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Portfolio (Quarterly) Guide ↗

Modera Wealth Management, LLC

· CIK 0001542143
13F Portfolio $8.3B AUM 635 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 150 Added 333 Reduced 48 Exited
Page 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQM INVESCO EXCH TRADED FD TR II 4,454.0 $1.1M 0.01% +529.0 +13.5% $237.62 +28.2%
82 WM WASTE MGMT INC DEL Industrials 4,516.0 $1.0M 0.01% +1K +35.2% $229.79 -6.6%
83 IBB ISHARES TR 6,124.0 $1.0M 0.01% +34.0 +0.6% $168.86 +2.8%
84 MTUM ISHARES TR 4,207.0 $1.0M 0.01% +98.0 +2.4% $239.99 +41.1%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 19,837.0 $996K 0.01% +1K +5.4% $50.20 -9.6%
86 DOW DOW HLDGS INC Basic Materials 23,757.0 $989K 0.01% +992.0 +4.4% $41.65 -23.8%
87 AVGE AMERICAN CENTY ETF TR 9,919.0 $873K 0.01% +517.0 +5.5% $88.02 +12.8%
88 EPD ENTERPRISE PRODS PARTNERS L Energy 22,845.0 $864K 0.01% +5K +31.1% $37.84 -3.3%
89 YUM YUM BRANDS INC Consumer Cyclical 5,544.0 $862K 0.01% +592.0 +11.9% $155.49 -2.3%
90 VOT VANGUARD INDEX FDS 3,157.0 $813K 0.01% +193.0 +6.5% $257.38 +19.0%
91 DGRO ISHARES TR 11,424.0 $802K 0.01% +1K +11.5% $70.18 +6.6%
92 EMXC ISHARES INC 9,914.0 $780K 0.01% +2K +27.1% $78.66 +34.4%
93 AOA ISHARES TR 8,765.0 $776K 0.01% +2K +35.6% $88.49 +11.0%
94 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 9,510.0 $772K 0.01% +1K +14.2% $81.23 +3.7%
95 AOK ISHARES TR 19,010.0 $758K 0.01% +735.0 +4.0% $39.89 +4.1%
96 VXF VANGUARD INDEX FDS 3,652.0 $752K 0.01% +478.0 +15.1% $205.79 +17.1%
97 IYW ISHARES TR 4,009.0 $727K 0.01% +39.0 +1.0% $181.42 +39.8%
98 XLE SELECT SECTOR SPDR TR 11,827.0 $725K 0.01% +2K +18.4% $61.26 -12.2%
99 LIN LINDE PLC Basic Materials 1,442.0 $715K 0.01% +253.0 +21.3% $495.85 +3.3%
100 CB CHUBB LTD SWITZ Financial Services 2,181.0 $711K 0.01% +314.0 +16.8% $325.93 -0.8%
Page 5 of 8  ·  150 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 33.6%
Financial Services 18.1%
Healthcare 11.7%
Consumer Cyclical 10.0%
Industrials 8.9%
Communication Services 8.0%
Consumer Defensive 6.2%
Energy 1.4%
Basic Materials 1.2%
Utilities 0.8%