Institutional Manager · CIK 0001542143
Modera Wealth Management, LLC
WESTWOOD, NJ · File #028-14860
Latest AUM
$8.64B
Positions
643
Top-10 Concentration
47.1%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025643 pos · $8.64B
- 13F HOLDINGS REPORTQ/E Sep 2025646 pos · $8.63B
- 13F HOLDINGS REPORTQ/E Jun 2025648 pos · $8.08B
- 13F HOLDINGS REPORTQ/E Mar 2025607 pos · $7.39B
- 13F HOLDINGS REPORTQ/E Dec 2024612 pos · $8.28B
- 13F HOLDINGS REPORTQ/E Sep 2024604 pos · $7.86B
- 13F HOLDINGS REPORTQ/E Jun 2024573 pos · $6.79B
- 13F HOLDINGS REPORTQ/E Mar 2024570 pos · $6.57B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2023548 pos · $5.30B
- 13F HOLDINGS REPORTQ/E Dec 2023548 pos · $5.30B
- 13F HOLDINGS REPORTQ/E Sep 2023563 pos · $5.51B
- 13F HOLDINGS REPORTQ/E Jun 2023360 pos · $2.58B
- 13F HOLDINGS REPORTQ/E Mar 2023349 pos · $2.46B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 1,196,788 | $583.9M | 9.37% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,505,632 | $343.9M | 5.52% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,550,778 | $340.8M | 5.47% |
| 4 | VANGUARD INDEX FDS | 922908744 | 1,703,688 | $325.4M | 5.22% |
| 5 | ISHARES TR | 46432F842 | 3,503,868 | $313.5M | 5.03% |
| 6 | ISHARES TR | 46429B747 | 2,279,268 | $233.4M | 3.75% |
| 7 | APPLE INC | AAPL | 813,044 | $221.0M | 3.55% |
| 8 | AMERICAN CENTY ETF TR | 025072802 | 2,079,518 | $195.4M | 3.14% |
| 9 | DIMENSIONAL ETF TRUST | 25434V708 | 4,848,102 | $191.9M | 3.08% |
| 10 | MICROSOFT CORP | MSFT | 387,674 | $187.5M | 3.01% |
| 11 | ISHARES TR | 464287200 | 258,467 | $177.0M | 2.84% |
| 12 | ISHARES TR | 464287804 | 1,410,349 | $169.5M | 2.72% |
| 13 | DIMENSIONAL ETF TRUST | 25434V104 | 3,302,400 | $154.6M | 2.48% |
| 14 | ISHARES TR | 464287614 | 270,362 | $128.0M | 2.05% |
| 15 | ISHARES TR | 464287663 | 1,193,892 | $122.4M | 1.96% |
| 16 | BROADCOM INC | AVGO | 338,721 | $117.2M | 1.88% |
| 17 | ALPHABET INC | GOOG | 367,894 | $115.4M | 1.85% |
| 18 | DIMENSIONAL ETF TRUST | 25434V807 | 2,279,761 | $113.8M | 1.83% |
| 19 | AMERICAN CENTY ETF TR | 025072885 | 994,213 | $111.1M | 1.78% |
| 20 | ISHARES TR | 464288877 | 1,494,583 | $106.7M | 1.71% |