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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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