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CIK: 0001542143
Total reported value
$9.4B
$9.4B
643 檔
20.4%
As reported in its official Q4 2025 Form 13F filing, Modera Wealth Management, LLC's tracked investment portfolio stood at $9.4B with 643 total positions.
In Q4 2025, Modera Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 643 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.75% | +0.57% | -1.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.98% | -0.11% | -1.90% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.94% | +0.03% | -2.83% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.76% | +0.10% | +0.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.63% | -0.07% | -0.98% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.70% | -0.25% | +6.66% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.04% | -2.49% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.26% | -0.02% | +5.17% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.22% | +0.03% | -2.97% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.19% | -1.89% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.01% | -2.54% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | +0.15% | -2.50% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.79% | -0.01% | -3.39% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.48% | +0.04% | -1.44% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.42% | -0.06% | -5.21% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | -0.02% | -8.16% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.04% | +0.33% | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.32% | -0.08% | -8.33% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.29% | +0.10% | -3.72% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.23% | -0.14% | -14.06% | |
| 21 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.18% | +0.08% | -2.09% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.06% | +0.05% | -5.06% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.05% | -0.03% | -1.29% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.01% | +0.06% | +4.77% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.97% | +0.10% | -4.39% | |
| 26 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.97% | +0.01% | -10.91% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.06% | -8.10% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.21% | -2.76% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.89% | — | -17.83% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.85% | -0.02% | -3.09% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.84% | -0.11% | -1.88% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.82% | -0.07% | -7.54% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.03% | -3.03% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.14% | -0.44% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.02% | +0.19% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.71% | -0.08% | -1.50% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.69% | +0.02% | -0.03% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.13% | -3.80% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.67% | +0.06% | -4.95% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.02% | -1.24% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.01% | -0.42% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | +0.01% | -2.73% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.04% | -1.51% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.06% | -1.57% | |
| 45 | DIHP | Dimensional International Hi | ETF-Other | 0.59% | +0.04% | +11.31% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.01% | -0.58% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | -0.48% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.07% | -0.78% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.51% | +0.02% | -4.41% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.01% | -1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | +0.33% | Add |
| 2 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +5.17% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | -1.57% | Trim |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +6.66% | Add |
| 5 | AAPL | Apple Inc | +0.1% | -2.49% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.39% | Add |
| 7 | VTV | Vanguard Value ETF | +0.1% | +0.08% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.90% | Trim |
| 9 | DIHP | Dimensional International Hi | +0.1% | +11.31% | Add |
| 10 | DFSV | Dimensional US Small Cap Val | +0.1% | +4.77% | Add |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +332.41% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.98% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -3.80% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.78% | Trim |
| 15 | AMGN | Amgen Inc | +0.1% | -1.99% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.76% | Trim |
| 17 | ✓ | Avadel Pharmaceuticals PLC ADR | 0% | — | Unchanged |
| 18 | LRCX | Lam Research CORP | 0% | -3.08% | Trim |
| 19 | AMZN | Amazon.com Inc | 0% | -0.42% | Trim |
| 20 | DOV | Dover CORP | 0% | -0.83% | Trim |
| 21 | DFUV | Dimensional US Marketwide Va | 0% | -2.09% | Trim |
| 22 | AMAT | Applied Materials Inc | 0% | -2.19% | Trim |
| 23 | VBK | Vanguard Small-cap Grwth ETF | 0% | -12.39% | Trim |
| 24 | PG | Procter & Gamble Co/the | 0% | -2.00% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.29% | Trim |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 0% | -4.62% | Trim |
| 27 | NVDA | Nvidia CORP | 0% | -10.48% | Trim |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | -2.50% | Trim |
| 29 | IUSV | Ishares Core S&p U.s. Value | 0% | -5.21% | Trim |
| 30 | LOW | Lowe's Cos Inc | 0% | -0.44% | Trim |
| 31 | IEMG | Ishares Core Msci Emerging | 0% | -5.06% | Trim |
| 32 | AVGO | Broadcom Inc | -0.1% | -8.16% | Trim |
| 33 | ADP | Automatic Data Processing | -0.1% | -0.99% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -2.83% | Trim |
| 35 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -8.10% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | -0.37% | Trim |
| 37 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -7.54% | Trim |
| 38 | WSM | Williams-sonoma Inc | -0.1% | -4.65% | Trim |
| 39 | BLK | Blackrock Inc | -0.1% | -1.50% | Trim |
| 40 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -10.91% | Trim |
| 41 | ORCL | Oracle CORP | -0.1% | -1.32% | Trim |
| 42 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -14.06% | Trim |
| 43 | IWD | Ishares Russell 1000 Value E | -0.2% | -17.83% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | -1.89% | Trim |
| 45 | EA | Electronic Arts Inc | -0.3% | -88.92% | Trim |
| 46 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 47 | OMC | Omnicom Group | — | NEW | New buy |
| 48 | UL | Unilever PLC | — | EXIT | Sold out |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 50 | AKRE | Akre Focus ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Modera Wealth Management, LLC reported a total U.S. public equity portfolio value of $9.4B across 643 disclosed positions in Q4 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, VIG) accounted for 20.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
OMC
市值: $20.4M
Top Position Liquidated / Trimmed
IPG
前期市值: $22.3M
During Q4 2025, Modera Wealth Management, LLC's top holdings by market value included VUG (6.8%)、VEA (4.0%)、VIG (3.9%). The largest single position, VUG, represented 6.8% of total portfolio value.
In Q4 2025, Modera Wealth Management, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 36 holdings, and fully liquidating 2 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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