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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 37.87% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: USRT (+$14M), GUNR, SPHY, VNQI, VTIP, DFCF, VTEB, ABBV, CSCO, MCD.
Started 13 new stock positions in KO, ABT, SJM, NUSC, CSCO, LLY, USRT, IBM, MMM, MSFT. ABBV, MRK, PEP.
Reduced shares in these 10 stocks: VNQ (-$13M), FNDA, VB, XLG, IFLN, IVV, VOT, VCIT, VV, IWM.
Sold out of its positions in T, IFLN, IEF, VOT, WMT.
Moller Wealth Partners was a net buyer of stock by $9.3M.
Moller Wealth Partners has $553M in assets under management (AUM), dropping by 9.15%.
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 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr Mornstar Upstr (GUNR)	9.3	$52M	+7%	1.0M	49.28	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	8.5	$47M	-2%	1.2M	38.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.3	$41M	+3%	808k	50.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.2	$40M	-2%	132k	303.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$30M		41k	748.89	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.4	$30M		959k	31.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.9	$27M		79k	343.91	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.1	$23M	+5%	511k	44.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.9	$22M	+4%	425k	50.58	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.8	$21M	+4%	498k	42.21	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.7	$21M		389k	52.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$17M		244k	71.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$16M		269k	59.69	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.7	$15M		128k	115.69	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	2.7	$15M		370k	39.68	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.5	$14M	+2%	157k	88.54	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.5	$14M	NEW	207k	66.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$11M	-2%	36k	300.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.9	$10M	-55%	107k	96.43	View chart
Spdr Series Trust St Port High Etf (SPHY)	1.7	$9.2M	+34%	393k	23.44	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$8.8M		92k	96.32	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$7.5M	-2%	70k	107.62	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.3	$7.2M		98k	73.21	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.1	$6.2M	+2%	41k	154.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.1	$6.0M		58k	103.88	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.0	$5.4M	+4%	112k	48.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$5.0M	-2%	65k	77.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$3.6M		46k	77.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$2.2M	-7%	60k	36.13	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.0M		6.0k	327.30	View chart
Johnson & Johnson (JNJ)	0.3	$1.7M	+25%	6.9k	253.97	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.3	$1.5M		13k	112.97	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.5M	-6%	71k	20.49	View chart
Ge Aerospace Com New (GE)	0.3	$1.4M	+3%	3.8k	373.73	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	+18%	9.2k	146.64	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$1.2M		18k	67.79	View chart
Applied Materials (AMAT)	0.2	$1.2M		1.6k	723.00	View chart
Ge Vernova (GEV)	0.2	$1.1M	+3%	948.00	1174.86	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$1.1M	-5%	28k	39.01	View chart
McDonald's Corporation (MCD)	0.1	$672k	+232%	2.5k	270.31	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$663k		6.5k	102.81	View chart
Abbvie (ABBV)	0.1	$643k	NEW	2.6k	251.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$614k		1.7k	370.12	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$529k	-60%	8.6k	61.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$512k		686.00	746.77	View chart
Vanguard World Health Car Etf (VHT)	0.1	$498k	+8%	1.7k	299.08	View chart
Cisco Systems (CSCO)	0.1	$472k	NEW	4.0k	117.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$467k	-2%	934.00	500.39	View chart
Illinois Tool Works (ITW)	0.1	$464k	+11%	1.7k	270.47	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$452k		8.3k	54.69	View chart
Apple (AAPL)	0.1	$440k		1.5k	289.36	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$434k	+49%	2.6k	163.67	View chart
Merck & Co (MRK)	0.1	$426k	NEW	3.3k	128.50	View chart
T. Rowe Price (TROW)	0.1	$409k	-25%	3.6k	113.69	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$407k	NEW	7.8k	52.12	View chart
Exxon Mobil Corporation (XOM)	0.1	$391k	+5%	2.9k	136.72	View chart
Microsoft Corporation (MSFT)	0.1	$380k	NEW	1.0k	372.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$357k		520.00	686.81	View chart
Goldman Sachs (GS)	0.1	$336k	-13%	332.00	1011.37	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$323k	-2%	7.9k	40.68	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$317k	-3%	5.9k	53.79	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$290k		3.7k	77.79	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$285k	-2%	5.1k	55.93	View chart
Coca-Cola Company (KO)	0.1	$282k	NEW	3.5k	81.27	View chart
NVIDIA Corporation (NVDA)	0.0	$265k	-2%	1.3k	200.09	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$262k		3.0k	87.88	View chart
Abbott Laboratories (ABT)	0.0	$261k	NEW	2.9k	90.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$253k	-35%	1.6k	158.07	View chart
Ishares Tr International Sl (ISCF)	0.0	$251k	-51%	5.8k	43.29	View chart
International Business Machines (IBM)	0.0	$249k	NEW	886.00	281.21	View chart
Eli Lilly & Co. (LLY)	0.0	$236k	NEW	197.00	1199.43	View chart
Pepsi (PEP)	0.0	$232k	NEW	1.7k	135.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$221k	-57%	2.7k	82.66	View chart
3M Company (MMM)	0.0	$215k	NEW	1.3k	161.91	View chart
Smucker J M Com New (SJM)	0.0	$200k	NEW	1.8k	112.50	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 Q2 filed July 15, 2026
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

View all past filings

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