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CIK: 0001542143
Total reported value
$9.4B
$9.4B
607 檔
16.7%
As reported in its official Q1 2025 Form 13F filing, Modera Wealth Management, LLC's tracked investment portfolio stood at $9.4B with 607 total positions.
In Q1 2025, Modera Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 5.91% | +0.57% | +3.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.90% | -0.11% | -1.94% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.89% | +0.10% | +1.94% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.88% | +0.03% | +6.18% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.59% | -0.07% | +4.10% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.74% | -0.25% | +3.34% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.04% | -2.55% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.33% | +0.15% | -4.00% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.29% | +0.03% | -0.85% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.19% | -1.94% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.01% | -1.76% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.83% | -0.01% | -3.17% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.57% | -0.02% | +979.75% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.52% | -0.14% | -4.87% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.36% | -0.08% | -1.54% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | +0.04% | -1.78% | |
| 17 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.29% | +0.08% | -2.25% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.27% | -0.06% | +2.68% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.12% | — | -1.40% | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.12% | +0.06% | +1.86% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.09% | +0.10% | +5.09% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.09% | -0.03% | -2.05% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.04% | -0.11% | -1.01% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.03% | -0.07% | -50.54% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.00% | +0.05% | -0.26% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.94% | +0.01% | -5.53% | |
| 27 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.94% | +0.10% | -0.83% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.06% | -2.73% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.02% | -5.12% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.14% | -1.66% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.88% | -0.02% | -0.98% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.04% | -0.99% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.76% | -0.08% | -1.60% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.03% | -1.87% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.01% | -0.36% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.02% | +0.98% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.13% | -2.73% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.02% | -0.57% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.67% | +0.01% | -3.45% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | — | -1.59% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.04% | -2.17% | |
| 42 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | +1.37% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.01% | -1.59% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.61% | +0.21% | -0.76% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.57% | +0.02% | -2.78% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.06% | -2.40% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.07% | -1.56% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.49% | -0.05% | -2.93% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.03% | -1.52% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.01% | -2.05% |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 607 disclosed positions in Q1 2025.
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, VTV) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $437.1M
During Q1 2025, Modera Wealth Management, LLC's top holdings by market value included VUG (5.9%)、VEA (3.9%)、VTV (3.9%). The largest single position, VUG, represented 5.9% of total portfolio value.
In Q1 2025, Modera Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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