Moss Adams Wealth Advisors LLC
•CIK: 1661245•Filing: Q4 2025
**Moss Adams Wealth Advisors LLC** manages $1.4B across a diversified portfolio of 262 positions. The fund exhibits significant concentration in broad market indices and sector ETFs, notably allocating $409.5M to VTI. Key overweight positions include JCPB at $121.8M and PAVE at $84.8M, suggesting a strategic tilt toward consumer discretionary and infrastructure. The remaining top holdings, including XLU ($73.1M) and SMH ($63.9M), underscore an active, sector-rotation approach within the current market cycle.
Total AUM
$1.4B
QoQ Performance
+7.5%
Positions
218
Top 10 Concentration
73.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
JCPB
PAVE
XLU
VTI29.7%
JCPB8.8%
PAVE6.1%
XLU5.3%
SMH4.6%
DFIC4.5%
XLRE4.4%
XLC4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.1%
Technology8.2%
Consumer2.1%
Healthcare1.2%
Financial1.1%
ETF0.8%
Industrial0.6%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
+53 more exited positions
Changes from Q3 2025
NEW4 new positions
↑106 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023