGN Amgen Inc. | 0.08% | 3,348 | $935K | Add +1.8% |
| KTOS Kratos Defense & Security | 0.08% | 20,122 | $935K | No change |
| WFC Wells Fargo & Co. | 0.08% | 11,589 | $929K | Reduce -1.2% |
| PM Philip Morris International | 0.08% | 5,050 | $927K | Add +16.5% |
| IVE iShares S&P 500 Value ETF | 0.08% | 4,525 | $884K | Reduce -0.0% |
| VGIT Vanguard Intermediate-Term T | 0.08% | 14,723 | $881K | Add +31.6% |
| BA The Boeing Co. | 0.08% | 4,139 | $867K | Add +14.5% |
| AOA iShares Core 80/20 Aggressiv | 0.08% | 10,184 | $849K | Add +21.1% |
| DHR Danaher Corp. | 0.08% | 4,273 | $845K | Add +30.2% |
| LIN Linde PLC | 0.07% | 1,760 | $826K | Add +24.1% |
| IEMG iShares Core MSCI Emerging | 0.07% | 13,724 | $824K | New |
| RMD Resmed Inc. | 0.07% | 3,107 | $802K | Add +0.9% |
| RTX RTX Corp. | 0.07% | 5,459 | $797K | Add +14.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 9,351 | $781K | New |
| SBUX Starbucks Corp. | 0.07% | 8,435 | $773K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 2,999 | $772K | Add +1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 3,205 | $762K | Reduce -4.2% |
Portfolio Sells Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Reduce -8.8% | 7.55% | −1.63 |
| SPEM State Street SP PTF Em ETF | Reduce -36.2% | 0.79% | −0.53 |
| UNH Unitedhealth Group Inc. | Reduce -32.2% | 0.09% | −0.16 |
| MUB iShares National Muni Bond E | Reduce -27.3% | 0.22% | −0.13 |
| RWO State Street SPDR Dow Jones | Reduce -20.5% | 0.24% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.35% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.3% | 0.79% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -14.8% | 0.24% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -2.1% | 0.20% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -28.1% | 0.06% | −0.04 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -26.7% | 0.04% | −0.03 |
| PSX Phillips 66 | Sold out | 0.00% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -11.6% | 0.16% | −0.03 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.02 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.02 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Reduce -13.9% | 0.03% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.7% | 0.02% | −0.02 |
| BAC Bank of America Corp. | Reduce -12.6% | 0.10% | −0.02 |
| PFE Pfizer Inc. | Reduce -2.9% | 0.06% | −0.01 |
| LRCX Lam Research Corp. | Reduce -42.5% | 0.03% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -13.0% | 0.03% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -10.7% | 0.04% | −0.01 |
| FDX FedEx Corp. | Reduce -11.9% | 0.03% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -2.6% | 0.03% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -19.4% | 0.04% | −0.01 |
| USB US Bancorp | Reduce -23.2% | 0.03% | −0.01 |
| MDT Medtronic PLC | Reduce -10.4% | 0.03% | −0.01 |
| UNP Union Pacific Corp. | Reduce -7.2% | 0.04% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.0% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.7% | 0.03% | −0.01 |
| CAT Caterpillar Inc. | Reduce -23.8% | 0.03% | −0.01 |
| BLD Topbuild Corp. | Reduce -0.2% | 0.10% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.2% | 0.07% | −0.01 |
| HPQ HP Inc. | Reduce -2.6% | 0.02% | −0.01 |
| FICO Fair Isaac Corp. | Reduce -6.1% | 0.03% | −0.01 |
| MMM 3M Co. | Reduce -6.8% | 0.03% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -15.3% | 0.02% | −0.01 |
| PCAR Paccar Inc. | Reduce -0.3% | 0.03% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.8% | 0.06% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -15.5% | 0.02% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -6.7% | 0.03% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -1.2% | 0.08% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -9.7% | 0.03% | −0.00 |
| APCX Apptech Payments Corp. | Sold out | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 0.04% | −0.00 |
| F Ford Motor Co. | Reduce -12.9% | 0.01% | −0.00 |
| NKE Nike Inc. Class B | Reduce -4.6% | 0.04% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| VIOO Vanguard S&P Small-Cap 600 E | Add +1476.1% | 1.16% | +1.08 |
| SMH Vaneck Semiconductor ETF | Add +4.2% | 4.25% | +0.66 |
| SLV iShares Silver Trust | New | 0.46% | +0.46 |
| MSFT Microsoft Corp. | Add +4.4% | 2.13% | +0.34 |
| NVDA Nvidia Corp. | Add +10.9% | 1.08% | +0.30 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +320.4% | 0.39% | +0.28 |
| SIL Global X Silver Miners ETF | New | 0.28% | +0.28 |
| IWV iShares Russell 3000 ETF | Add +26.7% | 1.63% | +0.28 |
| SLVR Sprott SLVR Miner & PHY SLVR | New | 0.19% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.4% | 24.04% | +0.18 |
| AVGO Broadcom Inc. | Add +16.8% | 0.44% | +0.18 |
| META Meta Platforms Inc. Class A | Add +5.2% | 0.68% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +9.6% | 0.95% | +0.08 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +6.5% | 0.23% | +0.07 |
| IFRA iShares US Infrastructure | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | Add +24.5% | 0.24% | +0.06 |
| PAVE Global X US Infrastructure | Add +1.5% | 4.13% | +0.05 |
| TSLA Tesla Inc. | Add +20.2% | 0.25% | +0.05 |
| NFLX Netflix Inc. | Add +7.8% | 0.19% | +0.05 |
| RBLX Roblox Corp. Class A | Add +0.3% | 0.13% | +0.05 |
| VPU Vanguard Utilities ETF | Add +25.9% | 0.41% | +0.04 |
| DFIC Dimensional International Co. | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | Add +159.5% | 0.06% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +16.5% | 0.09% | +0.04 |
| BBIO Bridgebio Pharma Inc. | Add +49.2% | 0.09% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +7.6% | 0.65% | +0.04 |
| SNPS Synopsys Inc. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +81.4% | 0.06% | +0.03 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.03% | +0.03 |
| ETN Eaton Corp. PLC | Add +106.9% | 0.06% | +0.03 |
| MDY State Street SPDR S&P Midcap | New | 0.03% | +0.03 |
| EZU iShares MSCI Eurozone ETF | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +9.3% | 0.29% | +0.03 |
| TT Trane Technologies PLC | New | 0.03% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| EQIX Equinix Inc. | New | 0.02% | +0.02 |
| SPOT Spotify Technology SA | New | 0.02% | +0.02 |
| HSY The Hershey Co. | New | 0.02% | +0.02 |
| BUG Global X Cybersecurity ETF | Add +1.6% | 4.79% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| KKR KKR & Co. Inc. | New | 0.02% | +0.02 |
| CEG Constellation Energy | 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 |