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Portfolio (Quarterly) Guide ↗

Modera Wealth Management, LLC

· CIK 0001542143
13F Portfolio $9.4B AUM 650 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 47 New 171 Added 276 Reduced 32 Exited
Page 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JOBY JOBY AVIATION INC Industrials 67,000.0 $598K 0.01% +3K +4.7% $8.92 -15.0%
122 DEO DIAGEO PLC Consumer Defensive 7,350.0 $591K 0.01% +131.0 +1.8% $80.38 +16.8%
123 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 8,200.0 $589K 0.01% +1K +13.9% $71.86 -1.2%
124 ISRG INTUITIVE SURGICAL INC Healthcare 1,479.0 $588K 0.01% +169.0 +12.9% $397.55 -5.8%
125 ICVT ISHARES TR 4,805.0 $585K 0.01% +307.0 +6.8% $121.74 -5.0%
126 PKG PACKAGING CORP AMER Consumer Cyclical 2,387.0 $569K 0.01% +79.0 +3.4% $238.28 +4.7%
127 APH AMPHENOL CORP Technology 3,067.0 $541K 0.01% +74.0 +2.5% $176.34 -13.2%
128 AEM AGNICO EAGLE MINES LTD Basic Materials 3,384.0 $525K 0.01% +59.0 +1.8% $155.13 +36.7%
129 SHW SHERWIN WILLIAMS CO Basic Materials 1,492.0 $514K 0.01% +145.0 +10.8% $344.39 +0.7%
130 C CITIGROUP INC Financial Services 3,613.0 $506K 0.01% +185.0 +5.4% $139.95 -7.3%
131 XLV SELECT SECTOR SPDR TR 3,162.0 $502K 0.01% +135.0 +4.5% $158.68 +8.6%
132 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,431.0 $501K 0.01% +12.0 +0.8% $350.07 -9.6%
133 TT TRANE TECHNOLOGIES PLC Industrials 1,016.0 $499K 0.01% +93.0 +10.1% $491.36 -8.2%
134 WELL WELLTOWER INC Real Estate 2,183.0 $496K 0.01% +20.0 +0.9% $226.98 +4.6%
135 FNDX SCHWAB STRATEGIC TR 15,834.0 $492K 0.01% +3K +21.1% $31.10 +4.0%
136 FCX FREEPORT MCMORAN INC Basic Materials 7,658.0 $482K 0.01% +2K +37.2% $62.89 +13.3%
137 MRSH MARSH & MCLENNAN COS INC Financial Services 2,884.0 $481K 0.01% +322.0 +12.6% $166.67 +14.1%
138 PFF ISHARES TR 15,480.0 $472K 0.01% +3K +20.9% $30.49 -0.1%
139 JCI JOHNSON CONTROLS INTERNATION Industrials 3,197.0 $467K 0.01% +57.0 +1.8% $146.11 -2.0%
140 VPU VANGUARD WORLD FD 2,353.0 $461K 0.01% +406.0 +20.9% $195.73 -3.3%
Page 7 of 9  ·  171 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 17.7%
Healthcare 11.5%
Consumer Cyclical 9.6%
Industrials 8.2%
Communication Services 8.0%
Consumer Defensive 5.4%
Basic Materials 1.0%
Energy 1.0%
Utilities 0.7%