Modera Wealth Management, LLC

Portfolio Overview

Modera Wealth Management reports a $8.64 billion long-equity/ETF portfolio across 643 holdings as of 2025-12-31, essentially unchanged from the prior quarter (+0.2%, from $8.63B). The portfolio is highly diversified by position count and dominated by ETFs: ETF holdings total $5.01 billion, or roughly 58.0% of the reported assets (5,010 / 8,640 million). Individual equity positions (large-cap names inside the top 50) account for a meaningful but much smaller share—roughly 13%...