MOLLER WEALTH PARTNERS
CIK: 0001475271Latest portfolio: $477.5M · Q4 2025
Holdings
69
Total Value
$477.5M
New Positions
1
Closed Positions
2
Top Holdings
View All 69 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GUNRFLEXSHARES TR | 1,076,286 | $49.3M | 10.33% | -27,356 | |
| 2 | FNDASCHWAB STRATEGIC TR | 1,217,660 | $38.4M | 8.03% | -16,738 | |
| 3 | VTIPVANGUARD MALVERN FDS | 709,958 | $35.1M | 7.35% | +7K | |
| 4 | VBVANGUARD INDEX FDS | 132,483 | $34.2M | 7.16% | -286 | |
| 5 | FNDXSCHWAB STRATEGIC TR | 926,581 | $25.2M | 5.28% | -12,152 | |
| 6 | IVVISHARES TR | 36,288 | $24.9M | 5.20% | -2,936 | |
| 7 | VVVANGUARD INDEX FDS | 78,719 | $24.8M | 5.19% | -1,172 | |
| 8 | VNQIVANGUARD INTL EQUITY INDEX F | 448,545 | $20.6M | 4.31% | +11K | |
| 9 | VNQVANGUARD INDEX FDS | 227,292 | $20.1M | 4.21% | +8K | |
| 10 | VTEBVANGUARD MUN BD FDS | 371,208 | $18.7M | 3.91% | +4K | |
| 11 | DFCFDIMENSIONAL ETF TRUST | 433,534 | $18.5M | 3.86% | -3,995 | |
| 12 | FNDFSCHWAB STRATEGIC TR | 383,993 | $17.4M | 3.64% | -18,991 | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 248,490 | $15.5M | 3.25% | -12,847 | |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 253,029 | $13.6M | 2.85% | -8,243 | |
| 15 | FNDESCHWAB STRATEGIC TR | 353,644 | $12.8M | 2.67% | -12,845 | |
| 16 | VGKVANGUARD INTL EQUITY INDEX F | 147,671 | $12.3M | 2.59% | +446 | |
| 17 | VPLVANGUARD INTL EQUITY INDEX F | 133,630 | $12.1M | 2.53% | -1,449 | |
| 18 | IWMISHARES TR | 33,458 | $8.2M | 1.72% | -3,986 | |
| 19 | DLNWISDOMTREE TR | 88,895 | $7.8M | 1.64% | -204 | |
| 20 | MUBISHARES TR | 71,256 | $7.6M | 1.60% | -3,089 | |
| 21 | DWMWISDOMTREE TR | 102,757 | $7.1M | 1.48% | -450 | |
| 22 | EFAISHARES TR | 57,816 | $5.6M | 1.16% | -1,582 | |
| 23 | VSSVANGUARD INTL EQUITY INDEX F | 38,451 | $5.5M | 1.15% | +189 | |
| 24 | FNDCSCHWAB STRATEGIC TR | 106,997 | $4.8M | 1.00% | +126 | |
| 25 | IJHISHARES TR | 67,205 | $4.4M | 0.93% | — |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial Services0.0% ($4.934738368351143e+202T)
Technology0.0% ($423.4T)
Industrials0.0% ($1.1B)
Healthcare0.0% ($1.1B)
Unknown0.0% ($958.5M)
Energy0.0% ($324.2M)
Consumer Defensive0.0% ($1.2M)
Utilities0.0% ($597K)
Communication Services0.0% ($213K)
Filing History
Fund Information
MOLLER WEALTH PARTNERS is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $477.5M across 69 holdings. The largest position is FLEXSHARES TR (GUNR), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.