Moss Adams Wealth Advisors LLC 13F Holdings
CIK 0001661245 · SEATTLE, WA
As of Sep 30, 2025, Moss Adams Wealth Advisors LLC reported 433 positions worth
CIK 0001661245 · SEATTLE, WA
As of Sep 30, 2025, Moss Adams Wealth Advisors LLC reported 433 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,050,323 | $345.5M | 27.66% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 2,397,225 | 14.0M | 9.13% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 852,159 | 01.3M | 8.11% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 790,510 | $68.9M | 5.52% |
| THE REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | — | 1,473,194 | $62.1M | 4.97% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 179,175 | $58.5M | 4.68% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 473,414 | $56.0M | 4.49% |
| GLOBAL X CYBERSECURITY ETF | BUG | — | 1,524,354 | $53.6M | 4.29% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 1,126,103 | $53.6M | 4.29% |
| APPLE INC | AAPL | Technology | 105,212 | $26.8M | 2.14% |
| MICROSOFT CORP | MSFT | Technology | 45,323 | $23.5M | 1.88% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 49,470 | 8.7M | 1.50% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 384,170 | 6.4M | 1.32% |
| NVIDIA CORP | NVDA | Technology | 77,180 | 4.4M | 1.15% |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | VIOO | — | 125,111 | 3.8M | 1.11% |
| AMAZON.COM INC | AMZN | Equity | 48,699 | 0.7M | 0.86% |
| ALPHABET INC | GOOGL | Equity | 41,168 | 0.0M | 0.80% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 210,060 | $9.8M | 0.79% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 47,880 | $9.1M | 0.73% |
| META PLATFORMS INC | META | Communication Services | 10,103 | $7.4M | 0.59% |
| ALPHABET INC | GOOG | Equity | 26,321 | $6.4M | 0.51% |
| BROADCOM INC | AVGO | Technology | 18,127 | $6.0M | 0.48% |
| VANGUARD 500 INDEX FUND | VOO | — | 8,685 | $5.3M | 0.43% |
| VANGUARD UTILITIES INDEX FUND | VPU | — | 25,645 | $4.9M | 0.39% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,355 | $4.2M | 0.34% |