Long-term investor
Moller Wealth Partners @mollerwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001475271).
Record
- Tracked since 2025-06-30 (476 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +0.6% · 6 months +0.6% · 1 year +0.6% · all +0.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33939L407 · 9.9% · long · since 2025-09-30
- 808524763 · 8.0% · long · since 2025-09-30
- 922020805 · 7.6% · long · since 2025-09-30
- 922908751 · 6.9% · long · since 2025-09-30
- 464287200 · 5.7% · long · since 2025-09-30
- 808524771 · 5.6% · long · since 2025-09-30
- 922908637 · 4.9% · long · since 2025-09-30
- 922907746 · 4.3% · long · since 2025-09-30
- 922042676 · 4.1% · long · since 2025-09-30
- 25434V872 · 3.8% · long · since 2025-09-30
- 808524755 · 3.8% · long · since 2025-09-30
- 921943858 · 3.1% · long · since 2025-09-30