Institutions / Modera Wealth Management, LLC
Modera Wealth Management, LLC
CIK 1542143 · Institution · as of Dec 31, 2025
Portfolio value
$8.64B
Positions
643
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 643 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $583.87M | 6.8% |
| Vanguard Tax-Managed Fds | $343.94M | 4.0% |
| Vanguard Specialized Funds | $340.83M | 3.9% |
| Vanguard Index Fds | $325.39M | 3.8% |
| iShares Tr | $313.46M | 3.6% |
| iShares MSCI UAE ETF | $233.37M | 2.7% |
| Apple Inc. | $221.03M | 2.6% |
| American Centy ETF Tr | $195.41M | 2.3% |
| Dimensional ETF Trust | $191.94M | 2.2% |
| Microsoft Corp | $187.49M | 2.2% |
| iShares Tr | $177.03M | 2.0% |
| iShares Tr | $169.50M | 2.0% |
| Dimensional ETF Trust | $154.55M | 1.8% |
| iShares Tr | $127.96M | 1.5% |
| iShares Tr | $122.42M | 1.4% |
| Broadcom Inc. | $117.23M | 1.4% |
| Alphabet Inc. | $115.45M | 1.3% |
| Dimensional ETF Trust | $113.76M | 1.3% |
| American Centy ETF Tr | $111.13M | 1.3% |
| iShares Tr | $106.73M | 1.2% |
| Dimensional ETF Trust | $102.25M | 1.2% |
| iShares Inc | $91.84M | 1.1% |
| Vanguard Intl Equity Index F | $90.76M | 1.0% |
| Dimensional ETF Trust | $87.50M | 1.0% |
| Dimensional ETF Trust | $84.27M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.