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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 2 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 212,075.0 $62.4M 0.75% -3K -1.6% $294.16 +10.6%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 95,753.0 $62.3M 0.75% -860.0 -0.9% $650.34 +14.8%
23 LOW LOWES COS INC Consumer Cyclical 256,765.0 $60.7M 0.73% -20K -7.2% $236.28 -6.0%
24 CSCO CISCO SYS INC Technology 742,536.0 $57.6M 0.69% -21K -2.8% $77.59 +54.1%
25 BLK BLACKROCK INC Financial Services 55,861.0 $53.7M 0.64% -1K -2.1% $961.71 +9.2%
26 IJH ISHARES TR 771,306.0 $52.1M 0.62% -27K -3.4% $67.53 +12.2%
27 JNJ JOHNSON & JOHNSON Healthcare 212,103.0 $51.8M 0.62% -8K -3.7% $244.44 -6.6%
28 EFA ISHARES TR 533,450.0 $51.8M 0.62% -7K -1.3% $97.13 +7.5%
29 AMZN AMAZON COM INC Consumer Cyclical 238,036.0 $49.6M 0.59% -3K -1.4% $208.27 +17.3%
30 DFAT DIMENSIONAL ETF TRUST 733,725.0 $45.8M 0.55% -10K -1.3% $62.45 +9.7%
31 LLY ELI LILLY & CO Healthcare 47,436.0 $43.6M 0.52% -668.0 -1.4% $919.77 +19.4%
32 IWM ISHARES TR 159,008.0 $39.4M 0.47% -3K -2.0% $248.00 +19.2%
33 V VISA INC Financial Services 128,154.0 $38.7M 0.46% -2K -1.8% $302.24 +8.3%
34 SCHX SCHWAB STRATEGIC TR 1,446,603.0 $37.1M 0.44% -50K -3.3% $25.64 +15.0%
35 DFAS DIMENSIONAL ETF TRUST 507,238.0 $36.1M 0.43% -11K -2.1% $71.13 +13.0%
36 AMGN AMGEN INC Healthcare 97,662.0 $34.4M 0.41% -5K -4.7% $351.85 -4.1%
37 BIV VANGUARD BD INDEX FDS 418,748.0 $32.3M 0.39% -33K -7.3% $77.18 -0.8%
38 J P MORGAN EXCHANGE TRADED F 246,972.0 $32.2M 0.39% -18K -6.7% $130.21
39 WSM WILLIAMS SONOMA INC Consumer Cyclical 175,768.0 $32.0M 0.38% -9K -4.9% $182.33 +24.5%
40 AVDE AMERICAN CENTY ETF TR 377,620.0 $32.0M 0.38% -8K -2.2% $84.84 +6.4%
Page 2 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%