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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 13 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DLN WISDOMTREE TR 3,927.0 $378K 0.00% -2K -35.2% $96.32 +5.2%
242 VGIT VANGUARD SCOTTSDALE FDS 6,336.0 $374K 0.00% -442.0 -6.5% $58.98 -0.9%
243 ED CONSOLIDATED EDISON INC Utilities 3,375.0 $373K 0.00% -96.0 -2.8% $110.63 -2.0%
244 SCHH SCHWAB STRATEGIC TR 15,688.0 $372K 0.00% -789.0 -4.8% $23.68 +0.9%
245 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,285.0 $361K 0.00% -216.0 -6.2% $109.77 -0.3%
246 PXF INVESCO EXCH TRADED FD TR II 4,690.0 $355K 0.00% -63.0 -1.3% $75.64 +4.5%
247 IDEV ISHARES TR 3,900.0 $347K 0.00% -60.0 -1.5% $89.01 +4.0%
248 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,781.0 $344K 0.00% -11.0 -0.6% $193.23 +6.1%
249 CCJ CAMECO CORP Energy 3,360.0 $342K 0.00% -612.0 -15.4% $101.86 -4.7%
250 GIS GENERAL MILLS INC Consumer Defensive 9,584.0 $334K 0.00% -954.0 -9.1% $34.80 +13.2%
251 RPM RPM INTL INC Basic Materials 2,999.0 $333K 0.00% -275.0 -8.4% $111.15 +1.0%
252 BWXT BWX TECHNOLOGIES INC Industrials 1,657.0 $323K 0.00% -100.0 -5.7% $194.65 -16.6%
253 CI THE CIGNA GROUP Healthcare 1,167.0 $322K 0.00% -185.0 -13.7% $275.68 +1.3%
254 SPGI S&P GLOBAL INC Financial Services 788.0 $321K 0.00% -21.0 -2.6% $407.43 +5.3%
255 AJG GALLAGHER ARTHUR J & CO Financial Services 1,389.0 $319K 0.00% -107.0 -7.2% $229.61 +12.3%
256 GILD GILEAD SCIENCES INC Healthcare 2,515.0 $318K 0.00% -306.0 -10.8% $126.36 +16.7%
257 XSOE WISDOMTREE TR 6,440.0 $317K 0.00% -3K -31.4% $49.18 -4.5%
258 FITB FIFTH THIRD BANCORP Financial Services 5,473.0 $309K 0.00% -1K -18.6% $56.37 -1.3%
259 RL RALPH LAUREN CORP Consumer Cyclical 756.0 $303K 0.00% -50.0 -6.2% $401.41 -5.3%
260 NET CLOUDFLARE INC Technology 1,236.0 $303K 0.00% -8.0 -0.6% $245.33 +19.0%
Page 13 of 14  ·  276 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%