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 151–200 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 11K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 10K | $1M+ | SH |
| IWP | ISHARES TR | 52K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 293K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 121K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 122K | $1M+ | SH |
| CRM | SALESFORCE INC | 26K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 19K | $1M+ | SH |
| IWR | ISHARES TR | 72K | $1M+ | SH |
| GLD | SPDR GOLD TR | 17K | $1M+ | SH |
| ADBE | ADOBE INC | 19K | $1M+ | SH |
| IWS | ISHARES TR | 48K | $1M+ | SH |
| ESGE | ISHARES INC | 153K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 23K | $1M+ | SH |
| TSLA | TESLA INC | 14K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 177K | $1M+ | SH |
| DON | WISDOMTREE TR | 117K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 91K | $1M+ | SH |
| MCK | MCKESSON CORP | 7K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 237K | $1M+ | SH |
| SEIC | SEI INVTS CO | 71K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 66K | $1M+ | SH |
| GWX | SPDR INDEX SHS FDS | 138K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 9K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 188K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 66K | $1M+ | SH |
| SCHJ | SCHWAB STRATEGIC TR | 211K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 39K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 69K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 7K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 64K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 101K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 291K | $1M+ | SH |
| RIO | RIO TINTO PLC | 60K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 31K | $1M+ | SH |
| AON | AON PLC | 13K | $1M+ | SH |
| EEM | ISHARES TR | 85K | $1M+ | SH |
| MRK | MERCK & CO INC | 44K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 8K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 32K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 841 | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 33K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 42K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 65K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 24K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 51K | $1M+ | SH |
| NTR | NUTRIEN LTD | 69K | $1M+ | SH |
| IEF | ISHARES TR | 44K | $1M+ | SH |