Modera Wealth Management, LLC

Institutional manager (13F) · CIK 1542143

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $6.1B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$542M	1,241,457
2	VANGUARD INDEX FDS	$347M	1,768,345
3	VANGUARD SPECIALIZED FUNDS	$347M	1,612,753
4	VANGUARD TAX-MANAGED FDS	$343M	5,345,932
5	ISHARES TR	$319M	3,526,617
6	ISHARES TR	$253M	2,442,854
7	AMERICAN CENTY ETF TR	$219M	2,188,303
8	APPLE INC	$195M	769,372
9	DIMENSIONAL ETF TRUST	$188M	4,831,430
10	ISHARES TR	$175M	1,408,253
11	ISHARES TR	$159M	243,877
12	DIMENSIONAL ETF TRUST	$145M	3,221,110
13	MICROSOFT CORP	$140M	377,588
14	ISHARES TR	$121M	1,187,481
15	DIMENSIONAL ETF TRUST	$118M	2,233,998
16	ISHARES TR	$116M	272,057
17	AMERICAN CENTY ETF TR	$114M	1,027,703
18	DIMENSIONAL ETF TRUST	$106M	2,179,811
19	ISHARES TR	$99M	1,335,086
20	BROADCOM INC	$98M	316,938
21	DIMENSIONAL ETF TRUST	$97M	2,763,501
22	ALPHABET INC	$96M	333,660
23	ISHARES INC	$94M	1,353,141
24	VANGUARD INTL EQUITY INDEX F	$88M	1,632,519
25	TAIWAN SEMICONDUCTOR MANUFAC	$85M	251,807
26	ISHARES TR	$84M	711,589
27	ISHARES TR	$78M	363,520
28	DIMENSIONAL ETF TRUST	$77M	1,089,484
29	VANGUARD INDEX FDS	$74M	339,227
30	ISHARES TR	$72M	636,384
31	ISHARES TR	$70M	894,861
32	VANGUARD SCOTTSDALE FDS	$68M	860,315
33	JPMORGAN CHASE & CO	$62M	212,075
34	STATE STR SPDR S&P 500 ETF T	$62M	95,753
35	LOWES COS INC	$61M	256,765
36	DIMENSIONAL ETF TRUST	$60M	1,847,391
37	CISCO SYS INC	$58M	742,536
38	VANGUARD INDEX FDS	$55M	171,405
39	VANGUARD SCOTTSDALE FDS	$55M	499,341
40	ISHARES TR	$55M	352,325
41	BLACKROCK INC	$54M	55,861
42	ISHARES TR	$52M	771,306
43	JOHNSON & JOHNSON	$52M	212,103
44	ISHARES TR	$52M	533,450
45	AMAZON COM INC	$50M	238,036
46	DIMENSIONAL ETF TRUST	$46M	733,725
47	ELI LILLY & CO	$44M	47,436
48	ISHARES TR	$39M	159,008
49	VISA INC	$39M	128,154
50	SCHWAB STRATEGIC TR	$37M	1,446,603

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.