Moss Adams Wealth Advisors LLC Portfolio Holdings

Moss Adams Wealth Advisors LLC

  • $1.28 Trillion
  • Q3 2025

Moss Adams Wealth Advisors LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Trillion distributed in 433 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $345B, J P Morgan Exchange Traded Fd with a value of $114B, Ishares Core S&P Sm Cap ETF with a value of $101B, Utilities Sector Spdr with a value of $68.9B, and Select Sector Spdr Tr Real Est with a value of $62.1B.

Examining the 13F form we can see an increase of $181B in the current position value, from $1.1T to 1.28T.

Moss Adams Wealth Advisors LLC is based out at Seattle, WA

Below you can find more details about Moss Adams Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Trillion
ETFs: $1.05 Trillion
Technology: $96.6 Billion
Communication Services: $29.7 Billion
Consumer Cyclical: $23.2 Billion
Financial Services: $21.5 Billion
Healthcare: $20.2 Billion
Industrials: $17.4 Billion
Consumer Defensive: $10.7 Billion
Other: $10.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$345 Billion 26.93% of portfolio
1,050,323
Q3 2025 Added 20.86%
$0
$114 Billion 8.89% of portfolio
2,397,225
Q3 2025 Added 17.93%
$0
$101 Billion 7.9% of portfolio
852,159
Q3 2025 Added 12.04%
$0
$68.9 Billion 5.38% of portfolio
790,510
Q3 2025 Added 8.6%
$0
$62.1 Billion 4.84% of portfolio
1,473,194
Q3 2025 Added 12.19%
$0
$58.5 Billion 4.56% of portfolio
179,175
Q3 2025 Added 6.68%
$0
$56 Billion 4.37% of portfolio
473,414
Q3 2025 Added 7.59%
$0
$53.6 Billion 4.18% of portfolio
1,126,103
Q3 2025 Added 8.15%
$0
$53.6 Billion 4.18% of portfolio
1,524,354
Q3 2025 Added 7.26%
$4.22T
$26.8 Billion 2.09% of portfolio
105,212
Q3 2025 Added 0.01%
$3.86T
$23.5 Billion 1.83% of portfolio
45,323
Q3 2025 Reduced 3.71%
$0
$18.7 Billion 1.46% of portfolio
49,470
Q3 2025 Reduced 3.43%
$0
$16.4 Billion 1.28% of portfolio
384,170
Q3 2025 Added 0.08%
$451B
$14.4 Billion 1.12% of portfolio
77,180
Q3 2025 Added 2.78%
$0
$13.8 Billion 1.08% of portfolio
125,111
Q3 2025 Reduced 0.6%
$2.26T
$10.7 Billion 0.83% of portfolio
48,699
Q3 2025 Added 2.51%
$0
$9.83 Billion 0.77% of portfolio
210,060
Q3 2025 Added 3.06%
$0
$9.08 Billion 0.71% of portfolio
47,880
Q3 2025 Reduced 0.25%
$1.65T
$7.42 Billion 0.58% of portfolio
10,103
Q3 2025 Added 0.28%
$1.53T
$6.41 Billion 0.5% of portfolio
26,321
Q3 2025 Added 1.82%
$139B
$5.98 Billion 0.47% of portfolio
18,127
Q3 2025 Added 2.26%
$0
$5.33 Billion 0.42% of portfolio
8,685
Q3 2025 Added 6.34%
$0
$4.86 Billion 0.38% of portfolio
25,645
Q2 2025 Added 25.94%
$0
$4.24 Billion 0.33% of portfolio
6,355
Q3 2025 Added 59.99%
$0
$4.15 Billion 0.32% of portfolio
91,989
Q3 2025 Added 3.17%
$470B
$4.08 Billion 0.32% of portfolio
36,208
Q3 2025 Added 0.86%
$1.4T
$4 Billion 0.31% of portfolio
8,991
Q3 2025 Added 4.84%
$415B
$3.84 Billion 0.3% of portfolio
4,152
Q3 2025 Reduced 10.15%
$871B
$3.51 Billion 0.27% of portfolio
11,130
Q3 2025 Added 1.43%
$0
$3.47 Billion 0.27% of portfolio
12,811
Q3 2025 Reduced 0.87%
$400B
$3.3 Billion 0.26% of portfolio
8,145
Q3 2025 Reduced 1.33%
$742B
$3.34 Billion 0.26% of portfolio
11,872
Q3 2025 Added 3.92%
$546B
$3.16 Billion 0.25% of portfolio
5,557
Q3 2025 Added 0.05%
$0
$3.14 Billion 0.25% of portfolio
11,157
Q3 2025 Added 7.31%
$0
$3.18 Billion 0.25% of portfolio
39,204
Q3 2025 Reduced 26.35%
$0
$2.93 Billion 0.23% of portfolio
6,261
Q3 2025 Reduced 0.52%
$0
$2.86 Billion 0.22% of portfolio
4,766
Q3 2025 Added 4.43%
$0
$2.71 Billion 0.21% of portfolio
59,261
Q3 2025 Reduced 0.54%
$0
$2.26 Billion 0.18% of portfolio
21,255
Q3 2025 Reduced 6.57%
$502B
$2.24 Billion 0.18% of portfolio
12,106
Q3 2025 Added 0.82%
$288B
$2.29 Billion 0.18% of portfolio
22,181
Q3 2025 Added 2.58%
$0
$2.15 Billion 0.17% of portfolio
21,453
Q3 2025 Reduced 1.25%
$130B
$2.12 Billion 0.17% of portfolio
5,971
Q3 2025 Added 6.63%
$270B
$2.1 Billion 0.16% of portfolio
13,222
Q3 2025 Added 0.49%
$253B
$2.03 Billion 0.16% of portfolio
7,191
Q3 2025 Reduced 4.88%
$64.2B
$2.02 Billion 0.16% of portfolio
24,146
Q3 2025 Reduced 7.22%
$760B
$1.88 Billion 0.15% of portfolio
2,459
Q3 2025 Reduced 16.62%
$568B
$1.94 Billion 0.15% of portfolio
5,696
Q3 2025 Added 0.23%
$552B
$1.92 Billion 0.15% of portfolio
1,604
Q3 2025 Added 2.89%

Summary

  • Portfolio
  • No. of Stocks 433
  • Current Value $1.28 Trillion
  • Prior Value $1.1 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 25 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email