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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 7 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 STM STMICROELECTRONICS N V Technology 144,489.0 $5.0M 0.06% -11K -7.2% $34.55 +126.9%
122 VXUS VANGUARD STAR FDS 64,372.0 $5.0M 0.06% -5K -7.0% $77.11 +12.5%
123 CAT CATERPILLAR INC Industrials 6,962.0 $4.9M 0.06% -114.0 -1.6% $708.45 +39.2%
124 J JACOBS SOLUTIONS INC Industrials 37,986.0 $4.8M 0.06% -1K -3.6% $127.28 -5.0%
125 EEM ISHARES TR 83,722.0 $4.8M 0.06% -1K -1.6% $56.79 +24.7%
126 VUSB VANGUARD BD INDEX FDS 94,960.0 $4.7M 0.06% -6K -6.3% $49.79 -0.2%
127 SPYM SPDR SERIES TRUST 60,778.0 $4.7M 0.06% -5K -7.3% $76.54 +14.8%
128 AKRE PROFESIONALLY MANAGED PORTFO 86,775.0 $4.6M 0.06% -4K -4.8% $52.85 +0.6%
129 TSLA TESLA INC Consumer Cyclical 12,312.0 $4.6M 0.06% -2K -12.1% $371.75 +7.7%
130 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 7,412.0 $4.6M 0.06% -2K -18.7% $616.73 +12.0%
131 GWX SPDR INDEX SHS FDS 107,234.0 $4.5M 0.05% -31K -22.2% $42.23 +7.8%
132 VT VANGUARD INTL EQUITY INDEX F 32,030.0 $4.4M 0.05% -405.0 -1.2% $138.32 +14.0%
133 CRM SALESFORCE INC Technology 23,419.0 $4.4M 0.05% -3K -10.3% $186.67 -18.7%
134 ADBE ADOBE INC Technology 17,919.0 $4.4M 0.05% -1K -7.7% $243.08 -19.7%
135 AON AON PLC Financial Services 13,105.0 $4.2M 0.05% -160.0 -1.2% $322.78 -1.6%
136 MDLZ MONDELEZ INTL INC Consumer Defensive 71,869.0 $4.1M 0.05% -5K -6.8% $57.64 +4.3%
137 SCHJ SCHWAB STRATEGIC TR 167,321.0 $4.1M 0.05% -44K -20.6% $24.73 -0.5%
138 TIP ISHARES TR 33,313.0 $3.7M 0.04% -670.0 -2.0% $110.36 -0.9%
139 BERKSHIRE HATHAWAY INC DEL 5.0 $3.6M 0.04% -17.0 -77.3% $718140.00
140 BKNG BOOKING HOLDINGS INC Consumer Cyclical 835.0 $3.5M 0.04% -6.0 -0.7% $4210.32 -95.9%
Page 7 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%