Moss Adams Wealth Advisors

Moss Adams Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Moss Adams Wealth Advisors

Moss Adams Wealth Advisors holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.7 $410M 1.2M 335.27
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 8.8 $122M 2.6M 47.48
Global X Fds Us Infr Dev Etf (PAVE) 6.1 $85M 1.8M 48.06
Select Sector Spdr Tr State Street Uti (XLU) 5.3 $73M 1.7M 42.69
Vaneck Etf Trust Semiconductr Etf (SMH) 4.6 $64M 177k 360.13
Dimensional Etf Trust Intl Core Equity (DFIC) 4.5 $62M 1.8M 34.46
Select Sector Spdr Tr State Street Rea (XLRE) 4.4 $61M 1.5M 40.35
Select Sector Spdr Tr State Street Com (XLC) 4.1 $56M 478k 117.72
Global X Fds Cybrscurty Etf (BUG) 3.5 $48M 1.6M 30.47
Apple (AAPL) 2.0 $28M 104k 271.86
Microsoft Corporation (MSFT) 1.6 $22M 46k 483.62
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $20M 168k 120.18
Ishares Tr Russell 3000 Etf (IWV) 1.4 $19M 49k 386.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $16M 361k 44.41
NVIDIA Corporation (NVDA) 1.0 $14M 76k 186.50
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.0 $14M 125k 110.96
Alphabet Cap Stk Cl A (GOOGL) 0.9 $13M 41k 313.00
Amazon (AMZN) 0.8 $11M 49k 230.82
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $10M 214k 46.81
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $9.2M 48k 191.56
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.3M 27k 313.80
Meta Platforms Cl A (META) 0.5 $7.1M 11k 660.09
Broadcom (AVGO) 0.5 $6.3M 18k 346.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $5.6M 8.9k 627.14
Vanguard World Utilities Etf (VPU) 0.3 $4.7M 26k 185.04
Exxon Mobil Corporation (XOM) 0.3 $4.5M 38k 120.34
Tesla Motors (TSLA) 0.3 $4.2M 9.3k 449.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $4.0M 5.8k 683.88
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $3.8M 13k 301.14
JPMorgan Chase & Co. (JPM) 0.3 $3.7M 12k 322.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $3.6M 45k 80.63
Costco Wholesale Corporation (COST) 0.3 $3.6M 4.1k 862.34
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $3.4M 24k 143.97
Mastercard Incorporated Cl A (MA) 0.2 $3.1M 5.4k 570.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.9M 6.2k 473.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.9M 4.8k 614.26
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $2.8M 63k 45.02
Eli Lilly & Co. (LLY) 0.2 $2.8M 2.6k 1074.68
Home Depot (HD) 0.2 $2.8M 8.0k 344.10
Wal-Mart Stores (WMT) 0.2 $2.5M 23k 111.41
United Parcel Service CL B (UPS) 0.2 $2.5M 25k 99.19
Johnson & Johnson (JNJ) 0.2 $2.4M 12k 206.95
Morgan Stanley Com New (MS) 0.2 $2.3M 13k 177.53
Oracle Corporation (ORCL) 0.2 $2.3M 12k 194.91
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.2M 5.5k 396.31
International Business Machines (IBM) 0.2 $2.2M 7.3k 296.21
Ishares Tr National Mun Etf (MUB) 0.2 $2.1M 20k 107.11
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.1M 21k 99.88
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.0M 2.9k 684.91
Visa Com Cl A (V) 0.1 $1.9M 5.4k 350.71
Intuit (INTU) 0.1 $1.8M 2.8k 662.42
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.7M 1.6k 1069.86
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $1.7M 19k 89.56
Avidity Biosciences Ord (RNA) 0.1 $1.6M 23k 72.13
UnitedHealth (UNH) 0.1 $1.6M 4.7k 330.11
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $1.5M 20k 75.92
Merck & Co (MRK) 0.1 $1.5M 14k 106.09
Ishares Tr Core 60/40 Balan (AOR) 0.1 $1.5M 23k 65.01
Abbvie (ABBV) 0.1 $1.5M 6.4k 228.49
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $1.5M 29k 50.65
Netflix (NFLX) 0.1 $1.4M 15k 93.76
Palantir Technologies Cl A (PLTR) 0.1 $1.4M 8.1k 177.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.4M 12k 123.26
Citigroup Com New (C) 0.1 $1.4M 12k 116.69
Cisco Systems (CSCO) 0.1 $1.3M 17k 77.03
Advanced Micro Devices (AMD) 0.1 $1.3M 6.1k 214.16
Bank of America Corporation (BAC) 0.1 $1.3M 24k 55.00
Autodesk (ADSK) 0.1 $1.3M 4.3k 296.01
Topbuild (BLD) 0.1 $1.2M 3.0k 417.19
Abbott Laboratories (ABT) 0.1 $1.2M 9.8k 125.29
Intercontinental Exchange (ICE) 0.1 $1.2M 7.5k 161.96
McDonald's Corporation (MCD) 0.1 $1.2M 3.9k 305.63
Coca-Cola Company (KO) 0.1 $1.1M 16k 69.91
Regeneron Pharmaceuticals (REGN) 0.1 $1.1M 1.5k 771.87
Wells Fargo & Company (WFC) 0.1 $1.1M 12k 93.20
Danaher Corporation (DHR) 0.1 $1.1M 4.8k 229.24
Amgen (AMGN) 0.1 $1.1M 3.4k 327.31
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 3.8k 290.22
Micron Technology (MU) 0.1 $1.1M 3.7k 285.52
Raytheon Technologies Corp (RTX) 0.1 $1.1M 5.8k 183.40
Chevron Corporation (CVX) 0.1 $1.1M 6.9k 152.41
Rockwell Automation (ROK) 0.1 $996k 2.6k 389.08
Ge Aerospace Com New (GE) 0.1 $987k 3.2k 308.39
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $960k 4.5k 212.07
Ishares Core Msci Emkt (IEMG) 0.1 $926k 14k 67.22
Applied Materials (AMAT) 0.1 $924k 3.6k 256.99
salesforce (CRM) 0.1 $913k 3.4k 265.32
Boeing Company (BA) 0.1 $906k 4.2k 217.12
Ishares Tr Core Msci Eafe (IEFA) 0.1 $880k 9.8k 89.46
Goldman Sachs (GS) 0.1 $877k 998.00 879.00
Procter & Gamble Company (PG) 0.1 $875k 6.1k 143.31
Ishares Tr Esg Aware Msci (ESML) 0.1 $870k 19k 45.98
Uber Technologies (UBER) 0.1 $856k 11k 81.71
Philip Morris International (PM) 0.1 $840k 5.2k 161.87
Honeywell International (HON) 0.1 $837k 4.3k 195.09
American Express Company (AXP) 0.1 $813k 2.2k 369.95
Qualcomm (QCOM) 0.1 $803k 4.7k 171.05
Vanguard Index Fds Small Cp Etf (VB) 0.1 $799k 3.1k 257.95
TJX Companies (TJX) 0.1 $777k 5.1k 153.61
ResMed (RMD) 0.1 $761k 3.2k 240.87
Thermo Fisher Scientific (TMO) 0.1 $753k 1.3k 579.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $750k 3.6k 210.34
Caterpillar (CAT) 0.1 $749k 1.3k 572.87
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $735k 3.7k 198.62
Ishares Tr Us Infrastruc (IFRA) 0.1 $697k 13k 52.62
Pfizer (PFE) 0.1 $696k 28k 24.90
Nextera Energy (NEE) 0.0 $679k 8.5k 80.28
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $677k 9.8k 68.74
Applovin Corp Com Cl A (APP) 0.0 $662k 982.00 673.82
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $653k 6.8k 96.27
Ishares Tr Rus 1000 Etf (IWB) 0.0 $639k 1.7k 373.44
Ge Vernova (GEV) 0.0 $637k 975.00 653.57
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $625k 11k 57.46
Blackstone Group Inc Com Cl A (BX) 0.0 $622k 4.0k 154.14
Manulife Finl Corp (MFC) 0.0 $621k 17k 36.28
Kla Corp Com New (KLAC) 0.0 $602k 495.00 1215.08
Natera (NTRA) 0.0 $594k 2.6k 229.09
Lam Research Corp Com New (LRCX) 0.0 $566k 3.3k 171.43
Intuitive Surgical Com New (ISRG) 0.0 $558k 986.00 566.36
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $554k 5.5k 100.26
Blackrock (BLK) 0.0 $553k 517.00 1070.34
Pepsi (PEP) 0.0 $549k 3.8k 144.86
Gilead Sciences (GILD) 0.0 $546k 4.4k 122.74
At&t (T) 0.0 $544k 22k 24.84
Boston Scientific Corporation (BSX) 0.0 $544k 5.7k 95.35
Starbucks Corporation (SBUX) 0.0 $535k 6.4k 84.21
Eaton Corp SHS (ETN) 0.0 $534k 1.7k 318.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $525k 8.4k 62.47
Booking Holdings (BKNG) 0.0 $525k 98.00 5355.34
S&p Global (SPGI) 0.0 $522k 999.00 522.59
Servicenow (NOW) 0.0 $514k 3.4k 153.19
Linde SHS (LIN) 0.0 $507k 1.2k 426.39
Amphenol Corp Cl A (APH) 0.0 $499k 3.7k 135.38
Charles Schwab Corporation (SCHW) 0.0 $493k 4.9k 99.91
Intel Corporation (INTC) 0.0 $491k 13k 36.90
Progressive Corporation (PGR) 0.0 $484k 2.1k 227.72
Vanguard Index Fds Large Cap Etf (VV) 0.0 $483k 1.5k 314.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $481k 8.0k 59.93
United Rentals (URI) 0.0 $480k 593.00 809.32
Union Pacific Corporation (UNP) 0.0 $475k 2.1k 231.32
FedEx Corporation (FDX) 0.0 $473k 1.6k 290.31
Southern Company (SO) 0.0 $459k 5.3k 87.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $457k 3.3k 136.92
Ishares Tr Core 40/60 Moder (AOM) 0.0 $444k 9.3k 47.73
Capital One Financial (COF) 0.0 $444k 1.8k 242.36
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $435k 7.9k 54.71
Adobe Systems Incorporated (ADBE) 0.0 $434k 1.2k 349.99
Vanguard World Inf Tech Etf (VGT) 0.0 $433k 575.00 753.22
Walt Disney Company (DIS) 0.0 $428k 3.7k 114.50
Chubb (CB) 0.0 $426k 1.4k 313.07
Ishares Tr Select Divid Etf (DVY) 0.0 $425k 3.0k 141.14
Spdr Series Trust State Street Spd (SJNK) 0.0 $421k 17k 25.32
Lowe's Companies (LOW) 0.0 $416k 1.7k 241.16
Analog Devices (ADI) 0.0 $413k 1.5k 271.20
Apollo Global Mgmt (APO) 0.0 $413k 2.9k 144.76
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $411k 679.00 605.46
Accenture Plc Ireland Shs Class A (ACN) 0.0 $410k 1.5k 268.30
Verizon Communications (VZ) 0.0 $400k 9.8k 40.73
Cadence Design Systems (CDNS) 0.0 $399k 1.3k 312.58
Medtronic SHS (MDT) 0.0 $398k 4.1k 96.77
Paccar (PCAR) 0.0 $394k 3.6k 110.90
Metropcs Communications (TMUS) 0.0 $392k 1.9k 203.04
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $385k 18k 21.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $384k 848.00 453.36
Hilton Worldwide Holdings (HLT) 0.0 $382k 1.3k 287.25
Parker-Hannifin Corporation (PH) 0.0 $380k 432.00 878.96
General Dynamics Corporation (GD) 0.0 $377k 1.1k 336.66
AutoZone (AZO) 0.0 $377k 111.00 3391.50
Duke Energy Corp Com New (DUK) 0.0 $376k 3.2k 117.21
Newmont Mining Corporation (NEM) 0.0 $372k 3.7k 99.85
Crowdstrike Hldgs Cl A (CRWD) 0.0 $369k 788.00 468.76
IDEXX Laboratories (IDXX) 0.0 $366k 541.00 676.53
Ishares Msci Eurzone Etf (EZU) 0.0 $361k 5.6k 64.10
Doordash Cl A (DASH) 0.0 $360k 1.6k 226.48
Arista Networks Com Shs (ANET) 0.0 $359k 2.7k 131.03
Occidental Petroleum Corporation (OXY) 0.0 $352k 8.5k 41.49
Nike CL B (NKE) 0.0 $352k 5.5k 64.09
Welltower Inc Com reit (WELL) 0.0 $350k 1.9k 185.61
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $345k 2.1k 160.97
Western Digital (WDC) 0.0 $341k 2.0k 172.27
American Tower Reit (AMT) 0.0 $341k 1.9k 177.27
3M Company (MMM) 0.0 $334k 2.1k 160.10
McKesson Corporation (MCK) 0.0 $331k 403.00 821.10
Labcorp Holdings Com Shs (LH) 0.0 $330k 1.3k 250.88
Vanguard Index Fds Growth Etf (VUG) 0.0 $330k 677.00 487.86
Stryker Corporation (SYK) 0.0 $328k 931.00 352.35
Emcor (EME) 0.0 $328k 536.00 611.79
Deere & Company (DE) 0.0 $321k 687.00 467.19
Palo Alto Networks (PANW) 0.0 $316k 1.7k 184.20
Texas Instruments Incorporated (TXN) 0.0 $316k 1.8k 173.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $308k 4.7k 66.00
Hca Holdings (HCA) 0.0 $305k 654.00 466.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $303k 2.1k 143.52
Constellation Energy (CEG) 0.0 $303k 858.00 353.27
Waste Management (WM) 0.0 $301k 1.4k 219.71
Bristol Myers Squibb (BMY) 0.0 $301k 5.6k 53.94
Altria (MO) 0.0 $297k 5.1k 58.72
Corning Incorporated (GLW) 0.0 $295k 3.4k 87.56
Prologis (PLD) 0.0 $295k 2.3k 127.66
Select Sector Spdr Tr State Street Con (XLY) 0.0 $294k 2.5k 119.41
Comcast Corp Cl A (CMCSA) 0.0 $294k 9.8k 29.89
Ishares Tr Intl Dev Re Etf (IFGL) 0.0 $292k 13k 23.09
Realty Income (O) 0.0 $291k 5.1k 56.64
Hilltop Holdings (HTH) 0.0 $290k 8.5k 33.96
Trane Technologies SHS (TT) 0.0 $289k 742.00 389.20
Cummins (CMI) 0.0 $286k 560.00 510.45
Cme (CME) 0.0 $280k 1.0k 273.08
Fair Isaac Corporation (FICO) 0.0 $276k 163.00 1690.62
O'reilly Automotive (ORLY) 0.0 $274k 3.0k 91.21
Becton, Dickinson and (BDX) 0.0 $274k 1.4k 194.07
Kroger (KR) 0.0 $271k 4.3k 62.48
Sprouts Fmrs Mkt (SFM) 0.0 $270k 3.4k 79.67
Snowflake Com Shs (SNOW) 0.0 $269k 1.2k 219.36
Lockheed Martin Corporation (LMT) 0.0 $264k 545.00 483.67
Williams Companies (WMB) 0.0 $262k 4.4k 60.11
D.R. Horton (DHI) 0.0 $261k 1.8k 144.03
Emerson Electric (EMR) 0.0 $260k 2.0k 132.72
ConocoPhillips (COP) 0.0 $259k 2.8k 93.61
General Motors Company (GM) 0.0 $257k 3.2k 81.32
Sandisk Corp (SNDK) 0.0 $254k 1.1k 237.38
Synopsys (SNPS) 0.0 $253k 538.00 469.72
Lululemon Athletica (LULU) 0.0 $253k 1.2k 207.81
Colgate-Palmolive Company (CL) 0.0 $252k 3.2k 79.02
Equinix (EQIX) 0.0 $248k 324.00 766.16
Kkr & Co (KKR) 0.0 $245k 1.9k 127.48
Bank of New York Mellon Corporation (BK) 0.0 $243k 2.1k 116.09
CVS Caremark Corporation (CVS) 0.0 $239k 3.0k 79.36
Howmet Aerospace (HWM) 0.0 $237k 1.2k 205.02
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $236k 11k 20.89
Nlight (LASR) 0.0 $235k 6.3k 37.51
Ishares Tr Msci Eafe Etf (EFA) 0.0 $235k 2.5k 96.03
Take-Two Interactive Software (TTWO) 0.0 $235k 918.00 256.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $235k 9.8k 24.04
Akamai Technologies (AKAM) 0.0 $234k 2.7k 87.25
Norfolk Southern (NSC) 0.0 $228k 791.00 288.72
Anthem (ELV) 0.0 $228k 649.00 350.55
Wabtec Corporation (WAB) 0.0 $226k 1.1k 213.45
PNC Financial Services (PNC) 0.0 $222k 1.1k 208.73
Automatic Data Processing (ADP) 0.0 $220k 849.00 258.72
AmerisourceBergen (COR) 0.0 $219k 648.00 337.75
Expedia Group Com New (EXPE) 0.0 $218k 768.00 283.31
Robinhood Mkts Com Cl A (HOOD) 0.0 $217k 1.9k 113.10
Arch Cap Group Ord (ACGL) 0.0 $217k 2.3k 95.92
Phillips 66 (PSX) 0.0 $217k 1.7k 129.04
Johnson Ctls Intl SHS (JCI) 0.0 $217k 1.8k 120.15
L3harris Technologies (LHX) 0.0 $208k 708.00 293.57
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $207k 6.8k 30.54
Spotify Technology S A SHS (SPOT) 0.0 $207k 356.00 580.71
Datadog Cl A Com (DDOG) 0.0 $206k 1.5k 135.99
BP Sponsored Adr (BP) 0.0 $204k 5.9k 34.73
Illinois Tool Works (ITW) 0.0 $204k 822.00 247.91
Fastenal Company (FAST) 0.0 $203k 5.0k 40.13
American Intl Group Com New (AIG) 0.0 $201k 2.3k 85.55
Northrop Grumman Corporation (NOC) 0.0 $200k 351.00 570.21
Ford Motor Company (F) 0.0 $188k 14k 13.12
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $153k 15k 10.07
Amcor Ord 0.0 $94k 11k 8.34
Opendoor Technologies (OPEN) 0.0 $73k 13k 5.83
Prairie Oper (PROP) 0.0 $42k 25k 1.69
Alight Com Cl A (ALIT) 0.0 $26k 13k 1.95
Nanoviricides (NNVC) 0.0 $23k 20k 1.13
Trinity Biotech Spons Adr New (TRIB) 0.0 $20k 26k 0.79