Modera Wealth Management, LLC Portfolio
About Modera Wealth Management, LLC
Modera Wealth Management, LLC is a Investment Manager managing $8.63B in 13F-reportable assets. The portfolio below reflects the Q3 2025 SEC Form 13F filing.
The information on this page is for informational purposes only and does not constitute investment advice, financial advice, or any recommendation. Billiver does not recommend buying, selling, or holding any security. Past performance is not indicative of future results.
Data may be delayed and accuracy is not guaranteed. All investment decisions are solely your responsibility. Verify information independently and consult a qualified financial advisor before investing. About · Methodology
Source: SEC EDGAR Form 13F. Data may be 45+ days delayed from actual trading activity. 13F filings only cover long positions in US-listed equities and do not include short positions, derivatives, non-US securities, or fixed income holdings.
Sector Distribution
Portfolio Holdings
23 of 100 linked to profiles
Showing top 100 of 646 total holdings, sorted by value.
| # | Company | Value | % Port |
|---|---|---|---|
| 1 | AAPL | $212.3M | 2.46% |
| 2 | MSFT | $204.7M | 2.37% |
| 3 | AVGO | $121.7M | 1.41% |
| 4 | GOOGL | $89.3M | 1.03% |
| 5 | JPM | $70.1M | 0.81% |
| 6 | BLK | $67.6M | 0.78% |
| 7 | AMZN | $53.2M | 0.62% |
| 8 | V | $44.8M | 0.52% |
| 9 | JNJ | $41.1M | 0.48% |
| 10 | WSM | $37.9M | 0.44% |
| 11 | HD | $33.3M | 0.39% |
| 12 | AMGN | $29.5M | 0.34% |
| 13 | ORCL | $28.5M | 0.33% |
| 14 | EA | $23.9M | 0.28% |
| 15 | GOOGL | $23.6M | 0.27% |
| 16 | NVDA | $23.2M | 0.27% |
| 17 | PEP | $21.2M | 0.25% |
| 18 | WMT | $20.8M | 0.24% |
| 19 | NVO | $19.9M | 0.23% |
| 20 | ABBV | $17.5M | 0.20% |
| 21 | SYK | $16.3M | 0.19% |
| 22 | LMT | $16.0M | 0.19% |
| 23 | DOV | $15.2M | 0.18% |
Other Assets (77)Click to expand
These holdings could not be matched to company profiles. They may include non-US stocks, bonds, options, or other asset types not in our database.
| Name | Value |
|---|---|
| VANGUARD INDEX FDS | $584.6M |
| VANGUARD SPECIALIZED FUNDS | $344.4M |
| VANGUARD TAX-MANAGED FDS | $336.3M |
| VANGUARD INDEX FDS | $317.5M |
| ISHARES TR | $308.9M |
| ISHARES TR | $220.9M |
| DIMENSIONAL ETF TRUST | $192.7M |
| ISHARES TR | $177.5M |
| AMERICAN CENTY ETF TR | $176.0M |
| ISHARES TR | $171.9M |
| DIMENSIONAL ETF TRUST | $156.4M |
| ISHARES TR | $128.5M |
| ISHARES TR | $125.9M |
| ISHARES TR | $118.0M |
| DIMENSIONAL ETF TRUST | $114.7M |
| AMERICAN CENTY ETF TR | $112.2M |
| DIMENSIONAL ETF TRUST | $100.2M |
| ISHARES INC | $94.9M |
| VANGUARD INTL EQUITY INDEX F | $92.7M |
| ISHARES TR | $91.8M |
| ISHARES TR | $90.4M |
| ISHARES TR | $86.3M |
| DIMENSIONAL ETF TRUST | $86.1M |
| DIMENSIONAL ETF TRUST | $80.9M |
| ISHARES TR | $76.0M |
| VANGUARD INDEX FDS | $74.8M |
| VANGUARD SCOTTSDALE FDS | $74.4M |
| TAIWAN SEMICONDUCTOR MFG LTD | $73.8M |
| LOWES COS INC | $69.8M |
| SPDR S&P 500 ETF TR | $64.2M |
| ISHARES TR | $60.1M |
| VANGUARD SCOTTSDALE FDS | $59.4M |
| VANGUARD INDEX FDS | $56.8M |
| CISCO SYS INC | $54.3M |
| ISHARES TR | $53.6M |
| ISHARES TR | $51.2M |
| BERKSHIRE HATHAWAY INC DEL | $48.8M |
| DIMENSIONAL ETF TRUST | $45.3M |
| DIMENSIONAL ETF TRUST | $44.3M |
| ISHARES TR | $40.4M |
| SCHWAB STRATEGIC TR | $40.2M |
| ELI LILLY & CO | $37.3M |
| DIMENSIONAL ETF TRUST | $36.5M |
| VANGUARD BD INDEX FDS | $36.1M |
| J P MORGAN EXCHANGE TRADED F | $33.8M |
| VANGUARD MUN BD FDS | $32.1M |
| SCHWAB STRATEGIC TR | $31.3M |
| AMERICAN CENTY ETF TR | $31.0M |
| PNC FINL SVCS GROUP INC | $30.7M |
| ISHARES TR | $30.5M |
| AUTOMATIC DATA PROCESSING IN | $28.2M |
| VANGUARD INDEX FDS | $28.1M |
| ISHARES TR | $27.4M |
| EMERSON ELEC CO | $26.8M |
| ISHARES TR | $26.2M |
| ISHARES TR | $25.9M |
| ISHARES TR | $25.0M |
| ISHARES TR | $24.0M |
| PROCTER AND GAMBLE CO | $22.4M |
| SCHWAB STRATEGIC TR | $22.3M |
| INTERPUBLIC GROUP COS INC | $22.3M |
| ISHARES TR | $22.1M |
| ISHARES TR | $21.1M |
| VANGUARD INDEX FDS | $21.1M |
| SCHWAB STRATEGIC TR | $20.5M |
| DIMENSIONAL ETF TRUST | $20.1M |
| DIMENSIONAL ETF TRUST | $19.8M |
| ISHARES TR | $19.4M |
| VANGUARD BD INDEX FDS | $18.4M |
| VANGUARD SCOTTSDALE FDS | $17.8M |
| VANGUARD INDEX FDS | $17.7M |
| VANGUARD INDEX FDS | $17.4M |
| VANGUARD WORLD FD | $16.7M |
| BERKSHIRE HATHAWAY INC DEL | $16.6M |
| ISHARES TR | $15.8M |
| VANGUARD BD INDEX FDS | $15.7M |
| DIMENSIONAL ETF TRUST | $14.9M |