Modera Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Modera Wealth Management, LLC reported 643 stock positions worth $8.6 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 6.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 4.0%) and Vanguard Dividend Apprec ETF (VIG, 3.9%). Compared with Q3 2025, it opened 24 new positions, sold out of 29, added to 233 and reduced 320. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale an exit from Interpublic Group of Cos (IPG).
- Most Recent 13F
- Q2 2026
- Location
- WESTWOOD, NJ
- CIK
- 0001542143
- Portfolio Value
- $8.6B (Q4 2025)
- SEC Filing
- 0001398344-26-000944 ↗ filed Jan 21, 2026
Holdings Value
Holdings 643 stocks · $8.6B
| VUG Vanguard Mrngstar GR ETF-Sui | 6.75% | 1,196,788 | $583.9M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 3.98% | 5,505,632 | $343.9M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 3.94% | 1,550,778 | $340.8M | Reduce -2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.76% | 1,703,688 | $325.4M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.63% | 3,503,868 | $313.5M | Reduce -1.0% |
| STIP iShares 0-5 Year Tips Bond E | 2.70% | 2,279,268 | $233.4M | Add +6.7% |
| AAPL Apple Inc. | 2.56% | 813,044 | $221.0M | Reduce -2.5% |
| AVDV Avantis Intl S/C Value ETF | 2.26% | 2,079,518 | $195.4M | Add +5.2% |
| DFAC Dimensional US Core Equity 2 | 2.22% | 4,848,102 | $191.9M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.17% | 387,674 | $187.5M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 2.05% | 258,467 | $177.0M | Reduce -2.5% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 1,410,349 | $169.5M | Reduce -2.5% |
| DFAU Dimensional US Core Equity M | 1.79% | 3,302,400 | $154.6M | Reduce -3.4% |
| IWF iShares Russell 1000 Growth | 1.48% | 270,362 | $128.0M | Reduce -1.4% |
| IUSV iShares Core S&P U.S. Value | 1.42% | 1,193,892 | $122.4M | Reduce -5.2% |
| AVGO Broadcom Inc. | 1.36% | 338,721 | $117.2M | Reduce -8.2% |
| GOOG Alphabet Inc. Class C | 1.34% | 367,894 | $115.4M | Add +0.3% |
| DFIV Dimensional International Va | 1.32% | 2,279,761 | $113.8M | Reduce -8.3% |
| AVUS Avantis U.S. Equity ETF | 1.29% | 994,213 | $111.1M | Reduce -3.7% |
| EFV iShares MSCI Eafe Value ETF | 1.23% | 1,494,583 | $106.7M | Reduce -14.1% |
| DFUV Dimensional US Marketwide Va | 1.18% | 2,194,706 | $102.3M | Reduce -2.1% |
| IEMG iShares Core MSCI Emerging | 1.06% | 1,366,297 | $91.8M | Reduce -5.1% |
| VWO Vanguard Ftse Emerging Marke | 1.05% | 1,688,228 | $90.8M | Reduce -1.3% |
| DFSV Dimensional US Small Cap Val | 1.01% | 2,660,446 | $87.5M | Add +4.8% |
| DFUS Dimensional US Eq MKT ETF | 0.97% | 1,136,110 | $84.3M | Reduce -4.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.97% | 739,155 | $84.1M | Reduce -10.9% |
| IVW iShares S&P 500 Growth ETF | 0.94% | 656,924 | $81.0M | Reduce -8.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 256,958 | $78.1M | Reduce -2.8% |
| IWD iShares Russell 1000 Value E | 0.89% | 364,779 | $76.7M | Reduce -17.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.85% | 347,369 | $73.6M | Reduce -3.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.84% | 913,153 | $72.8M | Reduce -1.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.82% | 916,255 | $71.0M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.80% | 215,461 | $69.4M | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.77% | 276,580 | $66.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 96,613 | $65.9M | Add +0.2% |
| BLK BlackRock Inc. | 0.71% | 57,075 | $61.1M | Reduce -1.5% |
| VONG Vanguard Russell 1000 Growth | 0.69% | 492,572 | $60.0M | Reduce -0.0% |
| CSCO Cisco Systems Inc. | 0.68% | 763,792 | $58.8M | Reduce -3.8% |
| IUSG iShares Core S&P U.S. Growth | 0.67% | 347,160 | $58.3M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 170,887 | $57.3M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 0.64% | 241,287 | $55.7M | Reduce -0.4% |
| IJH iShares Core S&P Midcap ETF | 0.61% | 798,240 | $52.7M | Reduce -2.7% |
| EFA iShares MSCI Eafe ETF | 0.60% | 540,345 | $51.9M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.60% | 48,104 | $51.7M | Reduce -1.6% |
| DIHP Dimensional International Hi | 0.59% | 1,622,821 | $51.4M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 96,547 | $48.5M | Reduce -0.6% |
| V Visa Inc. Class A | 0.53% | 130,484 | $45.8M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.53% | 220,166 | $45.6M | Reduce -0.8% |
| DFAT Dimensional US Target Value | 0.51% | 743,398 | $44.3M | Reduce -4.4% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 1,496,412 | $40.3M | Reduce -1.9% |
| IWM iShares Russell 2000 ETF | 0.46% | 162,268 | $39.9M | Reduce -2.9% |
| DFAS Dimensional US Small Cap ETF | 0.42% | 518,222 | $36.1M | Reduce -2.7% |
| BIV Vanguard Intermediate-Term B | 0.41% | 451,853 | $35.2M | Reduce -2.1% |
| AMGN Amgen Inc. | 0.39% | 102,431 | $33.5M | Reduce -2.0% |
| WSM Williams-Sonoma Inc. | 0.38% | 184,739 | $33.0M | Reduce -4.7% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.38% | 264,562 | $32.8M | Reduce -2.9% |
| REET iShares Global REIT ETF | 0.37% | 1,299,166 | $32.4M | Add +8.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 641,037 | $32.2M | Add +0.1% |
| AVDE Avantis International Equity | 0.37% | 385,965 | $31.8M | Reduce -1.7% |
| PNC PNC Financial Services Group | 0.36% | 151,188 | $31.6M | Reduce -0.9% |
| SCHG Schwab US Large-Cap Growth | 0.36% | 965,303 | $31.5M | Reduce -1.7% |
| GOOGL Alphabet Inc. Class A | 0.36% | 98,563 | $30.9M | Add +1.4% |
| HD Home Depot Inc. | 0.33% | 81,905 | $28.2M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 108,819 | $28.1M | Reduce -1.5% |
| MBB iShares MBS ETF | 0.32% | 293,530 | $27.9M | Add +2.0% |
| SUB iShares Short-Term National | 0.31% | 252,622 | $27.0M | Add +3.1% |
| EMR Emerson Electric Co. | 0.31% | 200,806 | $26.7M | Reduce -1.8% |
| IAGG iShares Intl Aggregate Bond | 0.30% | 510,075 | $25.5M | Add +0.8% |
| IWB iShares Russell 1000 ETF | 0.29% | 67,985 | $25.4M | Reduce -0.6% |
| ADP Automatic Data Processing | 0.28% | 95,263 | $24.5M | Reduce -1.0% |
| IWN iShares Russell 2000 Value E | 0.28% | 132,971 | $24.1M | Reduce -2.1% |
| MUB iShares National Muni Bond E | 0.27% | 215,092 | $23.0M | Add +3.8% |
| WMT Walmart Inc. | 0.26% | 201,153 | $22.4M | Reduce -0.2% |
| SCHM Schwab US Mid Cap ETF | 0.25% | 728,909 | $21.9M | Reduce -2.9% |
| PEP Pepsico Inc. | 0.25% | 149,557 | $21.5M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.24% | 111,193 | $20.7M | Reduce -10.5% |
| PG The Procter & Gamble Co. | 0.24% | 142,685 | $20.4M | Reduce -2.0% |
| OMC Omnicom Group | 0.24% | 252,160 | $20.4M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 69,147 | $20.1M | Reduce -3.7% |
| DFAE Dimensional Emerging Core Eq | 0.23% | 615,473 | $20.0M | Reduce -3.7% |
| SCHP Schwab U.S. Tips ETF | 0.23% | 750,864 | $19.9M | Reduce -1.4% |
| DISV Dimensional International SM | 0.23% | 523,119 | $19.9M | Reduce -5.5% |
| FLOT iShares Floating Rate Bond E | 0.23% | 388,938 | $19.8M | Reduce -5.9% |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 247,525 | $19.5M | Add +6.0% |
| ORCL Oracle Corp. | 0.23% | 99,852 | $19.5M | Reduce -1.3% |
| AGG iShares Core U.S. Aggregate | 0.22% | 191,523 | $19.1M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.21% | 28,792 | $18.1M | Reduce -0.6% |
| DOV Dover Corp. | 0.20% | 90,629 | $17.7M | Reduce -0.8% |
| VCIT Vanguard Int-Term Corporate | 0.20% | 210,752 | $17.7M | Reduce -0.5% |
| BND Vanguard Total Bond Market | 0.20% | 237,546 | $17.6M | Add +12.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.20% | 342,482 | $17.4M | Reduce -4.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.20% | 67,888 | $17.1M | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.19% | 73,685 | $16.8M | Reduce -2.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 22 | $16.6M | No change |
| IVE iShares S&P 500 Value ETF | 0.18% | 75,089 | $15.9M | Reduce -2.1% |
| DFAX Dimensional World Ex US Core | 0.18% | 480,925 | $15.7M | Add +1.6% |
| LMT Lockheed Martin Corp. | 0.18% | 32,405 | $15.7M | Add +1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 51,135 | $15.4M | Reduce -12.4% |
| SYK Stryker Corp. | 0.18% | 43,187 | $15.2M | Reduce -1.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 83,015 | $14.7M | Reduce -0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.26 |
| EA Electronic Arts Inc. | Reduce -88.9% | 0.03% | −0.25 |
| MSFT Microsoft Corp. | Reduce -1.9% | 2.17% | −0.20 |
| IWD iShares Russell 1000 Value E | Reduce -17.8% | 0.89% | −0.16 |
| EFV iShares MSCI Eafe Value ETF | Reduce -14.1% | 1.23% | −0.13 |
| ORCL Oracle Corp. | Reduce -1.3% | 0.23% | −0.10 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -10.9% | 0.97% | −0.09 |
| BLK BlackRock Inc. | Reduce -1.5% | 0.71% | −0.08 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.1% | 0.94% | −0.06 |
| HD Home Depot Inc. | Reduce -0.4% | 0.33% | −0.06 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -7.5% | 0.82% | −0.06 |
| WSM Williams-Sonoma Inc. | Reduce -4.7% | 0.38% | −0.06 |
| AVGO Broadcom Inc. | Reduce -8.2% | 1.36% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.8% | 3.94% | −0.05 |
| ADP Automatic Data Processing | Reduce -1.0% | 0.28% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -5.2% | 1.42% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.77% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -5.1% | 1.06% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.5% | 1.96% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.6% | 0.20% | −0.03 |
| NVDA Nvidia Corp. | Reduce -10.5% | 0.24% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -3.4% | 1.79% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.3% | 1.05% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -4.4% | 0.97% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.24% | −0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -12.4% | 0.18% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -5.0% | 0.67% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 6.75% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.9% | 0.84% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -15.9% | 0.05% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.1% | 0.85% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -5.9% | 0.23% | −0.02 |
| AVUS Avantis U.S. Equity ETF | Reduce -3.7% | 1.29% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -23.9% | 0.04% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.15% | −0.01 |
| DFIV Dimensional International Va | Reduce -8.3% | 1.32% | −0.01 |
| SYK Stryker Corp. | Reduce -1.9% | 0.18% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Reduce -3.0% | 2.22% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.01 |
| DFAT Dimensional US Target Value | Reduce -4.4% | 0.51% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -9.0% | 0.05% | −0.01 |
| ZTS Zoetis Inc. | Reduce -9.9% | 0.04% | −0.01 |
| SNOW Snowflake Inc. | Reduce -72.5% | 0.00% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.7% | 0.23% | −0.01 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -2.9% | 0.38% | −0.01 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.7% | 0.61% | −0.01 |
| DFGP Dimensional GLBL Core PL Fix | Reduce -5.9% | 0.12% | −0.01 |
| DFAI Dimensional International Co. | Reduce -10.7% | 0.16% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -6.2% | 0.10% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.34% | +0.30 |
| OMC Omnicom Group | New | 0.24% | +0.24 |
| AVDV Avantis Intl S/C Value ETF | Add +5.2% | 2.26% | +0.22 |
| STIP iShares 0-5 Year Tips Bond E | Add +6.7% | 2.70% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 3.76% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.36% | +0.08 |
| DIHP Dimensional International Hi | Add +11.3% | 0.59% | +0.08 |
| DFSV Dimensional US Small Cap Val | Add +4.8% | 1.01% | +0.08 |
| AKRE Akre Focus ETF | New | 0.07% | +0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +332.4% | 0.07% | +0.05 |
| BND Vanguard Total Bond Market | Add +12.2% | 0.20% | +0.02 |
| REET iShares Global REIT ETF | Add +8.7% | 0.37% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +39.0% | 0.06% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.76% | +0.02 |
| INTC Intel Corp. | Add +56.8% | 0.03% | +0.01 |
| IQV Iqvia Holdings Inc. | Add +19.9% | 0.04% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +6.0% | 0.23% | +0.01 |
| MRK Merck & Co. Inc. | Add +2.8% | 0.05% | +0.01 |
| JKHY Jack Henry & Associates Inc. | Add +6.6% | 0.05% | +0.01 |
| MUB iShares National Muni Bond E | Add +3.8% | 0.27% | +0.01 |
| RIO Rio Tinto PLC-Spon ADR | Add +2.4% | 0.06% | +0.01 |
| QUBT Quantum Computing Inc. | New | 0.01% | +0.01 |
| DFAX Dimensional World Ex US Core | Add +1.6% | 0.18% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.11% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +64.4% | 0.03% | +0.01 |
| CAT Caterpillar Inc. | Add +2.4% | 0.05% | +0.01 |
| SUB iShares Short-Term National | Add +3.1% | 0.31% | +0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.01% | +0.01 |
| IAU iShares Gold Trust | Add +3.1% | 0.06% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.10% | +0.01 |
| IBM Intl Business Machines Corp. | Add +5.7% | 0.08% | +0.01 |
| ALGN Align Technology Inc. | Add +9.8% | 0.03% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +5.6% | 0.08% | +0.01 |
| MMM 3M Co. | Add +41.0% | 0.02% | +0.01 |
| ACN Accenture PLC Class A | Add +23.4% | 0.03% | +0.01 |
| MU Micron Technology Inc. | Add +2.9% | 0.01% | +0.01 |
| DUK Duke Energy Corp. | Add +26.4% | 0.04% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +2.4% | 0.15% | +0.01 |
| MBB iShares MBS ETF | Add +2.0% | 0.32% | +0.01 |
| CNI Canadian Natl Railway Co. | Add +22.7% | 0.02% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.3% | 0.13% | +0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Add +30.6% | 0.02% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +1.9% | 0.04% | +0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +33.0% | 0.02% | +0.00 |
| A Agilent Technologies Inc. | Add +3.5% | 0.05% | +0.00 |
| BAC Bank of America Corp. | Add +3.4% | 0.05% | +0.00 |
| AVUV Avantis US Small Cap Value | Add +28.0% | 0.02% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +13.4% | 0.04% | +0.00 |
| MCK McKesson Corp. | Add +0.2% | 0.07% | +0.00 |
| AMD Advanced Micro Devices | Add +8.9% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 650 | $9.4B | VUG, VTV, VIG, VEA, IEFA |
| Q1 2026 | 634 | $8.3B | VUG, VTV, VIG, VEA, IEFA |
| Q4 2025 | 643 | $8.6B | VUG, VEA, VIG, VTV, IEFA |
| Q3 2025 | 646 | $8.6B | VUG, VIG, VEA, VTV, IEFA |
| Q2 2025 | 646 | $8.1B | VUG, VEA, VIG, VTV, IEFA |
| Q1 2025 | 607 | $7.4B | VUG, VEA, VTV, VIG, IEFA |
| Q4 2024 | 611 | $8.3B | EQT, VUG, VEA, VTV, VIG |
| Q3 2024 | 604 | $7.9B | EQT, VUG, VEA, VIG, VTV |
| Q2 2024 | 573 | $6.8B | VUG, VEA, VIG, VTV, IEFA |
| Q1 2024 | 570 | $6.6B | VUG, VEA, VIG, VTV, IEFA |