StockDriftsStockDriftsTop 50 Modera Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.07% | 7.69M | $662.4M | +3.24%(+241.33K) | $50.39(+76.96%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.26% | 1.83M | $398.9M | +3.52%(+62.29K) | $136.63(+66.52%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.19% | 1.66M | $392.7M | +2.90%(+46.85K) | $147.12(+66.57%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4% | 5.26M | $374.6M | -1.66%(-88.53K) | $45.85(+61.41%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.76% | 3.65M | $352.2M | +3.39%(+119.68K) | $67.89(+49.24%) | 2026-06-30 | |
| STIP | ISHARES TR | 2.78% | 2.55M | $261.0M | +4.59%(+112.08K) | $99.06(+1.70%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 2.6% | 2.36M | $243.4M | +7.93%(+173.58K) | $73.59(+50.90%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.3% | 743.7K | $215.2M | -3.33%(-25.63K) | $149.67(+104.04%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.28% | 4.81M | $213.4M | -0.42%(-20.36K) | $24.97(+84.37%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.25% | 1.42M | $210.8M | +0.95%(+13.39K) | $102.56(+46.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.98% | +64.21% | +9.17% | +55.05% |
| Top 20 Holdings Unweighted | +16.04% | +56.26% | +7.58% | +44.12% |
Modera Wealth Management, LLC reports $9.37B in US-listed equity holdings across 650 positions in its most recent 13F filing. Its largest disclosed positions are VUG (7.1%), VTV (4.3%) and VIG (4.2%). The top 20 holdings account for 50.05% of reported assets. Its disclosed equity book has returned +64.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Modera Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542143). View Modera Wealth Management, LLC’s 13F filings on SEC