MOLLER WEALTH PARTNERS
CIK: 0001475271SEC EDGAR →
Portfolio Value
$477.5M
Holdings
69
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FLEXSHARES TR | 1,076,286 | $49.3M | 10.33% |
| 2 | SCHWAB STRATEGIC TR | 1,217,660 | $38.4M | 8.03% |
| 3 | VANGUARD MALVERN FDS | 709,958 | $35.1M | 7.35% |
| 4 | VANGUARD INDEX FDS | 132,483 | $34.2M | 7.16% |
| 5 | SCHWAB STRATEGIC TR | 926,581 | $25.2M | 5.28% |
| 6 | ISHARES TR | 36,288 | $24.9M | 5.20% |
| 7 | VANGUARD INDEX FDS | 78,719 | $24.8M | 5.19% |
| 8 | VANGUARD INTL EQUITY INDEX F | 448,545 | $20.6M | 4.31% |
| 9 | VANGUARD INDEX FDS | 227,292 | $20.1M | 4.21% |
| 10 | VANGUARD MUN BD FDS | 371,208 | $18.7M | 3.91% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $469.4M | 98.3% |
| Industrials | 2 | $1.5M | 0.3% |
| Unknown | 2 | $1.4M | 0.3% |
| Healthcare | 2 | $1.3M | 0.3% |
| Technology | 4 | $1.3M | 0.3% |
| Consumer Defensive | 1 | $1.2M | 0.2% |
| Utilities | 1 | $597K | 0.1% |
| Energy | 2 | $549K | 0.1% |
| Communication Services | 1 | $213K | 0.0% |