§ 13F · FUND PROFILE
Modera Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.6B (13F)Positions · 646Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 1.24M | $542M | 6.5% | +4% |
| 2 | VTV | VANGUARD INDEX FDS | 1.77M | $347M | 4.2% | +4% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 1.61M | $347M | 4.2% | +4% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 5.35M | $343M | 4.1% | −3% |
| 5 | IEFA | ISHARES TR | 3.53M | $319M | 3.8% | +1% |
| 6 | STIP | ISHARES TR | 2.44M | $253M | 3.0% | +7% |
| 7 | AVDV | AMERICAN CENTY ETF TR | 2.19M | $219M | 2.6% | +5% |
| 8 | AAPL | APPLE INC | 769K | $195M | 2.3% | −5% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | 4.83M | $188M | 2.2% | ±0% |
| 10 | IJR | ISHARES TR | 1.41M | $175M | 2.1% | ±0% |
§ 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 $8.6 billion in assets. The fund runs a broad portfolio of 646 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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