Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC reported 539 holdings worth US$1.6B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 27, 2026

Moss Adams Wealth Advisors LLC reported 539 holdings worth US$1.6B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 27, 2026 (Form 13F).

Holdings
539
Value as reported
US$1.6B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc103KUS$29.9M1.9%
Alphabet Inc (google) Class C71,036US$25.4M1.6%
Nvidia Corporation87,048US$17.4M1.1%
Microsoft Corp.45,887US$17.1M1.1%
Amazon.com, Inc.51,279US$12.2M0.76%
Broadcom Inc.20,406US$7.71M0.48%
Meta Platforms, Inc.11,089US$6.25M0.39%
Eli Lilly And Company4,778US$5.73M0.36%
Exxon Mobil Corporation38,531US$5.27M0.33%
Micron Technology, Inc.4,497US$5.19M0.32%
Tesla, Inc.10,255US$4.31M0.27%
Jp Morgan Chase & Co.12,635US$4.14M0.26%
Advanced Micro Devices Inc6,637US$3.86M0.24%
Johnson & Johnson12,601US$3.2M0.20%
Asml Holding Nv1,606US$3.2M0.20%
Mastercard Incorporated5,649US$2.9M0.18%
Morgan Stanley13,593US$2.84M0.18%
United Parcel Service, Inc.25,369US$2.73M0.17%
Walmart Inc.23,992US$2.72M0.17%
Home Depot, Inc. (the)7,160US$2.53M0.16%
Applied Materials, Inc.3,476US$2.51M0.16%
Intel Corporation16,665US$2.33M0.15%
Costco Wholesale Corporation2,448US$2.29M0.14%
Cisco Systems, Inc.19,108US$2.24M0.14%
Roblox Corporation40,414US$2.2M0.14%
International Business Machines Corporation7,526US$2.12M0.13%
Visa Inc.6,133US$2.1M0.13%
Sandisk Corporation889US$2.02M0.13%
Merck & Company, Inc.15,057US$1.95M0.12%
Unitedhealth Group Incorporated4,631US$1.92M0.12%
Abbvie Inc.7,424US$1.87M0.12%
American Express Company5,512US$1.86M0.12%
Lam Research Corporation4,293US$1.86M0.12%
Ge Aerospace4,944US$1.85M0.12%
Ge Vernova Inc.1,360US$1.6M0.10%
Kla Corporation5,251US$1.58M0.10%
Procter & Gamble Company (the)10,503US$1.54M0.10%
Caterpillar, Inc.1,441US$1.53M0.10%
Coca-cola Company (the)18,567US$1.52M0.09%
Bank Of America Corporation26,624US$1.52M0.09%
Amgen Inc.4,043US$1.46M0.09%
Oracle Corporation9,784US$1.43M0.09%
Citigroup, Inc.8,970US$1.26M0.08%
Rockwell Automation, Inc.2,535US$1.26M0.08%
Wells Fargo & Company14,681US$1.21M0.08%
Western Digital Corporation1,887US$1.21M0.08%
Chevron Corporation7,207US$1.19M0.07%
Goldman Sachs Group, Inc. (the)1,171US$1.18M0.07%
Rtx Corporation6,172US$1.17M0.07%
Philip Morris International Inc5,966US$1.09M0.07%
Quest Diagnostics Incorporated5,128US$1.09M0.07%
Nextera Energy, Inc.12,154US$1.07M0.07%
Netflix, Inc.14,307US$1.02M0.06%
Kratos Defense & Security Solutions, Inc.20,108US$1M0.06%
Palantir Technologies Inc.8,580US$1M0.06%
Palo Alto Networks, Inc.2,877US$981K0.06%
Manulife Financial Corporation23,893US$968K0.06%
Boeing Company (the)4,429US$959K0.06%
Regeneron Pharmaceuticals, Inc.1,513US$943K0.06%
Mcdonald's Corporation3,417US$924K0.06%
Corning Incorporated3,479US$889K0.06%
Marvell Technology, Inc.2,957US$881K0.06%
Intercontinental Exchange Inc.7,025US$865K0.05%
Danaher Corporation4,309US$822K0.05%
Tjx Companies, Inc. (the)5,371US$814K0.05%
Thermo Fisher Scientific Inc1,586US$796K0.05%
Autodesk, Inc.3,916US$761K0.05%
Amphenol Corporation4,276US$755K0.05%
United Rentals, Inc.653US$740K0.05%
Natera, Inc.2,660US$722K0.05%
Texas Instruments Incorporated2,394US$714K0.04%
Crowdstrike Holdings, Inc.915US$698K0.04%
Abbott Laboratories7,602US$690K0.04%
Pfizer, Inc.28,570US$688K0.04%
Zoom Communications, Inc.7,846US$677K0.04%
U.s. Bancorp11,087US$675K0.04%
Starbucks Corporation6,557US$670K0.04%
Resmed Inc.3,374US$658K0.04%
Intuit Inc.2,480US$647K0.04%
Analog Devices, Inc.1,561US$620K0.04%
Gilead Sciences, Inc.4,880US$617K0.04%
Union Pacific Corporation2,227US$606K0.04%
Allstate Corporation (the)2,478US$592K0.04%
Arista Networks, Inc.3,342US$568K0.04%
Applovin Corporation1,093US$563K0.04%
Progressive Corporation (the)2,523US$551K0.03%
Blackstone Inc.4,670US$550K0.03%
Southern Company (the)5,713US$547K0.03%
Salesforce, Inc.3,459US$543K0.03%
Cadence Design Systems, Inc.1,433US$538K0.03%
Fedex Corporation1,684US$529K0.03%
Blackrock, Inc.545US$524K0.03%
Vertex Pharmaceuticals Incorporated1,052US$523K0.03%
At&t Inc.24,893US$515K0.03%
Hilton Worldwide Holdings Inc.1,532US$506K0.03%
Deere & Company781US$497K0.03%
Welltower Inc.2,183US$495K0.03%
Pepsico, Inc.3,641US$493K0.03%
Charles Schwab Corporation (the)5,336US$492K0.03%
3m Company3,025US$490K0.03%

Every holding of Moss Adams Wealth Advisors LLC

Source

View original at SEC

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