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Moller Financial Services

Latest statistics and disclosures from Moller Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are GUNR, FNDA, VTIP, VB, FNDX, and represent 38.16% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPHY, VNQ, VNQI, VTIP, LLY, VTEB, VGK, VSS, BRK.B, PG.
Started 1 new stock position in LLY.
Reduced shares in these 10 stocks: IVV, GUNR, IWM, FNDF, VEA, XLG, FNDA, VOT, FNDE, VWO.
Sold out of its positions in QQQ, DGRO.
Moller Wealth Partners was a net seller of stock by $-8.5M.
Moller Wealth Partners has $478M in assets under management (AUM), dropping by -0.41%.
Central Index Key (CIK): 0001475271

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Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr Mornstar Upstr (GUNR)	10.3	$49M	-2%	1.1M	45.85	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	8.0	$38M		1.2M	31.51	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.4	$35M		710k	49.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.2	$34M		133k	257.95	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.3	$25M		927k	27.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.2	$25M	-7%	36k	684.93	View chart
Vanguard Index Fds Large Cap Etf (VV)	5.2	$25M		79k	314.80	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.3	$21M	+2%	449k	45.84	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.2	$20M	+3%	227k	88.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.9	$19M		371k	50.29	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	3.9	$19M		434k	42.56	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.6	$17M	-4%	384k	45.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$16M	-4%	249k	62.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$14M	-3%	253k	53.76	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	2.7	$13M	-3%	354k	36.06	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.6	$12M		148k	83.61	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.5	$12M		134k	90.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.7	$8.2M	-10%	34k	246.16	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$7.8M		89k	88.08	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$7.6M	-4%	71k	107.11	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.5	$7.1M		103k	68.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.2	$5.6M	-2%	58k	96.03	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.2	$5.5M		39k	143.33	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.0	$4.8M		107k	44.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.4M		67k	66.00	View chart
Spdr Series Trust State Street Spd (SPHY)	0.9	$4.4M	+29%	184k	23.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$3.5M	-3%	44k	78.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.9M		67k	28.48	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.9M		5.8k	322.19	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$1.5M	-29%	26k	59.28	View chart
Spdr Series Trust State Street Spd (RWR)	0.3	$1.3M		13k	98.23	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.2M	-7%	76k	16.43	View chart
Procter & Gamble Company (PG)	0.2	$1.2M		8.1k	143.31	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M		3.7k	308.03	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M		5.5k	206.95	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$1.0M		18k	56.93	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$959k		52k	18.60	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$932k	-4%	31k	30.54	View chart
T. Rowe Price (TROW)	0.1	$656k	-11%	6.4k	102.38	View chart
Ishares Tr International Sl (ISCF)	0.1	$632k	-2%	15k	41.48	View chart
Ge Vernova (GEV)	0.1	$597k		914.00	653.57	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$545k		5.7k	95.09	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$529k	-8%	6.3k	83.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$472k		939.00	502.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$466k		684.00	681.92	View chart
Applied Materials (AMAT)	0.1	$423k		1.6k	256.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$414k	-54%	1.5k	279.09	View chart
Vanguard World Health Car Etf (VHT)	0.1	$394k	-5%	1.4k	287.92	View chart
Apple (AAPL)	0.1	$386k		1.4k	271.86	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$375k		8.5k	44.17	View chart
Illinois Tool Works (ITW)	0.1	$375k		1.5k	246.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$356k	-47%	2.5k	143.53	View chart
Goldman Sachs (GS)	0.1	$333k		379.00	879.00	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$332k		7.2k	45.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$326k	-3%	520.00	627.13	View chart
Exxon Mobil Corporation (XOM)	0.1	$324k		2.7k	120.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$318k		947.00	335.35	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$285k		6.1k	46.71	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$271k		8.1k	33.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$268k	-9%	5.3k	50.59	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$264k		3.7k	70.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$263k	-16%	1.8k	148.98	View chart
Microsoft Corporation (MSFT)	0.1	$240k		497.00	483.30	View chart
Spdr Series Trust State Street Spd (SPLG)	0.1	$239k		3.0k	80.22	View chart
Phillips 66 (PSX)	0.0	$226k		1.7k	129.04	View chart
NVIDIA Corporation (NVDA)	0.0	$223k		1.2k	186.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$219k	-18%	2.3k	96.16	View chart
At&t (T)	0.0	$214k		8.6k	24.84	View chart
Eli Lilly & Co. (LLY)	0.0	$206k	NEW	192.00	1074.68	View chart

Past Filings by Moller Wealth Partners

SEC 13F filings are viewable for Moller Wealth Partners going back to 2011

Moller Wealth Partners 2025 Q4 filed Jan. 8, 2026
Moller Wealth Partners 2025 Q3 filed Oct. 6, 2025
Moller Wealth Partners 2025 Q2 filed July 10, 2025
Moller Wealth Partners 2025 Q1 filed April 9, 2025
Moller Wealth Partners 2024 Q4 filed Jan. 7, 2025
Moller Wealth Partners 2024 Q3 filed Oct. 9, 2024
Moller Wealth Partners 2024 Q2 filed July 1, 2024
Moller Wealth Partners 2024 Q1 filed April 11, 2024
Moller Financial Services 2023 Q4 filed Jan. 10, 2024
Moller Financial Services 2023 Q3 filed Oct. 16, 2023
Moller Financial Services 2023 Q2 filed July 17, 2023
Moller Financial Services 2023 Q1 filed April 17, 2023
Moller Financial Services 2022 Q4 filed Jan. 18, 2023
Moller Financial Services 2022 Q3 filed Oct. 20, 2022
Moller Financial Services 2022 Q2 filed July 21, 2022
Moller Financial Services 2022 Q1 filed April 14, 2022

View all past filings

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