Modera Wealth Management
$9.4B 13F equity value
681 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Modera Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7,690,071 | $662M | 7.1% |
| VTV | VANGUARD INDEX FDS | 1,830,633 | $399M | 4.3% |
| VIG | VANGUARD SPECIALIZED FUNDS | 1,659,600 | $393M | 4.2% |
| VEA | VANGUARD TAX-MANAGED FDS | 5,257,397 | $375M | 4.0% |
| IEFA | ISHARES TR | 3,646,299 | $352M | 3.8% |
| STIP | ISHARES TR | 2,554,931 | $261M | 2.8% |
| AVDV | AMERICAN CENTY ETF TR | 2,361,879 | $243M | 2.6% |
| AAPL | APPLE INC | 743,742 | $215M | 2.3% |
| DFAC | DIMENSIONAL ETF TRUST | 4,811,065 | $213M | 2.3% |
| IJR | ISHARES TR | 1,421,648 | $211M | 2.2% |
Track Modera Wealth Management's 13F portfolio: $9.4B in reported holdings, 681 positions. Top holdings and quarterly changes on SentiSense.
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