MOLLER WEALTH PARTNERS
CIK 1475271
13F filing for Q2 2026・No. 3,660
- Holdings
- US$552.82M
- Quarter change
- +US$46.32M
- Entries
- 75
- Net bought (estimate)
- +US$9.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 5
- Cut 32
- Added 23
- Corporate actions 0
- Unchanged 7
Largest holdings
75 stocks worth US$552.82M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FLEXSHARES TRMORNSTAR UPSTR | Added | 1,048,389 | US$51.66M | 9.35% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US S | Cut | 1,229,114 | US$46.78M | 8.46% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 807,517 | US$40.56M | 7.34% |
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 132,140 | US$40.05M | 7.25% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 40,463 | US$30.3M | 5.48% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Cut | 958,661 | US$29.81M | 5.39% |
| VANGUARD INDEX FDSLARGE CAP ETF | Cut | 78,984 | US$27.16M | 4.91% |
| VANGUARD INTL EQUITY INDEX FGLB EX US ETF | Added | 511,167 | US$22.93M | 4.15% |
| VANGUARD MUN BD FDSTAX EXEMPT BD | Added | 425,059 | US$21.5M | 3.89% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 497,866 | US$21.01M | 3.80% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.