DOSSIER · 13F-HR · Q1 2026
MOLLER WEALTH PARTNERS
MOLLER WEALTH's pension fund based in New York, NY — $507M in tracked AUM across 67 positions as of Q1 2026.
MW
MOLLER WEALTH·New York, NY·Pension Fund
CIK 0001475271 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Moller Wealth Partners has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 378.8% from approximately $99.74 million in the previous quarter to $477.53 million as of the report date. This substantial capital infusion coincides with a major restructuring of the portfolio’s composition. The manager currently holds 69 positions, maintaining a diversified approach. However, the portfolio has shifted from a mixed stra...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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