Moss Adams Wealth Advisors LLC - Portfolio Stock Holdings
Moss Adams Wealth Advisors LLC disclosed 324 stock positions in a recent SEC 13F filing. $1,600,126,233 of stock holdings were filed, with the largest holdings including VTI, JCPB, and PAVE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $5,773,272,462 and has 59 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
324Est. Stock Holding Value:
$1,600,126,233Top Stock Holdings By Sector
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Portfolio Stock Holdings - Moss Adams Wealth Advisors LLC
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% of Portfolio
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