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Portfolio (Quarterly) Guide ↗

Moss Adams Wealth Advisors LLC

· CIK 0001661245
13F Portfolio $1.6B AUM 539 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 307 New
Page 2 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 10,420.0 $7.2M 0.45% NEW $686.82 +2.5%
22 META META PLATFORMS INC Communication Services 11,089.0 $6.2M 0.39% NEW $563.29 -2.4%
23 SOXX ISHARES TR 9,518.0 $6.1M 0.38% NEW $640.74 -18.8%
24 LLY ELI LILLY & CO Healthcare 4,778.0 $5.7M 0.36% NEW $1199.50 +4.6%
25 IJR ISHARES TR 37,898.0 $5.6M 0.35% NEW $148.31 -0.7%
26 XOM EXXON MOBIL CORP Energy 38,531.0 $5.3M 0.33% NEW $136.72 +20.8%
27 MU MICRON TECHNOLOGY INC Technology 4,497.0 $5.2M 0.32% NEW $1154.31 -16.2%
28 VPU VANGUARD WORLD FD 25,569.0 $5.0M 0.31% NEW $195.73 -5.5%
29 HYG ISHARES TR 62,519.0 $5.0M 0.31% NEW $79.97 -0.5%
30 JMUB J P MORGAN EXCHANGE TRADED F 92,638.0 $4.7M 0.29% NEW $50.66 -1.9%
31 TSLA TESLA INC Consumer Cyclical 10,255.0 $4.3M 0.27% NEW $420.60 -13.7%
32 JPM JPMORGAN CHASE & CO Financial Services 12,635.0 $4.1M 0.26% NEW $327.33 +7.4%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,507.0 $4.1M 0.26% NEW $748.67 +2.3%
34 XLK SELECT SECTOR SPDR TR 20,248.0 $3.9M 0.24% NEW $190.52 -3.8%
35 AMD ADVANCED MICRO DEVICES INC Technology 6,637.0 $3.9M 0.24% NEW $580.87 -18.5%
36 QQQ INVESCO QQQ TR Financial Services 4,743.0 $3.5M 0.22% NEW $737.28 -3.2%
37 JNJ JOHNSON & JOHNSON Healthcare 12,601.0 $3.2M 0.20% NEW $253.96 +6.4%
38 ASML ASML HLDG NV Technology 1,606.0 $3.2M 0.20% NEW $1989.44 -11.3%
39 IWF ISHARES TR 24,900.0 $3.1M 0.19% NEW $124.17 -1.4%
40 MA MASTERCARD INCORPORATED Financial Services 5,649.0 $2.9M 0.18% NEW $513.62 +13.0%
Page 2 of 16  ·  307 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 13.1%
Healthcare 9.8%
Communication Services 8.7%
Consumer Cyclical 8.6%
Industrials 7.8%
Consumer Defensive 3.8%
Energy 3.2%
Utilities 1.6%
Real Estate 0.8%