Moss Adams Wealth Advisors LLC - Portfolio overview

Moss Adams Wealth Advisors LLC has 294 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 32.32%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 9.88%
3. PAVE - GLOBAL X FDS, 7.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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