MOLLER WEALTH PARTNERS

CIK 0001475271 · Q1 2026

13F Equity AUM

$506.5M

+6.1% QoQ

Positions

-2 QoQ

AUM Rank

#4,284

Top 34%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #5,993 · Top 73%

vs S&P -9.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 38.8%Top 10: 61.3%Top 20: 87.6%

GUNR10.6%

FNDA8.1%

VTIP7.7%

VB7.0%

IVV5.3%

FNDX5.3%

VV4.7%

VNQI4.2%

VNQ4.2%

VTEB4.0%

Others (57)38.7%

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

Sector Allocation

Financial Services98.6%

Other1.4%

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

Position Sizing

Positions: 67Median: 0.22%Avg: 1.49%

0–0.5%

40(4.9%)

0.5–1%

3(2.6%)

1–3%

11(20.4%)

3–5%

7(28.0%)

5%+

6(44.1%)

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

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Portfolio Overlap

Shared: 67Unique: 0vs 20 funds

0.9%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

1.4%

1.2%

1.3%

1.9%

1.1%

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.6%

GEODE CAPITAL MANAGEMENT, LLC

0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased41Decreased17Exited4

New Positions

MCD0.1%

+748

WMT0.0%

+2K

Increased

SPHY1.4%

+109K(+59%)

VTIP7.7%

+73K(+10%)

FNDA8.1%

+48K(+4%)

DFCF4.0%

+44K(+10%)

VTEB4.0%

+37K(+10%)

FNDX5.3%

+34K(+4%)

VNQI4.2%

+34K(+8%)

FNDE2.8%

+14K(+4%)

VNQ4.2%

+13K(+6%)

VWO2.8%

+12K(+5%)

Decreased

GUNR10.6%

-100,647(-9%)

IFLN0.1%

-11,156(-22%)

DWM1.4%

-4,462(-4%)

VPL2.5%

-4,427(-3%)

XLG0.2%

-3,379(-13%)

ISCF0.1%

-3,328(-22%)

ESML0.1%

-1,985(-28%)

SCHA0.4%

-1,866(-3%)

TROW0.1%

-1,605(-25%)

VEA3.1%

-1,338(-1%)

Exited

-5,306

-497

-1,748

-192

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

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Holdings

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