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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 31 of 32  ·  635 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FMAT FIDELITY COVINGTON TRUST 3,691.0 $213K 0.00% NEW $57.64 +3.6%
602 SRE SEMPRA Utilities 2,183.0 $212K 0.00% NEW $97.17 -6.7%
603 GOVT ISHARES TR 9,231.0 $211K 0.00% +140.0 +1.5% $22.91 -0.7%
604 AN AUTONATION INC Consumer Cyclical 1,074.0 $210K 0.00% -44.0 -3.9% $195.26 -3.3%
605 DY DYCOM INDS INC Industrials 617.0 $209K 0.00% -9.0 -1.4% $338.82 +34.8%
606 MELI MERCADOLIBRE INC Consumer Cyclical 119.0 $206K 0.00% -27.0 -18.5% $1733.98 -5.7%
607 WAT WATERS CORP Healthcare 688.0 $205K 0.00% NEW $297.80 +19.4%
608 IXC ISHARES TR 3,540.0 $204K 0.00% NEW $57.61 -13.5%
609 ROKU ROKU INC Communication Services 2,145.0 $203K 0.00% NEW $94.62 +45.9%
610 O REALTY INCOME CORP Real Estate 3,311.0 $203K 0.00% -985.0 -22.9% $61.18 -1.5%
611 WEC WEC ENERGY GROUP INC Utilities 1,747.0 $202K 0.00% NEW $115.75 -3.1%
612 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,646.0 $202K 0.00% NEW $76.16 +12.4%
613 F FORD MTR CO Consumer Cyclical 16,998.0 $196K 0.00% +319.0 +1.9% $11.54 +21.8%
614 S SENTINELONE INC Technology 13,595.0 $175K 0.00% NEW $12.88 +16.6%
615 FNB F N B CORP Financial Services 10,093.0 $169K 0.00% -8K -43.5% $16.72 +9.0%
616 PUTNAM ETF TRUST 17,111.0 $153K 0.00% $8.97
617 VLYPN VALLEY NATL BANCORP Financial Services 11,482.0 $141K 0.00% -3K -21.2% $12.28 +109.9%
618 DNA GINKGO BIOWORKS HOLDINGS INC Healthcare 21,828.0 $134K 0.00% $6.13 +49.6%
619 NUV NUVEEN MUN VALUE FD INC Financial Services 13,806.0 $124K 0.00% -4K -21.0% $8.99 +1.9%
620 PUTNAM ETF TRUST 14,747.0 $115K 0.00% $7.79
Page 31 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%