Moller Financial Services

Moller Wealth Partners as of Dec. 31, 2025

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