Modera Wealth Management, LLC
CIK 0001542143 · WESTWOOD, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$9.37B
2026 Q2
Positions
650
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VUG
VANGUARD INDEX FDS
7.1%
VTV
VANGUARD INDEX FDS
4.3%
VIG
VANGUARD SPECIALIZED FUNDS
4.2%
VEA
VANGUARD TAX-MANAGED FDS
4.0%
IEFA
ISHARES TR
3.8%
STIP
ISHARES TR
2.8%
AVDV
AMERICAN CENTY ETF TR
2.6%
AAPL
APPLE INC
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.