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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 17 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCHO SCHWAB STRATEGIC TR 9,075.0 $220K 0.00% -2K -19.4% $24.27 -0.7%
322 EXPAND ENERGY CORPORATION 2,000.0 $220K 0.00% -13.0 -0.7% $109.78
323 WTRG ESSENTIAL UTILS INC Utilities 5,416.0 $218K 0.00% -223.0 -4.0% $40.27 -8.9%
324 DAL DELTA AIR LINES INC Industrials 3,225.0 $214K 0.00% -617.0 -16.1% $66.48 +26.6%
325 AN AUTONATION INC Consumer Cyclical 1,074.0 $210K 0.00% -44.0 -3.9% $195.26 -3.3%
326 DY DYCOM INDS INC Industrials 617.0 $209K 0.00% -9.0 -1.4% $338.82 +34.8%
327 MELI MERCADOLIBRE INC Consumer Cyclical 119.0 $206K 0.00% -27.0 -18.5% $1733.98 -5.7%
328 O REALTY INCOME CORP Real Estate 3,311.0 $203K 0.00% -985.0 -22.9% $61.18 -1.5%
329 FNB F N B CORP Financial Services 10,093.0 $169K 0.00% -8K -43.5% $16.72 +9.0%
330 VLYPN VALLEY NATL BANCORP Financial Services 11,482.0 $141K 0.00% -3K -21.2% $12.28 +109.9%
331 NUV NUVEEN MUN VALUE FD INC Financial Services 13,806.0 $124K 0.00% -4K -21.0% $8.99 +1.9%
332 CXM SPRINKLR INC Technology 15,141.0 $91K 0.00% -61K -80.0% $6.00 -16.0%
333 WEST WESTROCK COFFEE CO Consumer Defensive 15,000.0 $64K 0.00% -10K -40.0% $4.25 +112.5%
Page 17 of 17  ·  333 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%