Modera Wealth Management, LLC: 13F holdings
CIK 15421432026Q2
| Positions | 650 |
|---|
| Reported value | $9.4bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 650 (+15 vs prior quarter) |
|---|
| Reported value | $9.4bn (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 7,690,071 | $662.4m | 7.1% |
| VTV VANGUARD INDEX FDS | 1,830,633 | $398.9m | 4.3% |
| VIG VANGUARD SPECIALIZED FUNDS | 1,659,600 | $392.7m | 4.2% |
| VEA VANGUARD TAX-MANAGED FDS | 5,257,397 | $374.6m | 4.0% |
| IEFA ISHARES TR | 3,646,299 | $352.2m | 3.8% |
| STIP ISHARES TR | 2,554,931 | $261.0m | 2.8% |
| AVDV AMERICAN CENTY ETF TR | 2,361,879 | $243.4m | 2.6% |
| AAPL APPLE INC | 743,742 | $215.2m | 2.3% |
| DIMENSIONAL ETF TRUST | 4,811,065 | $213.4m | 2.3% |
| IJR ISHARES TR | 1,421,648 | $210.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1542143")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples