Institutional Fund
Moss Adams Wealth Advisors LLC
Seattle, WACIK 16612455 filings on record
Portfolio Value
$1.37B
Q1 2026
Holdings
270
Reported positions
New Buys
29
Opened this quarter
QoQ Change
-0.9%
from $1.38B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds29.6%
- J P Morgan Exchange Traded F9.0%
- Global X Fds6.8%
- Select Sector Spdr Tr6.0%
- Vaneck ETF Trust4.9%
- Dimensional ETF Trust4.8%
- Other38.9%
Portfolio Holdings
270 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 1.26M | $404.19M | 29.6% | +38.4K | Added |
| 2 | J P Morgan Exchange Traded F | 2.63M | $123.60M | 9.0% | +59.3K | Added |
| 3 | Global X Fds | 1.82M | $92.32M | 6.8% | +52.7K | Added |
| 4 | Select Sector Spdr Tr | 1.80M | $82.49M | 6.0% | +84.7K | Added |
| 5 | Vaneck ETF Trust | 173.5K | $66.51M | 4.9% | −4.0K | Reduced |
| 6 | Dimensional ETF Trust | 1.86M | $66.18M | 4.8% | +70.7K | Added |
| 7 | Select Sector Spdr Tr | 1.59M | $64.90M | 4.7% | +70.0K | Added |
| 8 | Select Sector Spdr Tr | 484.5K | $53.71M | 3.9% | +6.6K | Added |
| 9 | Global X Fds | 1.45M | $36.32M | 2.7% | −140.1K | Reduced |
| 10 | Apple Inc | 107.1K | $27.18M | 2.0% | +3.6K | Added |
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