Modera Wealth Management, LLC Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$8.6B
Holdings
643
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (643 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 1,196,788 | $583.9M | 6.75% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 5,505,632 | $343.9M | 3.98% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 1,550,778 | $340.8M | 3.94% | |
| 4 | VTVVANGUARD INDEX FDS | 1,703,688 | $325.4M | 3.76% | |
| 5 | AQLTISHARES TR | 3,503,868 | $313.5M | 3.63% | |
| 6 | STIPISHARES TR | 2,279,268 | $233.4M | 2.70% | |
| 7 | AAPLAPPLE INC | 813,044 | $221.0M | 2.56% | |
| 8 | AVDVAMERICAN CENTY ETF TR | 2,079,518 | $195.4M | 2.26% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 4,848,102 | $191.9M | 2.22% | |
| 10 | MSFTMICROSOFT CORP | 387,674 | $187.5M | 2.17% | |
| 11 | IVVISHARES TR | 258,467 | $177.0M | 2.05% | |
| 12 | IJRISHARES TR | 1,410,349 | $169.5M | 1.96% | |
| 13 | DFAUDIMENSIONAL ETF TRUST | 3,302,400 | $154.6M | 1.79% | |
| 14 | IWFISHARES TR | 270,362 | $128.0M | 1.48% | |
| 15 | IUSVISHARES TR | 1,193,892 | $122.4M | 1.42% | |
| 16 | AVGOBROADCOM INC | 338,721 | $117.2M | 1.36% | |
| 17 | GOOGALPHABET INC | 367,894 | $115.4M | 1.34% | |
| 18 | DFIVDIMENSIONAL ETF TRUST | 2,279,761 | $113.8M | 1.32% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 994,213 | $111.1M | 1.29% | |
| 20 | EFVISHARES TR | 1,494,583 | $106.7M | 1.23% | |
| 21 | DFUVDIMENSIONAL ETF TRUST | 2,194,706 | $102.3M | 1.18% | |
| 22 | IEMGISHARES INC | 1,366,297 | $91.8M | 1.06% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 1,688,228 | $90.8M | 1.05% | |
| 24 | DFSVDIMENSIONAL ETF TRUST | 2,660,446 | $87.5M | 1.01% | |
| 25 | DFUSDIMENSIONAL ETF TRUST | 1,136,110 | $84.3M | 0.97% | |
| 26 | IJSISHARES TR | 739,155 | $84.1M | 0.97% | |
| 27 | IVWISHARES TR | 656,924 | $81.0M | 0.94% | |
| 28 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 256,958 | $78.1M | 0.90% | |
| 29 | IWDISHARES TR | 364,779 | $76.7M | 0.89% | |
| 30 | VBRVANGUARD INDEX FDS | 347,369 | $73.6M | 0.85% | |
| 31 | VCSHVANGUARD SCOTTSDALE FDS | 913,153 | $72.8M | 0.84% | |
| 32 | SCZISHARES TR | 916,255 | $71.0M | 0.82% | |
| 33 | JPMJPMORGAN CHASE & CO. | 215,461 | $69.4M | 0.80% | |
| 34 | LOWLOWES COS INC | 276,580 | $66.7M | 0.77% | |
| 35 | SPYSPDR S&P 500 ETF TR | 96,613 | $65.9M | 0.76% | |
| 36 | BLKBLACKROCK INC | 57,075 | $61.1M | 0.71% | |
| 37 | VONGVANGUARD SCOTTSDALE FDS | 492,572 | $60.0M | 0.69% | |
| 38 | CSCOCISCO SYS INC | 763,792 | $58.8M | 0.68% | |
| 39 | IUSGISHARES TR | 347,160 | $58.3M | 0.67% | |
| 40 | VTIVANGUARD INDEX FDS | 170,887 | $57.3M | 0.66% | |
| 41 | AMZNAMAZON COM INC | 241,287 | $55.7M | 0.64% | |
| 42 | IJHISHARES TR | 798,240 | $52.7M | 0.61% | |
| 43 | EFAISHARES TR | 540,345 | $51.9M | 0.60% | |
| 44 | LLYELI LILLY & CO | 48,104 | $51.7M | 0.60% | |
| 45 | DIHPDIMENSIONAL ETF TRUST | 1,622,821 | $51.4M | 0.59% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 96,547 | $48.5M | 0.56% | |
| 47 | VVISA INC | 130,484 | $45.8M | 0.53% | |
| 48 | JNJJOHNSON & JOHNSON | 220,166 | $45.6M | 0.53% | |
| 49 | DFATDIMENSIONAL ETF TRUST | 743,398 | $44.3M | 0.51% | |
| 50 | SCHXSCHWAB STRATEGIC TR | 1,496,412 | $40.3M | 0.47% | |
| 51 | IWMISHARES TR | 162,268 | $39.9M | 0.46% | |
| 52 | DFASDIMENSIONAL ETF TRUST | 518,222 | $36.1M | 0.42% | |
| 53 | BIVVANGUARD BD INDEX FDS | 451,853 | $35.2M | 0.41% | |
| 54 | AMGNAMGEN INC | 102,431 | $33.5M | 0.39% | |
| 55 | WSMWILLIAMS SONOMA INC | 184,739 | $33.0M | 0.38% | |
| 56 | JPUSJ P MORGAN EXCHANGE TRADED F | 264,562 | $32.8M | 0.38% | |
| 57 | REETISHARES TR | 1,299,166 | $32.4M | 0.37% | |
| 58 | VTEBVANGUARD MUN BD FDS | 641,037 | $32.2M | 0.37% | |
| 59 | AVDEAMERICAN CENTY ETF TR | 385,965 | $31.8M | 0.37% | |
| 60 | PNCPNC FINL SVCS GROUP INC | 151,188 | $31.6M | 0.37% | |
| 61 | SCHGSCHWAB STRATEGIC TR | 965,303 | $31.5M | 0.36% | |
| 62 | GOOGLALPHABET INC | 98,563 | $30.9M | 0.36% | |
| 63 | HDHOME DEPOT INC | 81,905 | $28.2M | 0.33% | |
| 64 | VBVANGUARD INDEX FDS | 108,819 | $28.1M | 0.32% | |
| 65 | MBBISHARES TR | 293,530 | $27.9M | 0.32% | |
| 66 | SUBISHARES TR | 252,622 | $27.0M | 0.31% | |
| 67 | EMREMERSON ELEC CO | 200,806 | $26.6M | 0.31% | |
| 68 | IAGGISHARES TR | 510,075 | $25.5M | 0.30% | |
| 69 | IWBISHARES TR | 67,985 | $25.4M | 0.29% | |
| 70 | ADPAUTOMATIC DATA PROCESSING IN | 95,263 | $24.5M | 0.28% | |
| 71 | IWNISHARES TR | 132,971 | $24.1M | 0.28% | |
| 72 | MUBISHARES TR | 215,092 | $23.0M | 0.27% | |
| 73 | WMTWALMART INC | 201,153 | $22.4M | 0.26% | |
| 74 | SCHMSCHWAB STRATEGIC TR | 728,909 | $21.9M | 0.25% | |
| 75 | PEPPEPSICO INC | 149,557 | $21.5M | 0.25% | |
| 76 | NVDANVIDIA CORPORATION | 111,193 | $20.7M | 0.24% | |
| 77 | PGPROCTER AND GAMBLE CO | 142,685 | $20.4M | 0.24% | |
| 78 | OMCOMNICOM GROUP INC | 252,160 | $20.4M | 0.24% | |
| 79 | VOVANGUARD INDEX FDS | 69,147 | $20.1M | 0.23% | |
| 80 | DFAEDIMENSIONAL ETF TRUST | 615,473 | $20.0M | 0.23% | |
| 81 | SCHPSCHWAB STRATEGIC TR | 750,864 | $19.9M | 0.23% | |
| 82 | DISVDIMENSIONAL ETF TRUST | 523,119 | $19.9M | 0.23% | |
| 83 | FLOTISHARES TR | 388,938 | $19.8M | 0.23% | |
| 84 | BSVVANGUARD BD INDEX FDS | 247,525 | $19.5M | 0.23% | |
| 85 | ORCLORACLE CORP | 99,852 | $19.5M | 0.23% | |
| 86 | AGGISHARES TR | 191,523 | $19.1M | 0.22% | |
| 87 | VOOVANGUARD INDEX FDS | 28,792 | $18.1M | 0.21% | |
| 88 | DOVDOVER CORP | 90,629 | $17.7M | 0.20% | |
| 89 | VCITVANGUARD SCOTTSDALE FDS | 210,752 | $17.6M | 0.20% | |
| 90 | BNDVANGUARD BD INDEX FDS | 237,546 | $17.6M | 0.20% | |
| 91 | NVONOVO-NORDISK A S | 342,482 | $17.4M | 0.20% | |
| 92 | MGCVANGUARD WORLD FD | 67,888 | $17.1M | 0.20% | |
| 93 | ABBVABBVIE INC | 73,685 | $16.8M | 0.19% | |
| 94 | BRK-BBERKSHIRE HATHAWAY INC DEL | 22 | $16.6M | 0.19% | |
| 95 | IVEISHARES TR | 75,089 | $15.9M | 0.18% | |
| 96 | DFAXDIMENSIONAL ETF TRUST | 480,925 | $15.7M | 0.18% | |
| 97 | LMTLOCKHEED MARTIN CORP | 32,405 | $15.7M | 0.18% | |
| 98 | VBKVANGUARD INDEX FDS | 51,135 | $15.4M | 0.18% | |
| 99 | SYKSTRYKER CORPORATION | 43,187 | $15.2M | 0.18% | |
| 100 | VOEVANGUARD INDEX FDS | 83,015 | $14.7M | 0.17% |
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