Moss Adams Wealth Advisors LLC Portfolio Holdings

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025

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.

Portfolio value $1.1 Trillion
ETFs: $883 Billion
Technology: $86.3 Billion
Communication Services: $26.6 Billion
Financial Services: $21.9 Billion
Consumer Cyclical: $20.9 Billion
Healthcare: $20.4 Billion
Industrials: $16.1 Billion
Consumer Defensive: $11.7 Billion
Other: $9.06 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$23.4 Billion 2.13% of portfolio
47,068
Q2 2025 Added 4.42%
$3.69T
$21.6 Billion 1.96% of portfolio
105,201
Q2 2025 Added 20.44%
$456B
$11.9 Billion 1.08% of portfolio
75,092
Q2 2025 Added 10.94%
$2.26T
$10.4 Billion 0.95% of portfolio
47,505
Q2 2025 Added 9.62%
$1.78T
$7.44 Billion 0.68% of portfolio
10,075
Q2 2025 Added 5.17%
$1.21T
$7.17 Billion 0.65% of portfolio
40,676
Q2 2025 Added 7.6%
$127B
$4.89 Billion 0.44% of portfolio
17,726
Q2 2025 Added 16.76%
$439B
$4.57 Billion 0.42% of portfolio
4,621
Q2 2025 Added 4.31%
$1.24T
$4.59 Billion 0.42% of portfolio
25,851
Q2 2025 Added 6.16%
$442B
$3.87 Billion 0.35% of portfolio
35,898
Q2 2025 Reduced 0.59%
$859B
$3.18 Billion 0.29% of portfolio
10,973
Q2 2025 Added 9.31%
$548B
$3.12 Billion 0.28% of portfolio
5,554
Q2 2025 Added 10.62%
$405B
$3.03 Billion 0.27% of portfolio
8,255
Q2 2025 Added 1.76%
$1.08T
$2.72 Billion 0.25% of portfolio
8,576
Q2 2025 Added 20.23%
$63.8B
$2.63 Billion 0.24% of portfolio
26,024
Q2 2025 Added 5.87%
$684B
$2.5 Billion 0.23% of portfolio
11,424
Q2 2025 Added 6.53%
$210B
$2.23 Billion 0.2% of portfolio
7,560
Q2 2025 Added 2.19%
$545B
$2.09 Billion 0.19% of portfolio
1,559
Q2 2025 Added 7.81%
$281B
$2.11 Billion 0.19% of portfolio
21,623
Q2 2025 Added 3.46%
$201B
$2.12 Billion 0.19% of portfolio
2,695
Q2 2025 Added 2.01%
$551B
$2.02 Billion 0.18% of portfolio
5,683
Q2 2025 Added 22.61%
$452B
$1.83 Billion 0.17% of portfolio
12,008
Q2 2025 Added 7.96%
$250B
$1.85 Billion 0.17% of portfolio
13,157
Q2 2025 Added 4.1%
$229B
$1.46 Billion 0.13% of portfolio
10,720
Q2 2025 Added 17.6%
$70.6B
$1.44 Billion 0.13% of portfolio
13,661
Q2 2025 Added 0.35%
$102B
$1.36 Billion 0.12% of portfolio
7,407
Q2 2025 Added 2.9%
$295B
$1.28 Billion 0.12% of portfolio
1,601
Q1 2025 Added 0.06%
$53.1B
$1.3 Billion 0.12% of portfolio
4,200
Q2 2025 Added 8.67%
$351B
$1.23 Billion 0.11% of portfolio
6,610
Q2 2025 Added 5.98%
$368B
$1.22 Billion 0.11% of portfolio
7,684
Q2 2025 Added 4.4%
$293B
$1.25 Billion 0.11% of portfolio
17,999
Q2 2025 Added 17.43%
$306B
$1.16 Billion 0.11% of portfolio
16,293
Q2 2025 Added 15.13%
$146B
$1.07 Billion 0.1% of portfolio
4,599
Q2 2025 Added 16.28%
$314B
$1.1 Billion 0.1% of portfolio
4,603
Q2 2025 Added 5.19%
$13.8B
$1.05 Billion 0.1% of portfolio
3,249
Q2 2025 Reduced 0.21%
$222B
$1.09 Billion 0.1% of portfolio
3,717
Q2 2025 Added 8.75%
$203B
$1.05 Billion 0.1% of portfolio
13,158
Q2 2025 Added 1.17%
$381B
$1.05 Billion 0.1% of portfolio
22,243
Q2 2025 Reduced 12.58%
$7.28B
$1.04 Billion 0.09% of portfolio
24,172
Q2 2025 Added 49.19%
$302B
$968 Million 0.09% of portfolio
6,759
Q2 2025 Added 2.63%
$245B
$949 Million 0.09% of portfolio
3,041
Q2 2025 Reduced 32.2%
$39.2B
$992 Million 0.09% of portfolio
2,988
Q2 2025 Added 10.34%
$182B
$994 Million 0.09% of portfolio
10,657
Q2 2025 Added 9.25%
$367B
$1.03 Billion 0.09% of portfolio
7,562
Q2 2025 Added 16.5%
$185B
$976 Million 0.09% of portfolio
11,464
Q2 2025 Reduced 5.36%
$157B
$1.01 Billion 0.09% of portfolio
2,599
Q2 2025 Added 15.56%
$232B
$975 Million 0.09% of portfolio
3,571
Q2 2025 Added 31.72%
$261B
$927 Million 0.08% of portfolio
5,050
Q2 2025 Added 16.49%
$152B
$935 Million 0.08% of portfolio
3,348
Q2 2025 Added 1.79%

Summary

  • Portfolio
  • No. of Stocks 432
  • Current Value $1.1 Trillion
  • Prior Value $950 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 45 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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