Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

MOLLER WEALTH PARTNERS

•CIK: 1475271•Filing: Q4 2025

**MOLLER WEALTH PARTNERS** manages $478M across a diversified portfolio of 69 positions. The fund exhibits significant overweighting in specific sectors, notably allocating $49.3M to GUNR and $38.4M to FNDA. Core holdings also include substantial positions in fixed income and broad market exposure, such as $35.1M in VTIP and $34.2M in VB. This concentration suggests a tactical, value-oriented approach targeting specific market segments.

Total AUM

$477.5M

QoQ Performance

-0.4%

Positions

37

Top 10 Concentration

61.0%

Latest Filing

Q4 2025

Top Holdings Allocation

GUNR

FNDA

VTIP

VB

FNDX

IVV

VV

GUNR10.3%

FNDA8.0%

VTIP7.4%

VB7.2%

FNDX5.3%

IVV5.2%

VV5.2%

VNQI4.3%

📈 Biggest Buys

SPDR SERIES TRUST

+29.9%

0.9% of portfolio

VANGUARD INDEX FDS

+3.5%

4.2% of portfolio

VANGUARD INTL EQUITY INDEX F

+2.4%

4.3% of portfolio

VANGUARD MALVERN FDS

+1.0%

7.4% of portfolio

ELI LILLY & CO

NEW

0.0% of portfolio

📉 Biggest Sells

ISHARES TR

-7.5%

5.2% of portfolio

FLEXSHARES TR

-2.5%

10.3% of portfolio

ISHARES TR

-10.6%

1.7% of portfolio

SCHWAB STRATEGIC TR

-4.7%

3.6% of portfolio

VANGUARD TAX-MANAGED FDS

-4.9%

3.3% of portfolio

Sector Breakdown

Other93.3%

ETF5.4%

Financial0.6%

Healthcare0.3%

Industrial0.2%

Technology0.2%

Energy0.1%

Communication0.0%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$239.6K

INVESCO QQQ TR

SOLD

$230.8K

Changes from Q3 2025

NEW1 new position

↑13 increased

↓40 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHWAB STRATEGIC TR

VANGUARD MALVERN FDS

VANGUARD INDEX FDS

SCHWAB STRATEGIC TR

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