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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 11 of 32  ·  635 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 JNK SPDR SERIES TRUST 39,091.0 $3.7M 0.04% +5K +13.2% $95.72 +0.7%
202 JKHY HENRY JACK & ASSOC INC Technology 23,668.0 $3.7M 0.04% $158.04 -20.1%
203 DUK DUKE ENERGY CORP NEW Utilities 28,472.0 $3.7M 0.04% +258.0 +0.9% $130.94 -5.4%
204 TIP ISHARES TR 33,313.0 $3.7M 0.04% -670.0 -2.0% $110.36 -0.9%
205 BERKSHIRE HATHAWAY INC DEL 5.0 $3.6M 0.04% -17.0 -77.3% $718140.00
206 ZTS ZOETIS INC Healthcare 29,952.0 $3.5M 0.04% +1K +3.5% $118.21 -33.4%
207 BKNG BOOKING HOLDINGS INC Consumer Cyclical 835.0 $3.5M 0.04% -6.0 -0.7% $4210.32 -95.9%
208 DE DEERE & CO Industrials 6,220.0 $3.5M 0.04% -59.0 -0.9% $563.26 +4.6%
209 VONV VANGUARD SCOTTSDALE FDS 36,303.0 $3.4M 0.04% +743.0 +2.1% $93.74 +13.2%
210 DFNM DIMENSIONAL ETF TRUST 70,793.0 $3.4M 0.04% $47.93 +0.9%
211 WMG WARNER MUSIC GROUP CORP Communication Services 130,257.0 $3.3M 0.04% +17K +14.5% $25.54 +10.3%
212 GD GENERAL DYNAMICS CORP Industrials 9,602.0 $3.3M 0.04% $343.23 +2.0%
213 UNP UNION PAC CORP Industrials 13,438.0 $3.3M 0.04% +2K +15.4% $242.62 +5.9%
214 PLTR PALANTIR TECHNOLOGIES INC Technology 22,045.0 $3.2M 0.04% +3K +15.2% $146.28 -12.2%
215 INTC INTEL CORP Technology 72,238.0 $3.2M 0.04% -3K -3.6% $44.13 +203.6%
216 MDYV SPDR SERIES TRUST 37,362.0 $3.2M 0.04% -13K -26.2% $85.15 +9.8%
217 PM PHILIP MORRIS INTL INC Consumer Defensive 19,089.0 $3.2M 0.04% -5K -21.0% $165.34 +7.9%
218 ESGV VANGUARD WORLD FD 28,106.0 $3.2M 0.04% -954.0 -3.3% $112.27 +17.9%
219 VWOB VANGUARD WHITEHALL FDS 47,733.0 $3.1M 0.04% -17K -26.6% $65.69 +2.7%
220 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 10,694.0 $3.1M 0.04% +1K +14.9% $290.49 -3.5%
Page 11 of 32  ·  635 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%