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Faith Charles

Moller Wealth Partners

Assets Managed
$552.824M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
9.15%(2Q avg: 7.61%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Moller Wealth Partners's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 552.824M in assets, with a quarterly growth rate of 9.15% and a 2-quarter average growth rate of 7.61%. The portfolio is managed by Faith Charles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 7.46%
9.35%
$51.665M
1.048M shares@ $49.28 avg price
FNDA
Schwab Fndmntl Us Sm Co Etf
Recent Activity
Decreased -2.91%
8.47%
$46.78M
1.229M shares@ $38.06 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 3.08%
7.34%
$40.562M
807,517 shares@ $50.23 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -2.96%
7.25%
$40.054M
132,140 shares@ $303.13 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.38%
5.49%
$30.302M
40,463 shares@ $748.89 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.24%
5.4%
$29.814M
958,661 shares@ $31.11 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -1.07%
4.92%
$27.163M
78,984 shares@ $343.91 avg price
VNQI
Vanguard Glbl Ex-us Real Est
Recent Activity
Increased 5.84%
4.15%
$22.926M
511,167 shares@ $44.85 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 4.08%
3.89%
$21.499M
425,059 shares@ $50.58 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 4.24%
3.81%
$21.015M
497,866 shares@ $42.21 avg price

1-10 of 75