Moss Adams Wealth Advisors LLC

Q2 2025 13F Combination Report, Options Holdings

Signature - Title
Gidget Furness - Chief Compliance Officer
Location
Seattle, WA
Options holdings as of
30 Jun 2025
Notional value
$0
Number of holdings
0
Filing time
17 Jul 2025, 13:18:36 UTC
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q1 2025 - 14 Apr 2025
Next filing
Q3 2025 - 21 Oct 2025
Stock holdings
Showing options holdings, see here for stock holdings

Moss Adams Wealth Advisors LLC didn't report any options holdings as of Q2 2025. Check stock holdings.

Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Gidget Furness Chief Compliance Officer Seattle, Washington 17 Jul 2025

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

Other Included Managers (1):

Num Name Location File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558