Modera Wealth Management, LLC - Portfolio overview

Modera Wealth Management, LLC has 705 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 6.45%
2. VTV - VANGUARD INDEX FDS, 4.13%
3. VIG - VANGUARD SPECIALIZED FUNDS, 4.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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