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CIK: 0001475271
Total reported value
$552.8M
$552.8M
66 檔
27.5%
At the close of Q1 2025, Moller Wealth Partners disclosed equity holdings valued at approximately $552.8M, spread across 66 reported holdings.
In Q1 2025, Moller Wealth Partners displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | ETF-Other | 10.29% | -1.28% | +4.70% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.89% | -0.39% | +6.05% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 7.55% | +0.35% | +11.39% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 6.36% | +0.21% | +8.57% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.49% | +0.19% | +2.80% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 5.44% | +0.20% | -3.10% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.74% | +0.11% | +5.85% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.58% | -2.34% | +6.64% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.49% | -0.13% | +8.99% | |
| 10 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.04% | -0.09% | +8.99% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.91% | -0.18% | +9.62% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.56% | -0.02% | +2.30% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.19% | +0.02% | +1.77% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | +0.08% | +8.24% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.74% | -0.11% | +9.79% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.27% | +0.04% | +16.77% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.25% | +0.18% | +23.25% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.95% | +0.15% | -0.22% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.83% | -0.02% | -1.32% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.76% | -0.14% | -1.60% | |
| 21 | DWM | Wisdomtree International Equ | ETF-Other | 1.62% | -0.07% | -3.71% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | -0.02% | -0.71% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.04% | -0.01% | +13.82% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.93% | -0.06% | -7.12% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | +0.01% | — | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.91% | — | +14.29% | |
| 27 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.44% | -0.14% | +0.09% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.44% | +0.02% | -1.32% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | — | +73.87% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | +0.03% | +5.75% | |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.35% | +0.01% | -0.07% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.02% | +1.84% | |
| 33 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.23% | -0.14% | EXIT | |
| 34 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.23% | -0.01% | -17.69% | |
| 35 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.22% | +0.02% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.06% | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.21% | -0.06% | EXIT | |
| 38 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.19% | — | +49.52% | |
| 39 | GE | General Electric | Stock-Industrials | 0.18% | +0.05% | — | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.16% | -0.02% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.16% | — | +188.47% | |
| 42 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.15% | +0.32% | — | |
| 43 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.13% | +0.01% | -2.19% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | +27.95% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | -0.01% | — | |
| 46 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.10% | — | — | |
| 47 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.09% | — | — | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.09% | — | — | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.08% | +0.01% | +9.63% | |
| 50 | VHT | Vanguard Health Care ETF | ETF-Other | 0.08% | +0.01% | +0.32% |
According to official SEC Form 13F filings, Moller Wealth Partners reported a total U.S. public equity portfolio value of $552.8M across 66 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GUNR, VTIP, FNDA) accounted for 27.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
GUNR
市值: $41.6M
During Q1 2025, Moller Wealth Partners's top holdings by market value included GUNR (10.3%)、VTIP (7.9%)、FNDA (7.5%). The largest single position, GUNR, represented 10.3% of total portfolio value.
In Q1 2025, Moller Wealth Partners made 50 total portfolio adjustments, initiating 50 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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