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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 28 of 32  ·  635 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 JBL JABIL INC Technology 1,100.0 $292K 0.00% +17.0 +1.6% $265.63 +40.0%
542 AGI ALAMOS GOLD INC Basic Materials 6,500.0 $289K 0.00% $44.43 -18.2%
543 BBLU EA SERIES TRUST 19,546.0 $288K 0.00% $14.76 +11.7%
544 XLY SELECT SECTOR SPDR TR 2,606.0 $284K 0.00% -24.0 -0.9% $108.98 +7.5%
545 MSI MOTOROLA SOLUTIONS INC Technology 648.0 $281K 0.00% -3K -80.1% $434.06 -9.0%
546 RL RALPH LAUREN CORP Consumer Cyclical 806.0 $277K 0.00% -223.0 -21.7% $343.99 +20.1%
547 HEFA ISHARES TR 6,440.0 $274K 0.00% +68.0 +1.1% $42.50 +10.5%
548 VGUS VANGUARD INSTL INDEX FD 3,617.0 $274K 0.00% NEW $75.66 -0.1%
549 IYH ISHARES TR 4,434.0 $273K 0.00% $61.63 +1.7%
550 ITA ISHARES TR 1,248.0 $273K 0.00% +25.0 +2.0% $218.73 +9.3%
551 IGV ISHARES TR 3,408.0 $273K 0.00% -681.0 -16.6% $80.05 +11.3%
552 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,782.0 $269K 0.00% -152.0 -3.9% $71.18 -13.5%
553 VFMF VANGUARD WELLINGTON FD 1,721.0 $267K 0.00% $155.08 +12.5%
554 LEMB ISHARES INC 6,520.0 $266K 0.00% $40.80 +4.0%
555 DG DOLLAR GEN CORP Consumer Defensive 2,237.0 $266K 0.00% -302.0 -11.9% $118.73 -4.4%
556 CIBR FIRST TR EXCHANGE-TRADED FD 4,234.0 $265K 0.00% $62.68 +34.9%
557 GM GENERAL MTRS CO Consumer Cyclical 3,493.0 $260K 0.00% -459.0 -11.6% $74.50 +6.4%
558 EFX EQUIFAX INC Industrials 1,444.0 $260K 0.00% +168.0 +13.2% $180.13 -14.5%
559 RSPT INVESCO EXCHANGE TRADED FD T 5,681.0 $257K 0.00% -68.0 -1.2% $45.26 +41.2%
560 NET CLOUDFLARE INC Technology 1,244.0 $257K 0.00% NEW $206.38 +8.6%
Page 28 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%