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CIK: 0001542143
Total reported value
$9.4B
$9.4B
611 檔
21.4%
According to the latest 13F quarterly dataset, Modera Wealth Management, LLC managed an equity portfolio of $9.4B at the end of Q4 2024, spanning 611 distinct U.S. exchange-listed positions.
During Q4 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 611 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQT | Eqt CORP | Stock-Energy | 8.55% | — | +0.00% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.66% | +0.57% | +0.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.34% | -0.11% | +4.49% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.33% | +0.10% | +8.25% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.29% | +0.03% | +1.33% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.86% | -0.07% | +7.30% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.67% | -0.04% | -0.78% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.39% | +0.15% | +4.79% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.30% | -0.25% | +4.56% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.16% | +0.03% | -0.16% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.19% | -0.81% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | +0.01% | +2.15% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.78% | -0.01% | -1.10% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.78% | -0.07% | +6.65% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.32% | +0.04% | -2.44% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.27% | -0.14% | +2.57% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | -0.02% | -2.82% | |
| 18 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.17% | +0.08% | -1.15% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 1.11% | -0.08% | -1.22% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.10% | -0.06% | +1.09% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.07% | +0.06% | +12.36% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.00% | — | -1.29% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.99% | +0.01% | -1.46% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.97% | +0.10% | +2.80% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | -0.03% | +6.24% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.93% | -0.11% | +15.92% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.06% | -1.03% | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.89% | +0.10% | -1.04% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | +0.05% | +4.13% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.86% | -0.14% | -0.75% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.04% | -0.82% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.85% | -0.02% | +12.22% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.08% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.03% | -0.98% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | +0.01% | +5.87% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.02% | -0.21% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.65% | +0.21% | -1.21% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.01% | +0.91% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +36.95% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.61% | +0.02% | +0.82% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.13% | -0.53% | |
| 42 | DFAT | Dimensional US Target Value | ETF-Other | 0.56% | +0.02% | -4.02% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | -2.81% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.04% | +4.49% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | — | +0.20% | |
| 46 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.50% | +0.03% | -4.76% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.03% | -0.68% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.06% | -3.17% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.45% | -0.01% | +188.53% | |
| 50 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.44% | +0.02% | +40.91% |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 611 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EQT, VUG, VEA) accounted for 21.4% of total reported equity market value during Q4 2024.
During Q4 2024, Modera Wealth Management, LLC's top holdings by market value included EQT (8.6%)、VUG (5.7%)、VEA (3.3%). The largest single position, EQT, represented 8.6% of total portfolio value.
In Q4 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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