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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 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 236,652.0 $56.4M 0.60% -1K -0.6% $238.34 +10.7%
22 LOW LOWES COS INC Consumer Cyclical 249,989.0 $55.1M 0.59% -7K -2.6% $220.49 +0.8%
23 LLY ELI LILLY & CO Healthcare 45,597.0 $54.7M 0.58% -2K -3.9% $1199.43 +5.4%
24 EFA ISHARES TR 525,215.0 $54.6M 0.58% -8K -1.5% $103.88 +3.7%
25 BLK BLACKROCK INC Financial Services 54,188.0 $52.1M 0.56% -2K -3.0% $961.57 +22.7%
26 JNJ JOHNSON & JOHNSON Healthcare 204,425.0 $51.9M 0.55% -8K -3.6% $253.97 +7.8%
27 IWM ISHARES TR 155,554.0 $46.7M 0.50% -3K -2.2% $300.45 +0.8%
28 V VISA INC Financial Services 126,886.0 $43.5M 0.46% -1K -1.0% $343.09 +7.6%
29 SCHX SCHWAB STRATEGIC TR 1,375,086.0 $40.5M 0.43% -72K -4.9% $29.43 +3.3%
30 WSM WILLIAMS SONOMA INC Consumer Cyclical 166,703.0 $38.9M 0.41% -9K -5.2% $233.10 +5.3%
31 PNC PNC FINL SVCS GROUP INC Financial Services 143,716.0 $35.4M 0.38% -3K -2.0% $246.22 +1.2%
32 AMGN AMGEN INC Healthcare 95,220.0 $34.5M 0.37% -2K -2.5% $362.12 +21.2%
33 J P MORGAN EXCHANGE TRADED F 238,963.0 $33.5M 0.36% -8K -3.2% $140.23
34 AVDE AMERICAN CENTY ETF TR 367,306.0 $32.8M 0.35% -10K -2.7% $89.20 +5.1%
35 GOOGL ALPHABET INC Communication Services 90,772.0 $32.4M 0.35% -1K -1.2% $357.37 -3.5%
36 BIV VANGUARD BD INDEX FDS 409,973.0 $31.4M 0.34% -9K -2.1% $76.70 -1.3%
37 VTEB VANGUARD MUN BD FDS 609,989.0 $30.9M 0.33% -16K -2.5% $50.58 -1.8%
38 SCHG SCHWAB STRATEGIC TR 907,291.0 $30.7M 0.33% -25K -2.7% $33.84 +4.9%
39 VB VANGUARD INDEX FDS 99,867.0 $30.3M 0.32% -3K -3.3% $303.12 +1.3%
40 AMAT APPLIED MATLS INC Technology 37,783.0 $27.3M 0.29% -2K -3.9% $723.00 -31.6%
Page 2 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%