Modera Wealth Management, LLC - Q12026 Holdings

Modera Wealth Management, LLC holds 635 stocks with a total portfolio value of $ 8.34B as of Q12026. In Q12026, Modera Wealth Management, LLC added 40 new positions, increased stakes in 174 stocks, reduced 367 holdings, and fully exited 48 positions. The largest holding is Vanguard Index Fds (VUG), representing 6.50% of the total portfolio.