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Faith Charles

Moller Wealth Partners

Assets Managed
$506.503M
Holdings
67
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
6.07%(2Q avg: 2.83%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moller Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Moller Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 506.503M in assets, with a quarterly growth rate of 6.07% and a 2-quarter average growth rate of 2.83%. The portfolio is managed by Faith Charles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GUNR
Flexshares Global Upstream N
Recent Activity
Decreased -9.35%
10.63%
$53.816M
975,639 shares@ $55.16 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Increased 3.98%
8.11%
$41.057M
1.266M shares@ $32.43 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 10.35%
7.73%
$39.131M
783,398 shares@ $49.95 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 2.79%
7.05%
$35.667M
136,177 shares@ $261.92 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 13.08%
5.3%
$26.802M
41,031 shares@ $653.21 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 3.72%
5.29%
$26.765M
961,046 shares@ $27.86 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 1.44%
4.72%
$23.862M
79,846 shares@ $298.85 avg price
VNQI
Vanguard Glbl Ex-us Real Est
Recent Activity
Increased 7.68%
4.24%
$21.469M
482,983 shares@ $44.45 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 5.87%
4.22%
$21.344M
240,633 shares@ $88.71 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 10.03%
4.03%
$20.376M
408,410 shares@ $49.89 avg price

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