Modera Wealth Management, LLC

RIA/Wealth

Modera Wealth Management, LLC is a RIA/Wealth based in Westwood, NJ led by Thomas Anthony Orecchio, reporting $15.5B in AUM as of Q3 2025 with 69% ETF concentration.

CEOThomas Anthony Orecchio

Portfolio Value: $8.6B
Positions: 643
Top Holding: VUG at 6.77%
Last Reported: Q3 2025

Address56 Jefferson Avenue, Westwood, NJ, 07675, United States

Top Holdings

Largest long holdings in Modera Wealth Management, LLC's portfolio (33.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$584.6M	6.77%	+$11.3M Bought	— 1.2M shares	Q4 2020 Held for 4y 11m
2 Vanguard Dividend Appreciation VIG	Unknown Unknown	$344.4M	3.99%	+$10.4M Bought	— 1.6M shares	Q4 2022 Held for 2y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$336.3M	3.90%	-$5.1M Sold	— 5.6M shares	Q3 2017 Held for 8y 2m
4 Vanguard Value VTV	ETF ETF	$317.5M	3.68%	+$9.6M Bought	— 1.7M shares	≤ Q2 2013 Held for 12y 5m+
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$308.9M	3.58%	+$7.7M Bought	— 3.5M shares	Q4 2014 Held for 10y 11m
6 iShares 0-5 Year TIPS Bond STIP	ETF ETF	$220.9M	2.56%	+$11.3M Bought	— 2.1M shares	Q1 2017 Held for 8y 8m
7 Apple AAPL	Consumer Electronics Technology	$212.3M	2.46%	-$7.1M Sold	0.01% 833.8K shares	≤ Q2 2013 Held for 12y 5m+
8 Microsoft MSFT	Software - Infrastructure Technology	$204.7M	2.37%	-$3.0M Sold	0.01% 395.2K shares	Q3 2014 Held for 11y 2m
9 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$192.7M	2.23%	-$3.0M Sold	— 5.0M shares	Q2 2021 Held for 4y 5m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$177.5M	2.06%	-$2.9M Sold	— 265.2K shares	≤ Q2 2013 Held for 12y 5m+

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Modera Wealth Management, LLC's latest filing

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GthenC

Market Value

$8.6B

Prior: $8.1B

Q/Q Change

+6.84%

+$552.2M

Net Flows % of MV

-0.321%

Turnover Ratio

1.41%

New Purchases

14 stocks

$4.5M

Added To

185 stocks

+$99.8M

Sold Out Of

28 stocks

$15.0M

Reduced Holdings

348 stocks

-$117.0M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Total Bond FBND	New	0 → 25.3K +$1.2M
2 Palo Alto Networks, Inc. PANW	New	0 → 3.0K +$616.0K
3 iShares Core MSCI International Developed Markets IDEV	New	0 → 4.1K +$325.3K
4 MP Materials MP	New	0 → 4.8K +$323.2K
5 Brookfield BN	New	0 → 4.4K +$299.0K

Decreased Positions

Position	Shares Δ	Change
1 MSCI MSCI	Sold	8.6K → 0 −$5.0M
2 Keurig Dr Pepper KDP	Sold	106.0K → 0 −$3.5M
3 Rollins ROL	Sold	8.8K → 0 −$497.0K
4 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	Sold	4.1K → 0 −$415.7K
5 Williams Companies WMB	Sold	6.1K → 0 −$381.7K