Moss Adams Wealth Advisors LLC
Filing Date
Global Rank
#3,489
/ 8,232
▲ 207
Top Industry
Consumer Electronics
11.7%
3Y Alpha vs SPY
-0.6%
Period ended 2 months ago
Filed Apr 23, 2026 · 51d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.2%
SPY
+76.5%
Annualised alpha
-0.5%
Max drawdown
−20.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
204 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.2%
−0.4 pts
Top 5
33.3%
−3.0 pts
Top 10
44.5%
−2.6 pts
HHI
308
Diversified−45
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.0% | $90,081,544 |
| Communication Services | 9.6% | $23,423,456 |
| Healthcare | 9.5% | $23,223,621 |
| Financial Services | 9.4% | $22,864,455 |
| Consumer Cyclical | 9.3% | $22,692,282 |
| Industrials | 8.7% | $21,284,534 |
| Consumer Defensive | 5.1% | $12,376,266 |
| Energy | 4.6% | $11,086,935 |
| Unclassified | 4.3% | $10,486,852 |
| Utilities | 1.0% | $2,335,723 |
| Real Estate | 0.8% | $1,902,503 |
| Basic Materials | 0.7% | $1,642,199 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +6,810 | 82,748 | $14,431,250 | |
| T | At&T Inc. | +3,663 | 25,580 | $741,563 | |
| AAPL | Apple Inc. | +3,618 | 107,100 | $27,180,908 | |
| PFE | Pfizer Inc | +3,290 | 31,228 | $876,881 | |
| INTC | Intel Corp | +1,996 | 15,298 | $675,100 | |
| CMCSA | Comcast Corp | +1,966 | 11,787 | $338,404 | |
| VZ | Verizon Communications Inc | +1,925 | 11,745 | $589,598 | |
| GOOGL | Alphabet Inc. | +1,890 | 42,392 | $12,190,242 | |
| PG | PROCTER & GAMBLE Co | +1,848 | 7,952 | $1,148,586 | |
| AMZN | Amazon Com Inc | +1,534 | 50,320 | $10,480,146 | |
| AVGO | Broadcom Inc. | +1,512 | 19,786 | $6,123,964 | |
| NNVC | Nanoviricides, Inc. | +1,500 | 21,500 | $19,565 | |
| WMT | Walmart Inc. | +1,290 | 24,177 | $3,004,717 | |
| KO | Coca Cola Co | +1,285 | 17,688 | $1,345,172 | |
| BAC | Bank Of America Corp /De/ | +1,237 | 24,772 | $1,207,634 | |
| FAST | Fastenal Co | +1,152 | 6,200 | $287,679 | |
| CSCO | Cisco Systems, Inc. | +1,146 | 18,579 | $1,441,544 | |
| XOM | Exxon Mobil Corp | +1,021 | 38,547 | $6,539,883 | |
| NFLX | Netflix Inc | +954 | 16,375 | $1,574,456 | |
| MFC | Manulife Financial Corp | +925 | 18,053 | $621,745 | |
| PANW | Palo Alto Networks Inc | +893 | 2,609 | $418,274 | |
| BMY | Bristol Myers Squibb Co | +849 | 6,426 | $389,736 | |
| ORCL | Oracle Corp | +838 | 12,469 | $1,834,314 | |
| JPM | Jpmorgan Chase & Co | +793 | 12,259 | $3,606,107 | |
| MRK | Merck & Co., Inc. | +741 | 14,921 | $1,794,846 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OXY | Occidental Petroleum Corp /De/ | −4,090 | 4,392 | $285,480 | |
| C | Citigroup Inc | −2,998 | 8,802 | $998,234 | |
| QCOM | Qualcomm Inc/De | −2,240 | 2,453 | $315,897 | |
| BSX | Boston Scientific Corp | −980 | 4,722 | $296,305 | |
| APO | Apollo Global Management, Inc. | −646 | 2,206 | $245,792 | |
| UNH | Unitedhealth Group Inc | −639 | 4,065 | $1,099,947 | |
| UBER | Uber Technologies, Inc | −467 | 10,014 | $720,306 | |
| V | Visa Inc. | −454 | 4,968 | $1,501,528 | |
| MSFT | Microsoft Corp | −418 | 45,171 | $16,720,948 | |
| BLD | TopBuild Corp | −383 | 2,577 | $905,299 | |
| DHR | Danaher Corp /De/ | −271 | 4,575 | $867,419 | |
| WFC | Wells Fargo & Company/Mn | −270 | 11,778 | $937,645 | |
| SPGI | S&P Global Inc. | −203 | 796 | $338,569 | |
| ADSK | Autodesk, Inc. | −184 | 4,083 | $977,469 | |
| SPY | Spdr S&P 500 ETF Trust | −177 | 5,654 | $3,677,022 | |
| PLD | Prologis, Inc. | −159 | 2,149 | $284,054 | |
| NKE | NIKE, Inc. | −95 | 5,393 | $284,858 | |
| CRM | Salesforce, Inc. | −84 | 3,357 | $626,650 | |
| INTU | Intuit Inc. | −68 | 2,688 | $1,162,236 | |
| QQQ | Invesco Qqq Trust, Series 1 | −65 | 4,711 | $2,719,094 | |
| TMO | Thermo Fisher Scientific Inc. | −59 | 1,239 | $609,005 | |
| GLD | Spdr Gold Trust | −59 | 5,421 | $2,332,602 | |
| ABT | Abbott Laboratories | −45 | 9,744 | $1,000,415 | |
| AXP | American Express Co | −43 | 2,154 | $651,541 | |
| BX | Blackstone Inc. | −36 | 3,998 | $459,729 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCX | Fundrise Innovation Fund, LLC | 13,426 | $1,758,134 | |
| DGX | Quest Diagnostics Inc | 5,136 | $1,006,552 | |
| MPC | Marathon Petroleum Corp | 1,305 | $318,654 | |
| FIX | Comfort Systems USA Inc | 212 | $292,345 | |
| VRT | Vertiv Holdings Co | 1,076 | $269,623 | |
| FANG | Diamondback Energy, Inc. | 1,321 | $261,280 | |
| PWR | Quanta Services, Inc. | 460 | $252,548 | |
| AEP | American Electric Power Co Inc | 1,916 | $251,148 | |
| BKR | Baker Hughes Co | 3,996 | $243,955 | |
| XPO | XPO, Inc. | 1,253 | $243,770 | |
| DOW | Dow Inc. | 5,738 | $238,987 | |
| GRMN | Garmin Ltd | 1,028 | $238,506 | |
| KMI | Kinder Morgan, Inc. | 6,768 | $226,930 | |
| MRVL | Marvell Technology, Inc. | 2,258 | $223,654 | |
| MCO | Moodys Corp /De/ | 508 | $221,614 | |
| ALL | Allstate Corp | 1,059 | $219,572 | |
| CSX | Csx Corp | 5,341 | $219,247 | |
| FCX | Freeport-Mcmoran Inc | 3,652 | $214,664 | |
| VLO | Valero Energy Corp/Tx | 866 | $213,970 | |
| USB | US Bancorp De | 4,061 | $211,212 | |
| HIG | Hartford Insurance Group, Inc. | 1,556 | $210,417 | |
| TRV | Travelers Companies, Inc. | 711 | $207,384 | |
| EBAY | Ebay Inc | 2,227 | $202,700 | |
| MPWR | Monolithic Power Systems Inc | 185 | $202,269 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACN | Accenture plc | 1,527 | $409,693 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 679 | $409,627 | |
| AZO | Autozone Inc | 111 | $376,456 | |
| FICO | Fair Isaac Corp | 163 | $275,571 | |
| SFM | Sprouts Farmers Market, Inc. | 3,386 | $269,762 | |
| SNOW | Snowflake Inc. | 1,225 | $268,715 | |
| LULU | lululemon athletica inc. | 1,216 | $252,695 | |
| KKR | KKR & Co. Inc. | 1,923 | $245,143 | |
| TTWO | Take Two Interactive Software Inc | 918 | $235,035 | |
| ELV | Elevance Health, Inc. | 649 | $227,506 | |
| ADP | Automatic Data Processing Inc | 849 | $218,388 | |
| EXPE | Expedia Group, Inc. | 768 | $217,581 | |
| HOOD | Robinhood Markets, Inc. | 1,918 | $216,925 | |
| CCL | Carnival Corp Ltd. | 6,775 | $206,907 | |
| DDOG | Datadog, Inc. | 1,516 | $206,160 | |
| AIG | American International Group, Inc. | 2,348 | $200,871 | |
| ALIT | Alight, Inc. / Delaware | 13,170 | $25,681 | |
| No positions match the current search. | ||||
204 positions ·
$243,400,370 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 204 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 107,100 | $27,180,908 | 11.17% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 45,171 | $16,720,948 | 6.87% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 82,748 | $14,431,250 | 5.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 42,392 | $12,190,242 | 5.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 50,320 | $10,480,146 | 4.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 38,547 | $6,539,883 | 2.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 11,341 | $6,488,525 | 2.67% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,786 | $6,123,964 | 2.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,358 | $4,342,441 | 1.78% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 9,940 | $3,695,194 | 1.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,654 | $3,677,022 | 1.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 12,259 | $3,606,107 | 1.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 12,452 | $3,043,766 | 1.25% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 24,177 | $3,004,717 | 1.23% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 5,736 | $2,866,049 | 1.18% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 8,296 | $2,728,471 | 1.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,711 | $2,719,094 | 1.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,856 | $2,626,862 | 1.08% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 25,308 | $2,489,800 | 1.02% | |
| GLD |
Spdr Gold Trust
|
Reduced | 5,421 | $2,332,602 | 0.96% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 13,426 | $2,209,516 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,601 | $2,114,648 | 0.87% | |
| ORCL |
Oracle Corp
Technology
|
Added | 12,469 | $1,834,314 | 0.75% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 7,464 | $1,809,198 | 0.74% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 14,921 | $1,794,846 | 0.74% | |
| VCX |
Fundrise Innovation Fund, LLC
|
NEW | 13,426 | $1,758,134 | 0.72% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 16,375 | $1,574,456 | 0.65% | |
| CVX |
Chevron Corp
Energy
|
Added | 7,553 | $1,562,715 | 0.64% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,997 | $1,521,777 | 0.63% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,968 | $1,501,528 | 0.62% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,346 | $1,468,252 | 0.60% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 18,579 | $1,441,544 | 0.59% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Added | 20,281 | $1,430,013 | 0.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 17,688 | $1,345,172 | 0.55% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,172 | $1,296,615 | 0.53% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 3,692 | $1,261,888 | 0.52% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,548 | $1,248,363 | 0.51% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 6,105 | $1,241,939 | 0.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 8,457 | $1,237,089 | 0.51% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 7,851 | $1,234,805 | 0.51% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 24,772 | $1,207,634 | 0.50% | |
| RTX |
RTX Corp
Industrials
|
Added | 6,108 | $1,178,232 | 0.48% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 2,688 | $1,162,236 | 0.48% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Added | 1,497 | $1,156,641 | 0.48% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,952 | $1,148,586 | 0.47% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 4,065 | $1,099,947 | 0.45% | |
| GE |
General Electric Co
Industrials
|
Added | 3,618 | $1,026,678 | 0.42% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
NEW | 5,136 | $1,006,552 | 0.41% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 9,744 | $1,000,415 | 0.41% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 8,802 | $998,234 | 0.41% |