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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 16 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BIL SPDR SERIES TRUST 15,768.0 $1.4M 0.01% -625.0 -3.8% $91.64 -0.1%
302 AVGE AMERICAN CENTY ETF TR 14,569.0 $1.4M 0.01% +5K +46.9% $99.10 +1.9%
303 MTUM ISHARES TR 4,207.0 $1.4M 0.01% $342.83 -11.0%
304 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 24,150.0 $1.4M 0.01% +10K +74.8% $59.36 -7.9%
305 SPEM SPDR INDEX SHS FDS 26,389.0 $1.4M 0.01% +803.0 +3.1% $51.78 +0.5%
306 URI UNITED RENTALS INC Industrials 1,187.0 $1.3M 0.01% $1133.04 -3.3%
307 HBAN HUNTINGTON BANCSHARES INC Financial Services 72,198.0 $1.3M 0.01% -847.0 -1.2% $17.73 -4.1%
308 COP CONOCOPHILLIPS Energy 12,225.0 $1.3M 0.01% +263.0 +2.2% $103.96 +29.8%
309 IWC ISHARES TR 6,311.0 $1.3M 0.01% -202.0 -3.1% $200.03 -1.9%
310 TJX TJX COS INC NEW Consumer Cyclical 8,199.0 $1.2M 0.01% +118.0 +1.5% $151.51 -7.2%
311 MO ALTRIA GROUP INC Consumer Defensive 17,139.0 $1.2M 0.01% $71.95 -7.0%
312 VOOG VANGUARD ADMIRAL FDS INC 14,851.0 $1.2M 0.01% +12K +497.9% $82.62 +0.7%
313 PFE PFIZER INC Healthcare 50,928.0 $1.2M 0.01% -756.0 -1.5% $24.08 +15.5%
314 FIW FIRST TR EXCHANGE-TRADED FD 11,142.0 $1.2M 0.01% -198.0 -1.8% $109.52 +0.8%
315 TXN TEXAS INSTRS INC Technology 4,036.0 $1.2M 0.01% -2K -35.6% $298.07 -10.9%
316 HONEYWELL INTL INC 5,335.0 $1.2M 0.01% NEW $223.90
317 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 23,877.0 $1.2M 0.01% -2K -7.0% $49.98 +3.6%
318 CSX CSX CORP Industrials 25,041.0 $1.2M 0.01% +277.0 +1.1% $47.53 +7.2%
319 SCHD SCHWAB STRATEGIC TR 37,500.0 $1.2M 0.01% +2K +6.2% $31.71 +9.8%
320 QQQM INVESCO EXCH TRADED FD TR II 3,900.0 $1.2M 0.01% -554.0 -12.4% $303.01 -3.4%
Page 16 of 33  ·  650 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%