Modera Wealth Management, LLC
Modera Wealth Management, LLC reported 650 positions worth $9.37B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: VUG (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $662.4M | 7.07% | 7,690,071 | — | — | |
| ▸ 2 | VTV | SH | $398.9M | 4.26% | 1,830,633 | — | — | |
| ▸ 3 | VIG | SH | $392.7M | 4.19% | 1,659,600 | — | — | |
| ▸ 4 | VEA | SH | $374.6M | 4.00% | 5,257,397 | — | — | |
| ▸ 5 | IEFA | SH | $352.2M | 3.76% | 3,646,299 | — | — | |
| ▸ 6 | STIP | SH | $261.0M | 2.78% | 2,554,931 | — | — | |
| ▸ 7 | AVDV | SH | $243.4M | 2.60% | 2,361,879 | — | — | |
| ▸ 8 | AAPL | SH | $215.2M | 2.30% | 743,742 | — | — | |
| ▸ 9 | DFAC | SH | $213.4M | 2.28% | 4,811,065 | — | — | |
| ▸ 10 | IJR | SH | $210.8M | 2.25% | 1,421,648 | — | — |
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Frequently Asked Questions
What stocks does Modera Wealth Management, LLC hold as of Q2 2026?
Modera Wealth Management, LLC reported 650 positions worth $9.37B in its Q2 2026 13F filing. Largest positions: VUG (7.1%), VTV (4.3%), VIG (4.2%), VEA (4.0%) and IEFA (3.8%).
What did Modera Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Modera Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.