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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 9 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MS MORGAN STANLEY Financial Services 9,181.0 $1.9M 0.02% -54.0 -0.6% $209.03 +2.5%
162 JPIE J P MORGAN EXCHANGE TRADED F 41,249.0 $1.9M 0.02% -549.0 -1.3% $46.05 -0.3%
163 PRF INVESCO EXCHANGE TRADED FD T 35,123.0 $1.9M 0.02% -2K -4.6% $54.03 +4.3%
164 CARR CARRIER GLOBAL CORPORATION Industrials 24,657.0 $1.8M 0.02% -276.0 -1.1% $73.35 -16.6%
165 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,736.0 $1.8M 0.02% -133.0 -2.7% $370.60 -2.9%
166 MMM 3M CO Industrials 10,817.0 $1.8M 0.02% -173.0 -1.6% $161.91 +11.5%
167 CTVA CORTEVA INC Basic Materials 20,589.0 $1.7M 0.02% -186.0 -0.9% $84.69 -7.2%
168 NUE NUCOR CORP Basic Materials 7,724.0 $1.7M 0.02% -2K -21.1% $222.75 +11.7%
169 KMI KINDER MORGAN INC DEL Energy 52,896.0 $1.7M 0.02% -473.0 -0.9% $31.97 +0.3%
170 IJT ISHARES TR 9,311.0 $1.7M 0.02% -611.0 -6.2% $178.61 -2.0%
171 DIA STATE STR SPDR DOW JONES IND Financial Services 3,133.0 $1.6M 0.02% -102.0 -3.1% $522.41 +2.3%
172 RY ROYAL BK CDA Financial Services 7,704.0 $1.6M 0.02% -204.0 -2.6% $206.96 +0.3%
173 EA ELECTRONIC ARTS INC Communication Services 7,532.0 $1.5M 0.02% -2K -19.9% $205.04 +2.3%
174 CMI CUMMINS INC Industrials 2,142.0 $1.5M 0.02% -45.0 -2.1% $713.07 -14.7%
175 SCHE SCHWAB STRATEGIC TR 41,133.0 $1.5M 0.02% -1K -3.4% $36.26 +1.2%
176 BIL SPDR SERIES TRUST 15,768.0 $1.4M 0.01% -625.0 -3.8% $91.64 -0.1%
177 HBAN HUNTINGTON BANCSHARES INC Financial Services 72,198.0 $1.3M 0.01% -847.0 -1.2% $17.73 -3.2%
178 IWC ISHARES TR 6,311.0 $1.3M 0.01% -202.0 -3.1% $200.03 -0.4%
179 PFE PFIZER INC Healthcare 50,928.0 $1.2M 0.01% -756.0 -1.5% $24.08 +17.3%
180 FIW FIRST TR EXCHANGE-TRADED FD 11,142.0 $1.2M 0.01% -198.0 -1.8% $109.52 +2.0%
Page 9 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%