MOLLER WEALTH PARTNERS
Filing Date
Global Rank
#8,115
/ 8,603
▲ 79
· as of Mar 2026
Top Industry
Banks - Diversified
18.4%
3Y Alpha vs SPY
+0.0%
Period ended 3 months ago
Filed Apr 14, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+77.7%
SPY
+76.0%
Annualised alpha
+0.4%
Max drawdown
−14.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.6%
−0.9 pts
Top 5
60.6%
+1.8 pts
Top 10
83.6%
+1.6 pts
HHI
941
Diversified+16
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.7% | $2,975,384 |
| Industrials | 22.4% | $2,246,181 |
| Consumer Defensive | 13.5% | $1,348,168 |
| Healthcare | 13.4% | $1,338,553 |
| Technology | 11.9% | $1,190,789 |
| Unclassified | 4.5% | $446,133 |
| Communication Services | 2.4% | $241,747 |
| Consumer Cyclical | 2.3% | $232,470 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | +187 | 5,981 | $1,759,370 | |
| NVDA | Nvidia Corp | +165 | 1,362 | $237,532 | |
| AAPL | Apple Inc. | +119 | 1,538 | $390,329 | |
| JNJ | Johnson & Johnson | +20 | 5,476 | $1,338,553 | |
| ITW | Illinois Tool Works Inc | +18 | 1,539 | $400,586 | |
| BRK-B | Berkshire Hathaway Inc | +16 | 955 | $457,636 | |
| GE | General Electric Co | +9 | 3,680 | $1,044,273 | |
| GS | Goldman Sachs Group Inc | +6 | 385 | $325,706 | |
| GEV | GE Vernova Inc. | +4 | 918 | $801,322 | |
| SPY | Spdr S&P 500 ETF Trust | +2 | 686 | $446,133 | |
| No positions match the current search. | |||||
16 positions ·
$10,019,425 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,981 | $1,759,370 | 17.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,476 | $1,338,553 | 13.36% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 7,822 | $1,129,809 | 11.28% | |
| GE |
General Electric Co
Industrials
|
Added | 3,680 | $1,044,273 | 10.42% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 918 | $801,322 | 8.00% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,647 | $562,928 | 5.62% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 955 | $457,636 | 4.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 686 | $446,133 | 4.45% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Reduced | 4,800 | $432,672 | 4.32% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 1,539 | $400,586 | 4.00% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,538 | $390,329 | 3.90% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 385 | $325,706 | 3.25% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 8,339 | $241,747 | 2.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,362 | $237,532 | 2.37% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 748 | $232,470 | 2.32% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,757 | $218,359 | 2.18% |