Modera Wealth Management, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 241,329 shares of $VUG (~$20,788,080). This was an increase of ~3% over their previous position.
- An addition of 173,576 shares of $AVDV (~$17,887,007). This was an increase of ~8% over their previous position.
- An addition of 62,288 shares of $VTV (~$13,574,424). This was an increase of ~4% over their previous position.
- An addition of 119,682 shares of $IEFA (~$11,558,888). This was an increase of ~3% over their previous position.
- An addition of 112,077 shares of $STIP (~$11,449,786). This was an increase of ~5% over their previous position.
- A decrease of -29,887 shares of $AVGO (~$11,289,814). This was a decrease of ~9% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Modera Wealth Management, LLC for more details.
