Moss Adams Wealth Advisors LLC Portfolio Holdings
Moss Adams Wealth Advisors LLC
- $1.38 Trillion
- Q4 2025
Moss Adams Wealth Advisors LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.38 Trillion distributed in 447 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 $410B, J P Morgan Exchange Traded Fd with a value of $122B, Global X Fds Us Infrastructure with a value of $84.8B, Utilities Sector Spdr with a value of $73.1B, and Vaneck ETF Tr Semiconductor Et with a value of $63.9B.
Examining the 13F form we can see an increase of $96.8B in the current position value, from $1.28T to 1.38T.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 447
- Current Value $1.38 Trillion
- Prior Value $1.28 Trillion
- Filing
- Period Q4 2025
- Filing Date January 26, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 24 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 75 stocks