MOLLER WEALTH PARTNERS - Portfolio overview

MOLLER WEALTH PARTNERS has 74 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. GUNR - FLEXSHARES TR, 10.57%
2. FNDA - SCHWAB STRATEGIC TR, 8.07%
3. VTIP - VANGUARD MALVERN FDS, 7.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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