Modera Wealth Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 27, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 674 total holdings, with Apple Inc. identified as the largest position at 729,976 shares.
The portfolio includes significant stakes in major technology and financial firms. Amazon.com Inc. holds 238,723 shares, while Microsoft is listed with 273,415 shares. Berkshire Hathaway Inc. and BlackRock Inc. appear with 3 and 52,987 shares, respectively.
Other notable positions include Visa Inc. with 203,75 shares, Eli Lilly & Co. with 48,573 shares, and JPMorgan Chase & Co. with 48,742 shares. The filing also lists various exchange-traded funds, including Dimensional ETF Trust funds and American Century ETF Trust funds, which comprise a substantial portion of the total holdings.
