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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 17 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CMI CUMMINS INC Industrials 2,196.0 $1.1M 0.01% NEW $510.34 +40.5%
322 AMD ADVANCED MICRO DEVICES INC Technology 5,206.0 $1.1M 0.01% NEW $214.16 +150.9%
323 DFIC DIMENSIONAL ETF TRUST 32,043.0 $1.1M 0.01% NEW $34.46 +10.4%
324 VSGX VANGUARD WORLD FD 15,392.0 $1.1M 0.01% NEW $71.62 +16.6%
325 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,329.0 $1.1M 0.01% NEW $53.94 +0.1%
326 VAW VANGUARD WORLD FD 5,233.0 $1.1M 0.01% NEW $207.53 +12.9%
327 XLRE SELECT SECTOR SPDR TR 26,120.0 $1.1M 0.01% NEW $40.35 +8.7%
328 ANET ARISTA NETWORKS INC Technology 8,016.0 $1.1M 0.01% NEW $131.03 +29.5%
329 EMNT PIMCO ETF TR 10,635.0 $1.0M 0.01% NEW $98.58 +0.2%
330 MTUM ISHARES TR 4,109.0 $1.0M 0.01% NEW $250.31 +35.2%
331 IBB ISHARES TR 6,090.0 $1.0M 0.01% NEW $168.78 +2.9%
332 IWC ISHARES TR 6,513.0 $1.0M 0.01% NEW $157.69 +21.8%
333 DFGR DIMENSIONAL ETF TRUST 38,061.0 $1.0M 0.01% NEW $26.42 +8.5%
334 COP CONOCOPHILLIPS Energy 10,740.0 $1.0M 0.01% NEW $93.61 +15.1%
335 HSY HERSHEY CO Consumer Defensive 5,517.0 $1.0M 0.01% NEW $181.98 -5.1%
336 URI UNITED RENTALS INC Industrials 1,239.0 $1.0M 0.01% NEW $809.54 +33.0%
337 QQQM INVESCO EXCH TRADED FD TR II 3,925.0 $993K 0.01% NEW $252.90 +20.4%
338 SGOV ISHARES TR 9,752.0 $979K 0.01% NEW $100.38 +0.2%
339 VCR VANGUARD WORLD FD 2,484.0 $978K 0.01% NEW $393.92 +0.1%
340 BDX BECTON DICKINSON & CO Healthcare 5,028.0 $976K 0.01% NEW $194.08 -25.8%
Page 17 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%