Moss Adams Wealth Advisors LLC

Q3 2026 13F Detailed Holdings

Location
Seattle, WA
Holdings as of
9/30/2026
Value ($000)
$1,534,442
Num holdings
506
Date filed
10/28/2026
Form type
13F-HR
Holdings also reported by
Prev filing
7/27/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558