account_balance
Investment manager · 13F filer · SEC CIK 1661245
Moss Adams Wealth Advisors LLC
Reported value$1.53Bas of Sep 30, 2026
Positions330 81 new, 58 sold out
Top 10 weight73.6%VTI alone is 30%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
30.1%Trimmed −5%
JCPBJ P Morgan Exchange Traded F
8.8%Added +4%
PAVEGlobal X FDS
5.9%Trimmed −7%
DFICDimensional ETF Trust
5.1%Added +5%
XLUSelect Sector SPDR Tr
4.8%Trimmed −4%
BUGGlobal X FDS
4.7%Trimmed −9%
SMHVaneck ETF Trust
4.4%Trimmed −7%
XLRESelect Sector SPDR Tr
4.2%Trimmed −5%
XLCSelect Sector SPDR Tr
3.5%Trimmed −4%
AAPLApple Inc.
2.0%
XBISPDR Series Trust
2.0%New
IWViShares Tr
1.2%
VTIVanguard Index FDS
30.1%Trimmed −5%
JCPBJ P Morgan Exchange Traded F
8.8%
PAVEGlobal X FDS
5.9%
DFICDimensional ETF Trust
5.1%+5%
XLUSelect Sector SPDR Tr
4.8%
BUGGlobal X FDS
4.7%
SMHVaneck ETF Trust
4.4%
XLRE4.2%
XLC3.5%
AAPLXBI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 30.1% Trimmed −5%
JCPB J P Morgan Exchange Traded F 8.8% Added +4%
PAVE Global X FDS 5.9% Trimmed −7%
DFIC Dimensional ETF Trust 5.1% Added +5%
XLU Select Sector SPDR Tr 4.8% Trimmed −4%
BUG Global X FDS 4.7% Trimmed −9%
SMH Vaneck ETF Trust 4.4% Trimmed −7%
XLRE Select Sector SPDR Tr 4.2% Trimmed −5%
XLC Select Sector SPDR Tr 3.5% Trimmed −4%
AAPL Apple Inc. 2.0% Trimmed −10%XBI SPDR Series Trust 2.0% New
IWV iShares Tr 1.2% Added +4%
What changed
Biggest moves since Jun 30, 2026
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