Moss Adams Wealth Advisors LLC: 13F holdings
CIK 16612452026Q2
| Positions | 307 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 307 (+37 vs prior quarter) |
|---|
| Reported value | $1.6bn (+17.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 1,297,507 | $480.1m | 30.0% |
| JCPB J P MORGAN EXCHANGE TRADED F | 2,903,040 | $136.3m | 8.5% |
| PAVE GLOBAL X FDS | 1,847,570 | $109.0m | 6.8% |
| XLU SELECT SECTOR SPDR TR | 1,939,085 | $87.9m | 5.5% |
| SMH VANECK ETF TRUST | 120,494 | $79.0m | 4.9% |
| DFIC DIMENSIONAL ETF TRUST | 1,976,543 | $73.6m | 4.6% |
| XLRE SELECT SECTOR SPDR TR | 1,650,772 | $72.7m | 4.5% |
| BUG GLOBAL X FDS | 1,724,031 | $65.8m | 4.1% |
| XLC SELECT SECTOR SPDR TR | 504,352 | $54.0m | 3.4% |
| AAPL APPLE INC | 103,386 | $29.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1661245")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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