Moss Adams Wealth Advisors LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$1.4B
Holdings
269
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
29.6%
02
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
9.0%
03
$PAVE
GLOBAL X FDS
Held since at least Q1 2024
6.8%
04
$XLU
SELECT SECTOR SPDR TR
Held since at least Q1 2024
6.0%
05
$SMH
VANECK ETF TRUST
Held since at least Q1 2024
4.9%
06
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.8%
07
$XLRE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
4.7%
08
$XLC
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.9%
09
$BUG
GLOBAL X FDS
Held since at least Q1 2024
2.7%
10
$AAPL
APPLE INC
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.