Moller Wealth Partners
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.7ptsvs SPY
Invested
$506.5M
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GUNR
FLEXSHARES TR
Held since at least Q1 2024
10.6%
02
$FNDA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
8.1%
03
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
7.7%
04
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
7.0%
05
$MSFT
MICROSOFT CORP
Q4 2025: New position (124.1k shares)
5.8%
06
$IVV
ISHARES TR
Q1 2026: Sold 21.4% (1.5k → 1.2k shares)
5.3%
07
$FNDX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.3%
08
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
4.7%
09
$VNQI
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
4.2%
10
$VNQ
VANGUARD INDEX FDS
Held since at least Q1 2024
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:23 UTC.