MOLLER WEALTH PARTNERS

CIK 0001475271 · Quarter end: 2026-06-30 · Filed on: 2026-07-15 · Open the SEC source

MOLLER WEALTH PARTNERS reported 75 positions worth $552.8M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: GUNR (9.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$552.8M
2026 Q2
Positions
75
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.0%
Est. Net Flow (Q)
2026 Q2
10 / 75 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GUNRFLEXSHARES TRSH$51.7M9.35%1,048,389
2FNDASCHWAB STRATEGIC TRSH$46.8M8.46%1,229,114
3VTIPVANGUARD MALVERN FDSSH$40.6M7.34%807,517
4VBVANGUARD INDEX FDSSH$40.1M7.25%132,140
5IVVISHARES TRSH$30.3M5.48%40,463
6FNDXSCHWAB STRATEGIC TRSH$29.8M5.39%958,661
7VVVANGUARD INDEX FDSSH$27.2M4.91%78,984
8VNQIVANGUARD INTL EQUITY INDEX FSH$22.9M4.15%511,167
9VTEBVANGUARD MUN BD FDSSH$21.5M3.89%425,059
10DFCFDIMENSIONAL ETF TRUSTSH$21.0M3.80%497,866

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MOLLER WEALTH PARTNERS hold as of Q2 2026?

MOLLER WEALTH PARTNERS reported 75 positions worth $552.8M in its Q2 2026 13F filing. Largest positions: GUNR (9.3%), FNDA (8.5%), VTIP (7.3%), VB (7.2%) and IVV (5.5%).

What did MOLLER WEALTH PARTNERS buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MOLLER WEALTH PARTNERS sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.