13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001542143
Total reported value
$9.4B
$9.4B
573 檔
14.6%
According to the latest 13F quarterly dataset, Modera Wealth Management, LLC managed an equity portfolio of $9.4B at the end of Q2 2024, spanning 573 distinct U.S. exchange-listed positions.
During Q2 2024, Modera Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 573 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.02% | +0.57% | +13.19% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.10% | -0.11% | -1.84% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.53% | +0.03% | +3.41% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.36% | +0.10% | +2.50% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.17% | -0.07% | +6.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.75% | -0.04% | -0.88% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.19% | -3.11% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.51% | -0.25% | +6.83% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.49% | +0.03% | -1.22% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.27% | +0.15% | +10.62% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.22% | -0.01% | -3.84% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.01% | -0.45% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.93% | -0.07% | +5.58% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.51% | +0.04% | -1.07% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.50% | -0.14% | +11.19% | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.40% | +0.08% | -0.75% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.39% | -0.08% | -1.17% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.27% | -0.06% | -0.20% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.18% | — | -0.51% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.13% | +0.01% | -1.77% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | -0.03% | -2.12% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | -0.02% | -5.58% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.06% | +0.63% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.05% | -1.34% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.04% | +0.10% | +3.87% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.02% | +0.10% | -1.47% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.04% | -0.21% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.00% | +0.06% | +8.90% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.97% | -0.14% | -2.61% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.96% | -0.11% | +37.17% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.85% | -0.02% | +8.11% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.79% | +0.01% | -6.98% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.02% | +126.37% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.73% | +0.01% | -1.96% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.06% | -8.35% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.03% | -2.84% | |
| 37 | BLKCHF | Blackrock Inc | Stock-Other | 0.71% | — | -2.14% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.71% | +0.21% | -0.30% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.01% | -0.54% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.67% | +0.02% | -0.06% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | +2.52% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | -0.04% | -0.08% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.13% | -1.04% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.01% | -1.95% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.04% | -4.63% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | +0.03% | -2.06% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | -0.01% | -1.97% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.54% | -0.05% | +26.88% | |
| 49 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.53% | -0.03% | -2.59% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | — | -0.21% |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 573 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VIG) accounted for 14.6% of total reported equity market value during Q2 2024.
During Q2 2024, Modera Wealth Management, LLC's top holdings by market value included VUG (6.0%)、VEA (4.1%)、VIG (3.5%). The largest single position, VUG, represented 6.0% of total portfolio value.
In Q2 2024, Modera Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.