Modera Wealth Management, LLC
Annual return '25
+20.4%
SPY '25
+17.7%
Alpha
+2.7ptsvs SPY
Invested
$8.3B
Holdings
634
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VUG
VANGUARD INDEX FDS
Q4 2025: Sold 1.8% (1.22M → 1.20M shares)
6.5%
02
$VTV
VANGUARD INDEX FDS
Q3 2025: Increased +3.1% (1.65M → 1.70M shares)
4.2%
03
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Sold 2.8% (1.60M → 1.55M shares)
4.2%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Sold 1.9% (5.61M → 5.51M shares)
4.1%
05
$IEFA
ISHARES TR
Q4 2025: Sold 1.0% (3.54M → 3.50M shares)
3.8%
06
$STIP
ISHARES TR
Q4 2025: Increased +6.7% (2.14M → 2.28M shares)
3.0%
07
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Increased +5.2% (1.98M → 2.08M shares)
2.6%
08
$AAPL
APPLE INC
Q4 2025: Sold 2.5% (833.8k → 813.0k shares)
2.3%
09
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Sold 3.0% (5.00M → 4.85M shares)
2.2%
10
$IJR
ISHARES TR
Q4 2025: Sold 2.5% (1.45M → 1.41M shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:29 UTC.