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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 19 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PAYC PAYCOM SOFTWARE INC Technology 7,357.0 $925K 0.01% -2K -24.5% $125.68 +81.9%
362 IYJ ISHARES TR 5,542.0 $924K 0.01% $166.65 -1.3%
363 ROST ROSS STORES INC Consumer Cyclical 4,324.0 $920K 0.01% $212.87 +11.8%
364 ICF ISHARES TR 13,587.0 $919K 0.01% -192.0 -1.4% $67.63 +1.4%
365 XSD SPDR SERIES TRUST 1,465.0 $914K 0.01% $623.70 -20.6%
366 FNDA SCHWAB STRATEGIC TR 23,956.0 $912K 0.01% +3K +13.5% $38.06 -1.4%
367 DFSB DIMENSIONAL ETF TRUST 17,068.0 $889K 0.01% +4K +29.1% $52.11 -2.7%
368 DVY ISHARES TR 5,686.0 $889K 0.01% $156.30 +5.4%
369 VHT VANGUARD WORLD FD 2,932.0 $877K 0.01% $299.00 +10.0%
370 IJK ISHARES TR 7,457.0 $876K 0.01% -437.0 -5.5% $117.50 -2.1%
371 VZ VERIZON COMMUNICATIONS INC Communication Services 20,669.0 $875K 0.01% +832.0 +4.2% $42.34 +17.0%
372 DWM WISDOMTREE TR 11,879.0 $870K 0.01% $73.21 +4.6%
373 VXF VANGUARD INDEX FDS 3,523.0 $867K 0.01% -129.0 -3.5% $246.21 -0.7%
374 EPD ENTERPRISE PRODS PARTNERS L Energy 23,310.0 $857K 0.01% +465.0 +2.0% $36.76 +3.6%
375 AOA ISHARES TR 8,773.0 $856K 0.01% $97.61 +1.4%
376 DGS WISDOMTREE TR 13,064.0 $845K 0.01% $64.71 -2.1%
377 CIEN CIENA CORP Technology 1,720.0 $844K 0.01% +35.0 +2.1% $490.56 -20.8%
378 LIN LINDE PLC Basic Materials 1,619.0 $840K 0.01% +177.0 +12.3% $518.93 -5.7%
379 VONE VANGUARD SCOTTSDALE FDS 2,400.0 $813K 0.01% +15.0 +0.6% $338.76 +2.4%
380 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 9,640.0 $812K 0.01% +130.0 +1.4% $84.21 -11.0%
Page 19 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%