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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 28 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 XLY SELECT SECTOR SPDR TR 2,606.0 $306K 0.00% $117.28 -0.3%
542 CLX CLOROX CO DEL Consumer Defensive 3,200.0 $305K 0.00% $95.44 +12.5%
543 VFMF VANGUARD WELLINGTON FD 1,721.0 $305K 0.00% $176.97 +5.0%
544 RL RALPH LAUREN CORP Consumer Cyclical 756.0 $303K 0.00% -50.0 -6.2% $401.41 -7.8%
545 TROW PRICE T ROWE GROUP INC Financial Services 2,668.0 $303K 0.00% $113.67 -0.7%
546 ADI ANALOG DEVICES INC Technology 764.0 $303K 0.00% +20.0 +2.7% $396.91 -5.1%
547 NET CLOUDFLARE INC Technology 1,236.0 $303K 0.00% -8.0 -0.6% $245.33 +15.2%
548 ITA ISHARES TR 1,248.0 $303K 0.00% $242.40 -1.1%
549 DAL DELTA AIR LINES INC Industrials 3,228.0 $302K 0.00% $93.66 -13.2%
550 DLS WISDOMTREE TR 3,601.0 $302K 0.00% -1K -23.0% $83.78 +5.4%
551 HEFA ISHARES TR 6,428.0 $302K 0.00% $46.92 +0.1%
552 HUM HUMANA INC Healthcare 757.0 $301K 0.00% NEW $397.22 -3.8%
553 ROKU ROKU INC Communication Services 2,145.0 $296K 0.00% $138.14 +13.6%
554 IGV ISHARES TR 3,258.0 $295K 0.00% -150.0 -4.4% $90.60 +13.1%
555 TOL TOLL BROTHERS INC Consumer Cyclical 1,782.0 $294K 0.00% $164.75 -12.1%
556 PPL PPL CORP Utilities 8,029.0 $292K 0.00% -543.0 -6.3% $36.35 -2.7%
557 NKE NIKE INC Consumer Cyclical 7,106.0 $292K 0.00% -836.0 -10.5% $41.05 -1.7%
558 SPMB SPDR SERIES TRUST 13,053.0 $291K 0.00% -3K -18.4% $22.31 -1.4%
559 WBD WARNER BROS DISCOVERY INC Communication Services 10,918.0 $291K 0.00% -2K -14.0% $26.66 +5.9%
560 NYT NEW YORK TIMES CO MTN BE Communication Services 4,151.0 $290K 0.00% $69.98 -6.5%
Page 28 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%