Moss Adams Wealth Advisors

Moss Adams Wealth Advisors as of March 31, 2026

Portfolio Holdings for Moss Adams Wealth Advisors

Moss Adams Wealth Advisors holds 270 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.6 $404M 1.3M 320.81
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.0 $124M 2.6M 47.08
Global X Fds Us Infr Dev Etf (PAVE) 6.8 $92M 1.8M 50.81
Select Sector Spdr Tr State Street Uti (XLU) 6.0 $83M 1.8M 45.89
Vaneck Etf Trust Semiconductr Etf (SMH) 4.9 $67M 174k 383.40
Dimensional Etf Trust Intl Core Equity (DFIC) 4.8 $66M 1.9M 35.53
Select Sector Spdr Tr State Street Rea (XLRE) 4.7 $65M 1.6M 40.83
Select Sector Spdr Tr State Street Com (XLC) 3.9 $54M 485k 110.86
Global X Fds Cybrscurty Etf (BUG) 2.7 $36M 1.4M 25.11
Apple (AAPL) 2.0 $27M 107k 253.79
Microsoft Corporation (MSFT) 1.2 $17M 45k 370.17
Spdr Index Shs Fds State Street Spd (SPDW) 1.2 $16M 350k 45.65
Ishares Tr Russell 3000 Etf (IWV) 1.1 $16M 42k 370.68
NVIDIA Corporation (NVDA) 1.1 $14M 83k 174.41
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.0 $14M 118k 114.83
Alphabet Cap Stk Cl A (GOOGL) 0.9 $12M 42k 287.56
Amazon (AMZN) 0.8 $11M 50k 208.27
Spdr Index Shs Fds State Street Spd (SPEM) 0.7 $10M 217k 46.91
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.0M 28k 286.86
Exxon Mobil Corporation (XOM) 0.5 $6.5M 39k 169.66
Meta Platforms Cl A (META) 0.5 $6.5M 11k 572.13
Broadcom (AVGO) 0.4 $6.1M 20k 309.51
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $5.7M 46k 124.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $5.3M 8.9k 597.53
Vanguard World Utilities Etf (VPU) 0.4 $5.1M 26k 198.14
Costco Wholesale Corporation (COST) 0.3 $4.3M 4.4k 996.43
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $4.1M 13k 328.65
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $3.9M 50k 79.56
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $3.8M 61k 62.68
Tesla Motors (TSLA) 0.3 $3.7M 9.9k 371.75
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $3.7M 5.7k 652.18
JPMorgan Chase & Co. (JPM) 0.3 $3.6M 12k 294.16
Johnson & Johnson (JNJ) 0.2 $3.0M 13k 244.44
Wal-Mart Stores (WMT) 0.2 $3.0M 24k 124.53
Mastercard Incorporated Cl A (MA) 0.2 $2.9M 5.7k 499.66
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $2.8M 57k 49.99
Home Depot (HD) 0.2 $2.7M 8.3k 328.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.7M 4.7k 577.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.7M 6.2k 426.40
Eli Lilly & Co. (LLY) 0.2 $2.6M 2.9k 919.77
Spdr Index Shs Fds State Street Spd (RWO) 0.2 $2.6M 57k 45.77
United Parcel Svcs CL B (UPS) 0.2 $2.5M 25k 98.38
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $2.4M 18k 132.90
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.3M 5.4k 430.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.3M 12k 191.92
Morgan Stanley Com New (MS) 0.2 $2.2M 13k 164.57
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $2.1M 1.6k 1320.83
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $2.1M 21k 99.27
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $2.0M 23k 88.49
Ishares Tr National Mun Etf (MUB) 0.1 $1.9M 18k 106.15
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.9M 2.9k 653.10
Oracle Corporation (ORCL) 0.1 $1.8M 13k 147.11
International Business Machines (IBM) 0.1 $1.8M 7.5k 242.39
Merck & Co (MRK) 0.1 $1.8M 15k 121.13
Fundrise Innovation Com Shs 0.1 $1.8M 13k 130.95
Ishares Tr Core 60/40 Balan (AOR) 0.1 $1.7M 26k 64.35
Netflix (NFLX) 0.1 $1.6M 16k 96.15
Chevron Corporation (CVX) 0.1 $1.6M 7.6k 206.90
Abbvie (ABBV) 0.1 $1.5M 7.0k 217.49
Visa Com Cl A (V) 0.1 $1.5M 5.0k 302.24
Micron Technology (MU) 0.1 $1.5M 4.3k 337.99
Cisco Systems (CSCO) 0.1 $1.4M 19k 77.59
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $1.4M 20k 70.51
Coca-Cola Company (KO) 0.1 $1.4M 18k 76.57
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.3M 4.6k 287.18
McDonald's Corporation (MCD) 0.1 $1.3M 4.2k 310.79
Applied Materials (AMAT) 0.1 $1.3M 3.7k 341.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 11k 113.11
Amgen (AMGN) 0.1 $1.2M 3.5k 351.85
Advanced Micro Devices (AMD) 0.1 $1.2M 6.1k 203.43
Palantir Technologies Cl A (PLTR) 0.1 $1.2M 8.5k 146.28
Intercontinental Exchange (ICE) 0.1 $1.2M 7.9k 157.28
Bank of America Corporation (BAC) 0.1 $1.2M 25k 48.75
Raytheon Technologies Corp (RTX) 0.1 $1.2M 6.1k 192.90
Intuit (INTU) 0.1 $1.2M 2.7k 432.38
Regeneron Pharmaceuticals (REGN) 0.1 $1.2M 1.5k 772.64
Procter & Gamble Company (PG) 0.1 $1.1M 8.0k 144.44
UnitedHealth (UNH) 0.1 $1.1M 4.1k 270.59
Ge Aerospace Com New (GE) 0.1 $1.0M 3.6k 284.22
Quest Diagnostics Incorporated (DGX) 0.1 $1.0M 5.1k 195.98
Abbott Laboratories (ABT) 0.1 $1.0M 9.7k 102.67
Citigroup Com New (C) 0.1 $998k 8.8k 113.41
Caterpillar (CAT) 0.1 $987k 1.4k 708.46
Honeywell International (HON) 0.1 $982k 4.3k 226.03
Autodesk (ADSK) 0.1 $978k 4.1k 239.40
Goldman Sachs (GS) 0.1 $959k 1.1k 845.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $956k 4.5k 211.15
Philip Morris International (PM) 0.1 $955k 5.7k 166.81
Wells Fargo & Company (WFC) 0.1 $938k 12k 79.61
Ge Vernova (GEV) 0.1 $913k 1.0k 873.40
Rockwell Automation (ROK) 0.1 $907k 2.5k 358.88
Topbuild (BLD) 0.1 $905k 2.6k 351.31
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.1 $892k 9.0k 99.08
Ishares Tr Core Msci Eafe (IEFA) 0.1 $890k 9.8k 90.53
Ishares Core Msci Emkt (IEMG) 0.1 $884k 13k 69.75
Pfizer (PFE) 0.1 $877k 31k 28.08
TJX Companies (TJX) 0.1 $875k 5.5k 159.70
Danaher Corporation (DHR) 0.1 $869k 4.6k 189.99
Nextera Energy (NEE) 0.1 $845k 9.1k 92.88
Boeing Company (BA) 0.1 $841k 4.2k 199.03
Lam Research Corp Com New (LRCX) 0.1 $826k 3.9k 213.91
Ishares Tr Esg Aware Msci (ESML) 0.1 $820k 17k 47.02
Vanguard Index Fds Small Cp Etf (VB) 0.1 $811k 3.1k 261.92
Linde SHS (LIN) 0.1 $787k 1.6k 495.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $762k 3.6k 213.67
Ishares Tr Us Infrastruc (IFRA) 0.1 $758k 13k 57.20
Kla Corp Com New (KLAC) 0.1 $744k 505.00 1472.41
At&t (T) 0.1 $742k 26k 28.99
Sandisk Corp (SNDK) 0.1 $728k 1.1k 635.34
Uber Technologies (UBER) 0.1 $720k 10k 71.93
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $710k 3.7k 191.81
ResMed (RMD) 0.1 $707k 3.1k 224.48
Eaton Corp SHS (ETN) 0.1 $694k 1.9k 357.67
Gilead Sciences (GILD) 0.0 $677k 4.9k 139.37
Intel Corporation (INTC) 0.0 $675k 15k 44.13
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $673k 9.8k 68.35
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $654k 6.7k 97.23
American Express Company (AXP) 0.0 $652k 2.2k 302.48
salesforce (CRM) 0.0 $627k 3.4k 186.67
Manulife Finl Corp (MFC) 0.0 $622k 18k 34.44
Pepsi (PEP) 0.0 $618k 4.0k 155.29
Ishares Tr Rus 1000 Etf (IWB) 0.0 $610k 1.7k 356.56
Thermo Fisher Scientific (TMO) 0.0 $610k 1.2k 492.02
Starbucks Corporation (SBUX) 0.0 $606k 6.8k 89.59
FedEx Corporation (FDX) 0.0 $604k 1.7k 357.18
Verizon Communications (VZ) 0.0 $590k 12k 50.20
Blackrock (BLK) 0.0 $551k 573.00 961.71
Western Digital (WDC) 0.0 $551k 2.0k 270.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $546k 8.5k 64.08
Southern Company (SO) 0.0 $542k 5.6k 96.52
Charles Schwab Corporation (SCHW) 0.0 $532k 5.7k 93.98
Natera (NTRA) 0.0 $528k 2.6k 199.99
Amphenol Corp Cl A (APH) 0.0 $521k 4.1k 126.60
Union Pacific Corporation (UNP) 0.0 $509k 2.1k 242.62
Metropcs Communications (TMUS) 0.0 $485k 2.3k 210.03
Progressive Corporation (PGR) 0.0 $485k 2.4k 198.24
Analog Devices (ADI) 0.0 $479k 1.5k 318.14
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $478k 8.0k 59.55
Chubb (CB) 0.0 $471k 1.4k 326.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $465k 6.3k 73.64
Corning Incorporated (GLW) 0.0 $462k 3.4k 135.97
Blackstone Group Inc Com Cl A (BX) 0.0 $460k 4.0k 114.99
Vanguard Index Fds Large Cap Etf (VV) 0.0 $458k 1.5k 298.85
Hilton Worldwide Holdings (HLT) 0.0 $457k 1.5k 304.08
Ishares Tr Select Divid Etf (DVY) 0.0 $456k 3.0k 151.41
Intuitive Surgical Com New (ISRG) 0.0 $456k 989.00 460.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $451k 7.9k 56.79
Lowe's Companies (LOW) 0.0 $446k 1.9k 236.28
Ishares Tr Core 40/60 Moder (AOM) 0.0 $444k 9.4k 47.37
United Rentals (URI) 0.0 $441k 605.00 728.56
Welltower Inc Com reit (WELL) 0.0 $439k 2.2k 197.71
ConocoPhillips (COP) 0.0 $436k 3.3k 132.00
Texas Instruments Incorporated (TXN) 0.0 $434k 2.2k 194.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $432k 5.6k 77.11
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $428k 3.3k 128.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $427k 957.00 446.54
Duke Energy Corp Com New (DUK) 0.0 $420k 3.2k 130.94
Palo Alto Networks (PANW) 0.0 $418k 2.6k 160.32
Paccar (PCAR) 0.0 $417k 3.6k 115.50
Spdr Series Trust State Street Spd (SJNK) 0.0 $416k 17k 24.98
Emcor (EME) 0.0 $414k 560.00 738.31
Medtronic SHS (MDT) 0.0 $412k 4.7k 87.36
Applovin Corp Com Cl A (APP) 0.0 $408k 1.0k 398.00
Walt Disney Company (DIS) 0.0 $406k 4.2k 96.38
Deere & Company (DE) 0.0 $405k 717.00 564.92
Newmont Mining Corporation (NEM) 0.0 $401k 3.7k 108.25
Vanguard World Inf Tech Etf (VGT) 0.0 $401k 575.00 697.29
American Tower Reit (AMT) 0.0 $396k 2.3k 172.58
Booking Holdings (BKNG) 0.0 $396k 94.00 4210.33
General Dynamics Corporation (GD) 0.0 $395k 1.2k 343.22
Arista Networks Com Shs (ANET) 0.0 $395k 3.2k 122.78
Parker-Hannifin Corporation (PH) 0.0 $394k 440.00 895.24
Stryker Corporation (SYK) 0.0 $391k 1.2k 329.47
Bristol Myers Squibb (BMY) 0.0 $390k 6.4k 60.65
Lockheed Martin Corporation (LMT) 0.0 $389k 644.00 604.39
Servicenow (NOW) 0.0 $385k 3.7k 104.55
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.0 $378k 18k 21.18
Waste Management (WM) 0.0 $375k 1.6k 229.79
McKesson Corporation (MCK) 0.0 $372k 430.00 866.09
Cadence Design Systems (CDNS) 0.0 $372k 1.3k 277.87
Altria (MO) 0.0 $371k 5.5k 67.05
Equinix (EQIX) 0.0 $371k 378.00 980.24
Labcorp Holdings Com Shs (LH) 0.0 $364k 1.4k 266.81
Capital One Financial (COF) 0.0 $361k 2.0k 182.43
Nlight (LASR) 0.0 $361k 6.3k 57.50
Realty Income (O) 0.0 $356k 5.8k 61.45
Hca Holdings (HCA) 0.0 $346k 732.00 473.24
Cummins (CMI) 0.0 $346k 643.00 538.02
Ishares Tr Esg Aware 80/20 (EAOA) 0.0 $342k 8.4k 40.54
Phillips 66 (PSX) 0.0 $341k 1.9k 182.18
S&p Global (SPGI) 0.0 $339k 796.00 425.34
Comcast Corp Cl A (CMCSA) 0.0 $338k 12k 28.71
Cme (CME) 0.0 $334k 1.1k 295.35
Williams Companies (WMB) 0.0 $330k 4.5k 72.78
Trane Technologies SHS (TT) 0.0 $327k 785.00 416.74
Adobe Systems Incorporated (ADBE) 0.0 $323k 1.3k 243.08
Marathon Petroleum Corp (MPC) 0.0 $319k 1.3k 244.18
Akamai Technologies (AKAM) 0.0 $319k 2.8k 114.85
Qualcomm (QCOM) 0.0 $316k 2.5k 128.78
Kroger (KR) 0.0 $315k 4.3k 72.36
3M Company (MMM) 0.0 $314k 2.2k 145.23
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $314k 5.0k 62.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $313k 2.1k 148.10
Hilltop Holdings (HTH) 0.0 $306k 8.5k 35.85
IDEXX Laboratories (IDXX) 0.0 $300k 533.00 561.90
Crowdstrike Hldgs Cl A (CRWD) 0.0 $299k 767.00 390.41
Boston Scientific Corporation (BSX) 0.0 $296k 4.7k 62.75
Vanguard Index Fds Growth Etf (VUG) 0.0 $296k 677.00 436.79
Comfort Systems USA (FIX) 0.0 $292k 212.00 1378.99
Colgate-Palmolive Company (CL) 0.0 $291k 3.4k 85.23
Fastenal Company (FAST) 0.0 $288k 6.2k 46.40
Nike CL B (NKE) 0.0 $287k 5.4k 53.20
Occidental Petroleum Corporation (OXY) 0.0 $287k 4.4k 65.22
Prologis (PLD) 0.0 $284k 2.1k 132.18
O'reilly Automotive (ORLY) 0.0 $284k 3.1k 92.31
Bank of New York Mellon Corporation (BK) 0.0 $283k 2.4k 118.63
Constellation Energy (CEG) 0.0 $278k 996.00 279.25
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $277k 4.9k 56.86
BP Sponsored Adr (BP) 0.0 $276k 5.9k 47.00
Wabtec Corporation (WAB) 0.0 $274k 1.1k 249.91
Emerson Electric (EMR) 0.0 $270k 2.1k 131.02
Vertiv Holdings Com Cl A (VRT) 0.0 $270k 1.1k 250.58
L3harris Technologies (LHX) 0.0 $268k 777.00 345.15
Select Sector Spdr Tr State Street Con (XLY) 0.0 $268k 2.5k 108.98
PNC Financial Services (PNC) 0.0 $266k 1.3k 208.09
Howmet Aerospace (HWM) 0.0 $264k 1.1k 230.46
Northrop Grumman Corporation (NOC) 0.0 $261k 383.00 682.24
Diamondback Energy (FANG) 0.0 $261k 1.3k 197.79
General Motors Company (GM) 0.0 $260k 3.5k 74.50
Doordash Cl A (DASH) 0.0 $257k 1.7k 150.15
D.R. Horton (DHI) 0.0 $256k 1.9k 137.22
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $254k 2.1k 118.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $253k 10k 24.75
Quanta Services (PWR) 0.0 $253k 460.00 549.02
American Electric Power Company (AEP) 0.0 $251k 1.9k 131.08
Johnson Controls Internation SHS (JCI) 0.0 $248k 1.9k 131.39
Apollo Global Mgmt (APO) 0.0 $246k 2.2k 111.42
Baker Hughes Company Cl A (BKR) 0.0 $244k 4.0k 61.05
Xpo Logistics Inc equity (XPO) 0.0 $244k 1.3k 194.55
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $243k 11k 21.49
Dow (DOW) 0.0 $239k 5.7k 41.65
Garmin SHS (GRMN) 0.0 $239k 1.0k 232.01
Ishares Tr Msci Eafe Etf (EFA) 0.0 $238k 2.5k 97.13
Norfolk Southern (NSC) 0.0 $237k 827.00 287.00
Becton, Dickinson and (BDX) 0.0 $235k 1.5k 157.23
CVS Caremark Corporation (CVS) 0.0 $233k 3.3k 71.82
Kinder Morgan (KMI) 0.0 $227k 6.8k 33.53
Marvell Technology (MRVL) 0.0 $224k 2.3k 99.05
Arch Cap Group Ord (ACGL) 0.0 $222k 2.3k 95.99
Moody's Corporation (MCO) 0.0 $222k 508.00 436.25
Ishares Msci Eurzone Etf (EZU) 0.0 $221k 3.5k 62.64
Allstate Corporation (ALL) 0.0 $220k 1.1k 208.15
Illinois Tool Works (ITW) 0.0 $220k 841.00 261.90
CSX Corporation (CSX) 0.0 $219k 5.3k 41.05
Freeport Mcmoran CL B (FCX) 0.0 $215k 3.7k 58.78
Valero Energy Corporation (VLO) 0.0 $214k 866.00 247.08
Us Bancorp Com New (USB) 0.0 $213k 4.1k 52.53
Hartford Financial Services (HIG) 0.0 $211k 1.6k 135.76
Synopsys (SNPS) 0.0 $210k 529.00 396.48
Travelers Companies (TRV) 0.0 $207k 711.00 291.68
AmerisourceBergen (COR) 0.0 $207k 660.00 314.14
eBay (EBAY) 0.0 $203k 2.2k 91.02
Monolithic Power Systems (MPWR) 0.0 $203k 185.00 1095.36
Spotify Technology S A SHS (SPOT) 0.0 $202k 417.00 484.91
Ford Motor Company (F) 0.0 $169k 15k 11.54
First Trust/Four Corners SFRI Fund II (FCT) 0.0 $146k 15k 9.64
Opendoor Technologies (OPEN) 0.0 $59k 13k 4.68
Prairie Oper (PROP) 0.0 $51k 25k 2.03
Nanoviricides (NNVC) 0.0 $20k 22k 0.91
Trinity Biotech Invt Spons Adr New (TRIB) 0.0 $14k 26k 0.54