Moss Adams Wealth Advisors LLC has disclosed its latest investment holdings, revealing a total value exceeding $1.5 billion as of September 30, 2026. This filing is significant as it showcases the firm's strategic positioning within the financial services sector, particularly in asset management.

The report highlights substantial investments in leading companies, including Apple Inc. and Amazon.com Inc., indicating a strong focus on technology and consumer sectors. This strategic allocation may reflect broader trends in the market as asset managers adapt to evolving economic conditions.

Background

Moss Adams Wealth Advisors LLC is based in Seattle, Washington, and operates within the financial services industry. The firm is categorized under "other" in the SEC's classification system. According to the latest filings, the firm has consistently reported its investment holdings through various 13F-HR forms, with the most recent filing dated October 28, 2026, under accession number 0001661245-26-000005.

What the Filing Says

The recent filing provides a detailed overview of the firm's investment portfolio, which includes a total of 506 entries valued at approximately $1,534,442,125. The filing states, "The report type is a 13F combination report," highlighting the comprehensive nature of the disclosed holdings.

Impact

This update is likely to impact various stakeholders, including investors, analysts, and other asset management firms. The significant investments in high-profile companies may prompt competitors to reassess their strategies and consider similar allocations. Additionally, the filing may influence market perceptions of the financial services sector as a whole.

What's Next

The filing does not specify what happens next for Moss Adams Wealth Advisors LLC. However, it is expected that the firm will continue to monitor its investments closely and make adjustments as necessary in response to market changes.