Moss Adams Wealth Advisors LLC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,367,256
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 270 | 1,367,256 | 13F-HR | Moss Adams Wealth Advisors LLC |
| Q4 2025 | 1/26/2026 | 262 | 1,379,427 | 13F-HR | Moss Adams Wealth Advisors LLC |
| Q3 2025 | 10/21/2025 | 254 | 1,282,609 | 13F-HR | Moss Adams Wealth Advisors LLC |
| Q2 2025 | 7/17/2025 | 255 | 1,101,167 | 13F-HR | Moss Adams Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 242.7 K | 17.8% | 0 | 737.9 K | -737.9 K |
| ETFs | 1.125 M | 82.2% | 725.7 K | 0 | 725.7 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
1,367,256
Holdings
270
QoQ value change ($000)
-12,171
(-0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.