Latest Moss Adams Wealth Advisors LLC Stock Portfolio

Moss Adams Wealth Advisors LLC Performance:

2026 Q1: -1.82%YTD: -1.82%2025: 20.01%

Performance for 2026 Q1 is -1.82%, and YTD is -1.82%, and 2025 is 20.01%.

About Moss Adams Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

On 2026-04-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Moss Adams Wealth Advisors LLC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of Moss Adams Wealth Advisors LLC are VB, BBAX, AGNG. The fund has invested 29.6% of it's portfolio in VANGUARD INDEX FDS and 9% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off AVIDITY BIOSCIENCES INC (RNA), SPDR S&P MIDCAP 400 ETF TR (MDY) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (IJR) and ISHARES TR (AAXJ). Moss Adams Wealth Advisors LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (CARZ), FUNDRISE INNOVATION FD LLC and QUEST DIAGNOSTICS INC (DGX). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD CALIF TAX FREE FDS and PALO ALTO NETWORKS INC (PANW).

Moss Adams Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Moss Adams Wealth Advisors LLC made a return of -1.82% in the last quarter. In trailing 12 months, it's portfolio return was 21.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange-traded fd	3,818,280
fundrise innovation fd llc	1,758,140
quest diagnostics inc	1,006,560
vanguard bd index fds	464,863
vanguard star fds	431,560
ishares tr	341,939
marathon pete corp	318,758
dimensional etf trust	313,654

New stocks bought by Moss Adams Wealth Advisors LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	96.03
vanguard calif tax free fds	63.00
palo alto networks inc	52.04
linde plc	33.56
procter & gamble co	30.28
stryker corporation	27.6
texas instrs inc	22.86
fastenal co	22.82

Additions to existing portfolio by Moss Adams Wealth Advisors LLC

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-74.98
ishares tr	-72.52
ishares tr	-55.16
occidental pete corp	-48.22
qualcomm inc	-47.73
ishares inc	-37.23
citigroup inc	-25.41
select sector spdr tr	-25.14

Moss Adams Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
avidity biosciences inc	-1,622,640
alight inc	-25,683
ishares tr	-292,251
carnival corp	-206,909
ishares tr	-308,088
sprouts fmrs mkt inc	-269,764
american intl group inc	-200,872
amcor plc	-93,952

Moss Adams Wealth Advisors LLC got rid off the above stocks

Sector Distribution

Moss Adams Wealth Advisors LLC has about 82.9% of it's holdings in Others sector.

Sector	%
Others	82.9
Technology	6.4
Communication Services	2.2
Healthcare	1.7
Financial Services	1.6
Consumer Cyclical	1.6
Industrials	1.5

Market Cap. Distribution

Moss Adams Wealth Advisors LLC has about 17.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.9
MEGA-CAP	12.7
LARGE-CAP	4.4

Stocks belong to which Index?

About 16.6% of the stocks held by Moss Adams Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.3
S&P 500	16.6

Top 5 Winners (%)		%
	sandisk corp	153.5 %
WDC	western digital corp	55.8 %
GLW	corning inc	54.9 %
LASR	nlight inc	52.0 %
OXY	occidental pete corp	44.3 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	5.6 M
AGNG	global x fds	4.9 M
AFK	vaneck etf trust	4.1 M
DFAC	dimensional etf trust	2.0 M
XOM	exxon mobil corp	1.9 M

Top 5 Losers (%)		%
APP	applovin corp	-40.4 %
INTU	intuit	-34.3 %
DASH	doordash inc	-32.9 %
TRIB	trinity biotech invt ltd	-31.4 %
BSX	boston scientific corp	-31.3 %

Top 5 Losers ($)		$
VB	vanguard index fds	-17.9 M
AGNG	global x fds	-8.1 M
MSFT	microsoft corp	-5.1 M
XLB	select sector spdr tr	-3.3 M
AAPL	apple inc	-1.9 M

Moss Adams Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC has 270 stocks in it's portfolio. About 74.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Moss Adams Wealth Advisors LLC last quarter.

Last Reported on: 23 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.99	107,100	27,181,000	added	3.5

AAXJ	ishares tr	0.29	49,487	3,937,210	added	10.64

AAXJ	ishares tr	0.14	17,909	1,901,090	reduced	-10.24

AAXJ	ishares tr	0.02	4,879	277,420	reduced	-55.16

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.11	6,997	1,521,810	added	8.73

ABC	cencora inc	0.01	660	207,356	added	1.85

ABT	abbott laboratories	0.07	9,744	1,000,460	reduced	-0.46

ACGL	arch cap group ltd	0.02	2,314	222,122	added	2.39

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACWV	ishares inc	0.02	3,531	221,182	reduced	-37.23

ADBE	adobe inc	0.02	1,327	322,568	added	6.93

ADI	analog devices inc	0.04	1,504	478,566	reduced	-1.31

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

ADSK	autodesk inc	0.07	4,083	977,471	reduced	-4.31

AEP	american elec pwr co inc	0.02	1,916	251,150	new

AFK	vaneck etf trust	4.86	173,466	66,506,800	reduced	-2.24

AGNG	global x fds	6.75	1,816,960	92,319,700	added	2.99

AGNG	global x fds	2.66	1,446,480	36,321,100	reduced	-8.83

AIG	american intl group inc	0.00	0.00	0.00	sold off	-100