Modera Wealth Management, LLC
CIK 1542143
13F filing for Q2 2026・No. 594
- Holdings
- US$9.37B
- Quarter change
- +US$1.03B
- Entries
- 650
- Net bought (estimate)
- +US$62.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 47
- Sold out 32
- Cut 311
- Added 214
- Corporate actions 2
- Unchanged 78
Largest holdings
650 stocks worth US$9.37B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 7,690,071 | US$662.42M | 7.07% |
| VANGUARD INDEX FDSVALUE ETF | Added | 1,830,633 | US$398.95M | 4.26% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 1,659,600 | US$392.69M | 4.19% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 5,257,397 | US$374.59M | 4.00% |
| ISHARES TRCORE MSCI EAFE | Added | 3,646,299 | US$352.16M | 3.76% |
| ISHARES TR0-5 YR TIPS ETF | Added | 2,554,931 | US$261.01M | 2.78% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 2,361,879 | US$243.39M | 2.60% |
| AAPLAppleCOM | Cut | 743,742 | US$215.21M | 2.30% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Cut | 4,811,065 | US$213.42M | 2.28% |
| ISHARES TRCORE S&P SCP ETF | Added | 1,421,648 | US$210.84M | 2.25% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.