Long-term investor
Moss Adams Wealth Advisors LLC @mossadamswealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001661245).
Record
- Tracked since 2025-06-30 (434 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +10.7% · 6 months +6.6% · 1 year +14.1% · all +14.1%
- Max drawdown -3.7% · Sharpe 0.67 · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 30.0% · long · since 2025-06-30
- JCPB · 8.5% · long · since 2025-06-30
- PAVE · 6.8% · long · since 2025-06-30
- XLU · 5.5% · long · since 2025-06-30
- SMH · 4.9% · long · since 2025-06-30
- DFIC · 4.6% · long · since 2025-06-30
- XLRE · 4.5% · long · since 2025-06-30
- BUG · 4.1% · long · since 2025-06-30
- XLC · 3.4% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- IWV · 1.1% · long · since 2025-06-30
- NVDA · 1.1% · long · since 2025-06-30