Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOLLER WEALTH PARTNERS (CIK 1475271) reported $506.5M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GUNR ($53.8M, 10.63%), FNDA ($41.1M, 8.11%), VTIP ($39.1M, 7.73%), VB ($35.7M, 7.04%), IVV ($26.8M, 5.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GUNR | FLEXSHARES TR | $53.8M | 10.63% | 975,639 | Trimmed |
| 2 | FNDA | SCHWAB STRATEGIC TR | $41.1M | 8.11% | 1.3M | Added |
| 3 | VTIP | VANGUARD MALVERN FDS | $39.1M | 7.73% | 783,398 | Added |
| 4 | VB | VANGUARD INDEX FDS | $35.7M | 7.04% | 136,177 | Added |
| 5 | IVV | ISHARES TR | $26.8M | 5.29% | 41,031 | Added |
| 6 | FNDX | SCHWAB STRATEGIC TR | $26.8M | 5.28% | 961,046 | Added |
| 7 | VV | VANGUARD INDEX FDS | $23.9M | 4.71% | 79,846 | Added |
| 8 | VNQI | VANGUARD INTL EQUITY INDEX F | $21.5M | 4.24% | 482,983 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $21.3M | 4.21% | 240,633 | Added |
| 10 | VTEB | VANGUARD MUN BD FDS | $20.4M | 4.02% | 408,410 | Added |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $20.2M | 3.98% | 477,655 | Added |
| 12 | FNDF | SCHWAB STRATEGIC TR | $18.9M | 3.73% | 385,828 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $15.8M | 3.13% | 247,152 | Trimmed |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $14.3M | 2.83% | 265,318 | Added |
| 15 | FNDE | SCHWAB STRATEGIC TR | $14.1M | 2.77% | 367,331 | Added |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | $12.6M | 2.49% | 129,203 | Trimmed |
| 17 | VGK | VANGUARD INTL EQUITY INDEX F | $12.5M | 2.47% | 151,992 | Added |
| 18 | IWM | ISHARES TR | $9.1M | 1.80% | 36,861 | Added |
| 19 | DLN | WISDOMTREE TR | $8.2M | 1.62% | 92,054 | Added |
| 20 | MUB | ISHARES TR | $7.6M | 1.49% | 71,256 | Hold |
| 21 | DWM | WISDOMTREE TR | $6.9M | 1.36% | 98,295 | Trimmed |
| 22 | SPHY | SPDR SERIES TRUST | $6.8M | 1.35% | 292,630 | Added |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | $5.8M | 1.14% | 39,591 | Added |
| 24 | EFA | ISHARES TR | $5.6M | 1.11% | 57,979 | Added |
| 25 | FNDC | SCHWAB STRATEGIC TR | $5.0M | 0.98% | 107,112 | Added |
Source: SEC Form 13F filings · as of 2026-03-31