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 101–150 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 146K | $1M+ | SH |
| ESGD | ISHARES TR | 150K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 178K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 354K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 77K | $1M+ | SH |
| ABT | ABBOTT LABS | 105K | $1M+ | SH |
| ESML | ISHARES TR | 286K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 140K | $1M+ | SH |
| KO | COCA COLA CO | 175K | $1M+ | SH |
| SUSB | ISHARES TR | 481K | $1M+ | SH |
| UL | UNILEVER PLC | 185K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 85K | $1M+ | SH |
| AVDL | AVADEL PHARMACEUTICALS PLC | 559K | $1M+ | SH |
| ASML | ASML HOLDING N V | 11K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 139K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 236K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 260K | $1M+ | SH |
| TGT | TARGET CORP | 118K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 31K | $1M+ | SH |
| HUBB | HUBBELL INC | 25K | $1M+ | SH |
| DIS | DISNEY WALT CO | 95K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 42K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 107K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 74K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 188K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT | 108K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 114K | $1M+ | SH |
| MCD | MCDONALDS CORP | 33K | $1M+ | SH |
| RTX | RTX CORPORATION | 54K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 21K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 50K | $1M+ | SH |
| EEMV | ISHARES INC | 149K | $1M+ | SH |
| RWO | SPDR INDEX SHS FDS | 208K | $1M+ | SH |
| VCEB | VANGUARD WORLD FD | 145K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 208K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 73K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 14K | $1M+ | SH |
| SYY | SYSCO CORP | 118K | $1M+ | SH |
| FDX | FEDEX CORP | 30K | $1M+ | SH |
| ESGU | ISHARES TR | 57K | $1M+ | SH |
| SLYV | SPDR SERIES TRUST | 93K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 52K | $1M+ | SH |
| ITOT | ISHARES TR | 54K | $1M+ | SH |
| IWO | ISHARES TR | 24K | $1M+ | SH |
| FTNT | FORTINET INC | 98K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 53K | $1M+ | SH |
| AFL | AFLAC INC | 69K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 96K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 13K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 154K | $1M+ | SH |