Modera Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1542143
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$9.4B
Holdings
650
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Modera Wealth Management, LLC disclosed 650 positions worth $9.4B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 44 new positions and exited 30 and a full exit from $HOLX. The portfolio is most concentrated in Other (75.0% of disclosed assets). All figures are sourced directly from Modera Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1542143.
AI Fund Analysis
StableVANGUARD INDEX FDS - GROWT
7.1% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
4.3% weight
Held 10 quarters
VANGUARD SPECIALIZED FUNDS
4.2% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
4.0% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
3.8% weight
Held 10 quarters
ISHARES TR - 0-5 YR TIPS E
9 quarters accumulating
AMERICAN CENTY ETF TR - IN
9 quarters accumulating
ISHARES TR - SHRT NAT MUN
9 quarters accumulating
VANGUARD BD INDEX FDS - TO
9 quarters accumulating
SPDR SERIES TRUST - ST BLO
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - GROWTH ETF
—Quality
$662.4M7,690,071 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$398.9M1,830,633 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$392.7M1,659,600 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$374.6M5,257,397 shISHARES TR - CORE MSCI EAFE
—Quality
$352.2M3,646,299 shISHARES TR - 0-5 YR TIPS ETF
—Quality
$261.0M2,554,931 shAMERICAN CENTY ETF TR - INTL SMCP VLU
—Quality
$243.4M2,361,879 sh- 76.4
Quality
$215.2M743,742 sh DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$213.4M4,811,065 shISHARES TR - CORE S&P SCP ETF
—Quality
$210.8M1,421,648 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - GROWTH ETF | — | $662.4M | 7,690,071 |
| VANGUARD INDEX FDS - VALUE ETF | — | $398.9M | 1,830,633 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $392.7M | 1,659,600 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $374.6M | 5,257,397 |
| ISHARES TR - CORE MSCI EAFE | — | $352.2M | 3,646,299 |
| ISHARES TR - 0-5 YR TIPS ETF | — | $261.0M | 2,554,931 |
| AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $243.4M | 2,361,879 |
 Apple Inc.$AAPL | 76.4 | $215.2M | 743,742 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $213.4M | 4,811,065 |
| ISHARES TR - CORE S&P SCP ETF | — | $210.8M | 1,421,648 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Modera Wealth Management, LLC's 650 positions.
Showing top 10 of 650 holdings.
Sector Allocation
Other
$7.0B
Technology
$1.1B
Financials
$382.1M
Consumer Discretionary
$266.5M
Healthcare
$255.9M
Industrials
$182.8M
Consumer Staples
$81.4M
Materials
$37.4M
Top Holdings — Modera Wealth Management, LLC (Q2 2026)
Top 150 of 650 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - GROWTH ETF | $662.4M | 7.1% | +519% | — |
| 2 | — | VANGUARD INDEX FDS - VALUE ETF | $398.9M | 4.3% | +4% | — |
| 3 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $392.7M | 4.2% | +3% | — |
| 4 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $374.6M | 4.0% | -2% | — |
| 5 | — | ISHARES TR - CORE MSCI EAFE | $352.2M | 3.8% | +3% | — |
| 6 | — | ISHARES TR - 0-5 YR TIPS ETF | $261.0M | 2.8% | +5% | — |
| 7 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $243.4M | 2.6% | +8% | — |
| 8 | $AAPL | Apple Inc. | $215.2M | 2.3% | -3% | 76.4 |
| 9 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $213.4M | 2.3% | -0% | — |
| 10 | — | ISHARES TR - CORE S&P SCP ETF | $210.8M | 2.3% | +1% | — |
| 11 | — | ISHARES TR - CORE S&P500 ETF | $179.6M | 1.9% | -2% | — |
| 12 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $162.1M | 1.7% | -3% | — |
| 13 |  $MSFT | MICROSOFT CORP | $138.5M | 1.5% | -2% | 79.8 |
| 14 | — | AMERICAN CENTY ETF TR - US EQT ETF | $137.9M | 1.5% | +5% | — |
| 15 | — | ISHARES TR - RUS 1000 GRW ETF | $133.9M | 1.4% | +296% | — |
| 16 | — | ISHARES TR - CORE S&P US VLU | $131.4M | 1.4% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $126.1M | 1.4% | +5% | — |
| 18 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $124.6M | 1.3% | +3% | — |
| 19 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $115.6M | 1.2% | -4% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $114.4M | 1.2% | +7% | — |
| 21 |  $GOOGL | Alphabet Inc. | $111.5M | 1.2% | -5% | 78.2 |
| 22 | — | ISHARES INC - CORE MSCI EMKT | $110.8M | 1.2% | -1% | — |
| 23 |  $AVGO | Broadcom Inc. | $108.4M | 1.2% | -9% | 84.5 |
| 24 | — | ISHARES TR - EAFE VALUE ETF | $98.3M | 1.1% | -4% | — |
| 25 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $96.5M | 1.0% | -1% | — |
| 26 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $96.5M | 1.0% | +8% | — |
| 27 | — | ISHARES TR - SP SMCP600VL ETF | $95.3M | 1.0% | -2% | — |
| 28 | — | ISHARES TR - RUS 1000 VAL ETF | $87.1M | 0.9% | -1% | — |
| 29 | — | ISHARES TR - S&P 500 GRWT ETF | $86.1M | 0.9% | -2% | — |
| 30 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $80.6M | 0.9% | -2% | — |
| 31 |  $CSCO | CISCO SYSTEMS, INC. | $76.8M | 0.8% | -12% | 70.3 |
| 32 | — | ISHARES TR - EAFE SML CP ETF | $72.3M | 0.8% | -2% | — |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $71.8M | 0.8% | +0% | — |
| 34 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $70.6M | 0.8% | +12% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $67.2M | 0.7% | -3% | 70.7 |
| 36 | — | ISHARES TR - CORE S&P US GWT | $66.8M | 0.7% | +1% | — |
| 37 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $66.3M | 0.7% | -3% | — |
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $64.0M | 0.7% | +1% | — |
| 39 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $63.9M | 0.7% | +0% | — |
| 40 | — | ISHARES TR - CORE S&P MCP ETF | $58.7M | 0.6% | -1% | — |
| 41 |  $AMZN | AMAZON COM INC | $56.4M | 0.6% | -1% | 68.7 |
| 42 |  $LOW | LOWES COMPANIES INC | $55.1M | 0.6% | -3% | 60.8 |
| 43 |  $LLY | ELI LILLY & Co | $54.7M | 0.6% | -4% | 87.5 |
| 44 | — | ISHARES TR - MSCI EAFE ETF | $54.6M | 0.6% | -2% | — |
| 45 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $53.9M | 0.6% | +5% | — |
| 46 |  $BLK | BlackRock, Inc. | $52.1M | 0.6% | -3% | 70 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $51.9M | 0.6% | -4% | 69 |
| 48 | — | ISHARES TR - RUSSELL 2000 ETF | $46.7M | 0.5% | -2% | — |
| 49 |  $V | VISA INC. | $43.5M | 0.5% | -1% | 82.9 |
| 50 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $42.1M | 0.5% | +1% | — |
| 51 | — | ISHARES TR - GLOBAL REIT ETF | $40.8M | 0.4% | +7% | — |
| 52 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $40.5M | 0.4% | -5% | — |
| 53 |  $WSM | WILLIAMS SONOMA INC | $38.9M | 0.4% | -5% | 66.1 |
| 54 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $35.4M | 0.4% | -2% | 73.7 |
| 55 |  $AMGN | AMGEN INC | $34.5M | 0.4% | -3% | 79.2 |
| 56 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER | $33.5M | 0.4% | -3% | — |
| 57 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $32.8M | 0.3% | -3% | — |
| 58 |  $GOOG | Alphabet Inc. | $32.4M | 0.3% | -1% | 78.2 |
| 59 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $31.4M | 0.3% | -2% | — |
| 60 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $30.9M | 0.3% | -3% | — |
| 61 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $30.7M | 0.3% | -3% | — |
| 62 | — | ISHARES TR - SHRT NAT MUN ETF | $30.7M | 0.3% | +5% | — |
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | $30.3M | 0.3% | -3% | — |
| 64 | — | ISHARES TR - MBS ETF | $29.3M | 0.3% | +5% | — |
| 65 | — | ISHARES TR - RUS 2000 VAL ETF | $28.8M | 0.3% | -0% | — |
| 66 | — | ISHARES TR - RUS 1000 ETF | $27.4M | 0.3% | -0% | — |
| 67 |  $AMAT | APPLIED MATERIALS INC /DE | $27.3M | 0.3% | -4% | 72.3 |
| 68 |  $EMR | EMERSON ELECTRIC CO | $27.2M | 0.3% | -3% | 65.3 |
| 69 | — | ISHARES TR - CORE INTL AGGR | $27.0M | 0.3% | +5% | — |
| 70 |  $LRCX | LAM RESEARCH CORP | $25.8M | 0.3% | -15% | 79.4 |
| 71 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $24.6M | 0.3% | -4% | — |
| 72 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $24.2M | 0.3% | -1% | — |
| 73 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $23.6M | 0.3% | +12% | — |
| 74 |  $HD | HOME DEPOT, INC. | $23.5M | 0.3% | -2% | 60.3 |
| 75 | — | ISHARES TR - NATIONAL MUN ETF | $23.2M | 0.3% | +1% | — |
| 76 |  $NVDA | NVIDIA CORP | $23.0M | 0.3% | +6% | 85.9 |
| 77 |  $WMT | Walmart Inc. | $21.3M | 0.2% | -3% | 60.2 |
| 78 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $21.1M | 0.2% | +5% | — |
| 79 |  $BRK.B | BERKSHIRE HATHAWAY INC | $21.0M | 0.2% | +6% | 73.8 |
| 80 |  $PG | PROCTER & GAMBLE Co | $20.2M | 0.2% | -4% | 64.6 |
| 81 |  $META | Meta Platforms, Inc. | $20.2M | 0.2% | +9% | 79.6 |
| 82 |  $ASML | ASML HOLDING NV | $20.2M | 0.2% | -3% | — |
| 83 |  $PEP | PEPSICO INC | $19.8M | 0.2% | -4% | 63.4 |
| 84 |  $ABBV | AbbVie Inc. | $19.7M | 0.2% | +1% | 72.6 |
| 85 |  $DOV | DOVER Corp | $19.7M | 0.2% | -1% | 58.1 |
| 86 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $19.5M | 0.2% | +8% | — |
| 87 |  $ADP | AUTOMATIC DATA PROCESSING INC | $19.1M | 0.2% | -7% | 69.8 |
| 88 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $18.4M | 0.2% | -1% | — |
| 89 | — | ISHARES TR - FLTG RATE NT ETF | $18.1M | 0.2% | -4% | — |
| 90 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $18.1M | 0.2% | -2% | — |
| 91 | — | VANGUARD INDEX FDS - MID CAP ETF | $17.8M | 0.2% | +244% | — |
| 92 | — | ISHARES TR - CORE US AGGBD ET | $17.6M | 0.2% | -4% | — |
| 93 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $17.5M | 0.2% | +2% | — |
| 94 |  $OMC | OMNICOM GROUP INC. | $17.0M | 0.2% | -4% | 59.1 |
| 95 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $16.8M | 0.2% | -4% | — |
| 96 | — | ISHARES TR - S&P 500 VAL ETF | $16.4M | 0.2% | -1% | — |
| 97 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $16.3M | 0.2% | +89% | — |
| 98 | — | ISHARES TR - ESG AWARE MSCI | $16.1M | 0.2% | +0% | — |
| 99 |  $LMT | LOCKHEED MARTIN CORP | $16.0M | 0.2% | -1% | 65.6 |
| 100 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $15.9M | 0.2% | -3% | — |
| 101 | — | ISHARES TR - ESG AW MSCI EAFE | $15.1M | 0.2% | -1% | — |
| 102 |  $NVO | NOVO NORDISK A S | $14.7M | 0.2% | -8% | — |
| 103 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $14.6M | 0.2% | -1% | — |
| 104 |  $KO | COCA COLA CO | $14.3M | 0.1% | -2% | 69.5 |
| 105 |  $FTNT | Fortinet, Inc. | $14.2M | 0.1% | -4% | 80.1 |
| 106 | — | SPDR SERIES TRUST - ST STR CONV ETF | $14.1M | 0.1% | -1% | — |
| 107 |  $ORCL | ORACLE CORP | $14.1M | 0.1% | -2% | 66.2 |
| 108 |  $TGT | TARGET CORP | $14.0M | 0.1% | -5% | 60.7 |
| 109 |  $SBUX | STARBUCKS CORP | $13.8M | 0.1% | -3% | 58.2 |
| 110 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $13.2M | 0.1% | -15% | — |
| 111 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $13.1M | 0.1% | -14% | — |
| 112 |  $SYK | STRYKER CORP | $12.9M | 0.1% | -4% | 72.1 |
| 113 |  $SCHW | SCHWAB CHARLES CORP | $12.7M | 0.1% | -5% | 79.4 |
| 114 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $12.7M | 0.1% | +81% | — |
| 115 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $12.5M | 0.1% | +0% | — |
| 116 | — | ISHARES TR - ESG AWRE 1 5 YR | $12.4M | 0.1% | +2% | — |
| 117 |  $HUBB | HUBBELL INC | $12.3M | 0.1% | -2% | 64.1 |
| 118 |  $TD | TORONTO DOMINION BANK | $11.8M | 0.1% | -2% | 80.5 |
| 119 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $11.8M | 0.1% | -4% | — |
| 120 |  $ELV | Elevance Health, Inc. | $11.6M | 0.1% | -2% | 59 |
| 121 |  $TFC | TRUIST FINANCIAL CORP | $11.0M | 0.1% | -3% | 76.4 |
| 122 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $10.9M | 0.1% | -1% | — |
| 123 |  $IVZ | Invesco Ltd. | $10.8M | 0.1% | +1% | — |
| 124 | — | ISHARES INC - MSCI EMERG MRKT | $10.8M | 0.1% | -1% | — |
| 125 |  $RTX | RTX Corp | $10.5M | 0.1% | -1% | 73.2 |
| 126 |  $STM | STMicroelectronics N.V. | $10.2M | 0.1% | -5% | — |
| 127 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $10.2M | 0.1% | +1% | — |
| 128 |  $XOM.R34088 | EXXON MOBIL CORP | $10.2M | 0.1% | -1% | 57.9 |
| 129 | — | DIMENSIONAL ETF TRUST - GLOB CO PLUS ETF | $10.2M | 0.1% | -1% | — |
| 130 |  $INTC | INTEL CORP | $10.1M | 0.1% | +0% | 45.6 |
| 131 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $10.1M | 0.1% | -0% | — |
| 132 |  $UL | UNILEVER PLC | $10.1M | 0.1% | -5% | — |
| 133 | — | ISHARES TR - 7-10 YR TRSY BD | $10.0M | 0.1% | +0% | — |
| 134 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $10.0M | 0.1% | -3% | 75.4 |
| 135 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $9.8M | 0.1% | -3% | — |
| 136 | — | VANGUARD WORLD FD - ESG US CORP BD | $9.8M | 0.1% | +1% | — |
| 137 | — | ISHARES TR - RUS 2000 GRW ETF | $9.7M | 0.1% | +0% | — |
| 138 |  $SYY | SYSCO CORP | $9.6M | 0.1% | -4% | 54.7 |
| 139 | — | SPDR SERIES TRUST - ST STR SP600SM C | $9.6M | 0.1% | -0% | — |
| 140 |  $UPS | UNITED PARCEL SERVICE INC | $9.5M | 0.1% | -4% | 58.6 |
| 141 | — | ISHARES TR - ESG AWR MSCI USA | $9.4M | 0.1% | +2% | — |
| 142 |  $ABT | ABBOTT LABORATORIES | $9.0M | 0.1% | -5% | 65.5 |
| 143 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $9.0M | 0.1% | -3% | — |
| 144 |  $MCD | MCDONALDS CORP | $8.9M | 0.1% | -5% | 69 |
| 145 |  $FDX | FEDEX CORP | $8.8M | 0.1% | -3% | 60.3 |
| 146 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $8.5M | 0.1% | +0% | — |
| 147 | — | ISHARES TR - CORE S&P TTL STK | $8.4M | 0.1% | -5% | — |
| 148 |  $DIS | Walt Disney Co | $8.3M | 0.1% | -4% | 60.1 |
| 149 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $8.2M | 0.1% | -2% | — |
| 150 |  $CL | COLGATE PALMOLIVE CO | $8.1M | 0.1% | -2% | 61.3 |
New Positions (44)
PIMCO ETF TR - INV GRD CRP BD$6.9M
PIMCO ETF TR - ENHNCD LW DUR AC$6.6M
AMERICAN CENTY ETF TR - US LARGE CAP VLU$3.1M
$FDXF FedEx Freight Holding Company, Inc.$2.0M
$HONA Honeywell Aerospace Inc.$1.2M AMERICAN CENTY ETF TR - AVAN US SMAL ETF$937,073
$CPRX CATALYST PHARMACEUTICALS, INC.$924,797 AMERICAN CENTY ETF TR - REAL ESTATE ETF$645,306
AMERICAN CENTY ETF TR - INTERNATIONAL LR$615,618
$STX Seagate Technology Holdings plc$475,745 DIMENSIONAL ETF TRUST - ULTR FIX INC ETF$454,978
VANGUARD MUN BD FDS - INTERMEDIATE TRM$387,019
$PANW Palo Alto Networks Inc$383,474 VANGUARD WELLINGTON FD - SHORT TRM TAX EX$359,651
AMERICAN CENTY ETF TR - AVANTIS INTL SML$352,784
Exited Positions (30)
$HOLX HOLOGIC INC PIMCO ETF TR
$AMTM Amentum Holdings, Inc.
$VVR Invesco Senior Income Trust
$MICC Magnum Ice Cream Co N.V. FIRST TR EXCHANGE-TRADED FD
$SNDK Sandisk Corp LISTED FDS TR
$FVCB FVCBankcorp, Inc.
$EFX EQUIFAX INC
$AMT AMERICAN TOWER CORP /MA/
$ORI OLD REPUBLIC INTERNATIONAL CORP
$YUMC Yum China Holdings, Inc.
$MDT Medtronic plc
$YOU Clear Secure, Inc.Browse Top Institutional Investors
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