Moller Wealth Partners Portfolio Stock Holdings
Moller Wealth Partners disclosed 67 stock positions valued at approximately $506.5 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 March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 67
- Portfolio Value
- $506.5M
Holdings by Sector
Moller Wealth Partners Portfolio Holdings in Q1 2026
67 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | GUNR | Other | 10.63% | 975,639 | -100,647 | -9.35% | $53,816,232 |
| SCHWAB STRATEGIC TR | FNDA | Other | 8.11% | 1,266,030 | +48,370 | +3.97% | $41,057,350 |
| VANGUARD MALVERN FDS | VTIP | Other | 7.73% | 783,398 | +73,440 | +10.34% | $39,130,727 |
| VANGUARD INDEX FDS | VB | Other | 7.04% | 136,177 | +3,694 | +2.79% | $35,667,474 |
| ISHARES TR | IVV | Other | 5.29% | 41,031 | +4,743 | +13.07% | $26,801,759 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.28% | 961,046 | +34,465 | +3.72% | $26,765,135 |
| VANGUARD INDEX FDS | VV | Other | 4.71% | 79,846 | +1,127 | +1.43% | $23,861,977 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 4.24% | 482,983 | +34,438 | +7.68% | $21,468,582 |
| VANGUARD INDEX FDS | VNQ | Other | 4.21% | 240,633 | +13,341 | +5.87% | $21,344,176 |
| VANGUARD MUN BD FDS | VTEB | Other | 4.02% | 408,410 | +37,202 | +10.02% | $20,375,552 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.98% | 477,655 | +44,121 | +10.18% | $20,166,600 |
| SCHWAB STRATEGIC TR | FNDF | Other | 3.73% | 385,828 | +1,835 | +0.48% | $18,878,542 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.13% | 247,152 | -1,338 | -0.54% | $15,837,470 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.83% | 265,318 | +12,289 | +4.86% | $14,340,464 |
| SCHWAB STRATEGIC TR | FNDE | Other | 2.77% | 367,331 | +13,687 | +3.87% | $14,054,077 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 2.49% | 129,203 | -4,427 | -3.31% | $12,627,033 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 2.47% | 151,992 | +4,321 | +2.93% | $12,528,715 |
| ISHARES TR | IWM | Other | 1.80% | 36,861 | +3,403 | +10.17% | $9,141,570 |
| WISDOMTREE TR | DLN | Other | 1.62% | 92,054 | +3,159 | +3.55% | $8,223,184 |
| ISHARES TR | MUB | Other | 1.49% | 71,256 | - | - | $7,563,824 |
| WISDOMTREE TR | DWM | Other | 1.36% | 98,295 | -4,462 | -4.34% | $6,869,897 |
| SPDR SERIES TRUST | SPHY | Other | 1.35% | 292,630 | +108,543 | +58.96% | $6,824,129 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.14% | 39,591 | +1,140 | +2.96% | $5,771,985 |
| ISHARES TR | EFA | Other | 1.11% | 57,979 | +163 | +0.28% | $5,631,520 |
| SCHWAB STRATEGIC TR | FNDC | Other | 0.98% | 107,112 | +115 | +0.11% | $4,965,700 |
| ISHARES TR | IJH | Other | 0.89% | 66,740 | -465 | -0.69% | $4,506,940 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.70% | 45,023 | +701 | +1.58% | $3,530,248 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.37% | 64,837 | -1,866 | -2.80% | $1,885,460 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.35% | 5,981 | +187 | +3.23% | $1,759,380 |
| ISHARES TR | ICLN | Other | 0.27% | 75,881 | -154 | -0.20% | $1,387,860 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.26% | 5,476 | +20 | +0.37% | $1,338,553 |
| SPDR SERIES TRUST | RWR | Other | 0.26% | 13,105 | +36 | +0.28% | $1,323,212 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.24% | 22,071 | -3,379 | -13.28% | $1,203,979 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.22% | 7,822 | -266 | -3.29% | $1,129,810 |
| WISDOMTREE TR | EES | Other | 0.21% | 18,397 | - | - | $1,067,922 |
| GE AEROSPACE | GE | Industrials | 0.21% | 3,680 | +9 | +0.25% | $1,044,274 |
| INVESCO EXCHANGE TRADED FD T | PBW | Other | 0.18% | 29,228 | -1,296 | -4.25% | $923,020 |
| GE VERNOVA INC | GEV | Utilities | 0.16% | 918 | +4 | +0.44% | $801,322 |
| INVESCO EXCH TRADED FD TR II | PHB | Other | 0.14% | 40,396 | -11,156 | -21.64% | $724,697 |
| ISHARES TR | ESGD | Other | 0.12% | 6,439 | +709 | +12.37% | $615,697 |
| APPLIED MATLS INC | AMAT | Technology | 0.11% | 1,647 | - | - | $562,928 |
| VANGUARD INDEX FDS | VTI | Other | 0.11% | 1,671 | +724 | +76.45% | $535,962 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.10% | 6,350 | +37 | +0.59% | $525,448 |
| ISHARES TR | ISCF | Other | 0.10% | 11,906 | -3,328 | -21.85% | $497,558 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 2,706 | +13 | +0.48% | $459,100 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.09% | 955 | +16 | +1.70% | $457,636 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.09% | 686 | +2 | +0.29% | $446,133 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.09% | 4,800 | -1,605 | -25.06% | $432,672 |
| VANGUARD WORLD FD | VHT | Other | 0.08% | 1,530 | +160 | +11.68% | $416,624 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.08% | 1,539 | +18 | +1.18% | $400,586 |
| APPLE INC | AAPL | Technology | 0.08% | 1,538 | +119 | +8.39% | $390,329 |
| ISHARES INC | ESGE | Other | 0.07% | 8,317 | -178 | -2.10% | $378,174 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.07% | 2,489 | +12 | +0.48% | $368,665 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.06% | 385 | +6 | +1.58% | $325,706 |
| VANGUARD INDEX FDS | VOT | Other | 0.06% | 1,232 | -250 | -16.87% | $316,952 |
| VANGUARD INDEX FDS | VOO | Other | 0.06% | 520 | - | - | $310,726 |
| WISDOMTREE TR | DEM | Other | 0.06% | 6,113 | +19 | +0.31% | $303,755 |
| WISDOMTREE TR | DES | Other | 0.06% | 8,105 | - | - | $291,294 |
| WISDOMTREE TR | EPS | Other | 0.05% | 3,730 | - | - | $254,050 |
| ISHARES TR | ESGU | Other | 0.05% | 1,772 | +6 | +0.34% | $250,596 |
| ISHARES TR | ESML | Other | 0.05% | 5,233 | -1,985 | -27.50% | $246,056 |
| AT&T INC | T | Communication Services | 0.05% | 8,339 | -275 | -3.19% | $241,762 |
| NVIDIA CORPORATION | NVDA | Technology | 0.05% | 1,362 | +165 | +13.78% | $237,533 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.05% | 748 | +748 | +100.00% | $232,471 |
| SPDR SERIES TRUST | SPLG | Other | 0.05% | 2,984 | - | - | $228,395 |
| WALMART INC | WMT | Consumer Defensive | 0.04% | 1,757 | +1,757 | +100.00% | $218,360 |
| ISHARES TR | IEF | Other | 0.04% | 2,275 | +3 | +0.13% | $217,122 |