Moller Wealth Partners Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Moller Wealth Partners disclosed 75 stock positions valued at approximately $552.82M as of quarter-end June 30, 2026. The largest holdings include FLEXSHARES TR, SCHWAB STRATEGIC TR, and VANGUARD MALVERN FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $552.82M
Holdings by Sector
Moller Wealth Partners Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 75 holdings in the latest reporting period.