§ 13F · FUND PROFILE
Modera Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8077.4T (13F)Positions · 648Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$46.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 1.20M | $583.9T | 6.8% | −2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 5.51M | $343.9T | 4.0% | −2% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 1.55M | $340.8T | 3.9% | −3% |
| 4 | VTV | VANGUARD INDEX FDS | 1.70M | $325.4T | 3.8% | ±0% |
| 5 | IEFA | ISHARES TR | 3.50M | $313.5T | 3.6% | −1% |
| 6 | STIP | ISHARES TR | 2.28M | $233.4T | 2.7% | +7% |
| 7 | AAPL | APPLE INC | 813K | $221.0T | 2.6% | −2% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 2.08M | $195.4T | 2.3% | +5% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 4.85M | $191.9T | 2.2% | −3% |
| 10 | MSFT | MICROSOFT CORP | 388K | $187.5T | 2.2% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MODERA SIGNAL
AC read
Modera Wealth Management, LLC is a Other fund managing $8077379.4 trillion in assets. The fund runs a broad portfolio of 648 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed