Moss Adams Wealth Advisors LLC holds a focused book of 307 stocks worth $1.6B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Roblox Corp -Class A and trimmed Vaneck Semiconductor ETF. Their largest long position is Vanguard Total Stock MKT ETF at 30% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1661245/holdings"
Use Arkolith to show Moss Adams Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Moss Adams Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Moss Adams Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $877.9B |
| MORGAN STANLEY | 80 / 80 | $662.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $605.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $445.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $192.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $181.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $120.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $100.1B |
Ranked by how many of Moss Adams Wealth Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $480.1M | 1.30M | 30.0% | ▲+3.0% Added · +38K sh | |
| 2 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $136.3M | 2.90M | 8.5% | ▲+11% Added · +278K sh | |
| 3 | Global X FDS US INFR DEV ETF | $109.0M | 1.85M | 6.8% | ▲+1.7% Added · +31K sh | |
| 4 | Select Sector SPDR TR ST STR UTIL ETF | $87.9M | 1.94M | 5.5% | ▲+7.9% Added · +142K sh | |
| 5 | Vaneck ETF Trust SEMICONDUCTR ETF | $79.0M | 120.5K | 4.9% | ▼−31% Reduced · −53K sh | |
| 6 | Dimensional ETF Trust INTL CORE EQUITY | $73.6M | 1.98M | 4.6% | ▲+6.1% Added · +114K sh | |
| 7 | Select Sector SPDR TR ST STR REAL ETF | $72.7M | 1.65M | 4.5% | ▲+3.8% Added · +61K sh | |
| 8 | Global X FDS CYBRSCURTY ETF | $65.8M | 1.72M | 4.1% | ▲+19% Added · +278K sh | |
| 9 | Select Sector SPDR TR ST STR SVC ETF | $54.0M | 504.4K | 3.4% | ▲+4.1% Added · +20K sh | |
| 10 | Apple Inc COM | $29.9M | 103.4K | 1.9% | ▼−3.5% Reduced · −4K sh | |
| 11 | Ishares TR RUSSELL 3000 ETF | $17.8M | 41.8K | 1.1% | ▼−0.3% Reduced · −148 sh | |
| 12 | Nvidia Corporation COM | $17.4M | 87.0K | 1.1% | ▲+5.2% Added · +4K sh | |
| 13 | SPDR Index SHS FDS ST STR PO EX ETF | $17.4M | 344.5K | 1.1% | ▼−1.5% Reduced · −5K sh | |
| 14 | Microsoft Corp COM | $17.1M | 45.9K | 1.1% | ▲+1.6% Added · +716 sh | |
| 15 | Alphabet Inc CAP STK CL A | $15.4M | 43.0K | 1.0% | ▲+1.5% Added · +621 sh | |
| 16 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $13.7M | 99.4K | 0.9% | ▼−16% Reduced · −18K sh | |
| 17 | Amazon Com Inc COM | $12.2M | 51.3K | 0.8% | ▲+1.9% Added · +959 sh | |
| 18 | SPDR Index SHS FDS ST PORT MARK ETF | $11.8M | 228.5K | 0.7% | ▲+5.3% Added · +12K sh | |
| 19 | Alphabet Inc CAP STK CL C | $10.0M | 28.3K | 0.6% | ▲+1.7% Added · +471 sh | |
| 20 | Broadcom Inc COM | $7.7M | 20.4K | 0.5% | ▲+3.1% Added · +620 sh | |
| 21 | Vanguard Index FDS S&P 500 ETF SHS | $7.2M | 10.4K | 0.4% | ▲+17% Added · +2K sh | |
| 22 | Meta Platforms Inc CL A | $6.2M | 11.1K | 0.4% | ▼−2.2% Reduced · −252 sh | |
| 23 | Ishares TR ISHARES SEMICDTR | $6.1M | 9.5K | 0.4% | ▼−24% Reduced · −3K sh | |
| 24 | Eli Lilly & Co COM | $5.7M | 4.8K | 0.4% | ▲+67% Added · +2K sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $5.6M | 37.9K | 0.4% | ▼−18% Reduced · −8K sh | |
| 26 | Exxon Mobil Corp COM | $5.3M | 38.5K | 0.3% | ▼~0% Reduced · −16 sh | |
| 27 | Micron Technology Inc COM | $5.2M | 4.5K | 0.3% | ▲+3.5% Added · +151 sh | |
| 28 | Vanguard World FD UTILITIES ETF | $5.0M | 25.6K | 0.3% | —Held | |
| 29 | Ishares TR IBOXX HI YD ETF | $5.0M | 62.5K | 0.3% | ▲+26% Added · +13K sh | |
| 30 | J P Morgan Exchange Traded F MUNICIPAL ETF | $4.7M | 92.6K | 0.3% | ▲+63% Added · +36K sh | |
| 31 | Tesla Inc COM | $4.3M | 10.3K | 0.3% | ▲+3.2% Added · +315 sh | |
| 32 | JPMorgan Chase & Co COM | $4.1M | 12.6K | 0.3% | ▲+3.1% Added · +376 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $4.1M | 5.5K | 0.3% | ▼−2.6% Reduced · −147 sh | |
| 34 | Select Sector SPDR TR ST STR TECHN ETF | $3.9M | 20.2K | 0.2% | ▲+14% Added · +3K sh | |
| 35 | Advanced Micro Devices Inc COM | $3.9M | 6.6K | 0.2% | ▲+8.7% Added · +532 sh | |
| 36 | Invesco QQQ TR UNIT SER 1 | $3.5M | 4.7K | 0.2% | ▲+0.7% Added · +32 sh | |
| 37 | Johnson & Johnson COM | $3.2M | 12.6K | 0.2% | ▲+1.2% Added · +149 sh | |
| 38 | ASML Hldg NV N Y REGISTRY SHS | $3.2M | 1.6K | 0.2% | ▲+0.3% Added · +5 sh | |
| 39 | Ishares TR RUS 1000 GRW ETF | $3.1M | 24.9K | 0.2% | ▲+300% Added · +19K sh | |
| 40 | Mastercard Incorporated CL A | $2.9M | 5.6K | 0.2% | ▼−1.5% Reduced · −87 sh | |
| 41 | Morgan Stanley COM NEW | $2.8M | 13.6K | 0.2% | ▲+1.2% Added · +167 sh | |
| 42 | SPDR Index SHS FDS ST DOW GLOBA ETF | $2.8M | 55.8K | 0.2% | ▼−1.6% Reduced · −900 sh | |
| 43 | United Parcel Svcs Inc CL B | $2.7M | 25.4K | 0.2% | ▲+0.2% Added · +61 sh | |
| 44 | Walmart Inc COM | $2.7M | 24.0K | 0.2% | ▼−0.8% Reduced · −185 sh | |
| 45 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.5M | 12.0K | 0.2% | —Held | |
| 46 | Home Depot Inc COM | $2.5M | 7.2K | 0.2% | ▼−14% Reduced · −1K sh | |
| 47 | Applied Matls Inc COM | $2.5M | 3.5K | 0.2% | ▼−5.8% Reduced · −216 sh | |
| 48 | Intel Corp COM | $2.3M | 16.7K | 0.1% | ▲+8.9% Added · +1K sh | |
| 49 | Costco Wholesale Corporation COM | $2.3M | 2.4K | 0.1% | ▼−44% Reduced · −2K sh | |
| 50 | Cisco Sys Inc COM | $2.2M | 19.1K | 0.1% | ▲+2.8% Added · +529 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 539 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 462 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 447 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 433 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 432 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 367 | $949.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 348 | $946.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 344 | $913.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.