Moss Adams Wealth Advisors
Moss Adams Wealth Advisors reported 330 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VTI (30.1%), JCPB (8.8%) and PAVE (5.9%). Compared with Q2 2026, the fund opened new positions in XBI and XOM, added to JCPB, DFIC and IWV, trimmed VTI, PAVE and XLU and sold out of XOM, UPS and DGX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $462M | 30.1% | 1.2M | −64K (−5%) | 8 of 8 | |
| 2 |  JCPB J P Morgan Exchange Traded F | $136M | 8.8% | 3M | +127K (+4%) | 8 of 8 | |
| 3 |  PAVE Global X Fds | $90.5M | 5.9% | 1.7M | −125K (−7%) | 8 of 8 | |
| 4 |  DFIC Dimensional Intern Core | $77.8M | 5.1% | 2.1M | +93K (+5%) | 6 of 8 | |
| 5 |  XLU Select Sector Spdr TR | $73.3M | 4.8% | 1.9M | −82K (−4%) | 8 of 8 | |
| 6 |  BUG Global X Fds | $72.8M | 4.8% | 1.6M | −147K (−9%) | 8 of 8 | |
| 7 |  SMH Vaneck ETF Trust | $68.1M | 4.4% | 112K | −8,629 (−7%) | 8 of 8 | |
| 8 |  XLRE Select Sector Spdr TR | $64.2M | 4.2% | 1.6M | −81K (−5%) | 7 of 8 | |
| 9 |  XLC Select Sector Spdr TR | $53.8M | 3.5% | 485K | −20K (−4%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $31M | 2.0% | 93K | −10K (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.3M | 39K |
 UPS United Parcel Service Inc | $2.7M | 25K |
 DGX Quest Diagnostics Inc | $1.1M | 5,128 |
 IVE Ishares TR | $1M | 4,525 |
 KTOS KRATOS DEFENSE & SEC SOLUTIO | $1M | 20K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Moss Adams Wealth Advisors 13F FAQ
What does Moss Adams Wealth Advisors own?
Moss Adams Wealth Advisors reported 330 stocks worth $1.5B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are VTI (30.1%), JCPB (8.8%) and PAVE (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Moss Adams Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 82 new positions, 58 added to, 167 trimmed and 59 sold out. New positions include XBI and XOM. It sold all of XOM, UPS and DGX.
When will Moss Adams Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Moss Adams Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.