Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 23.27% of Modera Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$556M), IWF (+$100M), AVDV (+$18M), VTV (+$14M), VO (+$13M), IEFA (+$12M), STIP (+$11M), VIG (+$11M), DFCF (+$7.7M), DIHP (+$7.5M).
Started 47 new stock positions in DSTL, DFEV, RF, DRI, IRM, STX, SAIL, CORP, MTSI, HON.
Reduced shares in these 10 stocks: AVGO (-$11M), CSCO (-$10M), AAPL (-$7.4M), GOOG (-$6.4M), VEA (-$6.3M), TSM, LRCX, DFAU, EFV, IVV.
Sold out of its positions in AMTM, AMT, AN, BRCC, EXE, YOU, Dupont De Nemours, EFX, FNB, FTCB.
Modera Wealth Management was a net buyer of stock by $719M.
Modera Wealth Management has $9.4B in assets under management (AUM), dropping by 12.31%.
Central Index Key (CIK): 0001542143

Tip: Access up to 7 years of quarterly data

Positions held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Modera Wealth Management

Modera Wealth Management holds 650 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Modera Wealth Management has 650 total positions. Only the first 250 positions are shown.

Sign up to view all of the Modera Wealth Management June 30, 2026 positions
Download the Modera Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	7.1	$662M	+519%	7.7M	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	4.3	$399M	+3%	1.8M	217.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.2	$393M	+2%	1.7M	236.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.0	$375M		5.3M	71.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.8	$352M	+3%	3.6M	96.58	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.8	$261M	+4%	2.6M	102.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$243M	+7%	2.4M	103.05	View chart
Apple (AAPL)	2.3	$215M	-3%	744k	289.36	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.3	$213M		4.8M	44.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$211M		1.4M	148.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$180M		240k	748.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.7	$162M	-2%	3.1M	51.69	View chart
Microsoft Corporation (MSFT)	1.5	$139M		371k	373.02	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.5	$138M	+4%	1.1M	128.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$134M	+296%	1.1M	124.17	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.4	$131M		1.2M	110.15	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.3	$126M	+5%	2.3M	55.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.3	$125M	+3%	2.3M	54.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.2	$116M	-3%	242k	477.57	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.2	$114M	+6%	2.9M	38.79	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$112M	-5%	316k	353.33	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$111M		1.3M	82.84	View chart
Broadcom (AVGO)	1.2	$108M	-9%	287k	377.75	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$98M	-3%	1.3M	76.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$97M		1.6M	59.69	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.0	$97M	+8%	1.2M	81.94	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.0	$95M		698k	136.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$87M		359k	242.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$86M		626k	137.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$81M	-2%	332k	242.99	View chart
Cisco Systems (CSCO)	0.8	$77M	-11%	654k	117.46	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.8	$72M		878k	82.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$72M		96k	746.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$71M	+11%	2.1M	34.12	View chart
JPMorgan Chase & Co. (JPM)	0.7	$67M	-3%	205k	327.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$67M		355k	188.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$66M	-2%	839k	79.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$64M		173k	370.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$64M		500k	127.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$59M		762k	77.11	View chart
Amazon (AMZN)	0.6	$56M		237k	238.34	View chart
Lowe's Companies (LOW)	0.6	$55M	-2%	250k	220.49	View chart
Eli Lilly & Co. (LLY)	0.6	$55M	-3%	46k	1199.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$55M		525k	103.88	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$54M	+5%	771k	69.90	View chart
Blackrock (BLK)	0.6	$52M	-2%	54k	961.57	View chart
Johnson & Johnson (JNJ)	0.6	$52M	-3%	204k	253.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$47M	-2%	156k	300.45	View chart
Visa Com Cl A (V)	0.5	$44M		127k	343.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$42M		512k	82.34	View chart
Ishares Tr Global Reit Etf (REET)	0.4	$41M	+6%	1.5M	27.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$41M	-4%	1.4M	29.43	View chart
Williams-Sonoma (WSM)	0.4	$39M	-5%	167k	233.10	View chart
PNC Financial Services (PNC)	0.4	$35M	-2%	144k	246.22	View chart
Amgen (AMGN)	0.4	$35M	-2%	95k	362.12	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$34M	-3%	239k	140.23	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$33M	-2%	367k	89.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$32M		91k	357.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$31M	-2%	410k	76.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$31M	-2%	610k	50.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$31M	-2%	907k	33.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$31M	+4%	288k	106.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$30M	-3%	100k	303.12	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$29M	+4%	310k	94.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$29M		130k	221.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$27M		67k	409.50	View chart
Applied Materials (AMAT)	0.3	$27M	-3%	38k	723.00	View chart
Emerson Electric (EMR)	0.3	$27M	-3%	190k	143.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$27M	+5%	533k	50.60	View chart
Lam Research Corp Com New (LRCX)	0.3	$26M	-14%	60k	433.33	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$25M	-4%	667k	36.87	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$24M		602k	40.21	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$24M	+11%	587k	40.13	View chart
Home Depot (HD)	0.3	$24M	-2%	67k	352.68	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$23M		216k	107.62	View chart
Nvidia Corporation Call (NVDA)	0.2	$23M	+5%	115k	200.09	View chart
Wal-Mart Stores (WMT)	0.2	$21M	-3%	188k	113.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$21M	+5%	31k	686.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$21M	+6%	42k	500.39	View chart
Procter & Gamble Company (PG)	0.2	$20M	-4%	138k	146.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$20M	+8%	260k	77.91	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$20M	-3%	10k	1989.51	View chart
Pepsi (PEP)	0.2	$20M	-3%	147k	135.40	View chart
Abbvie (ABBV)	0.2	$20M		78k	251.64	View chart
Dover Corporation (DOV)	0.2	$20M		88k	224.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$20M	+7%	266k	73.41	View chart
Automatic Data Processing (ADP)	0.2	$19M	-6%	86k	223.95	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$18M		696k	26.50	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$18M	-3%	354k	51.05	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$18M	-2%	66k	273.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$18M	+243%	221k	80.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$18M	-4%	178k	98.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$18M		181k	96.49	View chart
Omni (OMC)	0.2	$17M	-3%	234k	72.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$17M	-3%	203k	82.65	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$16M		72k	227.06	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.2	$16M	+89%	386k	42.21	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$16M		288k	55.93	View chart
Lockheed Martin Corporation (LMT)	0.2	$16M		31k	509.45	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$16M	-2%	431k	36.84	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$15M		147k	102.81	View chart
Novo-nordisk A S Adr (NVO)	0.2	$15M	-7%	306k	47.94	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$15M		353k	41.25	View chart
Coca-Cola Company (KO)	0.2	$14M		177k	81.27	View chart
Fortinet (FTNT)	0.2	$14M	-3%	93k	153.62	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.2	$14M		131k	107.82	View chart
Oracle Corporation (ORCL)	0.2	$14M		96k	146.55	View chart
Target Corporation (TGT)	0.1	$14M	-4%	107k	130.61	View chart
Starbucks Corporation (SBUX)	0.1	$14M	-3%	135k	102.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$13M	-15%	36k	365.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$13M	-13%	67k	197.60	View chart
Stryker Corporation (SYK)	0.1	$13M	-3%	41k	314.84	View chart
Charles Schwab Corporation (SCHW)	0.1	$13M	-4%	138k	92.27	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$13M	+81%	320k	39.54	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$13M		81k	154.29	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$12M	+2%	498k	24.99	View chart
Hubbell (HUBB)	0.1	$12M		24k	523.21	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$12M		97k	121.43	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$12M	-3%	72k	163.45	View chart
Anthem (ELV)	0.1	$12M		30k	386.72	View chart
Truist Financial Corp equities (TFC)	0.1	$11M	-2%	220k	49.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$11M		113k	96.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$11M		51k	212.77	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$11M		143k	75.28	View chart
Raytheon Technologies Corp (RTX)	0.1	$11M		56k	189.73	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$10M	-5%	137k	74.89	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$10M		202k	50.39	View chart
Exxon Mobil Corporation (XOM)	0.1	$10M		74k	136.72	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.1	$10M		187k	54.46	View chart
Intel Corporation (INTC)	0.1	$10M		73k	139.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$10M		14k	736.40	View chart
Unilever Spon Adr New (UL)	0.1	$10M	-5%	167k	60.12	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$10M		106k	94.57	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$10M	-3%	20k	496.72	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$9.8M	-3%	198k	49.71	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$9.8M		157k	62.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$9.7M		25k	393.96	View chart
SYSCO Corporation (SYY)	0.1	$9.6M	-3%	115k	83.58	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$9.6M		88k	109.11	View chart
United Parcel Svcs CL B (UPS)	0.1	$9.5M	-4%	88k	107.50	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$9.4M		58k	163.67	View chart
Abbott Laboratories (ABT)	0.1	$9.0M	-4%	99k	90.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$9.0M	-3%	185k	48.43	View chart
McDonald's Corporation (MCD)	0.1	$8.9M	-5%	33k	270.31	View chart
FedEx Corporation (FDX)	0.1	$8.8M	-2%	28k	313.13	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$8.5M		156k	54.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$8.4M	-4%	51k	164.27	View chart
Walt Disney Company (DIS)	0.1	$8.3M	-4%	86k	96.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$8.2M		52k	158.03	View chart
Colgate-Palmolive Company (CL)	0.1	$8.1M		88k	91.68	View chart
Caterpillar (CAT)	0.1	$7.9M	+6%	7.4k	1064.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$7.8M		71k	110.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$7.8M	+694%	65k	119.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$7.7M		279k	27.70	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$7.7M		127k	60.79	View chart
AFLAC Incorporated (AFL)	0.1	$7.7M	-6%	66k	117.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$7.6M	-2%	46k	164.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.4M		51k	146.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$7.2M		21k	343.91	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$7.2M		107k	67.56	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$6.9M	NEW	72k	96.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$6.8M	-2%	189k	36.13	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$6.6M	NEW	69k	95.61	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$6.5M	+2%	254k	25.44	View chart
International Business Machines (IBM)	0.1	$6.4M	+6%	23k	281.21	View chart
American Express Company (AXP)	0.1	$6.3M		19k	338.25	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$6.2M		109k	56.52	View chart
Meta Platforms Cl A (META)	0.1	$6.1M	+8%	11k	563.29	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$6.1M	+631%	150k	40.64	View chart
Merck & Co (MRK)	0.1	$6.1M	-3%	47k	128.50	View chart
Costco Wholesale Corporation (COST)	0.1	$6.0M	-4%	6.5k	935.43	View chart
Intercontinental Exchange (ICE)	0.1	$6.0M	-4%	48k	123.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.9M	-4%	16k	368.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$5.6M		82k	68.41	View chart
SEI Investments Company (SEIC)	0.1	$5.6M	-3%	64k	87.71	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.6M		11k	513.58	View chart
McKesson Corporation (MCK)	0.1	$5.6M		7.3k	755.55	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$5.4M	+2084%	208k	26.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.4M	-2%	63k	85.49	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$5.4M		56k	94.93	View chart
Tesla Motors (TSLA)	0.1	$5.2M		12k	420.61	View chart
Chevron Corporation (CVX)	0.1	$5.1M	-3%	31k	165.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$5.1M	-5%	58k	87.88	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$5.0M	-4%	7.0k	703.34	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$4.9M	-2%	42k	118.99	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$4.9M	-3%	31k	156.95	View chart
Nextera Energy (NEE)	0.1	$4.8M	-3%	55k	87.77	View chart
Jacobs Engineering Group (J)	0.1	$4.7M		38k	126.00	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$4.7M		107k	43.76	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.0	$4.7M	+24%	49k	96.37	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$4.7M		94k	49.78	View chart
Micron Technology (MU)	0.0	$4.7M	-7%	4.0k	1154.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$4.6M	-4%	61k	75.51	View chart
Corning Incorporated (GLW)	0.0	$4.6M	-4%	18k	255.43	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$4.6M	+8%	48k	96.44	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$4.6M		86k	53.19	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$4.4M		30k	147.73	View chart
Bank of America Corporation (BAC)	0.0	$4.4M		77k	56.98	View chart
Otis Worldwide Corp (OTIS)	0.0	$4.3M	-8%	61k	71.60	View chart
Aon Shs Cl A (AON)	0.0	$4.3M		13k	331.69	View chart
Agilent Technologies Inc C ommon (A)	0.0	$4.3M	-3%	32k	132.83	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$4.2M		6.7k	623.56	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.0	$4.1M		165k	24.66	View chart
Northrop Grumman Corporation (NOC)	0.0	$4.1M		8.0k	509.32	View chart
UnitedHealth (UNH)	0.0	$4.0M	+8%	9.7k	415.62	View chart
Nutrien (NTR)	0.0	$4.0M	-4%	64k	62.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$3.9M	+88%	32k	124.76	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$3.9M	-5%	68k	57.84	View chart
Deere & Company (DE)	0.0	$3.8M	-2%	6.0k	634.28	View chart
CVS Caremark Corporation (CVS)	0.0	$3.8M		37k	103.45	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$3.8M	-2%	36k	106.31	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$3.7M		28k	132.24	View chart
Booking Holdings (BKNG)	0.0	$3.7M	+2378%	21k	178.24	View chart
Ge Aerospace Com New (GE)	0.0	$3.7M	-2%	9.9k	373.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$3.7M		33k	109.43	View chart
Union Pacific Corporation (UNP)	0.0	$3.6M		13k	272.00	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$3.5M		37k	94.85	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.5M	-2%	28k	126.58	View chart
Warner Music Group Corp Com Cl A (WMG)	0.0	$3.5M		128k	27.07	View chart
General Dynamics Corporation (GD)	0.0	$3.4M		9.7k	354.25	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$3.4M	+202%	92k	37.26	View chart
Philip Morris International (PM)	0.0	$3.4M	-2%	19k	180.91	View chart
salesforce (CRM)	0.0	$3.4M	-7%	22k	156.66	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.0	$3.3M	-2%	69k	48.33	View chart
Goldman Sachs (GS)	0.0	$3.3M		3.3k	1011.43	View chart
Iqvia Holdings (IQV)	0.0	$3.3M	+3%	17k	193.22	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$3.3M	+2%	49k	67.24	View chart
Air Products & Chemicals (APD)	0.0	$3.3M	+4%	11k	293.18	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$3.3M		21k	158.25	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$3.3M		56k	57.67	View chart
Adobe Systems Incorporated (ADBE)	0.0	$3.2M	-11%	16k	205.02	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.0	$3.1M		62k	50.44	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$3.1M	NEW	34k	91.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$3.0M		87k	34.81	View chart
Jack Henry & Associates (JKHY)	0.0	$2.9M	-10%	21k	137.74	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.0	$2.9M	+2%	47k	61.10	View chart
Canadian Natl Ry (CNI)	0.0	$2.9M		24k	119.24	View chart
Qualcomm (QCOM)	0.0	$2.9M	+2%	16k	184.79	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	0.0	$2.8M		34k	81.98	View chart
Logitech Intl S A SHS (LOGI)	0.0	$2.8M		30k	94.04	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$2.7M		35k	77.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$2.7M	+48%	32k	83.75	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$2.7M		19k	142.39	View chart
Ge Vernova (GEV)	0.0	$2.7M	-2%	2.3k	1174.64	View chart
Paypal Holdings (PYPL)	0.0	$2.7M	-4%	61k	43.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$2.6M		6.2k	426.39	View chart
Global Payments (GPN)	0.0	$2.6M	-8%	36k	72.56	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$2.6M	+255%	74k	35.03	View chart
Genuine Parts Company (GPC)	0.0	$2.6M	-10%	22k	117.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$2.5M		87k	28.96	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 Q2 filed Aug. 3, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z