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CIK: 0001475271
Total reported value
$552.8M
$552.8M
67 檔
35.5%
During the Q1 2026 filing period, Moller Wealth Partners (CIK: 0001475271) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $552.8M across 67 reported positions.
In Q1 2026, Moller Wealth Partners displayed an active expansion posture, initiating 2 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | ETF-Other | 10.63% | -1.28% | -9.35% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 8.11% | +0.35% | +3.97% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.73% | -0.39% | +10.34% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.04% | +0.21% | +2.79% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.29% | +0.19% | +13.07% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.28% | +0.11% | +3.72% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 4.71% | +0.20% | +1.43% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.24% | -0.09% | +7.68% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.21% | -2.34% | +5.87% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.02% | -0.13% | +10.02% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.98% | -0.18% | +10.18% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.73% | -0.02% | +0.48% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.13% | +0.02% | -0.54% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.83% | +0.08% | +4.86% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.77% | -0.11% | +3.87% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.49% | +0.18% | -3.31% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.47% | +0.04% | +2.93% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.80% | +0.15% | +10.17% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.62% | -0.02% | +3.55% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.49% | -0.14% | — | |
| 21 | DWM | Wisdomtree International Equ | ETF-Other | 1.36% | -0.07% | -4.34% | |
| 22 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.35% | +0.32% | +58.96% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.14% | -0.01% | +2.96% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.11% | -0.02% | +0.28% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.98% | — | +0.11% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | +0.01% | -0.69% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.70% | -0.06% | +1.58% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.37% | +0.02% | -2.80% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | — | +3.23% | |
| 30 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.27% | -0.01% | -0.20% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | +0.06% | +0.37% | |
| 32 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.26% | +0.01% | +0.28% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.24% | -0.14% | -13.28% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | +0.03% | -3.29% | |
| 35 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.21% | +0.02% | — | |
| 36 | GE | General Electric | Stock-Industrials | 0.21% | +0.05% | +0.25% | |
| 37 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.18% | +0.01% | -4.25% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.16% | +0.04% | +0.44% | |
| 39 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.14% | -0.14% | EXIT | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | +12.37% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | +0.11% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | — | +76.45% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.10% | -0.06% | +0.59% | |
| 44 | ISCF | Ishares International Small | ETF-Other | 0.10% | -0.05% | -21.85% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.02% | +0.48% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | +1.70% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | — | +0.29% | |
| 48 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.09% | -0.02% | -25.06% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.08% | +0.01% | +11.68% | |
| 50 | ITW | Illinois Tool Works | Stock-Industrials | 0.08% | — | +1.18% |
According to official SEC Form 13F filings, Moller Wealth Partners reported a total U.S. public equity portfolio value of $552.8M across 67 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including GUNR, FNDA, VTIP) accounted for 35.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
MCD
市值: $232.5K
Top Position Liquidated / Trimmed
JPST
前期市值: $268.4K
During Q1 2026, Moller Wealth Partners's top holdings by market value included GUNR (10.6%)、FNDA (8.1%)、VTIP (7.7%). The largest single position, GUNR, represented 10.6% of total portfolio value.
In Q1 2026, Moller Wealth Partners made 64 total portfolio adjustments, initiating 2 new buys, adding to 41 positions, trimming 17 holdings, and fully liquidating 4 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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