Moss Adams Wealth Advisors LLC
CIK 1661245
13F filing for Q2 2026・No. 1,915
- Holdings
- US$1.6B
- Quarter change
- +US$233.13M
- Entries
- 539
- Net bought (estimate)
- +US$30.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 54
- Sold out 17
- Cut 78
- Added 151
- Corporate actions 2
- Unchanged 24
Largest holdings
307 stocks worth US$1.6B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 1,297,507 | US$480.13M | 30.00% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 2,903,040 | US$136.27M | 8.51% |
| GLOBAL X FDSUS INFR DEV ETF | Added | 1,847,570 | US$109.02M | 6.81% |
| SELECT SECTOR SPDR TRST STR UTIL ETF | Added | 1,939,085 | US$87.92M | 5.49% |
| SMHVANECK ETF TRUSTSEMICONDUCTR ETF | Cut | 120,494 | US$79.03M | 4.94% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 1,976,543 | US$73.65M | 4.60% |
| SELECT SECTOR SPDR TRST STR REAL ETF | Added | 1,650,772 | US$72.68M | 4.54% |
| GLOBAL X FDSCYBRSCURTY ETF | Added | 1,724,031 | US$65.84M | 4.11% |
| SELECT SECTOR SPDR TRST STR SVC ETF | Added | 504,352 | US$54.03M | 3.38% |
| AAPLAppleCOM | Cut | 103,386 | US$29.92M | 1.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.