Modera Wealth Management, LLC Portfolio Holdings
Modera Wealth Management, LLC
- $8.42 Billion
- Q3 2025
Modera Wealth Management, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.42 Billion distributed in 646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $585M, Vanguard Ftse Developed Market with a value of $336M, Vanguard Value ETF with a value of $317M, Ishares Tr with a value of $309M, and Vanguard Dividend Appreciation with a value of $291M.
Examining the 13F form we can see an increase of $510M in the current position value, from $7.91B to 8.42B.
Below you can find more details about Modera Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.42 Billion
ETFs: $6.2 Billion
Technology: $813 Million
Financial Services: $331 Million
Healthcare: $244 Million
Consumer Cyclical: $243 Million
Communication Services: $192 Million
Industrials: $178 Million
Consumer Defensive: $139 Million
Other: $57.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 646
- Current Value $8.42 Billion
- Prior Value $7.91 Billion
- Filing
- Period Q3 2025
- Filing Date October 31, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 348 stocks