Moller Financial Services

Moller Wealth Partners as of June 30, 2026

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