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MOLLER WEALTH PARTNERS
Updated 4 days agoManaged by Moller Wealth Partners • Latest filing Q3 2026
Portfolio value
$545.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $477.5M |
| Q1 2026 | $506.5M |
| Q2 2026 | $552.8M |
| Q3 2026 | $545.2M |
Top holdings
68 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $53.8M | 1.02M | 9.87% | — | |
| 2 | $43.3M | 1.24M | 7.95% | — | |
| 3 | $41.2M | 836.7K | 7.55% | — | |
| 4 | $37.8M | 133.0K | 6.94% | — | |
| 5 | $31M | 40.4K | 5.68% | — | |
| 6 | $30.3M | 962.5K | 5.56% | — | |
| 7 | $26.6M | 75.7K | 4.89% | — | |
| 8 | $23.6M | 498.0K | 4.33% | — | |
| 9 | $22.4M | 525.7K | 4.10% | — | |
| 10 | $20.9M | 522.1K | 3.84% | — | |
| 11 | $20.6M | 383.9K | 3.79% | — | |
| 12 | $17M | 241.2K | 3.12% | — | |
| 13 | $16M | 269.6K | 2.93% | — | |
| 14 | $15.6M | 372.4K | 2.86% | — | |
| 15 | $15.3M | 132.3K | 2.81% | — | |
| 16 | $14.1M | 162.7K | 2.59% | — | |
| 17 | $13.1M | 212.8K | 2.40% | — | |
| 18 | $11M | 487.8K | 2.02% | — | |
| 19 | $9.9M | 35.7K | 1.82% | — | |
| 20 | $9.5M | 106.5K | 1.75% | — |