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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 22 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XLF SELECT SECTOR SPDR TR 11,697.0 $627K 0.01% $53.61 +6.2%
422 USHY ISHARES TR 16,899.0 $626K 0.01% -572.0 -3.3% $37.02 -0.6%
423 ISHARES TR 27,964.0 $619K 0.01% $22.14
424 EEMX SPDR INDEX SHS FDS 11,430.0 $619K 0.01% $54.15 -2.9%
425 AVIV AMERICAN CENTY ETF TR 7,952.0 $616K 0.01% NEW $77.42 +7.0%
426 JOBY JOBY AVIATION INC Industrials 67,000.0 $598K 0.01% +3K +4.7% $8.92 -15.0%
427 DEO DIAGEO PLC Consumer Defensive 7,350.0 $591K 0.01% +131.0 +1.8% $80.38 +16.8%
428 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 8,200.0 $589K 0.01% +1K +13.9% $71.86 -1.2%
429 ISRG INTUITIVE SURGICAL INC Healthcare 1,479.0 $588K 0.01% +169.0 +12.9% $397.55 -5.8%
430 ICVT ISHARES TR 4,805.0 $585K 0.01% +307.0 +6.8% $121.74 -5.0%
431 VTWG VANGUARD SCOTTSDALE FDS 2,032.0 $585K 0.01% $287.67 -2.9%
432 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,690.0 $583K 0.01% $216.56 -5.6%
433 STT STATE STR CORP Financial Services 3,420.0 $580K 0.01% $169.59 +8.0%
434 IYR ISHARES TR 5,651.0 $578K 0.01% -220.0 -3.8% $102.25 +2.5%
435 SNOW SNOWFLAKE INC Technology 2,258.0 $575K 0.01% $254.51 +26.2%
436 INTU INTUIT Technology 2,196.0 $573K 0.01% -41.0 -1.8% $261.00 +38.6%
437 NEM NEWMONT CORP Basic Materials 6,133.0 $573K 0.01% $93.41 +36.7%
438 SDY SPDR SERIES TRUST 3,762.0 $572K 0.01% $152.17 +3.9%
439 PKG PACKAGING CORP AMER Consumer Cyclical 2,387.0 $569K 0.01% +79.0 +3.4% $238.28 +4.7%
440 VIOO VANGUARD ADMIRAL FDS INC 4,037.0 $555K 0.01% -926.0 -18.7% $137.54 -1.4%
Page 22 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%