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 (434 days), 20 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.2% · 6 months +11.8% · 1 year +18.7% · all +18.7%
  • Max drawdown 0.0% · Sharpe 1.90 · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 33939L407 · 9.3% · long · since 2025-06-30
  • 808524763 · 8.5% · long · since 2025-06-30
  • 922020805 · 7.3% · long · since 2025-06-30
  • 922908751 · 7.2% · long · since 2025-06-30
  • 464287200 · 5.5% · long · since 2025-06-30
  • 808524771 · 5.4% · long · since 2025-06-30
  • 922908637 · 4.9% · long · since 2025-06-30
  • 922042676 · 4.1% · long · since 2025-06-30
  • 922907746 · 3.9% · long · since 2025-06-30
  • 25434V872 · 3.8% · long · since 2025-06-30
  • 808524755 · 3.7% · long · since 2025-06-30
  • 921943858 · 3.1% · long · since 2025-06-30

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