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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 27 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MRSH MARSH & MCLENNAN COS INC Financial Services 1,865.0 $346K 0.00% NEW $185.49 -12.4%
522 PPG PPG INDS INC Basic Materials 3,330.0 $341K 0.00% NEW $102.46 +15.4%
523 WELL WELLTOWER INC Real Estate 1,837.0 $341K 0.00% NEW $185.57 +11.4%
524 COWZ PACER FDS TR 5,651.0 $340K 0.00% NEW $60.17 +2.7%
525 DG DOLLAR GEN CORP NEW Consumer Defensive 2,539.0 $337K 0.00% NEW $132.76 -14.5%
526 VRT VERTIV HOLDINGS CO Industrials 2,074.0 $336K 0.00% NEW $162.02 +105.6%
527 IDEV ISHARES TR 4,017.0 $331K 0.00% NEW $82.48 +8.6%
528 CLX CLOROX CO DEL Consumer Defensive 3,211.0 $324K 0.00% NEW $100.83 -5.0%
529 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,934.0 $323K 0.00% NEW $82.03 -24.9%
530 SPMB SPDR SERIES TRUST 14,378.0 $322K 0.00% NEW $22.42 -0.6%
531 BP BP PLC Energy 9,270.0 $322K 0.00% NEW $34.73 +12.6%
532 GM GENERAL MTRS CO Consumer Cyclical 3,952.0 $321K 0.00% NEW $81.32 -2.5%
533 XLY SELECT SECTOR SPDR TR 2,630.0 $314K 0.00% NEW $119.41 -1.9%
534 VGK VANGUARD INTL EQUITY INDEX F 3,754.0 $314K 0.00% NEW $83.62 +5.6%
535 PXF INVESCO EXCH TRADED FD TR II 4,753.0 $312K 0.00% NEW $65.55 +18.7%
536 VYMI VANGUARD WHITEHALL FDS 3,454.0 $311K 0.00% NEW $90.01 +10.3%
537 GDXJ VANECK ETF TRUST 2,699.0 $307K 0.00% NEW $113.80 -5.8%
538 SOXX ISHARES TR 1,019.0 $307K 0.00% NEW $301.15 +112.3%
539 FNB F N B CORP Financial Services 17,857.0 $305K 0.00% NEW $17.10 +6.6%
540 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,826.0 $303K 0.00% NEW $166.00 +7.1%
Page 27 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%