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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 3 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMR EMERSON ELEC CO Industrials 190,231.0 $27.2M 0.29% -6K -3.1% $143.15 +9.2%
42 LRCX LAM RESEARCH CORP Technology 59,586.0 $25.8M 0.28% -10K -14.9% $433.33 -29.8%
43 SCHM SCHWAB STRATEGIC TR 666,792.0 $24.6M 0.26% -31K -4.4% $36.87 -2.1%
44 DFAE DIMENSIONAL ETF TRUST 601,461.0 $24.2M 0.26% -5K -0.8% $40.21 -1.8%
45 HD HOME DEPOT INC Consumer Cyclical 66,671.0 $23.5M 0.25% -2K -2.3% $352.68 -4.1%
46 WMT WALMART INC Consumer Defensive 187,967.0 $21.3M 0.23% -6K -3.3% $113.26 -9.5%
47 PG PROCTER & GAMBLE CO Consumer Defensive 138,075.0 $20.2M 0.22% -6K -4.2% $146.64 -1.9%
48 ASML ASML HLDG NV Technology 10,137.0 $20.2M 0.21% -352.0 -3.4% $1989.51 -12.2%
49 PEP PEPSICO INC Consumer Defensive 146,496.0 $19.8M 0.21% -6K -3.9% $135.40 +5.7%
50 DOV DOVER CORP Industrials 87,646.0 $19.7M 0.21% -1K -1.4% $224.28 -10.2%
51 ADP AUTOMATIC DATA PROCESSING IN Industrials 85,489.0 $19.1M 0.20% -6K -6.6% $223.95 +25.5%
52 SCHP SCHWAB STRATEGIC TR 695,863.0 $18.4M 0.20% -5K -0.8% $26.50 -1.9%
53 FLOT ISHARES TR 354,280.0 $18.1M 0.19% -14K -3.8% $51.05 -0.1%
54 MGC VANGUARD WORLD FD 66,094.0 $18.1M 0.19% -1K -2.1% $273.63 +2.4%
55 AGG ISHARES TR 177,616.0 $17.6M 0.19% -8K -4.2% $98.98 -1.6%
56 OMC OMNICOM GROUP INC Communication Services 233,892.0 $17.0M 0.18% -10K -3.9% $72.83 +21.1%
57 VCIT VANGUARD SCOTTSDALE FDS 203,084.0 $16.8M 0.18% -8K -3.7% $82.65 -2.0%
58 IVE ISHARES TR 72,069.0 $16.4M 0.17% -528.0 -0.7% $227.06 +4.6%
59 LMT LOCKHEED MARTIN CORP Industrials 31,409.0 $16.0M 0.17% -228.0 -0.7% $509.45 +11.3%
60 DFAX DIMENSIONAL ETF TRUST 431,147.0 $15.9M 0.17% -12K -2.8% $36.84 +3.5%
Page 3 of 14  ·  276 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 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%