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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 11 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MKSI MKS INC. Technology 773.0 $344K 0.02% NEW $444.80 -39.5%
202 PWR QUANTA SVCS INC Industrials 477.0 $343K 0.02% NEW $720.05 -14.3%
203 MPC MARATHON PETE CORP Energy 1,340.0 $342K 0.02% NEW $255.58 +41.8%
204 DELL DELL TECHNOLOGIES INC Technology 792.0 $342K 0.02% NEW $431.58 +0.3%
205 AKAM AKAMAI TECHNOLOGIES INC Technology 2,883.0 $341K 0.02% NEW $118.21 -10.6%
206 HWM HOWMET AEROSPACE INC Industrials 1,251.0 $336K 0.02% NEW $268.87 -2.1%
207 VYM VANGUARD WHITEHALL FDS 2,113.0 $334K 0.02% NEW $158.03 +4.5%
208 HTH HILLTOP HLDGS INC Financial Services 8,526.0 $331K 0.02% NEW $38.78 -0.3%
209 COP CONOCOPHILLIPS Energy 3,173.0 $330K 0.02% NEW $103.97 +28.3%
210 CL COLGATE PALMOLIVE CO Consumer Defensive 3,585.0 $329K 0.02% NEW $91.68 +0.9%
211 LMT LOCKHEED MARTIN CORP Industrials 642.0 $327K 0.02% NEW $509.46 +10.7%
212 DASH DOORDASH INC Communication Services 1,767.0 $326K 0.02% NEW $184.53 +24.1%
213 MCK MCKESSON CORP Healthcare 430.0 $325K 0.02% NEW $756.41 +15.5%
214 WMB WILLIAMS COS INC Energy 4,375.0 $325K 0.02% NEW $74.34 -4.5%
215 PSX PHILLIPS 66 Energy 1,923.0 $325K 0.02% NEW $169.01 +43.2%
216 PNC PNC FINL SVCS GROUP INC Financial Services 1,319.0 $325K 0.02% NEW $246.29 -1.1%
217 NOW SERVICENOW INC Technology 3,257.0 $323K 0.02% NEW $99.27 +29.0%
218 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,452.0 $318K 0.02% NEW $92.09 -1.5%
219 DHI D R HORTON INC Consumer Cyclical 1,926.0 $314K 0.02% NEW $162.90 -8.6%
220 TMUS T-MOBILE US INC Communication Services 1,856.0 $311K 0.02% NEW $167.76 +8.9%
Page 11 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%