Modera Wealth Management, LLC
•CIK: 1542143•Filing: Q4 2025
Modera Wealth Management, LLC, led by co-founders John F. Carlson and John C. Carlson, manages $8.6 billion with a focus on low-volatility equity strategies, prominently featuring funds like VUG and VEA. Recently, the fund has adjusted its portfolio by adding holdings such as HYMB and INTC, while significantly cutting positions in EA and SNOW, reflecting a strategic shift towards sectors with perceived growth potential.
Total AUM
$8.6B
QoQ Performance
+0.2%
Positions
389
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VUG6.8%
VEA4.0%
VIG3.9%
VTV3.8%
IEFA3.6%
STIP2.7%
AAPL2.6%
AVDV2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.8%
Technology9.9%
Financial3.3%
ETF3.2%
Consumer2.6%
Healthcare2.0%
Industrial0.5%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
+443 more exited positions
Changes from Q3 2025
NEW3 new positions
↑46 increased
↓149 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023