Moller Wealth Partners Portfolio Stock Holdings
Moller Wealth Partners disclosed 75 stock positions valued at approximately $552.8 million in its latest SEC 13F filing. The largest holdings include FLEXSHARES TR, SCHWAB STRATEGIC TR, and VANGUARD MALVERN FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $552.8M
Holdings by Sector
Moller Wealth Partners Portfolio Holdings in Q2 2026
75 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | GUNR | Other | 9.35% | 1,048,389 | +72,750 | +7.46% | $51,664,606 |
| SCHWAB STRATEGIC TR | FNDA | Other | 8.46% | 1,229,114 | -36,916 | -2.92% | $46,780,061 |
| VANGUARD MALVERN FDS | VTIP | Other | 7.34% | 807,517 | +24,119 | +3.08% | $40,561,560 |
| VANGUARD INDEX FDS | VB | Other | 7.25% | 132,140 | -4,037 | -2.96% | $40,054,379 |
| ISHARES TR | IVV | Other | 5.48% | 40,463 | -568 | -1.38% | $30,302,314 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.39% | 958,661 | -2,385 | -0.25% | $29,814,358 |
| VANGUARD INDEX FDS | VV | Other | 4.91% | 78,984 | -862 | -1.08% | $27,163,387 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 4.15% | 511,167 | +28,184 | +5.84% | $22,925,828 |
| VANGUARD MUN BD FDS | VTEB | Other | 3.89% | 425,059 | +16,649 | +4.08% | $21,499,476 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.80% | 497,866 | +20,211 | +4.23% | $21,014,923 |
| SCHWAB STRATEGIC TR | FNDF | Other | 3.71% | 388,978 | +3,150 | +0.82% | $20,522,476 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.15% | 244,220 | -2,932 | -1.19% | $17,400,678 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.91% | 269,212 | +3,894 | +1.47% | $16,069,245 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 2.67% | 127,817 | -1,386 | -1.07% | $14,787,177 |
| SCHWAB STRATEGIC TR | FNDE | Other | 2.66% | 370,133 | +2,802 | +0.76% | $14,686,879 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 2.51% | 156,477 | +4,485 | +2.95% | $13,854,469 |
| ISHARES TR | USRT | Other | 2.49% | 206,928 | +206,928 | +100.00% | $13,750,340 |
| ISHARES TR | IWM | Other | 1.95% | 35,903 | -958 | -2.60% | $10,787,107 |
| VANGUARD INDEX FDS | VNQ | Other | 1.87% | 107,370 | -133,263 | -55.38% | $10,353,699 |
| SPDR SERIES TRUST | SPHY | Other | 1.67% | 392,827 | +100,197 | +34.24% | $9,207,855 |
| WISDOMTREE TR | DLN | Other | 1.60% | 91,793 | -261 | -0.28% | $8,841,502 |
| ISHARES TR | MUB | Other | 1.35% | 69,518 | -1,738 | -2.44% | $7,481,527 |
| WISDOMTREE TR | DWM | Other | 1.29% | 97,736 | -559 | -0.57% | $7,155,673 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.13% | 40,487 | +896 | +2.26% | $6,246,737 |
| ISHARES TR | EFA | Other | 1.09% | 57,755 | -224 | -0.39% | $5,999,600 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.98% | 112,018 | +4,906 | +4.58% | $5,439,612 |
| ISHARES TR | IJH | Other | 0.90% | 64,747 | -1,993 | -2.99% | $4,992,627 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.64% | 45,604 | +581 | +1.29% | $3,552,979 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.39% | 59,916 | -4,921 | -7.59% | $2,164,765 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 5,978 | -3 | -0.05% | $1,956,622 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.32% | 6,876 | +1,400 | +25.57% | $1,746,298 |
| SPDR SERIES TRUST | RWR | Other | 0.27% | 13,105 | - | - | $1,480,472 |
| ISHARES TR | ICLN | Other | 0.26% | 70,924 | -4,957 | -6.53% | $1,453,228 |
| GE AEROSPACE | GE | Industrials | 0.26% | 3,793 | +113 | +3.07% | $1,417,558 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.25% | 9,249 | +1,427 | +18.24% | $1,356,273 |
| WISDOMTREE TR | EES | Other | 0.23% | 18,397 | - | - | $1,247,133 |
| APPLIED MATLS INC | AMAT | Technology | 0.22% | 1,647 | - | - | $1,190,781 |
| GE VERNOVA INC | GEV | Utilities | 0.20% | 948 | +30 | +3.27% | $1,113,767 |
| INVESCO EXCHANGE TRADED FD T | PBW | Other | 0.19% | 27,579 | -1,649 | -5.64% | $1,075,857 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 2,485 | +1,737 | +232.22% | $671,720 |
| ISHARES TR | ESGD | Other | 0.12% | 6,452 | +13 | +0.20% | $663,330 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 2,554 | +2,554 | +100.00% | $642,689 |
| VANGUARD INDEX FDS | VTI | Other | 0.11% | 1,658 | -13 | -0.78% | $613,654 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.10% | 8,641 | -13,430 | -60.85% | $529,115 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.09% | 686 | - | - | $512,284 |
| VANGUARD WORLD FD | VHT | Other | 0.09% | 1,665 | +135 | +8.82% | $497,960 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 4,020 | +4,020 | +100.00% | $472,189 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.08% | 934 | -21 | -2.20% | $467,364 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.08% | 1,717 | +178 | +11.57% | $464,397 |
| ISHARES INC | ESGE | Other | 0.08% | 8,256 | -61 | -0.73% | $451,521 |
| APPLE INC | AAPL | Technology | 0.08% | 1,519 | -19 | -1.24% | $439,538 |
| ISHARES TR | ESGU | Other | 0.08% | 2,649 | +877 | +49.49% | $433,562 |
| MERCK & CO INC | MRK | Healthcare | 0.08% | 3,316 | +3,316 | +100.00% | $426,106 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.07% | 3,600 | -1,200 | -25.00% | $409,284 |
| NUSHARES ETF TR | NUSC | Other | 0.07% | 7,813 | +7,813 | +100.00% | $407,214 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 2,861 | +155 | +5.73% | $391,156 |
| MICROSOFT CORP | MSFT | Technology | 0.07% | 1,020 | +523 | +105.23% | $380,378 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 520 | - | - | $357,141 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.06% | 332 | -53 | -13.77% | $335,775 |
| WISDOMTREE TR | DES | Other | 0.06% | 7,939 | -166 | -2.05% | $322,959 |
| WISDOMTREE TR | DEM | Other | 0.06% | 5,894 | -219 | -3.58% | $317,038 |
| WISDOMTREE TR | EPS | Other | 0.05% | 3,730 | - | - | $290,157 |
| ISHARES TR | ESML | Other | 0.05% | 5,096 | -137 | -2.62% | $285,019 |
| COCA COLA CO | KO | Consumer Defensive | 0.05% | 3,464 | +3,464 | +100.00% | $281,519 |
| NVIDIA CORPORATION | NVDA | Technology | 0.05% | 1,325 | -37 | -2.72% | $265,119 |
| SPDR SERIES TRUST | SPLG | Other | 0.05% | 2,984 | - | - | $262,234 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.05% | 2,879 | +2,879 | +100.00% | $261,211 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.05% | 1,602 | -887 | -35.64% | $253,221 |
| ISHARES TR | ISCF | Other | 0.05% | 5,805 | -6,101 | -51.24% | $251,314 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.05% | 886 | +886 | +100.00% | $249,152 |
| ELI LILLY & CO | LLY | Healthcare | 0.04% | 197 | +5 | +2.60% | $236,288 |
| PEPSICO INC | PEP | Consumer Defensive | 0.04% | 1,716 | +1,716 | +100.00% | $232,346 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.04% | 2,670 | -3,680 | -57.95% | $220,695 |
| 3M CO | MMM | Industrials | 0.04% | 1,328 | +1,328 | +100.00% | $215,016 |
| SMUCKER J M CO | SJM | Consumer Defensive | 0.04% | 1,778 | +1,778 | +100.00% | $200,025 |