Moss Adams Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
270
Total value ($000)
$1,367,256
Net value change ($000)
-12,171 (-0.9%)
New positions
29
Sold out positions
21
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLU 9,370 12.8%
PAVE 7,524 8.9%
DFIC 4,429 7.2%
CIBR 3,818 NEW
XLRE 3,589 5.9%
SMH 2,608 4.1%
XOM 2,024 44.8%
VCX 1,758 NEW
JCPB 1,756 1.4%
JMUB 1,369 93.5%
Top Reduces (Value $000, Stocks/ETFs)
IJR -14,416 -71.6%
BUG -12,020 -24.9%
RSP -6,864 -74.9%
VTI -5,331 -1.3%
MSFT -5,327 -24.2%
IWV -3,407 -18.0%
XLC -2,543 -4.5%
RNAM -1,623 -100.0%
XLK -1,052 -30.9%
AAPL -952 -3.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type