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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 38.00% of Moller Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VTEB, SPHY, VTIP, DFCF, VNQI, VGK, VPL, JPST, XOM, USRT.
Started 3 new stock positions in JPST, XOM, MPC.
Reduced shares in these 10 stocks: MUB, GUNR, VV, MCD, , , , , JNJ, KO.
Sold out of its positions in ABT, ABBV, CSCO, KO, Exxon Mobil Corporation, IBM, MCD, MRK, PEP, MMM.
Moller Wealth Partners was a net buyer of stock by $1.9M.
Moller Wealth Partners has $545M in assets under management (AUM), dropping by -1.39%.
Central Index Key (CIK): 0001475271

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Portfolio Holdings for Moller Wealth Partners

Moller Wealth Partners holds 68 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Flexshares Tr NRTRN TR MRN GBL (GUNR)	9.9	$54M	-2%	1.0M	52.74	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	8.0	$43M		1.2M	35.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	7.6	$41M	+3%	837k	49.22	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	6.9	$38M		133k	284.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$31M		40k	765.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.6	$30M		963k	31.47	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	4.9	$27M	-4%	76k	351.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.3	$24M	+17%	498k	47.36	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	4.1	$22M	+2%	526k	42.52	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	3.8	$21M	+4%	522k	40.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	3.8	$21M		384k	53.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$17M		241k	70.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.9	$16M		270k	59.31	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	2.9	$16M		372k	41.87	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.8	$15M	+3%	132k	115.81	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.6	$14M	+4%	163k	86.80	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.4	$13M	+2%	213k	61.58	View chart
Spdr Series Trust St Port High Etf (SPHY)	2.0	$11M	+24%	488k	22.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.8	$9.9M		36k	277.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.8	$9.5M		107k	89.63	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$8.9M		91k	97.20	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.3	$7.1M		97k	73.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.2	$6.6M	+4%	42k	155.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.1	$5.9M		57k	103.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	1.1	$5.8M	+4%	117k	49.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$4.7M		65k	71.95	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$4.6M	-33%	46k	101.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$3.3M	-4%	44k	76.40	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.0M		6.0k	330.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.8M	-5%	56k	32.63	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	-20%	5.5k	264.74	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.3	$1.4M	+16%	83k	17.00	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.3	$1.4M		13k	104.92	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$1.2M		18k	64.58	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M	-3%	3.7k	312.29	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	-17%	7.6k	145.28	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.2	$958k	+19%	33k	29.07	View chart
Ge Vernova (GEV)	0.2	$873k	-3%	918.00	950.49	View chart
Applied Materials (AMAT)	0.2	$842k		1.6k	511.38	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$701k	+5%	6.8k	103.05	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$652k	+24%	855.00	762.63	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$621k		1.7k	374.21	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$550k		8.6k	63.61	View chart
Vanguard World Health Car Etf (VHT)	0.1	$510k	-3%	1.6k	316.16	View chart
Apple (AAPL)	0.1	$506k		1.5k	333.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$465k		934.00	497.95	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$446k		8.2k	54.16	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$441k		2.6k	166.80	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$440k	NEW	8.7k	50.37	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$415k	NEW	2.6k	162.75	View chart
Illinois Tool Works (ITW)	0.1	$395k	-10%	1.5k	257.28	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$393k	+3%	8.1k	48.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$364k		520.00	700.86	View chart
T. Rowe Price (TROW)	0.1	$312k	-16%	3.0k	104.05	View chart
NVIDIA Corporation (NVDA)	0.1	$303k		1.3k	228.38	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$301k		7.9k	37.90	View chart
Goldman Sachs (GS)	0.1	$299k		332.00	900.36	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$298k		3.7k	79.95	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$271k	-16%	4.9k	55.31	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$268k		3.0k	89.76	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$265k		5.1k	52.00	View chart
Ishares Tr International Sl (ISCF)	0.0	$259k		5.8k	44.66	View chart
Microsoft Corporation (MSFT)	0.0	$257k	-50%	502.00	512.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$250k		1.6k	155.21	View chart
Eli Lilly & Co. (LLY)	0.0	$229k		198.00	1157.08	View chart
Smucker J M Com New (SJM)	0.0	$211k		1.8k	118.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$210k		2.7k	78.31	View chart
Marathon Petroleum Corp (MPC)	0.0	$207k	NEW	524.00	395.42	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 Q3 filed Oct. 15, 2026
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

View all past filings

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