Portfolio (Quarterly) Guide ↗

MOLLER WEALTH PARTNERS

· CIK 0001475271

13F Portfolio $553M AUM 75 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 13 New 22 Added 28 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IFLN	INVESCO EXCH TRADED FD TR II	—	40,396	$725K	0.14%	SOLD
2	VOT	VANGUARD INDEX FDS	—	1,232	$317K	0.06%	SOLD
3	T	AT&T INC	Communication Services	8,339	$242K	0.05%	SOLD
4	WMT	WALMART INC	Consumer Defensive	1,757	$218K	0.04%	SOLD
5	IEF	ISHARES TR	—	2,275	$217K	0.04%	SOLD

Sector Allocation

Healthcare 20.9%

Financial Services 20.3%

Technology 18.9%

Industrials 13.2%

Consumer Defensive 13.0%

Utilities 7.0%

Consumer Cyclical 4.2%

Energy 2.5%