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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 KR KROGER CO Consumer Defensive 3,177 $230K 0.00% SOLD
22 EXPAND ENERGY CORPORATION 2,000 $220K 0.00% SOLD
23 SRE SEMPRA Utilities 2,183 $212K 0.00% SOLD
24 AN AUTONATION INC Consumer Cyclical 1,074 $210K 0.00% SOLD
25 MELI MERCADOLIBRE INC Consumer Cyclical 119 $206K 0.00% SOLD
26 IXC ISHARES TR 3,540 $204K 0.00% SOLD
27 WEC WEC ENERGY GROUP INC Utilities 1,747 $202K 0.00% SOLD
28 FNB F N B CORP Financial Services 10,093 $169K 0.00% SOLD
29 BRCC BRC INC Consumer Defensive 100,000 $78K 0.00% SOLD
30 WEST WESTROCK COFFEE CO Consumer Defensive 15,000 $64K 0.00% SOLD
31 ZVIA ZEVIA PBC Consumer Defensive 10,040 $12K SOLD
32 GABELLI EQUITY TR INC 17,210 $121.0 SOLD
Page 2 of 2  ·  32 positions
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%