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 $8.34B across 631 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($542.3M, 6.50%), VTV ($346.9M, 4.16%), VIG ($346.8M, 4.16%), VEA ($342.6M, 4.11%), IEFA ($319.3M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $542.3M | 6.50% | 1.2M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $346.9M | 4.16% | 1.8M | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $346.8M | 4.16% | 1.6M | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $342.6M | 4.11% | 5.3M | Trimmed |
| 5 | IEFA | ISHARES TR | $319.3M | 3.83% | 3.5M | Added |
| 6 | STIP | ISHARES TR | $252.7M | 3.03% | 2.4M | Added |
| 7 | AVDV | AMERICAN CENTY ETF TR | $218.5M | 2.62% | 2.2M | Added |
| 8 | AAPL | APPLE INC | $195.3M | 2.34% | 769,372 | Trimmed |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $187.7M | 2.25% | 4.8M | Trimmed |
| 10 | IJR | ISHARES TR | $175.1M | 2.10% | 1.4M | Trimmed |
| 11 | IVV | ISHARES TR | $159.3M | 1.91% | 243,877 | Trimmed |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $145.3M | 1.74% | 3.2M | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $139.8M | 1.67% | 377,588 | Trimmed |
| 14 | IUSV | ISHARES TR | $121.4M | 1.46% | 1.2M | Trimmed |
| 15 | DFIV | DIMENSIONAL ETF TRUST | $117.9M | 1.41% | 2.2M | Trimmed |
| 16 | IWF | ISHARES TR | $116.0M | 1.39% | 272,057 | Added |
| 17 | AVUS | AMERICAN CENTY ETF TR | $114.3M | 1.37% | 1.0M | Added |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $105.6M | 1.27% | 2.2M | Trimmed |
| 19 | EFV | ISHARES TR | $99.3M | 1.19% | 1.3M | Trimmed |
| 20 | AVGO | BROADCOM INC | $98.1M | 1.18% | 316,938 | Trimmed |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $96.8M | 1.16% | 2.8M | Added |
| 22 | GOOG | ALPHABET INC | $95.7M | 1.15% | 333,660 | Trimmed |
| 23 | IEMG | ISHARES INC | $94.4M | 1.13% | 1.4M | Trimmed |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $88.2M | 1.06% | 1.6M | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $85.1M | 1.02% | 251,807 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31