MOLLER WEALTH PARTNERS

CIK 0001475271 · Q2 2026

13F Equity AUM

$552.8M

+9.2% QoQ

Positions

+8 QoQ

AUM Rank

#4,641

Top 37%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,832 · Top 70%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 37.9%Top 10: 60.0%Top 20: 85.6%

GUNR9.3%

FNDA8.5%

VTIP7.3%

VB7.3%

IVV5.5%

FNDX5.4%

VV4.9%

VNQI4.2%

VTEB3.9%

DFCF3.8%

Others (65)40.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services97.7%

Other2.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 75Median: 0.20%Avg: 1.33%

0–0.5%

47(5.4%)

0.5–1%

3(2.5%)

1–3%

13(25.2%)

3–5%

6(23.6%)

5%+

6(43.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 75vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New13Increased23Decreased32Exited5

New Positions

USRT2.5%

+207K

ABBV0.1%

+3K

CSCO0.1%

+4K

MRK0.1%

+3K

NUSC0.1%

+8K

MSFT0.1%

+1K

ABT0.1%

+3K

KO0.1%

+3K

IBM0.1%

+886

PEP0.0%

+2K

Increased

SPHY1.7%

+100K(+34%)

GUNR9.3%

+73K(+7%)

VNQI4.2%

+28K(+6%)

VTIP7.3%

+24K(+3%)

DFCF3.8%

+20K(+4%)

VTEB3.9%

+17K(+4%)

FNDC1.0%

+5K(+5%)

VGK2.5%

+4K(+3%)

VWO2.9%

+4K(+1%)

FNDF3.7%

+3K(+1%)

Decreased

VNQ1.9%

-133,263(-55%)

FNDA8.5%

-36,916(-3%)

XLG0.1%

-13,430(-61%)

ISCF0.1%

-6,101(-51%)

ICLN0.3%

-4,957(-7%)

SCHA0.4%

-4,921(-8%)

VB7.3%

-4,037(-3%)

VCIT0.0%

-3,680(-58%)

VEA3.1%

-2,932(-1%)

FNDX5.4%

-2,385(-0%)

Exited

IFLN

-40,396

VOT

-1,232

-8,339

WMT

-1,757

IEF

-2,275

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...