Moss Adams Wealth Advisors LLC - Portfolio Stock Holdings

Moss Adams Wealth Advisors LLC disclosed 290 stock positions in a recent SEC 13F filing. $1,358,175,968 of stock holdings were filed, with the largest holdings including VTI, JCPB, and PAVE. This filing represented positions held on March 31, 2026, and was filed on April 23, 2026.

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.