Moss Adams Wealth Advisors LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.1 Trillion distributed in 432 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 $265B, J P Morgan Exchange Traded Fd with a value of $95.7B, Ishares Core S&P Sm Cap ETF with a value of $83.1B, Utilities Sector Spdr with a value of $59.4B, and Select Sector Spdr Tr Real Est with a value of $54.4B.
Examining the 13F form we can see an increase of $152B in the current position value, from $950B to 1.1T.
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.
