§ 13F · FUND PROFILE
MOLLER WEALTH PARTNERS.
AUM · $553M (13F)Positions · 75Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GUNR | FLEXSHARES TR | 1.05M | $52M | 9.3% | +7% |
| 2 | FNDA | SCHWAB STRATEGIC TR | 1.23M | $47M | 8.5% | −3% |
| 3 | VTIP | VANGUARD MALVERN FDS | 808K | $41M | 7.3% | +3% |
| 4 | VB | VANGUARD INDEX FDS | 132K | $40M | 7.2% | −3% |
| 5 | IVV | ISHARES TR | 40K | $30M | 5.5% | −1% |
| 6 | FNDX | SCHWAB STRATEGIC TR | 959K | $30M | 5.4% | ±0% |
| 7 | VV | VANGUARD INDEX FDS | 79K | $27M | 4.9% | −1% |
| 8 | VNQI | VANGUARD INTL EQUITY INDEX F | 511K | $23M | 4.1% | +6% |
| 9 | VTEB | VANGUARD MUN BD FDS | 425K | $21M | 3.9% | +4% |
| 10 | DFCF | DIMENSIONAL ETF TRUST | 498K | $21M | 3.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOLLER SIGNAL
AC read
MOLLER WEALTH PARTNERS is a Other fund managing $553 million in assets. The fund runs a portfolio of 75 positions.
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