Notify me when Modera Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 642 | $8,644,958,943 | +$115,447,947 | -$307,681,928 | -$192,233,981 | VUG, VEA, VIG, VTV, IEFA | 13F-HR | 21 Jan 2026, 13:30 |
| Q3 2025 | 645 | $8,629,993,118 | +$111,326,789 | -$131,996,585 | -$20,669,796 | VUG, VIG, VEA, VTV, IEFA | 13F-HR | 31 Oct 2025, 09:17 |
| Q2 2025 | 646 | $8,077,379,378 | +$239,880,801 | -$150,098,395 | +$89,782,406 | VUG, VEA, VIG, VTV, IEFA | 13F-HR | 06 Aug 2025, 10:37 |
| Q1 2025 | 607 | $7,392,328,495 | +$225,497,915 | -$915,495,214 | -$689,997,299 | VUG, VEA, VTV, VIG, IEFA | 13F-HR | 08 May 2025, 11:35 |
| Q4 2024 | 611 | $8,281,927,852 | +$573,213,434 | -$139,457,628 | +$433,755,806 | EQT, VUG, VEA, VTV, VIG | 13F-HR | 05 Feb 2025, 20:18 |
| Q3 2024 | 604 | $7,857,665,733 | +$838,997,129 | -$97,090,667 | +$741,906,462 | EQT, VUG, VEA, VIG, VTV | 13F-HR | 24 Oct 2024, 10:10 |
| Q2 2024 | 573 | $6,787,306,836 | +$302,629,042 | -$136,218,137 | +$166,410,905 | VUG, VEA, VIG, VTV, IEFA | 13F-HR | 29 Jul 2024, 12:31 |
| Q1 2024 | 570 | $6,565,707,947 | +$263,522,745 | -$112,890,091 | +$150,632,654 | VUG, VEA, VIG, VTV, IEFA | 13F-HR | 14 May 2024, 09:16 |
| Q4 2023 | 524 | $6,044,406,135 | +$298,783,528 | -$110,916,466 | +$187,867,062 | VUG, VEA, VIG, VTV, AAPL | 13F-HR | 14 Feb 2024, 15:54 |
| Q3 2023 | 548 | $5,304,261,053 | +$130,731,401 | -$109,951,344 | +$20,780,057 | VEA, VUG, VIG, VTV, AAPL | Restatement | 30 Nov 2023, 11:26 |
| Q2 2023 | 563 | $5,508,029,543 | +$2,824,742,889 | -$27,551,968 | +$2,797,190,921 | VEA, VUG, AAPL, VIG, VTV | 13F-HR | 07 Aug 2023, 13:17 |
| Q1 2023 | 360 | $2,576,821,988 | +$243,669,750 | -$247,712,488 | -$4,042,738 | VUG, VIG, VTV, IEFA, DFAC | 13F-HR | 05 May 2023, 16:11 |
| Q4 2022 | 349 | $2,458,672,189 | +$364,770,359 | -$60,136,617 | +$304,633,742 | VTV, VIG, VUG, DFAC, DFUV | 13F-HR | 07 Feb 2023, 13:24 |
| Q3 2022 | 312 | $1,974,175,000 | +$117,629,873 | -$103,335,832 | +$14,294,041 | VTV, VUG, VIG, DFUV, IEFA | 13F-HR | 01 Nov 2022, 09:50 |
| Q2 2022 | 333 | $2,099,410,000 | +$271,615,395 | -$98,264,444 | +$173,350,951 | VTV, VUG, VIG, DFUV, IWF | 13F-HR | 27 Jul 2022, 14:57 |
| Q1 2022 | 352 | $2,259,366,000 | +$260,640,288 | -$496,890,748 | -$236,250,460 | VTV, VIG, VUG, IWF, JPUS | 13F-HR | 03 May 2022, 12:07 |
| Q4 2021 | 599 | $2,619,499,000 | +$581,400,776 | -$21,217,420 | +$560,183,356 | SPMB, JPUS, VTV, VIG, VUG | 13F-HR | 04 Feb 2022, 14:32 |
| Q3 2021 | 276 | $1,947,861,000 | +$168,197,858 | -$50,938,806 | +$117,259,052 | SPMB, JPUS, VIG, VTV, IWF | 13F-HR | 04 Nov 2021, 13:39 |
| Q2 2021 | 241 | $1,853,115,000 | +$257,774,553 | -$24,910,216 | +$232,864,337 | SPMB, JPUS, VIG, VTV, EFA | 13F-HR | 02 Aug 2021, 10:22 |
| Q1 2021 | 227 | $1,538,600,000 | +$244,840,114 | -$38,143,528 | +$206,696,586 | JPUS, SPMB, VIG, VTV, EFA | 13F-HR | 29 Apr 2021, 10:41 |
| Q4 2020 | 240 | $1,260,826,000 | +$503,730,561 | -$8,416,865 | +$495,313,696 | JPUS, VIG, VTV, IEMG, IWF | 13F-HR | 11 Feb 2021, 16:45 |
| Q3 2020 | 161 | $674,223,000 | +$25,269,292 | -$15,844,655 | +$9,424,637 | JPUS, VIG, IEMG, EMB, IJH | 13F-HR | 12 Nov 2020, 13:47 |
| Q2 2020 | 151 | $626,481,000 | +$90,886,793 | -$22,075,658 | +$68,811,135 | JPUS, VIG, IEMG, EMB, IJH | 13F-HR | 12 Aug 2020, 17:18 |
| Q1 2020 | 148 | $476,953,000 | +$107,871,478 | -$150,147,249 | -$42,275,771 | JPUS, IEMG, EMB, IJH, SCZ | 13F-HR | 11 May 2020, 18:45 |
| Q4 2019 | 148 | $639,862,000 | +$14,995,611 | -$8,291,339 | +$6,704,272 | STIP, JPUS, IEMG, IJH, EMB | 13F-HR | 05 Feb 2020, 17:14 |
| Q3 2019 | 144 | $601,855,000 | +$71,764,138 | -$15,620,071 | +$56,144,067 | STIP, JPUS, IEMG, IJH, EMB | 13F-HR | 12 Nov 2019, 11:30 |
| Q2 2019 | 144 | $547,820,000 | +$13,801,378 | -$8,826,163 | +$4,975,215 | STIP, IEMG, IJH, EMB, SCZ | 13F-HR | 07 Aug 2019, 12:51 |
| Q1 2019 | 145 | $534,006,000 | +$23,964,897 | -$38,776,724 | -$14,811,827 | STIP, IEMG, IJH, EMB, SCZ | 13F-HR | 13 May 2019, 09:53 |
| Q4 2018 | 134 | $507,569,000 | +$92,368,993 | -$32,078,058 | +$60,290,935 | STIP, IEMG, IJH, EMB, VTIP | 13F-HR | 14 Feb 2019, 16:54 |
| Q3 2018 | 143 | $493,838,000 | +$17,502,775 | -$9,135,395 | +$8,367,380 | STIP, IEMG, IJH, EMB, VTV | 13F-HR | 09 Nov 2018, 18:09 |
| Q2 2018 | 134 | $474,460,000 | +$10,333,033 | -$13,711,840 | -$3,378,807 | STIP, IEMG, IJH, EMB, VTV | 13F-HR | 09 Aug 2018, 17:56 |
| Q1 2018 | 132 | $482,099,000 | +$53,083,078 | -$30,090,863 | +$22,992,215 | STIP, IEMG, IJH, EMB, VTV | 13F-HR | 10 May 2018, 16:01 |
| Q4 2017 | 132 | $463,898,000 | +$13,601,949 | -$8,032,451 | +$5,569,498 | STIP, EMB, IEMG, IJH, VTV | 13F-HR | 05 Feb 2018, 11:04 |
| Q3 2017 | 133 | $443,833,000 | +$25,017,271 | -$5,327,838 | +$19,689,433 | STIP, EMB, IEMG, IJH, VTV | 13F-HR | 14 Nov 2017, 10:12 |
| Q2 2017 | 119 | $411,691,000 | +$12,425,364 | -$5,742,127 | +$6,683,237 | STIP, EMB, IJH, IEMG, VTV | 13F-HR | 10 Aug 2017, 10:44 |
| Q1 2017 | 114 | $399,174,000 | +$100,247,965 | -$11,761,123 | +$88,486,842 | STIP, EMB, IJH, IEMG, VTV | 13F-HR | 11 May 2017, 15:12 |
| Q4 2016 | 108 | $296,202,000 | +$7,439,440 | -$10,317,849 | -$2,878,409 | EMB, IJH, IEMG, VTV, VBR | 13F-HR | 10 Feb 2017, 10:38 |
| Q3 2016 | 112 | $298,282,000 | +$10,319,178 | -$8,488,588 | +$1,830,590 | EMB, IJH, IEMG, VTV, VBR | Restatement | 10 Feb 2017, 10:35 |
| Q2 2016 | 103 | $286,054,000 | +$12,496,104 | -$20,528,784 | -$8,032,680 | EMB, IJH, IEMG, VTV, VBR | 13F-HR | 09 Aug 2016, 15:38 |
| Q1 2016 | 108 | $286,247,000 | +$42,910,097 | -$18,214,507 | +$24,695,590 | EMB, IEMG, IJH, VBR, VTV | 13F-HR | 16 May 2016, 14:25 |
| Q4 2015 | 79 | $253,095,000 | +$19,856,543 | -$11,657,043 | +$8,199,500 | EMB, IJH, IEMG, VBR, VWO | 13F-HR | 12 Feb 2016, 19:48 |
| Q3 2015 | 75 | $239,955,000 | +$41,937,760 | -$36,592,408 | +$5,345,352 | EMB, IJH, IEMG, VBR, IWB | 13F-HR | 12 Nov 2015, 06:09 |
| Q2 2015 | 86 | $253,689,000 | +$9,582,731 | -$10,905,446 | -$1,322,715 | IJH, EMB, IHY, VBR, IWB | Restatement | 15 Dec 2015, 16:59 |
| Q1 2015 | 88 | $256,438,000 | +$12,140,060 | -$17,133,030 | -$4,992,970 | IJH, EMB, IHY, IWB, VBR | 13F-HR | 12 May 2015, 18:59 |
| Q4 2014 | 89 | $257,717,000 | +$30,547,054 | -$12,168,234 | +$18,378,820 | IJH, EMB, IHY, IWB, VBR | 13F-HR | 11 Feb 2015, 14:52 |
| Q3 2014 | 83 | $236,270,000 | +$29,573,888 | -$7,062,317 | +$22,511,571 | IJH, EMB, IHY, IWB, VWO | 13F-HR | 12 Nov 2014, 14:18 |
| Q2 2014 | 63 | $220,197,000 | +$11,241,175 | -$51,390,363 | -$40,149,188 | IJH, EMB, IHY, IWB, VWO | 13F-HR | 08 Aug 2014, 15:37 |
| Q1 2014 | 64 | $252,023,000 | +$10,324,574 | -$24,260,110 | -$13,935,536 | STIP, IJH, IWB, EMB, IHY | Restatement | 14 May 2014, 21:36 |
| Q4 2013 | 84 | $262,698,000 | $0 | $0 | $0 | STIP, IJH, IWB, IVV, VWO | 13F-HR | 23 Jan 2014, 07:17 |