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Portfolio (Quarterly) Guide ↗

Modera Wealth Management, LLC

· CIK 0001542143
13F Portfolio $8.6B AUM 643 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 643 New
Page 31 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 EWA ISHARES INC 8,490.0 $222K 0.00% NEW $26.19 +9.0%
602 EXPAND ENERGY CORPORATION 2,013.0 $222K 0.00% NEW $110.36
603 HUM HUMANA INC Healthcare 865.0 $221K 0.00% NEW $256.05 +40.9%
604 F FORD MTR CO Consumer Cyclical 16,679.0 $219K 0.00% NEW $13.12 +7.2%
605 DFAR DIMENSIONAL ETF TRUST 9,505.0 $218K 0.00% NEW $22.90 +12.6%
606 YUMC YUM CHINA HLDGS INC Consumer Cyclical 4,550.0 $217K 0.00% NEW $47.75 -10.1%
607 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,111.0 $217K 0.00% NEW $102.87 -21.7%
608 WTRG ESSENTIAL UTILS INC Utilities 5,639.0 $216K 0.00% NEW $38.36 -4.3%
609 USMV ISHARES TR 2,293.0 $216K 0.00% NEW $94.16 +0.1%
610 SPIB SPDR SERIES TRUST 6,362.0 $215K 0.00% NEW $33.81 -1.2%
611 RDNT RADNET INC Healthcare 3,008.0 $215K 0.00% NEW $71.35 -24.7%
612 RF REGIONS FINANCIAL CORP NEW Financial Services 7,906.0 $214K 0.00% NEW $27.10 +5.6%
613 IDU ISHARES TR 1,971.0 $214K 0.00% NEW $108.36 +3.8%
614 DY DYCOM INDS INC Industrials 626.0 $212K 0.00% NEW $337.90 +35.1%
615 GOVT ISHARES TR 9,091.0 $209K 0.00% NEW $23.02 -1.2%
616 PTC PTC INC Technology 1,201.0 $209K 0.00% NEW $174.21 -34.1%
617 LUV SOUTHWEST AIRLS CO Industrials 5,055.0 $209K 0.00% NEW $41.33 +16.1%
618 GSK GSK PLC Healthcare 4,250.0 $208K 0.00% NEW $49.04 +3.3%
619 EW EDWARDS LIFESCIENCES CORP Healthcare 2,437.0 $208K 0.00% NEW $85.25 +2.5%
620 ABNB AIRBNB INC Consumer Cyclical 1,530.0 $208K 0.00% NEW $135.73 +4.9%
Page 31 of 33  ·  643 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 35.2%
Financial Services 18.6%
Healthcare 11.5%
Consumer Cyclical 10.0%
Communication Services 8.7%
Industrials 8.1%
Consumer Defensive 5.4%
Basic Materials 0.9%
Energy 0.9%
Utilities 0.7%