MOLLER WEALTH PARTNERS
All 13F Filings
- Location
- Northfield, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 552,824
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 75 | 552,824 | 13F-HR | MOLLER WEALTH PARTNERS |
| Q1 2026 | 4/14/2026 | 67 | 506,503 | 13F-HR | MOLLER WEALTH PARTNERS |
| Q4 2025 | 1/8/2026 | 69 | 477,528 | 13F-HR | MOLLER WEALTH PARTNERS |
| Q3 2025 | 10/6/2025 | 70 | 479,502 | 13F-HR | MOLLER WEALTH PARTNERS |
| Q2 2025 | 7/10/2025 | 69 | 452,888 | 13F-HR | MOLLER WEALTH PARTNERS |
| Q2 2014 | 8/11/2014 | 48 | 220,057 | 13F-HR | MOLLER FINANCIAL SERVICES |
| Q1 2014 | 5/12/2014 | 50 | 195,994 | 13F-HR | MOLLER FINANCIAL SERVICES |
| Q4 2013 | 2/6/2014 | 45 | 186,258 | 13F-HR | MOLLER FINANCIAL SERVICES |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.66 K | 15.5% | 4.803 K | 0 | 4.803 K |
| ETFs | 463.6 K | 83.9% | 41.49 K | 0 | 41.49 K |
| Debt | 3.553 K | 0.6% | 23 | 0 | 23 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
552,824
Holdings
75
QoQ value change ($000)
46,321
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.