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 51–100 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWM | ISHARES TR | 162K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 518K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 452K | $1M+ | SH |
| AMGN | AMGEN INC | 102K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 185K | $1M+ | SH |
| JPUS | J P MORGAN EXCHANGE TRADED F | 265K | $1M+ | SH |
| REET | ISHARES TR | 1.3M | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 641K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 386K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 151K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 965K | $1M+ | SH |
| GOOGL | ALPHABET INC | 99K | $1M+ | SH |
| HD | HOME DEPOT INC | 82K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 109K | $1M+ | SH |
| MBB | ISHARES TR | 294K | $1M+ | SH |
| SUB | ISHARES TR | 253K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 201K | $1M+ | SH |
| IAGG | ISHARES TR | 510K | $1M+ | SH |
| IWB | ISHARES TR | 68K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 95K | $1M+ | SH |
| IWN | ISHARES TR | 133K | $1M+ | SH |
| MUB | ISHARES TR | 215K | $1M+ | SH |
| WMT | WALMART INC | 201K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 729K | $1M+ | SH |
| PEP | PEPSICO INC | 150K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 111K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 143K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 252K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 69K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 615K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 751K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 523K | $1M+ | SH |
| FLOT | ISHARES TR | 389K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 248K | $1M+ | SH |
| ORCL | ORACLE CORP | 100K | $1M+ | SH |
| AGG | ISHARES TR | 192K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| DOV | DOVER CORP | 91K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 211K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 238K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 342K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 68K | $1M+ | SH |
| ABBV | ABBVIE INC | 74K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 22 | $1M+ | SH |
| IVE | ISHARES TR | 75K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 481K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 32K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 51K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 43K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 83K | $1M+ | SH |