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CIK: 0001475271
Total reported value
$552.8M
$552.8M
65 檔
27.3%
According to the latest 13F quarterly dataset, Moller Wealth Partners managed an equity portfolio of $552.8M at the end of Q3 2024, spanning 65 distinct U.S. exchange-listed positions.
During Q3 2024, Moller Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | ETF-Other | 9.85% | -1.28% | +2.37% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 7.87% | +0.35% | -0.64% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.18% | -0.39% | +2.16% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.72% | +0.21% | -1.57% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 6.07% | +0.20% | -1.73% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.85% | +0.19% | -0.60% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.74% | +0.11% | -0.02% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.70% | -2.34% | -3.50% | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.35% | -0.09% | -0.54% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.98% | -0.13% | +5.27% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.62% | -0.18% | +2.47% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.56% | -0.02% | +1.63% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.20% | +0.02% | +0.65% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.92% | +0.08% | -0.61% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.69% | -0.11% | +0.14% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.26% | +0.15% | -4.11% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.01% | +0.18% | +0.50% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.00% | +0.04% | +0.47% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.88% | -0.02% | -0.29% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.86% | -0.14% | — | |
| 21 | DWM | Wisdomtree International Equ | ETF-Other | 1.68% | -0.07% | -2.79% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.32% | -0.02% | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.04% | -0.06% | -0.15% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.01% | — | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.99% | -0.01% | +0.53% | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.84% | — | +0.59% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | +0.02% | -0.60% | |
| 28 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.38% | +0.01% | -0.14% | |
| 29 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.36% | -0.14% | -9.02% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | +0.03% | — | |
| 31 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.33% | -0.01% | +13.15% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | — | — | |
| 33 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.24% | +0.02% | -0.27% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.06% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.02% | +75.65% | |
| 36 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.20% | -0.02% | — | |
| 37 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.18% | +0.01% | +7.40% | |
| 38 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.18% | -0.14% | EXIT | |
| 39 | GE | General Electric | Stock-Industrials | 0.17% | +0.05% | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.17% | — | — | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.13% | — | -3.17% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | — | +7.14% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.01% | — | |
| 44 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.10% | — | — | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.10% | — | +0.31% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.10% | — | — | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.09% | — | +35.92% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.09% | — | — | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.09% | — | -9.58% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.08% | +0.01% | +0.34% |
According to official SEC Form 13F filings, Moller Wealth Partners reported a total U.S. public equity portfolio value of $552.8M across 65 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GUNR, FNDA, VTIP) accounted for 27.3% of total reported equity market value during Q3 2024.
During Q3 2024, Moller Wealth Partners's top holdings by market value included GUNR (9.8%)、FNDA (7.9%)、VTIP (7.2%). The largest single position, GUNR, represented 9.8% of total portfolio value.
In Q3 2024, Moller Wealth Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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