Moller Wealth Partners Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Moller Wealth Partners disclosed 68 stock positions valued at approximately $545.16M as of quarter-end September 30, 2026. The largest holdings include FLEXSHARES TR, SCHWAB STRATEGIC TR, and VANGUARD MALVERN FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $545.16M
Holdings by Sector
Moller Wealth Partners Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FLEXSHARES TR | GUNR | Other | 9.87% | 1,020,446 | -27,943 | -2.67% | $53,818,297 |
| SCHWAB STRATEGIC TR | FNDA | Other | 7.95% | 1,238,357 | +9,243 | +0.75% | $43,342,494 |
| VANGUARD MALVERN FDS | VTIP | Other | 7.55% | 836,680 | +29,163 | +3.61% | $41,181,397 |
| VANGUARD INDEX FDS | VB | Other | 6.94% | 132,961 | +821 | +0.62% | $37,825,977 |
| ISHARES TR | IVV | Other | 5.68% | 40,441 | -22 | -0.05% | $30,971,510 |
| SCHWAB STRATEGIC TR | FNDX | Other | 5.56% | 962,548 | +3,887 | +0.41% | $30,291,381 |
| VANGUARD INDEX FDS | VV | Other | 4.89% | 75,710 | -3,274 | -4.15% | $26,638,564 |
| VANGUARD MUN BD FDS | VTEB | Other | 4.33% | 497,997 | +72,938 | +17.16% | $23,585,142 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 4.10% | 525,743 | +14,576 | +2.85% | $22,354,581 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 3.84% | 522,073 | +24,207 | +4.86% | $20,945,585 |
| SCHWAB STRATEGIC TR | FNDF | Other | 3.79% | 383,948 | -5,030 | -1.29% | $20,637,224 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.12% | 241,235 | -2,985 | -1.22% | $17,033,580 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.93% | 269,622 | +410 | +0.15% | $15,991,254 |
| SCHWAB STRATEGIC TR | FNDE | Other | 2.86% | 372,354 | +2,221 | +0.60% | $15,590,448 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 2.81% | 132,258 | +4,441 | +3.47% | $15,316,827 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 2.59% | 162,740 | +6,263 | +4.00% | $14,125,875 |
| ISHARES TR | USRT | Other | 2.40% | 212,750 | +5,822 | +2.81% | $13,101,125 |
| SPDR SERIES TRUST | SPHY | Other | 2.02% | 487,810 | +94,983 | +24.18% | $11,019,620 |
| ISHARES TR | IWM | Other | 1.82% | 35,661 | -242 | -0.67% | $9,909,882 |
| VANGUARD INDEX FDS | VNQ | Other | 1.75% | 106,474 | -896 | -0.83% | $9,543,257 |
| WISDOMTREE TR | DLN | Other | 1.63% | 91,319 | -474 | -0.52% | $8,876,207 |
| WISDOMTREE TR | DWM | Other | 1.30% | 96,512 | -1,224 | -1.25% | $7,107,578 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.20% | 42,276 | +1,789 | +4.42% | $6,563,320 |
| ISHARES TR | EFA | Other | 1.08% | 56,791 | -964 | -1.67% | $5,900,027 |
| SCHWAB STRATEGIC TR | FNDC | Other | 1.07% | 117,346 | +5,328 | +4.76% | $5,847,367 |
| ISHARES TR | IJH | Other | 0.85% | 64,747 | - | - | $4,658,534 |
| ISHARES TR | MUB | Other | 0.85% | 45,892 | -23,626 | -33.99% | $4,639,681 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.61% | 43,762 | -1,842 | -4.04% | $3,343,451 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 5,978 | - | - | $1,977,688 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.34% | 56,381 | -3,535 | -5.90% | $1,839,712 |
Showing 30 of 68 holdings in the latest reporting period.