Moss Adams Wealth Advisors LLC
CIK: 1661245SEC EDGAR →
Portfolio Value
$548.5B
Holdings
270
As of
Q1 2026
New Positions
270
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 2,625,401 | $123.6B | 22.53% |
| 2 | GLOBAL X FDS | 1,816,958 | $92.3B | 16.83% |
| 3 | SELECT SECTOR SPDR TR | 1,797,461 | $82.5B | 15.04% |
| 4 | DIMENSIONAL ETF TRUST | 1,862,542 | $66.2B | 12.06% |
| 5 | SELECT SECTOR SPDR TR | 1,589,587 | $64.9B | 11.83% |
| 6 | GLOBAL X FDS | 1,446,480 | $36.3B | 6.62% |
| 7 | SPDR INDEX SHS FDS | 349,628 | $16.0B | 2.91% |
| 8 | SPDR INDEX SHS FDS | 216,958 | $10.2B | 1.86% |
| 9 | ISHARES TR | 49,487 | $3.9B | 0.72% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 60,917 | $3.8B | 0.70% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $433.3B | 79.0% |
| Unknown | 13 | $94.3B | 17.2% |
| Industrials | 37 | $4.4B | 0.8% |
| Technology | 40 | $3.5B | 0.6% |
| Communication Services | 10 | $3.1B | 0.6% |
| Consumer Defensive | 8 | $2.3B | 0.4% |
| Healthcare | 28 | $2.3B | 0.4% |
| Consumer Cyclical | 15 | $1.6B | 0.3% |
| Utilities | 6 | $1.4B | 0.3% |
| Energy | 12 | $1.4B | 0.3% |
| Basic Materials | 4 | $454.9M | 0.1% |
| Real Estate | 6 | $415.6M | 0.1% |