CIK 1542143
Modera Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
643
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 1.2M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 5.5M | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.6M | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 1.7M | $1M+ | SH |
| IEFA | ISHARES TR | 3.5M | $1M+ | SH |
| STIP | ISHARES TR | 2.3M | $1M+ | SH |
| AAPL | APPLE INC | 813K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 2.1M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 4.8M | $1M+ | SH |
| MSFT | MICROSOFT CORP | 388K | $1M+ | SH |
| IVV | ISHARES TR | 258K | $1M+ | SH |
| IJR | ISHARES TR | 1.4M | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 3.3M | $1M+ | SH |
| IWF | ISHARES TR | 270K | $1M+ | SH |
| IUSV | ISHARES TR | 1.2M | $1M+ | SH |
| AVGO | BROADCOM INC | 339K | $1M+ | SH |
| GOOG | ALPHABET INC | 368K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 2.3M | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 994K | $1M+ | SH |
| EFV | ISHARES TR | 1.5M | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 2.2M | $1M+ | SH |
| IEMG | ISHARES INC | 1.4M | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.7M | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 2.7M | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| IJS | ISHARES TR | 739K | $1M+ | SH |
| IVW | ISHARES TR | 657K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 257K | $1M+ | SH |
| IWD | ISHARES TR | 365K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 347K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 913K | $1M+ | SH |
| SCZ | ISHARES TR | 916K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 215K | $1M+ | SH |
| LOW | LOWES COS INC | 277K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 97K | $1M+ | SH |
| BLK | BLACKROCK INC | 57K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 493K | $1M+ | SH |
| CSCO | CISCO SYS INC | 764K | $1M+ | SH |
| IUSG | ISHARES TR | 347K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 171K | $1M+ | SH |
| AMZN | AMAZON COM INC | 241K | $1M+ | SH |
| IJH | ISHARES TR | 798K | $1M+ | SH |
| EFA | ISHARES TR | 540K | $1M+ | SH |
| LLY | ELI LILLY & CO | 48K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 1.6M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 97K | $1M+ | SH |
| V | VISA INC | 130K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 220K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 743K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 1.5M | $1M+ | SH |