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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, IVV, and represent 38.79% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VTIP, IVV, SPHY, DFCF, VTEB, FNDA, VNQI, VNQ, VB, FNDX.
Started 2 new stock positions in MCD, WMT.
Reduced shares in these 10 stocks: GUNR (-$5.6M), VPL, DWM, JPST, MSFT, PSX, LLY, PHB, XLG, TROW.
Sold out of its positions in JPST, LLY, MSFT, PSX.
Moller Wealth Partners was a net buyer of stock by $15M.
Moller Wealth Partners has $507M in assets under management (AUM), dropping by 6.07%.
Central Index Key (CIK): 0001475271

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Positions held by Moller Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr Mornstar Upstr (GUNR)	10.6	$54M	-9%	976k	55.16	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	8.1	$41M	+3%	1.3M	32.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.7	$39M	+10%	783k	49.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.0	$36M	+2%	136k	261.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.3	$27M	+13%	41k	653.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.3	$27M	+3%	961k	27.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.7	$24M		80k	298.85	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.2	$22M	+7%	483k	44.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.2	$21M	+5%	241k	88.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.0	$20M	+10%	408k	49.89	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.0	$20M	+10%	478k	42.22	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.7	$19M		386k	48.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$16M		247k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$14M	+4%	265k	54.05	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	2.8	$14M	+3%	367k	38.26	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.5	$13M	-3%	129k	97.73	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.5	$13M	+2%	152k	82.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.8	$9.1M	+10%	37k	248.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$8.2M	+3%	92k	89.33	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$7.6M		71k	106.15	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.4	$6.9M	-4%	98k	69.89	View chart
Spdr Series Trust State Street Spd (SPHY)	1.3	$6.8M	+58%	293k	23.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$5.8M	+2%	40k	145.79	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.1	$5.6M		58k	97.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.0	$5.0M		107k	46.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.5M		67k	67.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$3.5M		45k	78.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.9M	-2%	65k	29.08	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.8M	+3%	6.0k	294.16	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.4M		76k	18.29	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M		5.5k	244.44	View chart
Spdr Series Trust State Street Spd (RWR)	0.3	$1.3M		13k	100.97	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$1.2M	-13%	22k	54.55	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	-3%	7.8k	144.44	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$1.1M		18k	58.05	View chart
Ge Aerospace Com New (GE)	0.2	$1.0M		3.7k	283.77	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$923k	-4%	29k	31.58	View chart
Ge Vernova (GEV)	0.2	$801k		918.00	872.90	View chart
Invesco Exch Traded Fd Tr Ii Bloomberg Enhanc (PHB)	0.1	$725k	-21%	40k	17.94	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$616k	+12%	6.4k	95.62	View chart
Applied Materials (AMAT)	0.1	$563k		1.6k	341.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$536k	+76%	1.7k	320.74	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$525k		6.4k	82.75	View chart
Ishares Tr International Sl (ISCF)	0.1	$498k	-21%	12k	41.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$459k		2.7k	169.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$458k		955.00	479.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$446k		686.00	650.34	View chart
T. Rowe Price (TROW)	0.1	$433k	-25%	4.8k	90.14	View chart
Vanguard World Health Car Etf (VHT)	0.1	$417k	+11%	1.5k	272.30	View chart
Illinois Tool Works (ITW)	0.1	$401k		1.5k	260.29	View chart
Apple (AAPL)	0.1	$390k	+8%	1.5k	253.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$378k	-2%	8.3k	45.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$369k		2.5k	148.12	View chart
Goldman Sachs (GS)	0.1	$326k		385.00	845.99	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$317k	-16%	1.2k	257.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$311k		520.00	597.55	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$304k		6.1k	49.69	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$291k		8.1k	35.94	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$254k		3.7k	68.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$251k		1.8k	141.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$246k	-27%	5.2k	47.02	View chart
At&t (T)	0.0	$242k	-3%	8.3k	28.99	View chart
NVIDIA Corporation (NVDA)	0.0	$238k	+13%	1.4k	174.40	View chart
McDonald's Corporation (MCD)	0.0	$233k	NEW	748.00	310.79	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$228k		3.0k	76.54	View chart
Wal-Mart Stores (WMT)	0.0	$218k	NEW	1.8k	124.28	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$217k		2.3k	95.44	View chart

Past Filings by Moller Wealth Partners

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

Moller Wealth Partners 2026 Q1 filed April 14, 2026
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

View all past filings

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