Modera Wealth Management, LLC Q4 2025 Filing

Filed January 21, 2026

Portfolio Value

$8.6B

Holdings

643

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (643 positions)

#StockSharesValue% PortfolioType
601
EWAISHARES INC
8,490$222K0.00%
602
EXEEXPAND ENERGY CORPORATION
2,013$222K0.00%
603
HUMHUMANA INC
865$221K0.00%
604
FFORD MTR CO
16,679$218K0.00%
605
YUMCYUM CHINA HLDGS INC
4,550$217K0.00%
606
DFARDIMENSIONAL ETF TRUST
9,505$217K0.00%
607
BLDRBUILDERS FIRSTSOURCE INC
2,111$217K0.00%
608
WTRGESSENTIAL UTILS INC
5,639$216K0.00%
609
SPIBSPDR SERIES TRUST
6,362$215K0.00%
610
USMVISHARES TR
2,293$215K0.00%
611
RFREGIONS FINANCIAL CORP NEW
7,906$214K0.00%
612
RDNTRADNET INC
3,008$214K0.00%
613
IDUISHARES TR
1,971$213K0.00%
614
DYDYCOM INDS INC
626$211K0.00%
615
PTCPTC INC
1,201$209K0.00%
616
AQLTISHARES TR
9,091$209K0.00%
617
LUVSOUTHWEST AIRLS CO
5,055$208K0.00%
618
GSKGSK PLC
4,250$208K0.00%
619
EWEDWARDS LIFESCIENCES CORP
2,437$207K0.00%
620
ABNBAIRBNB INC
1,530$207K0.00%
621
FRTFEDERAL RLTY INVT TR NEW
2,045$206K0.00%
622
VDCVANGUARD WORLD FD
974$205K0.00%
623
ADIANALOG DEVICES INC
756$205K0.00%
624
MPMP MATERIALS CORP
4,011$202K0.00%
625
QTUMETF SER SOLUTIONS
1,848$202K0.00%
626
DSTLETF SER SOLUTIONS
3,432$202K0.00%
627
DNAGINKGO BIOWORKS HOLDINGS INC
21,828$181K0.00%
628
VLYVALLEY NATL BANCORP
14,568$170K0.00%
629
NUVNUVEEN MUN VALUE FD INC
17,474$158K0.00%
630
FTMAPUTNAM ETF TRUST
17,111$154K0.00%
631
BTXBLACKROCK TECH AND PRIVATE E
19,083$125K0.00%
632
ODVOSISKO DEVELOPMENT CORP
35,218$122K0.00%
633
FTMUPUTNAM ETF TRUST
14,747$115K0.00%
634
GABGABELLI EQUITY TR INC
17,200$106K0.00%
635
WESTWESTROCK COFFEE CO
25,000$101K0.00%
636
JBLUJETBLUE AWYS CORP
22,061$100K0.00%
637
TDOCTELADOC HEALTH INC
11,207$78K0.00%
638
GGRPGLIMPSE GROUP INC
82,143$76K0.00%
639
GGNGAMCO GLOBAL GOLD NAT RES &
14,069$72K0.00%
640
KOPNKOPIN CORP
23,000$53K0.00%
641
NNDMNANO DIMENSION LTD
16,500$25K0.00%
642
ZVIAZEVIA PBC
10,040$23K0.00%
643
BNCCEA INDUSTRIES INC
20,000$00.00%
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