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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 31 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,672.0 $237K 0.00% +26.0 +1.0% $88.60 -35.3%
602 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 614.0 $234K 0.00% NEW $380.37 -29.0%
603 USMV ISHARES TR 2,420.0 $233K 0.00% -114.0 -4.5% $96.46 +5.0%
604 MRVL MARVELL TECHNOLOGY INC Technology 775.0 $231K 0.00% NEW $297.89 -20.3%
605 S SENTINELONE INC Technology 13,595.0 $231K 0.00% $16.97 +25.6%
606 GSBC GREAT SOUTHN BANCORP INC Financial Services 2,935.0 $230K 0.00% NEW $78.41 +0.2%
607 IEX IDEX CORP Industrials 1,000.0 $227K 0.00% NEW $226.95 +3.3%
608 IDU ISHARES TR 1,971.0 $226K 0.00% $114.61 -2.4%
609 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,471.0 $225K 0.00% NEW $91.20 -15.5%
610 QUAL ISHARES TR 1,022.0 $224K 0.00% NEW $219.43 +2.2%
611 SLYG SPDR SERIES TRUST 1,864.0 $222K 0.00% NEW $119.13 -1.9%
612 GOVT ISHARES TR 9,724.0 $222K 0.00% +493.0 +5.3% $22.78 -1.1%
613 DBEF DBX ETF TR 4,027.0 $220K 0.00% NEW $54.63 +1.7%
614 SCHO SCHWAB STRATEGIC TR 9,075.0 $219K 0.00% $24.14 -0.1%
615 DDWM WISDOMTREE TR 4,742.0 $219K 0.00% -5K -51.8% $46.18 +1.9%
616 WMB WILLIAMS COS INC Energy 2,941.0 $219K 0.00% -350.0 -10.6% $74.34 -1.5%
617 CINF CINCINNATI FINL CORP Financial Services 1,180.0 $218K 0.00% NEW $185.14 -9.0%
618 MLM MARTIN MARIETTA MATLS INC Basic Materials 376.0 $217K 0.00% $576.70 -7.1%
619 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 21,828.0 $216K 0.00% $9.91 -22.2%
620 FMAT FIDELITY COVINGTON TRUST 3,691.0 $216K 0.00% $58.51 +2.9%
Page 31 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%