1y return+21.5%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $169 against $195 in the S&P 500.2
Moss Adams Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $480.1M | 30.0% | +3.0% |
| JCPBJ P Morgan Exchange Traded F | $136.3M | 8.5% | +10.6% |
| PAVEGlobal X Fds | $109.0M | 6.8% | +1.7% |
| XLUSelect Sector Spdr Tr | $87.9M | 5.5% | +7.9% |
| SMHVaneck Etf Trust | $79.0M | 4.9% | −30.5% |
| DFICDimensional Etf Trust | $73.6M | 4.6% | +6.1% |
| XLRESelect Sector Spdr Tr | $72.7M | 4.5% | +3.8% |
| BUGGlobal X Fds | $65.8M | 4.1% | +19.2% |
| XLCSelect Sector Spdr Tr | $54.0M | 3.4% | +4.1% |
| AAPLApple Inc | $29.9M | 1.9% | −3.5% |
| IWVIshares Tr | $17.8M | 1.1% | |
| NVDANvidia Corporation | $17.4M | 1.1% | +5.2% |
| SPDWSpdr Index Shs Fds | $17.4M | 1.1% | −1.5% |
| MSFTMicrosoft Corp | $17.1M | 1.1% | +1.6% |
| GOOGLAlphabet Inc | $15.4M | 1.0% | +1.5% |
| VIOOVanguard Admiral Fds Inc | $13.7M | 0.9% | −15.6% |
| AMZNAmazon Com Inc | $12.2M | 0.8% | +1.9% |
| SPEMSpdr Index Shs Fds | $11.8M | 0.7% | +5.3% |
| GOOGAlphabet Inc | $10.0M | 0.6% | +1.7% |
| AVGOBroadcom Inc | $7.7M | 0.5% | +3.1% |
| VOOVanguard Index Fds | $7.2M | 0.4% | +17.3% |
| METAMeta Platforms Inc | $6.2M | 0.4% | −2.2% |
| SOXXIshares Tr | $6.1M | 0.4% | −23.7% |
| LLYEli Lilly & Co | $5.7M | 0.4% | +67.3% |
| IJRIshares Tr | $5.6M | 0.4% | −17.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $7.7M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $6.2M |
| NVDANvidia Corporation | September 30, 2023 | +360.0% | $17.4M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $15.4M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $10.0M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2022 | +264.1% | $3.2M |
| SOXXIshares Tr | March 31, 2025 | +240.5% | $6.1M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $3.9M |
| XLKSelect Sector Spdr Tr | December 31, 2022 | +206.2% | $3.9M |
| SMHVaneck Etf Trust | March 31, 2024 | +191.5% | $79.0M |
Sold off last quarter
- VCXFundrise Innovation Fd LLC was $1.8M
- Honeywell Intl IncCUSIP 438516106 was $982K
- Topbuild CorCUSIP 89055F103 was $905K
- BNDWVanguard Scottsdale Fds was $673K
- VGITVanguard Scottsdale Fds was $478K
- BNDVanguard Bd Index Fds was $465K
- EEMIshares Tr was $451K
- SJNKSpdr Series Trust was $416K
- CMCSAComcast Corp New was $338K
- CMECme Group Inc was $334K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.2% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | −0.1% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +7.8% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Moss Adams Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1661245&type=13F-HR&dateb=&owner=include&count=40CIK 1661245
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1661245/000166124526000004/Filed July 27, 2026 · accession 0001661245-26-000004