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Modera Wealth Management, LLC
Tom Orecchio · Investment Advisor · Index/Passive
Modera Wealth Management, LLC is an independent, fee-only wealth management firm headquartered in Westwood, New Jersey. Its roots date back to 1983, when its predecessor firm, Greenbaum & Associates, was established as one of the first fee-only advisories in the United States. The firm provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and businesses, acting as a fiduciary in all client engagements. Under the leadership of CEO Tom Orecchio, Modera has expanded significantly through a history of strategic acquisitions and organic growth, managing over $15 billion in assets across a network of offices along the East Coast. The institution is characterized by its majority employee-owned structure and its commitment to providing personalized, holistic financial advice.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.0% |
| YTD return | +12.0% |
| Sharpe ratio | 3.33 |
| Win rate | 57% |
| AUM | $1.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://moderawealth.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.6% | +28.6% |
| MSFT | Microsoft Corporation | 11.7% | +0.8% |
| GOOGL | Alphabet Inc Class A | 10.1% | +38.3% |
| AVGO | Broadcom Inc | 8.2% | +5.3% |
| TSM | Taiwan Semiconductor Manufacturing | 6.8% | +43.1% |
| CSCO | Cisco Systems Inc | 5.7% | +46.0% |
| JPM | JPMorgan Chase & Co | 5.0% | +12.8% |
| AMZN | Amazon.com Inc | 4.3% | +12.4% |
| BLK | BlackRock Inc | 4.1% | -4.3% |
| JNJ | Johnson & Johnson | 3.7% | +36.6% |
| LLY | Eli Lilly and Company | 3.6% | +28.8% |
| LOW | Lowe's Companies Inc | 3.6% | -21.3% |
| V | Visa Inc. Class A | 3.1% | +6.5% |
| WSM | Williams-Sonoma Inc | 2.7% | +15.3% |
| AMGN | Amgen Inc | 2.5% | +26.9% |
| PNC | PNC Financial Services Group Inc | 2.5% | +15.6% |
| EMR | Emerson Electric Company | 2.0% | +14.3% |
| ADP | Automatic Data Processing Inc | 1.6% | +6.3% |
| BRK-A | Berkshire Hathaway Inc | 1.6% | +2.8% |
| HD | The Home Depot Inc | 1.5% | -9.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | CSCO | 5.8% → 5.7% |
| Aug 3, 2026 | BUY | BRK-A | 1.6% → 1.6% |
| Aug 3, 2026 | SELL | EMR | 2.0% → 2.0% |
| Aug 3, 2026 | BUY | AMGN | 2.5% → 2.5% |
| Aug 3, 2026 | SELL | TSM | 7.0% → 6.8% |
Investment Style Analysis
Modera Wealth Management, LLC is widely recognized for employing a Index/Passive strategy. As of Sep 18, 2026, the firm oversees approximately $1.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Modera Wealth Management, LLC made a significant move by increasing exposure to CSCO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Modera’s investment philosophy is anchored in the principles of Modern Portfolio Theory and evidence-based investing. The firm emphasizes building cost-effective, globally diversified portfolios while explicitly avoiding market timing and speculative stock picking. The strategy is centered on achieving long-term growth, maintaining tax efficiency, and aligning all investment decisions with a client’s comprehensive financial plan. By utilizing predominantly low-cost passive instruments such as ETFs and institutional mutual funds from providers like Vanguard and Dimensional Fund Advisors, Modera seeks to capture market returns while managing risk through disciplined asset allocation and ongoing rebalancing.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Modera Wealth Management, LLC.
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Modera Wealth Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Modera Wealth Management, LLC's largest holding?
As of the latest filing, Modera Wealth Management, LLC's top position is Apple Inc (AAPL), representing 15.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Modera Wealth Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.0% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 3.33, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Modera Wealth Management, LLC primarily invest in?
Modera Wealth Management, LLC has a strong preference for the Consumer Electronics sector, which makes up 15.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Modera Wealth Management, LLC's portfolio concentrated or diversified?
Modera Wealth Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Modera Wealth Management, LLC performed in 2026?
Our AI-simulated model portfolio for Modera Wealth Management, LLC tracks a Year-to-Date (YTD) return of +12.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tom Orecchio manage Modera Wealth Management, LLC directly?
Yes, Tom Orecchio serves as the key portfolio manager for Modera Wealth Management, LLC, overseeing the investment strategy and final capital allocation decisions.