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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 27 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,781.0 $344K 0.00% -11.0 -0.6% $193.23 +4.3%
522 CCJ CAMECO CORP Energy 3,360.0 $342K 0.00% -612.0 -15.4% $101.86 -6.7%
523 FCF FIRST COMWLTH FINL CORP PA Financial Services 16,833.0 $342K 0.00% +126.0 +0.8% $20.33 +3.8%
524 SHOP SHOPIFY INC Technology 2,997.0 $342K 0.00% +202.0 +7.2% $114.18 +27.3%
525 VGK VANGUARD INTL EQUITY INDEX F 3,817.0 $338K 0.00% +47.0 +1.2% $88.54 +3.8%
526 GIS GENERAL MILLS INC Consumer Defensive 9,584.0 $334K 0.00% -954.0 -9.1% $34.80 +14.0%
527 RPM RPM INTL INC Basic Materials 2,999.0 $333K 0.00% -275.0 -8.4% $111.15 -1.1%
528 FREL FIDELITY COVINGTON TRUST 11,267.0 $330K 0.00% $29.30 +2.5%
529 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 10,776.0 $325K 0.00% $30.17 +13.2%
530 BWXT BWX TECHNOLOGIES INC Industrials 1,657.0 $323K 0.00% -100.0 -5.7% $194.65 -18.9%
531 BBLU EA SERIES TRUST 19,546.0 $323K 0.00% $16.50 +5.0%
532 CI THE CIGNA GROUP Healthcare 1,167.0 $322K 0.00% -185.0 -13.7% $275.68 +0.0%
533 SPGI S&P GLOBAL INC Financial Services 788.0 $321K 0.00% -21.0 -2.6% $407.43 +5.8%
534 AJG GALLAGHER ARTHUR J & CO Financial Services 1,389.0 $319K 0.00% -107.0 -7.2% $229.61 +13.3%
535 GILD GILEAD SCIENCES INC Healthcare 2,515.0 $318K 0.00% -306.0 -10.8% $126.36 +15.8%
536 XSOE WISDOMTREE TR 6,440.0 $317K 0.00% -3K -31.4% $49.18 -4.2%
537 DY DYCOM INDS INC Industrials 617.0 $312K 0.00% $505.59 -21.4%
538 QTUM ETF SER SOLUTIONS 1,881.0 $311K 0.00% NEW $165.37 -10.2%
539 J P MORGAN EXCHANGE TRADED F 6,106.0 $309K 0.00% $50.57
540 FITB FIFTH THIRD BANCORP Financial Services 5,473.0 $309K 0.00% -1K -18.6% $56.37 -3.3%
Page 27 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%