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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 21 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AOR ISHARES TR 10,223.0 $665K 0.01% NEW $65.01 +7.3%
402 VXF VANGUARD INDEX FDS 3,174.0 $664K 0.01% NEW $209.10 +15.3%
403 ENB ENBRIDGE INC Energy 13,756.0 $658K 0.01% NEW $47.83 +14.0%
404 VGSR MANAGER DIRECTED PORTFOLIOS 63,083.0 $656K 0.01% NEW $10.40 +8.4%
405 PAYX PAYCHEX INC Industrials 5,842.0 $655K 0.01% NEW $112.18 -12.4%
406 VMBS VANGUARD SCOTTSDALE FDS 13,804.0 $650K 0.01% NEW $47.08 -0.7%
407 OXY OCCIDENTAL PETE CORP Energy 15,672.0 $644K 0.01% NEW $41.12 +26.0%
408 IYR ISHARES TR 6,849.0 $643K 0.01% NEW $93.89 +7.0%
409 USB US BANCORP DEL Financial Services 11,992.0 $640K 0.01% NEW $53.36 +9.0%
410 AEP AMERICAN ELEC PWR CO INC Utilities 5,546.0 $639K 0.01% NEW $115.30 +10.7%
411 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 40,159.0 $637K 0.01% NEW $15.85 +5.8%
412 AMTM AMENTUM HOLDINGS INC Industrials 21,945.0 $636K 0.01% NEW $29.00 -25.3%
413 SPXN PROSHARES TR 8,556.0 $633K 0.01% NEW $73.95 +11.7%
414 DEO DIAGEO PLC Consumer Defensive 7,326.0 $632K 0.01% NEW $86.27 -6.7%
415 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 8,331.0 $629K 0.01% NEW $75.56 +11.4%
416 ISHARES TR 27,964.0 $625K 0.01% NEW $22.37
417 FBNC FIRST BANCORP N C Financial Services 12,227.0 $621K 0.01% NEW $50.79 +19.6%
418 TOTALENERGIES SE 9,313.0 $609K 0.01% NEW $65.42
419 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,641.0 $606K 0.01% NEW $91.21 -4.8%
420 AEM AGNICO EAGLE MINES LTD Basic Materials 3,564.0 $604K 0.01% NEW $169.53 -1.7%
Page 21 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%