Modera Wealth Management
$8.3B Assets Reported
683 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 1,241,457 | $542M | 6.5% |
| VTV | VANGUARD INDEX FDS | 1,768,345 | $347M | 4.2% |
| VIG | VANGUARD SPECIALIZED FUNDS | 1,612,753 | $347M | 4.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 5,345,932 | $343M | 4.1% |
| IEFA | ISHARES TR | 3,526,617 | $319M | 3.8% |
| STIP | ISHARES TR | 2,442,854 | $253M | 3.0% |
| AVDV | AMERICAN CENTY ETF TR | 2,188,303 | $219M | 2.6% |
| AAPL | APPLE INC | 769,372 | $195M | 2.3% |
| DFAC | DIMENSIONAL ETF TRUST | 4,831,430 | $188M | 2.2% |
| IJR | ISHARES TR | 1,408,253 | $175M | 2.1% |
Track Modera Wealth Management's 13F portfolio: $8.3B in reported holdings, 683 positions. Top holdings, AUM, and quarterly changes on SentiSense.