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Think of it in terms of signal flow.
Sound sources: DPO is a complex oscillator and not cheap, but great value. You have independent waveform outs and V/Oct, you can stack the two Osc. and more importantly (in the long term more interesting) you can modulate one with the other and cross modulate. You should also have a noise source as well.
Filter: Mono or stereo, style to your personal taste, low pass only or multi-mode? I probably wouldn’t pick the Rossum filters to start, although they are both great. For mono, I love the Synthesis Technology A440 (low pass) and I have the the Bastl Ikarie which is a high/ low pass with a drive circuit to add filth/ saturation. There are tons of really good filters, it really is a matter of taste…
Envelope: WMD has the Javelin which is a full ADSR in 6hp with a built in VCA. It also has an envelope out. Xaoc Zadar is awesome because you can dial up all sorts of envelopes so quickly, with some being quite complex.
VCA: Veils is great, very useful and compact. Intellijel has the Quad VCA.
Modulation: Xaoc Batumi is a great quad LFO, I highly recommend it. You can’t argue against having Maths but I personally don’t have one. Quadrax is ultimately more flexible than Batumi and is what I would probably choose. Mutable Instruments Stages is great as it can be a multi-stage, one-shot or looping envelope, or even a CV sequencer. You can chain them as well.
FX: I would go with the Morphagene as a delay because it has so many sweet spots, is easy to work, and has what is essentially a reverb built in. FX Aid is a great bang-for-the-buck multi-FX and flexible. The Erbe Verb is not a conventional reverb but rather a thing unto itself. Not my first choice to start.
Utility: Pamela’s New Workout should be in the first round of modules you buy with 8 separate clicks/ modulation sources. Mults, buffered multi, adders, sum/ diff., logic modules, attenuators ( 2hp modules are great, but can be a bit crowded and tight). Also random + sample & hold…
Sequencer: Intellijel Steppy is compact and great to start with, but will only do triggers, not CV. Do some research and use your system for a bit before you settle on a sequencer as each one has it’s own workflow and strengths.
Overall, I would start simple and make your larger investments later when you know what you want and you have the skill and experience to take advantage of more complex (and expensive) modules. (Verbos modules in combination have tons of (often narrow) sweet spots which are not always easy to find and they are expensive, not great to start out with) . Good luck!