Modera Wealth Management, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$8.1B
Holdings
646
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (646 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 1,195,224 | $524.0B | 6487.09% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 5,697,243 | $324.8B | 4021.10% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 1,547,972 | $316.8B | 3922.36% | |
| 4 | VTVVANGUARD INDEX FDS | 1,651,080 | $291.8B | 3612.73% | |
| 5 | AQLTISHARES TR | 3,450,389 | $288.0B | 3565.99% | |
| 6 | STIPISHARES TR | 2,027,657 | $208.7B | 2583.34% | |
| 7 | MSFTMICROSOFT CORP | 400,931 | $199.4B | 2468.96% | |
| 8 | DFACDIMENSIONAL ETF TRUST | 5,074,660 | $181.9B | 2251.67% | |
| 9 | AAPLAPPLE INC | 861,560 | $176.8B | 2188.41% | |
| 10 | IVVISHARES TR | 269,566 | $167.4B | 2072.13% | |
| 11 | IJRISHARES TR | 1,451,997 | $158.7B | 1964.61% | |
| 12 | DFAUDIMENSIONAL ETF TRUST | 3,468,551 | $146.9B | 1819.00% | |
| 13 | AVDVAMERICAN CENTY ETF TR | 1,811,931 | $143.6B | 1778.42% | |
| 14 | IUSVISHARES TR | 1,261,168 | $119.3B | 1477.51% | |
| 15 | EFVISHARES TR | 1,806,801 | $114.7B | 1419.96% | |
| 16 | IWFISHARES TR | 268,453 | $114.0B | 1411.10% | |
| 17 | AVGOBROADCOM INC | 394,226 | $108.7B | 1345.34% | |
| 18 | DFIVDIMENSIONAL ETF TRUST | 2,517,105 | $107.8B | 1334.69% | |
| 19 | AVUSAMERICAN CENTY ETF TR | 1,016,141 | $102.4B | 1268.32% | |
| 20 | DFUVDIMENSIONAL ETF TRUST | 2,273,790 | $96.1B | 1190.19% | |
| 21 | IEMGISHARES INC | 1,447,711 | $86.9B | 1075.92% | |
| 22 | IWDISHARES TR | 447,183 | $86.9B | 1075.30% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 1,745,696 | $86.3B | 1068.94% | |
| 24 | IJSISHARES TR | 849,875 | $84.6B | 1046.80% | |
| 25 | DFUSDIMENSIONAL ETF TRUST | 1,205,949 | $80.8B | 1000.61% | |
| 26 | IVWISHARES TR | 720,950 | $79.4B | 982.70% | |
| 27 | VCSHVANGUARD SCOTTSDALE FDS | 949,055 | $75.4B | 934.09% | |
| 28 | SCZISHARES TR | 1,013,737 | $73.7B | 912.16% | |
| 29 | DFSVDIMENSIONAL ETF TRUST | 2,457,840 | $72.3B | 895.52% | |
| 30 | VBRVANGUARD INDEX FDS | 362,293 | $70.7B | 874.67% | |
| 31 | JPMJPMORGAN CHASE & CO. | 226,505 | $65.7B | 812.96% | |
| 32 | GOOGALPHABET INC | 367,465 | $65.2B | 807.00% | |
| 33 | LOWLOWES COS INC | 280,034 | $62.1B | 769.20% | |
| 34 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 272,403 | $61.7B | 763.82% | |
| 35 | BLKBLACKROCK INC | 58,763 | $61.7B | 763.33% | |
| 36 | SPYSPDR S&P 500 ETF TR | 94,502 | $58.4B | 722.86% | |
| 37 | IUSGISHARES TR | 379,455 | $57.1B | 706.54% | |
| 38 | CSCOCISCO SYS INC | 815,083 | $56.6B | 700.11% | |
| 39 | AMZNAMAZON COM INC | 247,744 | $54.4B | 672.90% | |
| 40 | VTIVANGUARD INDEX FDS | 177,419 | $53.9B | 667.58% | |
| 41 | VONGVANGUARD SCOTTSDALE FDS | 492,059 | $53.7B | 665.23% | |
| 42 | IJHISHARES TR | 835,714 | $51.8B | 641.68% | |
| 43 | EFAISHARES TR | 564,675 | $50.5B | 624.91% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 97,879 | $47.5B | 588.64% | |
| 45 | VVISA INC | 132,942 | $47.2B | 584.36% | |
| 46 | DFATDIMENSIONAL ETF TRUST | 794,874 | $42.9B | 531.01% | |
| 47 | LLYELI LILLY & CO | 49,681 | $38.7B | 479.46% | |
| 48 | SCHXSCHWAB STRATEGIC TR | 1,553,509 | $38.0B | 470.05% | |
| 49 | IWMISHARES TR | 174,531 | $37.7B | 466.27% | |
| 50 | DIHPDIMENSIONAL ETF TRUST | 1,245,030 | $36.7B | 454.55% | |
| 51 | BIVVANGUARD BD INDEX FDS | 465,099 | $36.0B | 445.33% | |
| 52 | DFASDIMENSIONAL ETF TRUST | 547,045 | $34.9B | 431.48% | |
| 53 | JNJJOHNSON & JOHNSON | 226,364 | $34.6B | 428.07% | |
| 54 | WSMWILLIAMS SONOMA INC | 203,288 | $33.2B | 411.16% | |
| 55 | JPUSJ P MORGAN EXCHANGE TRADED F | 276,908 | $32.7B | 405.19% | |
| 56 | VTEBVANGUARD MUN BD FDS | 640,069 | $31.4B | 388.52% | |
| 57 | HDHOME DEPOT INC | 83,361 | $30.6B | 378.39% | |
| 58 | ADPAUTOMATIC DATA PROCESSING IN | 97,783 | $30.2B | 373.34% | |
| 59 | AMGNAMGEN INC | 106,945 | $29.9B | 369.68% | |
| 60 | AVDEAMERICAN CENTY ETF TR | 402,871 | $29.8B | 369.14% | |
| 61 | REETISHARES TR | 1,181,583 | $29.2B | 361.32% | |
| 62 | PNCPNC FINL SVCS GROUP INC | 155,080 | $28.9B | 357.91% | |
| 63 | SCHGSCHWAB STRATEGIC TR | 985,438 | $28.8B | 356.36% | |
| 64 | EMREMERSON ELEC CO | 206,878 | $27.6B | 341.49% | |
| 65 | MBBISHARES TR | 288,520 | $27.1B | 335.37% | |
| 66 | VBVANGUARD INDEX FDS | 111,320 | $26.4B | 326.60% | |
| 67 | IAGGISHARES TR | 510,325 | $26.1B | 322.78% | |
| 68 | SUBISHARES TR | 243,754 | $25.9B | 320.91% | |
| 69 | NVONOVO-NORDISK A S | 365,751 | $25.2B | 312.53% | |
| 70 | PGPROCTER AND GAMBLE CO | 149,696 | $23.8B | 295.26% | |
| 71 | IWBISHARES TR | 68,280 | $23.2B | 287.05% | |
| 72 | SCHMSCHWAB STRATEGIC TR | 792,760 | $22.2B | 275.30% | |
| 73 | MUBISHARES TR | 212,704 | $22.2B | 275.13% | |
| 74 | FLOTISHARES TR | 429,690 | $21.9B | 271.41% | |
| 75 | ORCLORACLE CORP | 100,077 | $21.9B | 270.88% | |
| 76 | IWNISHARES TR | 138,620 | $21.9B | 270.74% | |
| 77 | VOVANGUARD INDEX FDS | 74,166 | $20.8B | 256.94% | |
| 78 | SCHPSCHWAB STRATEGIC TR | 764,926 | $20.4B | 252.66% | |
| 79 | IPGINTERPUBLIC GROUP COS INC | 819,889 | $20.1B | 248.48% | |
| 80 | EAELECTRONIC ARTS INC | 125,028 | $20.0B | 247.20% | |
| 81 | NVDANVIDIA CORPORATION | 126,049 | $19.9B | 246.55% | |
| 82 | WMTWALMART INC | 203,566 | $19.9B | 246.43% | |
| 83 | PEPPEPSICO INC | 148,991 | $19.7B | 243.55% | |
| 84 | AGGISHARES TR | 195,958 | $19.4B | 240.66% | |
| 85 | DFAEDIMENSIONAL ETF TRUST | 655,714 | $19.0B | 235.01% | |
| 86 | DISVDIMENSIONAL ETF TRUST | 559,075 | $18.4B | 227.79% | |
| 87 | BSVVANGUARD BD INDEX FDS | 226,892 | $17.9B | 221.07% | |
| 88 | VCITVANGUARD SCOTTSDALE FDS | 213,543 | $17.7B | 219.22% | |
| 89 | SYKSTRYKER CORPORATION | 44,683 | $17.7B | 218.86% | |
| 90 | GOOGLALPHABET INC | 99,338 | $17.5B | 216.73% | |
| 91 | VBKVANGUARD INDEX FDS | 62,325 | $17.3B | 213.69% | |
| 92 | DOVDOVER CORP | 92,019 | $16.9B | 208.74% | |
| 93 | MGCVANGUARD WORLD FD | 69,702 | $15.7B | 194.09% | |
| 94 | VOOVANGUARD INDEX FDS | 27,333 | $15.5B | 192.22% | |
| 95 | BNDVANGUARD BD INDEX FDS | 205,996 | $15.2B | 187.78% | |
| 96 | IVEISHARES TR | 77,040 | $15.1B | 186.39% | |
| 97 | LMTLOCKHEED MARTIN CORP | 32,333 | $15.0B | 185.39% | |
| 98 | ABTABBOTT LABS | 108,979 | $14.8B | 183.50% | |
| 99 | DFAXDIMENSIONAL ETF TRUST | 498,568 | $14.6B | 181.28% | |
| 100 | BRK-BBERKSHIRE HATHAWAY INC DEL | 20 | $14.6B | 180.45% |
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