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Modera Wealth Management

Latest statistics and disclosures from Modera Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VEA, VIG, VTV, IEFA, and represent 22.06% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: OMC (+$20M), STIP (+$15M), UL (+$12M), AVDV (+$9.6M), AKRE (+$6.0M), DIHP (+$5.2M), HYMB, DFSV, REET, BND.
Started 28 new stock positions in MPC, GSK, FCF, DLTR, FTMU, Q, CAH, JBL, TM, ONEQ.
Reduced shares in these 10 stocks: IPG (-$22M), EA (-$22M), EFV (-$18M), IWD (-$17M), Unilever (-$13M), VUG (-$11M), AVGO (-$10M), DFIV (-$10M), IJS (-$10M), VIG (-$9.9M).
Sold out of its positions in BABA, OKLO, ARCC, COIN, DELL, EQR, FAST, GBTC, ETH, INMB.
Modera Wealth Management was a net seller of stock by $-192M.
Modera Wealth Management has $8.6B in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0001542143

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 643 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Modera Wealth Management has 643 total positions. Only the first 250 positions are shown.

Sign up to view all of the Modera Wealth Management Dec. 31, 2025 positions
Download the Modera Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.8	$584M		1.2M	487.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$344M		5.5M	62.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.9	$341M	-2%	1.6M	219.78	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$325M		1.7M	190.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$314M		3.5M	89.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.7	$233M	+6%	2.3M	102.39	View chart
Apple (AAPL)	2.6	$221M	-2%	813k	271.86	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.3	$195M	+5%	2.1M	93.97	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$192M	-2%	4.8M	39.59	View chart
Microsoft Corporation (MSFT)	2.2	$188M		388k	483.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$177M	-2%	259k	684.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$170M	-2%	1.4M	120.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.8	$155M	-3%	3.3M	46.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$128M		270k	473.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.4	$122M	-5%	1.2M	102.54	View chart
Broadcom (AVGO)	1.4	$117M	-8%	339k	346.10	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$115M		368k	313.80	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$114M	-8%	2.3M	49.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.3	$111M	-3%	994k	111.78	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$107M	-14%	1.5M	71.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.2	$102M	-2%	2.2M	46.59	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$92M	-5%	1.4M	67.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$91M		1.7M	53.76	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$88M	+4%	2.7M	32.89	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$84M	-4%	1.1M	74.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$84M	-10%	739k	113.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$81M	-8%	657k	123.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$78M	-2%	257k	303.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$77M	-17%	365k	210.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$74M	-3%	347k	211.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$73M		913k	79.73	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$71M	-7%	916k	77.53	View chart
JPMorgan Chase & Co. (JPM)	0.8	$69M	-3%	216k	322.22	View chart
Lowe's Companies (LOW)	0.8	$67M		277k	241.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$66M		97k	681.92	View chart
Blackrock (BLK)	0.7	$61M		57k	1070.34	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$60M		493k	121.75	View chart
Cisco Systems (CSCO)	0.7	$59M	-3%	764k	77.03	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$58M	-4%	347k	167.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$57M		171k	335.27	View chart
Amazon (AMZN)	0.6	$56M		241k	230.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$53M	-2%	798k	66.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$52M		540k	96.03	View chart
Eli Lilly & Co. (LLY)	0.6	$52M		48k	1074.68	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.6	$51M	+11%	1.6M	31.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$49M		97k	502.65	View chart
Visa Com Cl A (V)	0.5	$46M		131k	350.71	View chart
Johnson & Johnson (JNJ)	0.5	$46M		220k	206.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$44M	-4%	743k	59.54	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$40M		1.5M	26.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$40M	-2%	162k	246.16	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$36M	-2%	518k	69.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$35M	-2%	452k	77.88	View chart
Amgen (AMGN)	0.4	$34M		102k	327.31	View chart
Williams-Sonoma (WSM)	0.4	$33M	-4%	185k	178.59	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$33M	-2%	265k	123.95	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$32M	+8%	1.3M	24.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$32M		641k	50.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$32M		386k	82.32	View chart
PNC Financial Services (PNC)	0.4	$32M		151k	208.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$32M		965k	32.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$31M		99k	313.00	View chart
Home Depot (HD)	0.3	$28M		82k	344.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$28M		109k	257.95	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$28M		294k	95.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$27M	+3%	253k	106.70	View chart
Emerson Electric (EMR)	0.3	$27M		201k	132.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$26M		510k	50.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$25M		68k	373.44	View chart
Automatic Data Processing (ADP)	0.3	$25M		95k	257.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$24M	-2%	133k	181.21	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$23M	+3%	215k	107.11	View chart
Wal-Mart Stores (WMT)	0.3	$22M		201k	111.41	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$22M	-2%	729k	30.07	View chart
Pepsi (PEP)	0.2	$22M		150k	143.52	View chart
NVIDIA Corporation (NVDA)	0.2	$21M	-10%	111k	186.50	View chart
Procter & Gamble Company (PG)	0.2	$20M	-2%	143k	143.31	View chart
Omni (OMC)	0.2	$20M	NEW	252k	80.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$20M	-3%	69k	290.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$20M	-3%	616k	32.57	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$20M		751k	26.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$20M	-5%	523k	38.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$20M	-5%	389k	50.86	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$20M	+6%	248k	78.81	View chart
Oracle Corporation (ORCL)	0.2	$20M		100k	194.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$19M		192k	99.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$18M		29k	627.13	View chart
Dover Corporation (DOV)	0.2	$18M		91k	195.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$18M		211k	83.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$18M	+12%	238k	74.07	View chart
Novo-nordisk A S Adr (NVO)	0.2	$17M	-4%	343k	50.88	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$17M		68k	251.17	View chart
Abbvie (ABBV)	0.2	$17M	-2%	74k	228.49	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$17M		22.00	754800.00	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$16M	-2%	75k	212.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$16M		481k	32.73	View chart
Lockheed Martin Corporation (LMT)	0.2	$16M		32k	483.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$15M	-12%	51k	302.11	View chart
Stryker Corporation (SYK)	0.2	$15M		43k	351.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$15M		83k	177.37	View chart
Charles Schwab Corporation (SCHW)	0.2	$15M		147k	99.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$14M		150k	95.09	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$14M		178k	77.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$14M	-10%	354k	38.11	View chart
Lam Research Corp Com New (LRCX)	0.2	$13M	-3%	77k	171.18	View chart
Abbott Laboratories (ABT)	0.2	$13M		105k	125.29	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$13M	+2%	286k	45.98	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$13M		140k	89.20	View chart
Coca-Cola Company (KO)	0.1	$12M		175k	69.91	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M		481k	25.24	View chart
Unilever Spon Adr New (UL)	0.1	$12M	NEW	185k	65.40	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$12M		85k	143.33	View chart
Avadel Pharmaceuticals Com Shs (AVDL)	0.1	$12M		559k	21.55	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$12M		11k	1069.84	View chart
Starbucks Corporation (SBUX)	0.1	$12M	-3%	139k	84.21	View chart
Truist Financial Corp equities (TFC)	0.1	$12M		236k	49.21	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$12M		260k	44.41	View chart
Target Corporation (TGT)	0.1	$12M	-5%	118k	97.75	View chart
Anthem (ELV)	0.1	$11M	-9%	31k	350.55	View chart
Hubbell (HUBB)	0.1	$11M		25k	444.12	View chart
Walt Disney Company (DIS)	0.1	$11M		95k	113.77	View chart
Applied Materials (AMAT)	0.1	$11M	-2%	42k	256.99	View chart
United Parcel Service CL B (UPS)	0.1	$11M	-8%	107k	99.19	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$10M		74k	141.16	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$10M	-5%	188k	54.07	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$10M	-5%	108k	94.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$10M	-2%	114k	88.49	View chart
McDonald's Corporation (MCD)	0.1	$10M		33k	305.63	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.8M		54k	183.40	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$9.6M	-2%	21k	453.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$9.6M		50k	191.56	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$9.5M		149k	64.04	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$9.4M		208k	45.02	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$9.3M	-2%	145k	63.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$8.8M	-7%	208k	42.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.7M		73k	120.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$8.7M	-6%	14k	614.32	View chart
SYSCO Corporation (SYY)	0.1	$8.7M	+2%	118k	73.69	View chart
FedEx Corporation (FDX)	0.1	$8.6M	-3%	30k	288.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$8.5M		57k	148.98	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$8.5M		93k	90.97	View chart
Intercontinental Exchange (ICE)	0.1	$8.4M	-6%	52k	161.96	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.1M	-3%	55k	148.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.9M	-2%	24k	323.01	View chart
Fortinet (FTNT)	0.1	$7.8M		98k	79.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.7M		54k	143.52	View chart
AFLAC Incorporated (AFL)	0.1	$7.6M		69k	110.27	View chart
Colgate-Palmolive Company (CL)	0.1	$7.6M	-4%	96k	79.02	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.5M	-5%	13k	570.88	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$7.4M	+5%	154k	48.32	View chart
Meta Platforms Cl A (META)	0.1	$7.3M	+3%	11k	660.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.2M		9.5k	753.78	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.2M		52k	136.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$7.0M	+5%	293k	24.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.0M	-2%	22k	314.80	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$7.0M	-2%	121k	57.91	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$6.9M		122k	56.81	View chart
salesforce (CRM)	0.1	$6.9M	-5%	26k	264.91	View chart
American Express Company (AXP)	0.1	$6.9M	-3%	19k	369.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.9M		72k	96.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$6.9M		17k	396.31	View chart
Adobe Systems Incorporated (ADBE)	0.1	$6.8M	-6%	19k	349.99	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$6.8M		48k	141.05	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$6.7M		153k	44.17	View chart
International Business Machines (IBM)	0.1	$6.7M	+5%	23k	296.21	View chart
Tesla Motors (TSLA)	0.1	$6.3M	-3%	14k	449.73	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$6.1M		177k	34.21	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$6.0M		117k	51.60	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$6.0M	NEW	91k	65.51	View chart
McKesson Corporation (MCK)	0.1	$6.0M		7.3k	820.28	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$5.9M	+332%	237k	24.94	View chart
SEI Investments Company (SEIC)	0.1	$5.8M	-2%	71k	82.02	View chart
Otis Worldwide Corp (OTIS)	0.1	$5.7M	-5%	66k	87.35	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$5.6M		138k	40.86	View chart
Costco Wholesale Corporation (COST)	0.1	$5.5M	-5%	6.4k	862.38	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$5.5M		9.1k	603.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.4M	-3%	188k	28.48	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$5.3M	-7%	66k	80.22	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$5.2M		211k	24.90	View chart
Jacobs Engineering Group (J)	0.1	$5.2M		39k	132.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.2M	+38%	69k	75.44	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$5.2M		6.8k	771.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.2M	+3%	64k	81.17	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$5.1M		101k	49.84	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$5.0M	-5%	291k	17.35	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$4.8M	+2%	60k	80.03	View chart
Chevron Corporation (CVX)	0.1	$4.8M		31k	152.41	View chart
Aon Shs Cl A (AON)	0.1	$4.7M		13k	352.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.7M	-2%	85k	54.71	View chart
Merck & Co (MRK)	0.1	$4.6M	+2%	44k	105.26	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.6M		8.1k	570.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.6M		32k	141.06	View chart
Booking Holdings (BKNG)	0.1	$4.5M		841.00	5357.81	View chart
Agilent Technologies Inc C ommon (A)	0.1	$4.5M	+3%	33k	136.07	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$4.5M		42k	106.70	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$4.4M		65k	67.43	View chart
Jack Henry & Associates (JKHY)	0.0	$4.3M	+6%	24k	182.48	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$4.3M		51k	84.65	View chart
Nutrien (NTR)	0.0	$4.3M	-3%	69k	61.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$4.2M		44k	96.16	View chart
Bank of America Corporation (BAC)	0.0	$4.2M	+3%	76k	55.00	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$4.1M	-15%	77k	53.83	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$4.1M	+7%	43k	96.28	View chart
UnitedHealth (UNH)	0.0	$4.1M	-6%	12k	330.12	View chart
Caterpillar (CAT)	0.0	$4.1M	+2%	7.1k	572.84	View chart
Paypal Holdings (PYPL)	0.0	$4.0M	-9%	69k	58.38	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$4.0M		156k	25.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$3.9M		30k	131.59	View chart
Philip Morris International (PM)	0.0	$3.9M		24k	160.40	View chart
Iqvia Holdings (IQV)	0.0	$3.9M	+19%	17k	225.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$3.7M	-4%	34k	109.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.7M		126k	29.61	View chart
Goldman Sachs (GS)	0.0	$3.7M		4.2k	878.94	View chart
Zoetis Cl A (ZTS)	0.0	$3.6M	-9%	29k	125.82	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$3.5M		29k	120.96	View chart
Nextera Energy (NEE)	0.0	$3.5M	+2%	44k	80.28	View chart
Warner Music Group Corp Com Cl A (WMG)	0.0	$3.5M	+2%	114k	30.67	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.4M	+4%	71k	48.17	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.4M	-4%	19k	177.75	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$3.4M	+13%	35k	97.21	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.3M	+26%	28k	117.21	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.3M		36k	92.30	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$3.3M	-2%	70k	46.86	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$3.2M	-9%	64k	50.38	View chart
Comcast Corp Cl A (CMCSA)	0.0	$3.2M	-23%	108k	29.89	View chart
General Dynamics Corporation (GD)	0.0	$3.2M		9.6k	336.65	View chart
Logitech Intl S A SHS (LOGI)	0.0	$3.2M		32k	100.22	View chart
Ge Aerospace Com New (GE)	0.0	$3.1M	+2%	10k	308.02	View chart
CVS Caremark Corporation (CVS)	0.0	$3.1M	-3%	39k	79.36	View chart
Global Payments (GPN)	0.0	$3.1M	-7%	40k	77.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$3.0M		20k	154.14	View chart
Genuine Parts Company (GPC)	0.0	$3.0M		25k	122.96	View chart
Deere & Company (DE)	0.0	$2.9M		6.3k	465.57	View chart
Infosys Sponsored Adr (INFY)	0.0	$2.8M	-2%	159k	17.82	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.8M	-5%	4.8k	579.41	View chart
Intel Corporation (INTC)	0.0	$2.8M	+56%	75k	36.90	View chart
Union Pacific Corporation (UNP)	0.0	$2.7M	-12%	12k	231.32	View chart
Electronic Arts (EA)	0.0	$2.7M	-88%	13k	204.33	View chart
Spdr Series Trust State Street Spd (SPYX)	0.0	$2.6M		47k	56.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$2.6M		53k	49.46	View chart
Qualcomm (QCOM)	0.0	$2.6M		15k	171.05	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$2.6M		21k	121.93	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$2.5M		34k	73.63	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.5M		35k	70.86	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$2.4M		19k	128.83	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.4M		51k	47.85	View chart
Cme (CME)	0.0	$2.4M	+11%	8.9k	273.09	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$2.4M		29k	82.50	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.4M	-2%	6.2k	386.88	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$2.4M	+98%	56k	42.69	View chart

Past Filings by Modera Wealth Management

SEC 13F filings are viewable for Modera Wealth Management going back to 2011

Modera Wealth Management 2025 Q4 filed Jan. 21, 2026
Modera Wealth Management 2025 Q3 filed Oct. 31, 2025
Modera Wealth Management 2025 Q2 filed Aug. 6, 2025
Modera Wealth Management 2025 Q1 filed May 8, 2025
Modera Wealth Management 2024 Q4 filed Feb. 6, 2025
Modera Wealth Management 2024 Q3 filed Oct. 24, 2024
Modera Wealth Management 2024 Q2 filed July 29, 2024
Modera Wealth Management 2024 Q1 filed May 14, 2024
Modera Wealth Management 2023 Q4 filed Feb. 14, 2024
Modera Wealth Management 2023 Q3 restated filed Nov. 30, 2023
Modera Wealth Management 2023 Q3 filed Nov. 1, 2023
Modera Wealth Management 2023 Q2 filed Aug. 7, 2023
Modera Wealth Management 2023 Q1 filed May 5, 2023
Modera Wealth Management 2022 Q4 filed Feb. 7, 2023
Modera Wealth Management 2022 Q3 filed Nov. 1, 2022
Modera Wealth Management 2022 Q2 filed July 27, 2022

View all past filings

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