Moss Adams Wealth Advisors LLC ETF holdings
Seattle, WA
Reported $1.3B in 67 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.3B
ETFs held
67
Change from prior quarter
+16.3%
With price moves
ETFs as a share of its 13F
81.7%
of $1.6B
Top 10 of 67 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $480.1M | 1,297,507 | +37,591 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $136.3M | 2,903,040 | +277,639 shares |
| PAVE | Global X U.S. Infrastructure Development ETF | $109.0M | 1,847,570 | +30,612 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $87.9M | 1,939,085 | +141,624 shares |
| SMH | VanEck Semiconductor ETF | $79.0M | 120,494 | −52,972 shares |
| DFIC | Dimensional International Core Equity 2 ETF | $73.6M | 1,976,543 | +114,001 shares |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $72.7M | 1,650,772 | +61,185 shares |
| BUG | Global X Cybersecurity ETF | $65.8M | 1,724,031 | +277,551 shares |
| XLC | State Street Communication Services Select Sector SPDR ETF | $54.0M | 504,352 | +19,828 shares |
| IWV | iShares Russell 3000 ETF | $17.8M | 41,783 | −148 shares |
57 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001661245. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Moss Adams Wealth Advisors LLC own?
Moss Adams Wealth Advisors LLC reported 67 ETF positions worth $1.3B in its Form 13F for June 30, 2026. The largest was VTI, at $480.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.