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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 29 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 TEL TE CONNECTIVITY PLC Technology 1,405.0 $283K 0.00% -22.0 -1.5% $201.62 +1.0%
562 GDXJ VANECK ETF TRUST 2,848.0 $280K 0.00% +149.0 +5.5% $98.26 +28.8%
563 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,259.0 $279K 0.00% $123.44 -4.8%
564 CENCORA INC 980.0 $277K 0.00% +6.0 +0.6% $282.93
565 MSI MOTOROLA SOLUTIONS INC Technology 667.0 $277K 0.00% +19.0 +2.9% $415.37 +15.8%
566 ISHARES TR 5,587.0 $277K 0.00% +35.0 +0.6% $49.55
567 LEMB ISHARES INC 6,520.0 $277K 0.00% $42.43 +2.0%
568 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,454.0 $276K 0.00% $112.34 +31.2%
569 KLAC KLA CORP Technology 911.0 $275K 0.00% NEW $301.71 -37.9%
570 IGIB ISHARES TR 5,147.0 $274K 0.00% +1K +25.6% $53.17 -1.5%
571 BN BROOKFIELD CORP Financial Services 6,415.0 $273K 0.00% +173.0 +2.8% $42.59 -1.0%
572 CAH CARDINAL HEALTH INC Healthcare 1,147.0 $272K 0.00% -67.0 -5.5% $237.49 -1.1%
573 GM GENERAL MTRS CO Consumer Cyclical 3,496.0 $269K 0.00% $77.08 +10.2%
574 CASY CASEYS GEN STORES INC Consumer Cyclical 339.0 $269K 0.00% $794.79 +5.2%
575 IYH ISHARES TR 4,018.0 $269K 0.00% -416.0 -9.4% $67.00 +10.9%
576 COKE COCA COLA CONS INC Consumer Defensive 1,397.0 $267K 0.00% NEW $190.99 -2.2%
577 DFEV DIMENSIONAL ETF TRUST 6,222.0 $265K 0.00% NEW $42.66 -2.3%
578 O REALTY INCOME CORP Real Estate 4,248.0 $263K 0.00% +937.0 +28.3% $61.96 +1.6%
579 AMERICA MOVIL SAB DE CV 10,118.0 $263K 0.00% +198.0 +2.0% $25.99
580 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,089.0 $262K 0.00% +307.0 +8.1% $64.01 +16.6%
Page 29 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%