Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 2025
Modera Wealth Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.91 Billion distributed in 648 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $524M, Vanguard Ftse Developed Market with a value of $325M, Vanguard Value ETF with a value of $292M, Ishares Tr with a value of $288M, and Vanguard Dividend Appreciation with a value of $282M.
Examining the 13F form we can see an increase of $646M in the current position value, from $7.26B to 7.91B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.91 Billion
ETFs: $5.81 Billion
Technology: $733 Million
Financial Services: $330 Million
Healthcare: $246 Million
Consumer Cyclical: $226 Million
Industrials: $181 Million
Communication Services: $157 Million
Consumer Defensive: $146 Million
Other: $57.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 648
- Current Value $7.91 Billion
- Prior Value $7.26 Billion
- Filing
- Period Q2 2025
- Filing Date August 06, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 50 stocks
- Additional Purchases 254 stocks
- Sold out of 0 stocks
- Reduced holdings in 276 stocks