Managers / Q4 2021 · view latest →
MOLLER WEALTH PARTNERS
CIK 0001475271 · 847-441-7575
Reported Value
$313M
Q4 2021
Positions
49
Filings on Record
30
2019–present window
Filed
Jan 20, 2022
original filing
Summary
Moller Wealth Partners reported $313M in U.S.-listed holdings across 49 positions for Q4 2021.
Its largest position, GUNR, represents 11.2% of the portfolio.
Compared with Q3 2021, the fund opened 3 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $507M | 67 | Apr 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $478M | 69 | Jan 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $480M | 70 | Oct 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $453M | 69 | Jul 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $404M | 66 | Apr 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $380M | 64 | Jan 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $400M | 65 | Oct 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $375M | 65 | Jul 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $369M | 51 | Apr 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $355M | 50 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $315M | 47 | Oct 16, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $327M | 49 | Jul 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $324M | 49 | Apr 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $311.3B | 48 | Jan 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $278M | 47 | Oct 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $295M | 49 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $322M | 53 | Apr 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $313M | 49 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $303M | 47 | Oct 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $304M | 48 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $287M | 47 | Apr 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $242M | 52 | Jan 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $223M | 42 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $229M | 47 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $193M | 45 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $226M | 48 | Jan 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $207M | 47 | Oct 18, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $195M | 50 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $223M | 60 | Apr 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $153M | 60 | Jan 16, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.