Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $8.27 Billion
- Q4 2025
Modera Wealth Management, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $8.27 Billion distributed in 643 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $579M, Vanguard Ftse Developed Market with a value of $338M, Vanguard Value ETF with a value of $319M, Ishares Tr with a value of $311M, and Vanguard Dividend Appreciation with a value of $282M.
Examining the 13F form we can see an decrease of $147M in the current position value, from $8.42B to 8.27B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.27 Billion
ETFs: $6.11 Billion
Technology: $800 Million
Financial Services: $315 Million
Healthcare: $261 Million
Consumer Cyclical: $228 Million
Communication Services: $182 Million
Industrials: $173 Million
Consumer Defensive: $122 Million
Other: $59.3 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 643
- Current Value $8.27 Billion
- Prior Value $8.42 Billion
- Filing
- Period Q4 2025
- Filing Date January 21, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 28 stocks
- Additional Purchases 237 stocks
- Sold out of 0 stocks
- Reduced holdings in 312 stocks