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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, VTV, VIG, VEA, IEFA, and represent 22.74% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$20M), STIP (+$17M), VIG (+$13M), VTV (+$13M), AVDV (+$11M), DIHP (+$7.2M), IEF (+$6.0M), AVUS, DFSV, SUB.
Started 40 new stock positions in INMB, RH, WEC, IGIB, VGUS, ORI, ROKU, LVHI, FSCO, FENY.
Reduced shares in these 10 stocks: BRK.B (-$27M), BRK.A (-$12M), AVDL (-$12M), EFV (-$12M), AAPL (-$11M), VEA (-$10M), GOOG (-$9.8M), IVV (-$9.5M), AVGO (-$6.7M), LOW.
Sold out of its positions in ABNB, ALRM, BP, BTX, BLDR, TYD, DLTR, DSTL, QTUM, EW.
Modera Wealth Management was a net seller of stock by $-148M.
Modera Wealth Management has $8.3B in assets under management (AUM), dropping by -3.47%.
Central Index Key (CIK): 0001542143

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Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 635 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Modera Wealth Management has 635 total positions. Only the first 250 positions are shown.

Sign up to view all of the Modera Wealth Management March 31, 2026 positions
Download the Modera Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.5	$542M	+3%	1.2M	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	4.2	$347M	+3%	1.8M	196.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.2	$347M	+3%	1.6M	215.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$343M	-2%	5.3M	64.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.8	$319M		3.5M	90.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.0	$253M	+7%	2.4M	103.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$219M	+5%	2.2M	99.86	View chart
Apple (AAPL)	2.3	$195M	-5%	769k	253.79	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$188M		4.8M	38.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$175M		1.4M	124.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$159M	-5%	244k	653.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.7	$145M	-2%	3.2M	45.12	View chart
Microsoft Corporation (MSFT)	1.7	$140M	-2%	378k	370.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.5	$121M		1.2M	102.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.4	$118M	-2%	2.2M	52.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$116M		272k	426.40	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.4	$114M	+3%	1.0M	111.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$106M		2.2M	48.46	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$99M	-10%	1.3M	74.35	View chart
Broadcom (AVGO)	1.2	$98M	-6%	317k	309.51	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.2	$97M	+3%	2.8M	35.04	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$96M	-9%	334k	286.86	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$94M		1.4M	69.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$88M	-3%	1.6M	54.05	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.0	$85M	-2%	252k	337.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$84M	-3%	712k	118.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$78M		364k	213.67	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.9	$77M	-4%	1.1M	70.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$74M	-2%	339k	217.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$72M	-3%	636k	113.11	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$70M	-2%	895k	78.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$68M	-5%	860k	79.27	View chart
JPMorgan Chase & Co. (JPM)	0.7	$62M		212k	294.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$62M		96k	650.34	View chart
Lowe's Companies (LOW)	0.7	$61M	-7%	257k	236.28	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$60M	+13%	1.8M	32.22	View chart
Cisco Systems (CSCO)	0.7	$58M	-2%	743k	77.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$55M		171k	320.81	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$55M		499k	109.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$55M		352k	155.11	View chart
Blackrock (BLK)	0.6	$54M	-2%	56k	961.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$52M	-3%	771k	67.53	View chart
Johnson & Johnson (JNJ)	0.6	$52M	-3%	212k	244.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$52M		534k	97.13	View chart
Amazon (AMZN)	0.6	$50M		238k	208.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$46M		734k	62.45	View chart
Eli Lilly & Co. (LLY)	0.5	$44M		47k	919.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$39M	-2%	159k	248.00	View chart
Visa Com Cl A (V)	0.5	$39M		128k	302.24	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$37M	-3%	1.4M	25.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$36M	-2%	507k	71.13	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$35M	+6%	1.4M	25.15	View chart
Amgen (AMGN)	0.4	$34M	-4%	98k	351.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$32M	-7%	419k	77.18	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$32M	-6%	247k	130.21	View chart
Williams-Sonoma (WSM)	0.4	$32M	-4%	176k	182.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$32M	-2%	378k	84.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$31M	-2%	626k	49.89	View chart
PNC Financial Services (PNC)	0.4	$31M	-2%	147k	208.09	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$29M	+9%	275k	106.50	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$28M		295k	94.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$27M	-3%	932k	29.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$27M	-5%	103k	261.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$26M	-6%	92k	287.56	View chart
Emerson Electric (EMR)	0.3	$26M	-2%	196k	131.02	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$25M		507k	50.04	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$25M		131k	189.59	View chart
Wal-Mart Stores (WMT)	0.3	$24M	-3%	194k	124.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$24M		67k	356.56	View chart
Pepsi (PEP)	0.3	$24M		152k	155.29	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$23M		214k	106.15	View chart
Home Depot (HD)	0.3	$22M	-16%	68k	328.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$22M	-4%	697k	30.96	View chart
Procter & Gamble Company (PG)	0.2	$21M		144k	144.44	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$21M		525k	39.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$21M		606k	33.86	View chart
Lockheed Martin Corporation (LMT)	0.2	$19M	-2%	32k	604.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$19M	-59%	40k	479.20	View chart
NVIDIA Corporation (NVDA)	0.2	$19M	-2%	109k	174.40	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$19M	-5%	368k	50.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$19M	-3%	238k	78.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$19M	-6%	701k	26.61	View chart
Automatic Data Processing (ADP)	0.2	$19M	-3%	92k	203.18	View chart
Dover Corporation (DOV)	0.2	$19M		89k	208.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$19M	-7%	64k	287.18	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$18M	-3%	186k	99.27	View chart
Omni (OMC)	0.2	$18M	-3%	244k	75.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$18M	+3%	247k	73.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$18M		29k	597.56	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$18M		211k	82.75	View chart
Abbvie (ABBV)	0.2	$17M	+5%	78k	217.49	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$16M		68k	236.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$15M	-3%	73k	211.15	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$15M	-7%	444k	33.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$15M	-9%	70k	213.66	View chart
Oracle Corporation (ORCL)	0.2	$14M	-2%	98k	147.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$14M		178k	80.58	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$14M	-7%	77k	184.28	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$14M		148k	95.62	View chart
Stryker Corporation (SYK)	0.2	$14M		42k	328.59	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$14M	-5%	11k	1320.87	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$14M		355k	38.96	View chart
Coca-Cola Company (KO)	0.2	$14M	+2%	180k	76.05	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M		145k	93.98	View chart
Target Corporation (TGT)	0.2	$14M	-4%	112k	121.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$14M		287k	47.02	View chart
Applied Materials (AMAT)	0.2	$13M	-5%	39k	341.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$13M	-16%	43k	302.25	View chart
Exxon Mobil Corporation (XOM)	0.2	$13M	+3%	75k	169.66	View chart
Starbucks Corporation (SBUX)	0.1	$13M		139k	89.59	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M		488k	25.07	View chart
Novo-nordisk A S Adr (NVO)	0.1	$12M	-3%	332k	36.75	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$12M	-6%	131k	91.52	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$12M	-4%	81k	145.79	View chart
Hubbell (HUBB)	0.1	$12M	-2%	24k	490.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$11M	+5%	56k	192.90	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$11M		75k	144.95	View chart
McDonald's Corporation (MCD)	0.1	$11M	+5%	35k	310.79	View chart
Abbott Laboratories (ABT)	0.1	$11M		104k	102.67	View chart
Truist Financial Corp equities (TFC)	0.1	$10M	-4%	226k	45.97	View chart
FedEx Corporation (FDX)	0.1	$10M	-2%	29k	356.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$10M		188k	53.99	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$10M	+143%	106k	95.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$10M		113k	88.70	View chart
Unilever Spon Adr New (UL)	0.1	$10M	-4%	177k	56.97	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$9.7M	+6%	155k	62.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$9.7M		50k	191.92	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.1	$9.3M		204k	45.77	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$9.3M	-3%	144k	64.73	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$9.2M	-2%	21k	446.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$9.2M	+24%	192k	48.05	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$9.2M	-8%	99k	93.31	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$9.1M	-23%	200k	45.65	View chart
United Parcel Svcs CL B (UPS)	0.1	$9.1M	-13%	92k	98.38	View chart
Anthem (ELV)	0.1	$9.0M	-2%	31k	292.75	View chart
Walt Disney Company (DIS)	0.1	$8.7M	-5%	90k	96.38	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$8.6M		204k	42.22	View chart
SYSCO Corporation (SYY)	0.1	$8.5M		120k	71.33	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$8.3M	-5%	88k	94.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$8.0M		57k	141.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$7.9M	-3%	14k	577.18	View chart
Intercontinental Exchange (ICE)	0.1	$7.9M	-2%	51k	157.28	View chart
Fortinet (FTNT)	0.1	$7.8M	-2%	96k	81.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.8M		53k	148.10	View chart
AFLAC Incorporated (AFL)	0.1	$7.7M	+2%	70k	109.71	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.7M		25k	313.81	View chart
Colgate-Palmolive Company (CL)	0.1	$7.7M	-5%	90k	85.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$7.6M		53k	142.43	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$7.3M	+5%	129k	56.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.2M	-4%	17k	430.29	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$7.1M		155k	45.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$7.0M	-3%	282k	24.75	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$6.9M		48k	145.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$6.9M		71k	97.23	View chart
Costco Wholesale Corporation (COST)	0.1	$6.8M	+6%	6.8k	996.50	View chart
Chevron Corporation (CVX)	0.1	$6.7M	+2%	32k	206.90	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$6.5M	-2%	51k	128.12	View chart
McKesson Corporation (MCK)	0.1	$6.5M	+3%	7.5k	865.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$6.4M	-3%	22k	298.85	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$6.3M		177k	35.71	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$6.3M	-11%	107k	59.22	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$6.1M	+4%	247k	24.80	View chart
Merck & Co (MRK)	0.1	$5.9M	+11%	49k	120.29	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$5.8M	-5%	110k	52.54	View chart
Meta Platforms Cl A (META)	0.1	$5.8M	-9%	10k	572.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$5.7M	-14%	8.2k	697.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$5.6M	+3%	194k	29.08	View chart
American Express Company (AXP)	0.1	$5.6M		19k	302.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.6M		64k	88.16	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.5M	-16%	11k	499.64	View chart
Northrop Grumman Corporation (NOC)	0.1	$5.4M		8.0k	682.25	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$5.3M	-5%	57k	93.29	View chart
Nextera Energy (NEE)	0.1	$5.3M	+30%	57k	92.88	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$5.2M		6.8k	772.67	View chart
SEI Investments Company (SEIC)	0.1	$5.2M	-6%	66k	78.47	View chart
International Business Machines (IBM)	0.1	$5.2M	-5%	21k	242.39	View chart
Otis Worldwide Corp (OTIS)	0.1	$5.1M		66k	77.08	View chart
Nutrien (NTR)	0.1	$5.1M	-3%	67k	75.46	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$5.0M	-7%	145k	34.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.0M	-6%	64k	77.11	View chart
Caterpillar (CAT)	0.1	$4.9M		7.0k	708.45	View chart
Jacobs Engineering Group (J)	0.1	$4.8M	-3%	38k	127.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.8M		84k	56.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$4.7M	-6%	95k	49.79	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$4.7M	-7%	61k	76.54	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$4.6M	-4%	87k	52.85	View chart
Tesla Motors (TSLA)	0.1	$4.6M	-12%	12k	371.75	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$4.6M	-18%	7.4k	616.73	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.1	$4.5M	-22%	107k	42.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.4M		32k	138.32	View chart
salesforce (CRM)	0.1	$4.4M	-10%	23k	186.67	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.4M	-7%	18k	243.08	View chart
Aon Shs Cl A (AON)	0.1	$4.2M		13k	322.78	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$4.2M	+2%	43k	97.91	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$4.1M	-6%	72k	57.64	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$4.1M	-20%	167k	24.73	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$4.1M	+2%	44k	93.93	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$4.0M		30k	132.50	View chart
Agilent Technologies Inc C ommon (A)	0.0	$3.8M	+2%	34k	113.98	View chart
Bank of America Corporation (BAC)	0.0	$3.8M		77k	48.75	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$3.7M	+13%	39k	95.72	View chart
Jack Henry & Associates (JKHY)	0.0	$3.7M		24k	158.04	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.7M		29k	130.94	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$3.7M		33k	110.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$3.6M	-77%	5.00	718140.00	View chart
Zoetis Cl A (ZTS)	0.0	$3.5M	+3%	30k	118.21	View chart
Booking Holdings (BKNG)	0.0	$3.5M		835.00	4210.32	View chart
Deere & Company (DE)	0.0	$3.5M		6.2k	563.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.4M	+2%	36k	93.74	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.4M		71k	47.93	View chart
Warner Music Group Corp Com Cl A (WMG)	0.0	$3.3M	+14%	130k	25.54	View chart
General Dynamics Corporation (GD)	0.0	$3.3M		9.6k	343.23	View chart
Union Pacific Corporation (UNP)	0.0	$3.3M	+15%	13k	242.62	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.2M	+15%	22k	146.28	View chart
Intel Corporation (INTC)	0.0	$3.2M	-3%	72k	44.13	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$3.2M	-26%	37k	85.15	View chart
Philip Morris International (PM)	0.0	$3.2M	-21%	19k	165.34	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$3.2M	-3%	28k	112.27	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$3.1M	-26%	48k	65.69	View chart
Air Products & Chemicals (APD)	0.0	$3.1M	+14%	11k	290.49	View chart
J P Morgan Exchange Traded F Sustainable Muni (JMSI)	0.0	$3.0M	-5%	61k	49.75	View chart
Paypal Holdings (PYPL)	0.0	$2.9M	-7%	64k	45.23	View chart
Ge Aerospace Com New (GE)	0.0	$2.9M		10k	283.77	View chart
Iqvia Holdings (IQV)	0.0	$2.8M	-3%	17k	170.54	View chart
Cme (CME)	0.0	$2.8M	+6%	9.5k	295.35	View chart
Goldman Sachs (GS)	0.0	$2.8M	-21%	3.3k	846.04	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$2.8M	-18%	57k	48.32	View chart
Logitech Intl S A SHS (LOGI)	0.0	$2.7M	-6%	30k	91.12	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.7M	-13%	93k	28.71	View chart
CVS Caremark Corporation (CVS)	0.0	$2.7M	-5%	37k	71.82	View chart
Global Payments (GPN)	0.0	$2.7M		40k	67.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$2.6M	-30%	87k	30.50	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$2.6M		21k	127.73	View chart
Genuine Parts Company (GPC)	0.0	$2.6M		24k	105.75	View chart
Corning Incorporated (GLW)	0.0	$2.6M	-18%	19k	135.97	View chart
Align Technology (ALGN)	0.0	$2.5M		15k	171.43	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$2.5M	-3%	54k	45.89	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$2.5M	+10%	22k	114.99	View chart
Spdr Series Trust State Street Spd (SPYX)	0.0	$2.5M		46k	53.03	View chart
Canadian Natl Ry (CNI)	0.0	$2.5M	+11%	24k	102.77	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.0	$2.5M		34k	72.08	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$2.4M		51k	47.55	View chart
Honeywell International (HON)	0.0	$2.4M	-5%	11k	226.03	View chart
UnitedHealth (UNH)	0.0	$2.4M	-27%	8.9k	270.60	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.4M		35k	68.11	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.3M		6.3k	370.70	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$2.3M		19k	121.19	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.2M		88k	25.10	View chart
Norfolk Southern (NSC)	0.0	$2.2M		7.5k	287.00	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.2M		46k	46.74	View chart

Past Filings by Modera Wealth Management

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

Modera Wealth Management 2026 Q1 filed May 6, 2026
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

View all past filings

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