13F filer

Moss Adams Wealth Advisors

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 1661245 SEC filings ↗

13F Value

$1.53B

Positions

330

Top Position

VTI30.1%

Top 5

54.7%

Latest filing changes

vs Jun 30, 2026

1 JCPB JPMorgan Core Plus Bond ETF +4.4%+$5.7M

2 DFIC Dimensional International Core Equity 2 ETF +4.7%+$3.5M

3 JMUB JPMorgan Municipal ETF +56.1%+$2.5M

4 VTEC Vanguard California Tax-Exempt Bond ETF — ETF Shares +139.5%+$1.7M

5 HYG iShares iBoxx $ High Yield Corporate Bond ETF +19.3%+$931K

Holdings330

#
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	30.1%	$461.5M	-5.0%	1.23M	30.0%	ETF
2	JCPB JPMorgan Core Plus Bond ETF	8.8%	$135.7M	+4.4%	3.03M	8.5%	ETF
3	PAVE Global X U.S. Infrastructure Development ETF	5.9%	$90.5M	-6.7%	1.72M	6.8%	ETF
4	DFIC Dimensional International Core Equity 2 ETF	5.1%	$77.8M	+4.7%	2.07M	4.6%	ETF
5	XLU State Street(R) Utilities Select Sector SPDR(R) ETF	4.8%	$73.3M	-4.2%	1.86M	5.5%	ETF
6	BUG Global X Cybersecurity ETF	4.7%	$72.8M	-8.5%	1.58M	4.1%	ETF
7	SMH VanEck Semiconductor ETF	4.4%	$68.1M	-7.2%	111.9K	4.9%	ETF
8	XLRE State Street(R) Real Estate Select Sector SPDR(R) ETF	4.2%	$64.2M	-4.9%	1.57M	4.5%	ETF
9	XLC State Street(R) Communication Services Select Sector SPDR(R) ETF	3.5%	$53.8M	-3.9%	484.8K	3.4%	ETF
10	AAPL Apple	2.0%	$31.0M	-9.8%	93.2K	1.9%	Common Stock
11	XBI State Street(R) SPDR(R) S&P(R) Biotech ETF	2.0%	$30.8M	NEW	195.6K	—	ETF
12	IWV iShares Russell 3000 ETF	1.2%	$18.8M	+4.0%	43.5K	1.1%	ETF
13	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	1.1%	$17.0M	-1.8%	338.2K	1.1%	ETF
14	MSFT Microsoft	1.1%	$16.6M	-29.3%	32.4K	1.1%	Common Stock
15	NVDA NVIDIA	1.1%	$16.5M	-17.0%	72.3K	1.1%	Common Stock
16	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 38,977 reported quantity $13,411,215 reported value	0.9%	$13.4M	-9.4%	39.0K	1.0%	Common Stock
17	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	0.8%	$12.0M	+1.3%	231.5K	0.7%	ETF
18	AMZN Amazon	0.7%	$11.1M	-13.3%	44.5K	0.8%	Common Stock
19	GOOG Alphabet Class C	0.5%	$8.3M	-14.4%	24.3K	0.6%	Common Stock
20	VOO Vanguard 500 Index Fund — ETF Shares	0.5%	$7.3M	+0.2%	10.4K	0.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing58

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.