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CIK: 0001542143
Total reported value
$9.4B
$9.4B
646 檔
18.6%
During the Q2 2025 filing period, Modera Wealth Management, LLC (CIK: 0001542143) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.4B across 646 reported positions.
During Q2 2025, 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 646 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.49% | +0.57% | +1.39% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.02% | -0.11% | +0.36% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.92% | +0.03% | +4.74% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.61% | +0.10% | -0.70% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.57% | -0.07% | -1.51% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.58% | -0.25% | +3.58% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.19% | -1.74% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.25% | +0.03% | -0.97% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.04% | +0.01% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.01% | +3.89% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | +0.15% | -11.79% | |
| 12 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.82% | -0.01% | -1.59% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.78% | -0.02% | +9.16% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.48% | -0.06% | +24.46% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.42% | -0.14% | -5.27% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.41% | +0.04% | +0.72% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | -0.02% | -2.96% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.33% | -0.08% | -1.35% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.27% | +0.10% | +16.46% | |
| 20 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.19% | +0.08% | -1.55% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.08% | +0.05% | +6.00% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.08% | — | +1.70% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | -0.03% | -1.76% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.05% | +0.01% | +19.59% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.00% | +0.10% | +5.29% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.06% | -1.74% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.93% | -0.11% | -2.41% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.91% | -0.07% | -15.38% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.90% | +0.06% | -16.31% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.87% | -0.02% | +3.25% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.03% | -1.14% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.04% | +0.20% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.14% | -1.29% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | +0.21% | +0.62% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.76% | -0.08% | -1.09% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.02% | +1.54% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.71% | +0.06% | +60.84% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.13% | -1.25% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.01% | +2.87% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | +0.02% | -2.07% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.67% | +0.02% | -0.36% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.01% | -1.65% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.04% | -0.74% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | -1.59% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | — | -0.10% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.53% | +0.02% | -2.27% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.06% | -1.06% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.01% | -1.49% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.47% | +0.03% | -3.35% | |
| 50 | DIHP | Dimensional International Hi | ETF-Other | 0.45% | +0.04% | +65.71% |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 646 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VEA, VIG) accounted for 18.6% of total reported equity market value during Q2 2025.
During Q2 2025, Modera Wealth Management, LLC's top holdings by market value included VUG (6.5%)、VEA (4.0%)、VIG (3.9%). The largest single position, VUG, represented 6.5% of total portfolio value.
In Q2 2025, 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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