13F Filings History of Moss Adams Wealth Advisors LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$1,379,426,661
Signature - Title
Gidget Furness - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Moss Adams Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Moss Adams Wealth Advisors LLC reported 262 stock holdings with total value $1,379,426,661 as of Q4 2025. Top holdings included VTI, JCPB, PAVE, XLU, and SMH.

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Holdings Value

List of Other Managers Reporting for Moss Adams Wealth Advisors LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 262 $1,379,426,661 +$217,482,048 -$96,182,399 +$121,299,649 VTI, JCPB, PAVE, XLU, SMH 13F-HR 26 Jan 2026, 13:14
Q3 2025 254 $1,282,609,352 +$129,929,516 -$25,622,724 +$104,306,792 VTI, JCPB, IJR, XLU, XLRE 13F-HR 21 Oct 2025, 17:12
Q2 2025 255 $1,101,167,487 +$84,031,456 -$19,560,754 +$64,470,702 VTI, JCPB, IJR, XLU, XLRE 13F-HR 17 Jul 2025, 13:18
Q1 2025 217 $949,629,742 +$121,273,318 -$84,094,961 +$37,178,357 VTI, JCPB, IJR, XLU, XLRE 13F-HR 14 Apr 2025, 15:09
Q4 2024 208 $946,180,611 +$46,366,073 -$11,670,594 +$34,695,479 VTI, IJR, JCPB, VGIT, XLU 13F-HR 15 Jan 2025, 16:44
Q3 2024 206 $913,478,761 +$184,625,023 -$24,903,120 +$159,721,903 VTI, IJR, JCPB, VGIT, XLU 13F-HR 17 Oct 2024, 18:07
Q2 2024 174 $718,212,098 +$96,550,331 -$10,830,680 +$85,719,651 VTI, IJR, VGIT, SMH, BUG 13F-HR 23 Jul 2024, 16:41
Q1 2024 152 $622,396,819 +$232,516,039 -$112,815,183 +$119,700,856 VTI, IJR, VGIT, PAVE, SMH 13F-HR 07 May 2024, 13:51
Q4 2023 122 $479,657,837 +$167,849,687 -$8,864,252 +$158,985,435 VTI, IJR, VGIT, JEPI, NXTE 13F-HR 06 Feb 2024, 16:14
Q3 2023 164 $293,021,048 +$13,669,551 -$13,234,259 +$435,292 VGIT, IJR, JEPI, NXTE, IWV 13F-HR 20 Dec 2023, 12:42
Q2 2023 142 $306,408,087 +$14,166,886 -$11,197,293 +$2,969,593 VGIT, IJR, JEPI, NXTE, IWV 13F-HR 20 Dec 2023, 12:40
Q1 2023 181 $293,577,380 +$125,735,008 -$46,153,470 +$79,581,538 VGIT, IJR, JEPI, NXTE, IWV 13F-HR 20 Dec 2023, 12:38
Q4 2022 181 $199,933,498 $0 $0 $0 IJR, NXTE, IWV, AGG, RSP 13F-HR 20 Dec 2023, 12:36