Portfolio (Quarterly) Guide ↗

MOLLER WEALTH PARTNERS

· CIK 0001475271

13F Portfolio $506.5B AUM 67 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 28 Added 16 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	J P MORGAN EXCHANGE TRADED F	—	5,306	$268K	0.06%	SOLD
2	MSFT	MICROSOFT CORP	Technology	497	$240K	0.05%	SOLD
3	PSX	PHILLIPS 66	Energy	1,748	$226K	0.05%	SOLD
4	LLY	ELI LILLY & CO	Healthcare	192	$206K	0.04%	SOLD

Sector Allocation

Financial Services 29.6%

Industrials 14.4%

Consumer Defensive 13.5%

Healthcare 13.4%

Technology 11.9%

Utilities 8.0%

Energy 4.6%

Communication Services 2.4%

Consumer Cyclical 2.3%