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Modera Wealth Management, LLCETFConcentrated long-term

CIK: 0001542143 | WESTWOOD, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR674$9.5B2026-10-28SEC ↗
Q2 2026
13F-HR650$9.4B2026-08-03SEC ↗
Q1 2026
13F-HR635$8.3B2026-05-06SEC ↗
Q4 2025
13F-HR643$8.6B2026-01-21SEC ↗
Q3 2025
13F-HR646$8.6B2025-10-31SEC ↗
Q2 2025
13F-HR648$8.1B2025-08-06SEC ↗
Q1 2025
13F-HR607$7.4B2025-05-08SEC ↗
Q4 2024
13F-HR612$8.3B2025-02-06SEC ↗
Q3 2024
13F-HR604$7.9B2024-10-24SEC ↗
Q2 2024
13F-HR573$6.8B2024-07-29SEC ↗
Q1 2024
13F-HR570$6.6B2024-05-14SEC ↗
Q4 2023
13F-HR524$6.0B2024-02-14SEC ↗
Q3 2023Amended
13F-HR/A548$5.3B2023-11-01SEC ↗
Q2 2023
13F-HR563$5.5B2023-08-07SEC ↗
Q1 2023
13F-HR360$2.6B2023-05-05SEC ↗
Q4 2022
13F-HR349$2.5B2023-02-07SEC ↗
Q3 2022
13F-HR312$53.0M2022-11-01SEC ↗
Q2 2022
13F-HR333$40.6M2022-07-27SEC ↗
Q1 2022
13F-HR352$24.9M2022-05-03SEC ↗
Q4 2021
13F-HR599$30.3M2022-02-04SEC ↗
Q3 2021
13F-HR276$8.7M2021-11-04SEC ↗
Q2 2021
13F-HR241$10.4M2021-08-02SEC ↗
Q1 2021
13F-HR227$8.0M2021-04-29SEC ↗
Q4 2020
13F-HR240$7.1M2021-02-11SEC ↗
Q3 2020
13F-HR161$4.1M2020-11-12SEC ↗
Q2 2020
13F-HR151$4.9M2020-08-12SEC ↗
Q1 2020
13F-HR148$3.2M2020-05-12SEC ↗
Q4 2019
13F-HR148$4.2M2020-02-05SEC ↗
Q3 2019
13F-HR144$2.6M2019-11-12SEC ↗
Q2 2019
13F-HR144$3.0M2019-08-07SEC ↗
Q1 2019
13F-HR145$3.5M2019-05-13SEC ↗
Q4 2018
13F-HR134$2.5M2019-02-14SEC ↗
Q3 2018
13F-HR144$3.1M2018-11-13SEC ↗
Q2 2018
13F-HR134$2.6M2018-08-10SEC ↗
Q1 2018
13F-HR132$2.6M2018-05-10SEC ↗
Q4 2017
13F-HR132$2.4M2018-02-05SEC ↗
Q3 2017
13F-HR133$2.2M2017-11-14SEC ↗
Q2 2017
13F-HR119$1.5M2017-08-10SEC ↗
Q1 2017
13F-HR114$1.5M2017-05-11SEC ↗
Q4 2016
13F-HR108$1.2M2017-02-10SEC ↗
Q3 2016Amended
13F-HR/A112$1.3M2016-11-10SEC ↗
Q2 2016
13F-HR103$1.2M2016-08-09SEC ↗
Q1 2016
13F-HR108$1.3M2016-05-16SEC ↗
Q4 2015
13F-HR79$667.7K2016-02-16SEC ↗
Q3 2015
13F-HR75$456.7K2015-11-12SEC ↗
Q2 2015Amended
13F-HR/A87$535.3K2015-08-10SEC ↗
Q1 2015
13F-HR88$532.2K2015-05-13SEC ↗
Q4 2014
13F-HR90$551.4K2015-02-11SEC ↗
Q3 2014
13F-HR83$578.9K2014-11-12SEC ↗
Q2 2014
13F-HR63$603.8K2014-08-08SEC ↗
Q1 2014Amended
13F-HR/A64$606.8K2014-05-09SEC ↗
Q4 2013
13F-HR84$2.0M2014-01-23SEC ↗
Q3 2013
13F-HR54$1.3M2013-11-08SEC ↗
Q2 2013
13F-HR52$864.0K2013-08-14SEC ↗