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CIK: 0001542143
Total reported value
$9.4B
$9.4B
604 檔
19.5%
In Q3 2024, Modera Wealth Management, LLC's U.S. equity holdings reached a combined market value of $9.4B, distributed across 604 disclosed stock positions.
During Q3 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 604 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQT | Eqt CORP | Stock-Energy | 7.16% | — | — | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.53% | +0.57% | +3.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.72% | -0.11% | -1.64% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.46% | +0.03% | +4.57% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.35% | +0.10% | +5.91% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.12% | -0.07% | +5.96% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.04% | +0.49% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.44% | +0.15% | +13.04% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.34% | -0.25% | +5.93% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.19% | +3.69% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.26% | +0.03% | -1.14% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.96% | -0.07% | +6.78% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.01% | -2.77% | |
| 14 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.86% | -0.01% | -8.33% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.43% | -0.14% | +1.66% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.33% | +0.04% | -1.28% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.27% | -0.08% | -0.11% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.27% | +0.08% | -1.31% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.19% | -0.06% | +0.06% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.09% | — | -1.81% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.05% | +0.01% | -2.84% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.04% | -0.03% | -1.70% | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.01% | +0.06% | +9.24% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | -0.14% | -2.51% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.98% | +0.10% | +3.44% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | -0.02% | +852.51% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | +0.05% | -0.43% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.06% | -2.03% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.92% | +0.10% | -1.14% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.86% | -0.11% | +0.51% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | -0.02% | -0.47% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.04% | -0.02% | |
| 33 | BLKCHF | Blackrock Inc | Stock-Other | 0.73% | — | -1.11% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.02% | -1.07% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | +0.01% | -2.08% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.03% | -2.67% | |
| 37 | DFAT | Dimensional US Target Value | ETF-Other | 0.62% | +0.02% | -1.00% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.61% | +0.21% | +0.00% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.01% | +2.85% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.06% | -2.63% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.59% | +0.02% | +0.43% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | -0.04% | -0.44% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.13% | -1.13% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.01% | +1.37% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.56% | +0.01% | -2.18% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | +0.03% | -0.62% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.49% | -0.05% | +0.41% | |
| 48 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.49% | -0.03% | -2.77% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.48% | -0.01% | -4.25% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.07% | -0.69% |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 604 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EQT, VUG, VEA) accounted for 19.5% of total reported equity market value during Q3 2024.
During Q3 2024, Modera Wealth Management, LLC's top holdings by market value included EQT (7.2%)、VUG (5.5%)、VEA (3.7%). The largest single position, EQT, represented 7.2% of total portfolio value.
In Q3 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.
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