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 351–400 of 643
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFSI | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| UFPI | UFP INDUSTRIES INC | 10K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 64K | $500K+ | SH |
| PPL | PPL CORP | 24K | $500K+ | SH |
| ICF | ISHARES TR | 14K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| IYJ | ISHARES TR | 6K | $500K+ | SH |
| DWM | WISDOMTREE TR | 12K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 8K | $500K+ | SH |
| AVTR | AVANTOR INC | 71K | $500K+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 6K | $500K+ | SH |
| DVY | ISHARES TR | 6K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| VNQI | VANGUARD INTL EQUITY INDEX F | 17K | $500K+ | SH |
| IYW | ISHARES TR | 4K | $500K+ | SH |
| SPIP | SPDR SERIES TRUST | 30K | $500K+ | SH |
| ROST | ROSS STORES INC | 4K | $500K+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 2K | $500K+ | SH |
| SDG | ISHARES TR | 9K | $500K+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 3K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 19K | $500K+ | SH |
| EBAY | EBAY INC. | 9K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 15K | $500K+ | SH |
| DGS | WISDOMTREE TR | 13K | $500K+ | SH |
| VOX | VANGUARD WORLD FD | 4K | $500K+ | SH |
| YUM | YUM BRANDS INC | 5K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 22K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| AOK | ISHARES TR | 18K | $500K+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 8K | $500K+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| SUSA | ISHARES TR | 5K | $500K+ | SH |
| JOBY | JOBY AVIATION INC | 55K | $500K+ | SH |
| DGRO | ISHARES TR | 10K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| SHOP | SHOPIFY INC | 4K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 8K | $500K+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 21K | $500K+ | SH |
| GIS | GENERAL MLS INC | 15K | $500K+ | SH |
| USHY | ISHARES TR | 18K | $500K+ | SH |
| FNDA | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| IYF | ISHARES TR | 5K | $500K+ | SH |