Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Modera Wealth Management, LLC (CIK 1542143) reported $9.37B across 650 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($662.4M, 7.07%), VTV ($398.9M, 4.26%), VIG ($392.7M, 4.19%), VEA ($374.6M, 4.00%), IEFA ($352.2M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $662.4M | 7.07% | 7.7M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $398.9M | 4.26% | 1.8M | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $392.7M | 4.19% | 1.7M | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $374.6M | 4.00% | 5.3M | Trimmed |
| 5 | IEFA | ISHARES TR | $352.2M | 3.76% | 3.6M | Added |
| 6 | STIP | ISHARES TR | $261.0M | 2.78% | 2.6M | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $243.4M | 2.60% | 2.4M | Added |
| 8 | AAPL | APPLE INC | $215.2M | 2.30% | 743,742 | Trimmed |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $213.4M | 2.28% | 4.8M | Trimmed |
| 10 | IJR | ISHARES TR | $210.8M | 2.25% | 1.4M | Added |
| 11 | IVV | ISHARES TR | $179.6M | 1.92% | 239,848 | Trimmed |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $162.1M | 1.73% | 3.1M | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $138.5M | 1.48% | 371,417 | Trimmed |
| 14 | AVUS | AMERICAN CENTY ETF TR | $137.9M | 1.47% | 1.1M | Added |
| 15 | IWF | ISHARES TR | $133.9M | 1.43% | 1.1M | Added |
| 16 | IUSV | ISHARES TR | $131.4M | 1.40% | 1.2M | Added |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $126.1M | 1.35% | 2.3M | Added |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $124.6M | 1.33% | 2.3M | Added |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.6M | 1.23% | 242,019 | Trimmed |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $114.4M | 1.22% | 2.9M | Added |
| 21 | GOOG | ALPHABET INC | $111.5M | 1.19% | 315,491 | Trimmed |
| 22 | IEMG | ISHARES INC | $110.8M | 1.18% | 1.3M | Trimmed |
| 23 | AVGO | BROADCOM INC | $108.4M | 1.16% | 287,051 | Trimmed |
| 24 | EFV | ISHARES TR | $98.3M | 1.05% | 1.3M | Trimmed |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $96.5M | 1.03% | 1.6M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30