13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001475271
Total reported value
$552.8M
$552.8M
69 檔
31.3%
The Q2 2025 SEC filing reveals that Moller Wealth Partners held a total portfolio value of $552.8M, covering 69 public equity positions.
During Q2 2025, Moller Wealth Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GUNR, FNDA, VTIP) accounted for 31.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | ETF-Other | 9.90% | -1.28% | +4.17% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 8.12% | +0.35% | +15.15% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.53% | -0.39% | +6.06% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.08% | +0.21% | +16.73% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.55% | +0.19% | +2.33% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-Other | 5.31% | +0.20% | -1.40% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.74% | +0.11% | +7.71% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.32% | -0.09% | +5.04% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.25% | -2.34% | +5.65% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.91% | -0.13% | -1.34% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.86% | -0.18% | +9.97% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.58% | -0.02% | +1.72% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.28% | +0.02% | +2.91% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | +0.08% | +3.90% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.74% | -0.11% | +4.29% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.48% | +0.04% | +10.53% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.45% | +0.18% | +7.56% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.88% | +0.15% | -0.35% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.68% | -0.02% | -0.59% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.65% | -0.14% | +6.12% | |
| 21 | DWM | Wisdomtree International Equ | ETF-Other | 1.50% | -0.07% | -5.17% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.28% | -0.02% | +3.32% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.16% | -0.01% | +7.69% | |
| 24 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.01% | — | +6.67% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.92% | +0.01% | +5.25% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.86% | -0.06% | +2.78% | |
| 27 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.51% | +0.32% | +279.71% | |
| 28 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.42% | -0.14% | -4.59% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | +0.02% | -4.06% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | -3.06% | |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.30% | +0.01% | -0.82% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | +0.03% | -2.93% | |
| 33 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.24% | -0.01% | +4.14% | |
| 34 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.21% | -0.14% | EXIT | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.21% | -0.06% | EXIT | |
| 36 | GE | General Electric | Stock-Industrials | 0.21% | +0.05% | +1.05% | |
| 37 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.21% | +0.02% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.06% | +1.56% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.02% | -43.75% | |
| 40 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.17% | +0.01% | +13.44% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.15% | -0.02% | +0.07% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.11% | — | -0.03% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.11% | +0.04% | +0.66% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.01% | +7.75% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | -40.57% | |
| 46 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.09% | — | +1.68% | |
| 47 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.09% | — | — | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.08% | — | +4.18% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.08% | — | — | |
| 50 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | +0.01% | -9.39% |
According to official SEC Form 13F filings, Moller Wealth Partners reported a total U.S. public equity portfolio value of $552.8M across 69 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Moller Wealth Partners's top holdings by market value included GUNR (9.9%)、FNDA (8.1%)、VTIP (7.5%). The largest single position, GUNR, represented 9.9% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.