§ 13F · FUND PROFILE
MOLLER WEALTH PARTNERS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $480M (13F)Positions · 70Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$451K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GUNR | FLEXSHARES TR | 976K | $54M | 10.6% | −9% |
| 2 | FNDA | SCHWAB STRATEGIC TR | 1.27M | $41M | 8.1% | +4% |
| 3 | VTIP | VANGUARD MALVERN FDS | 783K | $39M | 7.7% | +10% |
| 4 | VB | VANGUARD INDEX FDS | 136K | $36M | 7.0% | +3% |
| 5 | IVV | ISHARES TR | 41K | $27M | 5.3% | +13% |
| 6 | FNDX | SCHWAB STRATEGIC TR | 961K | $27M | 5.3% | +4% |
| 7 | VV | VANGUARD INDEX FDS | 80K | $24M | 4.7% | +1% |
| 8 | VNQI | VANGUARD INTL EQUITY INDEX F | 483K | $21M | 4.2% | +8% |
| 9 | VNQ | VANGUARD INDEX FDS | 241K | $21M | 4.2% | +6% |
| 10 | VTEB | VANGUARD MUN BD FDS | 408K | $20M | 4.0% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOLLER SIGNAL
AC read
MOLLER WEALTH PARTNERS is a Other fund managing $480 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed