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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 16 of 32  ·  635 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RY ROYAL BK CDA Financial Services 7,908.0 $1.3M 0.01% -431.0 -5.2% $161.78 +24.6%
302 TXN TEXAS INSTRS INC Technology 6,270.0 $1.2M 0.01% -2K -20.9% $194.14 +66.3%
303 SPEM SPDR INDEX SHS FDS 25,586.0 $1.2M 0.01% -22K -46.2% $46.91 +13.2%
304 ETSY INC 23,889.0 $1.2M 0.01% +302.0 +1.3% $49.98
305 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,624.0 $1.2M 0.01% -705.0 -3.5% $60.65 -11.0%
306 PAYC PAYCOM SOFTWARE INC Technology 9,740.0 $1.2M 0.01% +1K +13.8% $121.54 +2.7%
307 CMI CUMMINS INC Industrials 2,187.0 $1.2M 0.01% $537.91 +33.3%
308 FIW FIRST TR EXCHANGE-TRADED FD 11,340.0 $1.2M 0.01% -163.0 -1.4% $103.13 +2.8%
309 SO SOUTHERN CO Utilities 12,104.0 $1.2M 0.01% +2K +18.0% $96.52 -3.6%
310 SCHZ SCHWAB STRATEGIC TR 50,199.0 $1.2M 0.01% $23.22 -0.4%
311 SHM SPDR SERIES TRUST 24,017.0 $1.1M 0.01% -1K -4.9% $47.83 +0.2%
312 HBAN HUNTINGTON BANCSHARES INC Financial Services 73,045.0 $1.1M 0.01% -218K -74.9% $15.65 +7.7%
313 MO ALTRIA GROUP INC Consumer Defensive 17,151.0 $1.1M 0.01% -4K -17.5% $65.99 +4.7%
314 DD DUPONT DE NEMOURS INC Basic Materials 24,682.0 $1.1M 0.01% +1K +4.3% $45.80 +4.2%
315 VAW VANGUARD WORLD FD 4,997.0 $1.1M 0.01% -236.0 -4.5% $225.36 +3.9%
316 VDE VANGUARD WORLD FD 6,423.0 $1.1M 0.01% +39.0 +0.6% $173.05 -12.3%
317 PRU PRUDENTIAL FINL INC Financial Services 11,361.0 $1.1M 0.01% -978.0 -7.9% $97.69 +9.0%
318 SCHD SCHWAB STRATEGIC TR 35,328.0 $1.1M 0.01% +1K +3.0% $30.68 +3.8%
319 DFIC DIMENSIONAL ETF TRUST 30,428.0 $1.1M 0.01% -2K -5.0% $35.53 +7.1%
320 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 25,685.0 $1.1M 0.01% -592.0 -2.2% $41.27 +50.5%
Page 16 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%