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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 11 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BAC BANK AMERICA CORP Financial Services 75,947.0 $4.2M 0.05% NEW $55.00 +2.2%
202 MDLZ MONDELEZ INTL INC Consumer Defensive 77,084.0 $4.1M 0.05% NEW $53.83 +11.7%
203 EMB ISHARES TR 42,937.0 $4.1M 0.05% NEW $96.28 +0.5%
204 UNH UNITEDHEALTH GROUP INC Healthcare 12,334.0 $4.1M 0.05% NEW $330.12 +21.5%
205 CAT CATERPILLAR INC Industrials 7,076.0 $4.1M 0.05% NEW $572.84 +72.1%
206 PYPL PAYPAL HLDGS INC Financial Services 69,323.0 $4.0M 0.05% NEW $58.38 -27.2%
207 STM STMICROELECTRONICS N V Technology 155,790.0 $4.0M 0.05% NEW $25.94 +202.2%
208 IJJ ISHARES TR 29,946.0 $3.9M 0.05% NEW $131.59 +10.0%
209 PM PHILIP MORRIS INTL INC Consumer Defensive 24,175.0 $3.9M 0.04% NEW $160.40 +11.2%
210 IQVIA HLDGS INC 17,162.0 $3.9M 0.04% NEW $225.41
211 TIP ISHARES TR 33,983.0 $3.7M 0.04% NEW $109.91 -0.5%
212 SCHV SCHWAB STRATEGIC TR 125,498.0 $3.7M 0.04% NEW $29.61 +16.7%
213 GS GOLDMAN SACHS GROUP INC Financial Services 4,212.0 $3.7M 0.04% NEW $878.94 +24.8%
214 ZTS ZOETIS INC Healthcare 28,926.0 $3.6M 0.04% NEW $125.82 -37.4%
215 ESGV VANGUARD WORLD FD 29,060.0 $3.5M 0.04% NEW $120.96 +9.4%
216 NEE NEXTERA ENERGY INC Utilities 43,760.0 $3.5M 0.04% NEW $80.28 +8.1%
217 WMG WARNER MUSIC GROUP CORP Communication Services 113,753.0 $3.5M 0.04% NEW $30.67 -8.2%
218 DFNM DIMENSIONAL ETF TRUST 70,743.0 $3.4M 0.04% NEW $48.17 +0.4%
219 PLTR PALANTIR TECHNOLOGIES INC Technology 19,133.0 $3.4M 0.04% NEW $177.75 -27.7%
220 JNK SPDR SERIES TRUST 34,526.0 $3.4M 0.04% NEW $97.21 -0.8%
Page 11 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%