Moss Adams Wealth Advisors LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$1.4T

Holdings

262

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (262 positions)

#StockSharesValue% PortfolioType
1
VTIVANGUARD INDEX FDS
1,221,479$409.5B29.69%
2
JCPBJ P MORGAN EXCHANGE TRADED F
2,566,057$121.8B8.83%
3
BCCCGLOBAL X FDS
1,764,263$84.8B6.15%
4
XLUSELECT SECTOR SPDR TR
1,712,726$73.1B5.30%
5
SMHVANECK ETF TRUST
177,432$63.9B4.63%
6
DFICDIMENSIONAL ETF TRUST
1,791,845$61.7B4.48%
7
XLRESELECT SECTOR SPDR TR
1,519,555$61.3B4.44%
8
XLCSELECT SECTOR SPDR TR
477,887$56.3B4.08%
9
BUGGLOBAL X FDS
1,586,531$48.3B3.50%
10
AAPLAPPLE INC
103,482$28.1B2.04%
11
MSFTMICROSOFT CORP
45,589$22.0B1.60%
12
IJRISHARES TR
167,584$20.1B1.46%
13
IWVISHARES TR
48,986$18.9B1.37%
14
SPDWSPDR INDEX SHS FDS
361,379$16.0B1.16%
15
NVDANVIDIA CORPORATION
75,938$14.2B1.03%
16
VIOOVANGUARD ADMIRAL FDS INC
124,810$13.8B1.00%
17
GOOGLALPHABET INC
40,502$12.7B0.92%
18
AMZNAMAZON COM INC
48,786$11.3B0.82%
19
SPEMSPDR INDEX SHS FDS
213,727$10.0B0.73%
20
RSPINVESCO EXCHANGE TRADED FD T
47,819$9.2B0.66%
21
GOOGALPHABET INC
26,588$8.3B0.60%
22
METAMETA PLATFORMS INC
10,813$7.1B0.52%
23
AVGOBROADCOM INC
18,274$6.3B0.46%
24
VOOVANGUARD INDEX FDS
8,859$5.6B0.40%
25
VPUVANGUARD WORLD FD
25,645$4.7B0.34%
26
XOMEXXON MOBIL CORP
37,526$4.5B0.33%
27
TSLATESLA INC
9,306$4.2B0.30%
28
SPYSPDR S&P 500 ETF TR
5,831$4.0B0.29%
29
SOXXISHARES TR
12,479$3.8B0.27%
30
JPMJPMORGAN CHASE & CO.
11,466$3.7B0.27%
31
HYGISHARES TR
44,728$3.6B0.26%
32
COSTCOSTCO WHSL CORP NEW
4,117$3.5B0.26%
33
XLKSELECT SECTOR SPDR TR
23,659$3.4B0.25%
34
MAMASTERCARD INCORPORATED
5,412$3.1B0.22%
35
IWFISHARES TR
6,232$2.9B0.21%
36
NDQINVESCO QQQ TR
4,776$2.9B0.21%
37
RWOSPDR INDEX SHS FDS
63,045$2.8B0.21%
38
LLYELI LILLY & CO
2,617$2.8B0.20%
39
HDHOME DEPOT INC
8,045$2.8B0.20%
40
WMTWALMART INC
22,887$2.5B0.18%
41
UPSUNITED PARCEL SERVICE INC
25,221$2.5B0.18%
42
JNJJOHNSON & JOHNSON
11,836$2.4B0.18%
43
DWDMORGAN STANLEY
13,172$2.3B0.17%
44
ORCLORACLE CORP
11,631$2.3B0.16%
45
GQ9SPDR GOLD TR
5,480$2.2B0.16%
46
IBMINTERNATIONAL BUSINESS MACHS
7,321$2.2B0.16%
47
MUBISHARES TR
19,952$2.1B0.15%
48
AGGISHARES TR
21,378$2.1B0.15%
49
IVVISHARES TR
2,855$2.0B0.14%
50
VVISA INC
5,422$1.9B0.14%
51
INTUINTUIT
2,756$1.8B0.13%
52
ASMLASML HOLDING N V
1,601$1.7B0.12%
53
AOAISHARES TR
18,929$1.7B0.12%
54
RNAAVIDITY BIOSCIENCES INC
22,496$1.6B0.12%
55
UNHUNITEDHEALTH GROUP INC
4,704$1.6B0.11%
56
KTOSKRATOS DEFENSE & SEC SOLUTIO
20,155$1.5B0.11%
57
MRKMERCK & CO INC
14,180$1.5B0.11%
58
AORISHARES TR
22,809$1.5B0.11%
59
ABBVABBVIE INC
6,435$1.5B0.11%
60
JMUBJ P MORGAN EXCHANGE TRADED F
28,909$1.5B0.11%
61
NFLXNETFLIX INC
15,421$1.4B0.10%
62
PLTRPALANTIR TECHNOLOGIES INC
8,130$1.4B0.10%
63
IVWISHARES TR
11,468$1.4B0.10%
64
TRVCCITIGROUP INC
11,800$1.4B0.10%
65
CSCOCISCO SYS INC
17,433$1.3B0.10%
66
AMDADVANCED MICRO DEVICES INC
6,119$1.3B0.09%
67
BACBANK AMERICA CORP
23,535$1.3B0.09%
68
ADSKAUTODESK INC
4,267$1.3B0.09%
69
BLDTOPBUILD CORP
2,960$1.2B0.09%
70
ABTABBOTT LABS
9,789$1.2B0.09%
71
ICEINTERCONTINENTAL EXCHANGE IN
7,531$1.2B0.09%
72
MCDMCDONALDS CORP
3,890$1.2B0.09%
73
KOCOCA COLA CO
16,403$1.1B0.08%
74
REGNREGENERON PHARMACEUTICALS
1,459$1.1B0.08%
75
WFCWELLS FARGO CO NEW
12,048$1.1B0.08%
76
DHRDANAHER CORPORATION
4,846$1.1B0.08%
77
AMGNAMGEN INC
3,356$1.1B0.08%
78
VOVANGUARD INDEX FDS
3,775$1.1B0.08%
79
MUMICRON TECHNOLOGY INC
3,719$1.1B0.08%
80
RTXRTX CORPORATION
5,768$1.1B0.08%
81
CVXCHEVRON CORP NEW
6,914$1.1B0.08%
82
ROKROCKWELL AUTOMATION INC
2,559$994.0M0.07%
83
GEGE AEROSPACE
3,199$985.0M0.07%
84
IVEISHARES TR
4,525$959.0M0.07%
85
IEMGISHARES INC
13,778$926.0M0.07%
86
AMATAPPLIED MATLS INC
3,597$924.0M0.07%
87
CRMSALESFORCE INC
3,441$912.0M0.07%
88
BABOEING CO
4,171$905.0M0.07%
89
AQLTISHARES TR
9,833$879.0M0.06%
90
GSGOLDMAN SACHS GROUP INC
998$876.0M0.06%
91
PGPROCTER AND GAMBLE CO
6,104$874.0M0.06%
92
ESMLISHARES TR
18,928$870.0M0.06%
93
UBERUBER TECHNOLOGIES INC
10,481$856.0M0.06%
94
4I1PHILIP MORRIS INTL INC
5,190$839.0M0.06%
95
HONHONEYWELL INTL INC
4,289$836.0M0.06%
96
AXPAMERICAN EXPRESS CO
2,197$812.0M0.06%
97
QCOMQUALCOMM INC
4,693$802.0M0.06%
98
VBVANGUARD INDEX FDS
3,097$798.0M0.06%
99
TJXTJX COS INC NEW
5,058$776.0M0.06%
100
RMERESMED INC
3,160$761.0M0.06%
Page 1 of 3Next