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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KLAC KLA CORP Technology 911.0 $275K 0.00% NEW $301.71 -37.9%
22 COKE COCA COLA CONS INC Consumer Defensive 1,397.0 $267K 0.00% NEW $190.99 -1.8%
23 DFEV DIMENSIONAL ETF TRUST 6,222.0 $265K 0.00% NEW $42.66 -2.5%
24 IRM IRON MTN INC DEL Real Estate 1,951.0 $246K 0.00% NEW $126.29 -4.0%
25 FNV FRANCO NEV CORP Basic Materials 1,173.0 $244K 0.00% NEW $208.38 +19.2%
26 HSBC HSBC HLDGS PLC Financial Services 2,547.0 $242K 0.00% NEW $95.09 +7.6%
27 NXPI NXP SEMICONDUCTORS N V Technology 850.0 $239K 0.00% NEW $281.03 -19.2%
28 XLRE SELECT SECTOR SPDR TR 5,396.0 $238K 0.00% NEW $44.03 +1.6%
29 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 614.0 $234K 0.00% NEW $380.37 -28.9%
30 MRVL MARVELL TECHNOLOGY INC Technology 775.0 $231K 0.00% NEW $297.89 -21.7%
31 GSBC GREAT SOUTHN BANCORP INC Financial Services 2,935.0 $230K 0.00% NEW $78.41 +0.2%
32 IEX IDEX CORP Industrials 1,000.0 $227K 0.00% NEW $226.95 +3.1%
33 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,471.0 $225K 0.00% NEW $91.20 -14.6%
34 QUAL ISHARES TR 1,022.0 $224K 0.00% NEW $219.43 +2.5%
35 SLYG SPDR SERIES TRUST 1,864.0 $222K 0.00% NEW $119.13 -1.6%
36 DBEF DBX ETF TR 4,027.0 $220K 0.00% NEW $54.63 +1.5%
37 CINF CINCINNATI FINL CORP Financial Services 1,180.0 $218K 0.00% NEW $185.14 -8.6%
38 EW EDWARDS LIFESCIENCES CORP Healthcare 2,381.0 $215K 0.00% NEW $90.46 +1.9%
39 NUDM NUSHARES ETF TR 5,364.0 $215K 0.00% NEW $40.02 +2.4%
40 EQR EQUITY RESIDENTIAL Real Estate 3,111.0 $211K 0.00% NEW $67.93 -6.3%
Page 2 of 3  ·  47 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%