Managers / Q2 2024 · view latest →
MOLLER WEALTH PARTNERS
CIK 0001475271 · 847-441-7575
Reported Value
$375M
Q2 2024
Positions
65
Filings on Record
30
2019–present window
Filed
Jul 1, 2024
original filing
Summary
Moller Wealth Partners reported $375M in U.S.-listed holdings across 65 positions for Q2 2024.
Its largest position, GUNR, represents 10.0% of the portfolio.
Compared with Q1 2024, the fund opened 15 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 — Q2 2024
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 ↗.