Moller Wealth Partners Q2 2026 Portfolio Activity: New ETF Position, Significant Changes
Moller Wealth Partners' portfolio reached a total value of $553 million as of June 30, 2026. This filing details observable changes including the initiation of a new position in Nushares ETF and substantial increases in holdings like USRT.
As of Moller Wealth Partners' reporting date on June 30, 2026, the firm's portfolio stood at a total value of $552.8 million.
Among the most notable actions this quarter was the initiation of a new position in Nushares ETF (NUSC). The fund also significantly increased its stake in Dimensional ETF Trust (DFCF) by 4.23%, adding shares worth approximately $1.0 million to the portfolio.
Conversely, Moller Wealth Partners divested a substantial position from Vanguard REIT Index Fund (VNQ), reducing its allocation by over half (-55.38%) and exiting entirely during this period. The fund also scaled back holdings in several other funds including Schwab Strategic Trust (FNDA) with a -2.92% change, INVESCO Exchange Traded Fund Trust (XLG) with a significant -60.85%, and Vanguard Intermediate-Term Tax-Indexed Fund (VCIT).
Other observable changes include modest adjustments to existing positions like Flexshares TR (GUNR), SPDR Series Trust (SPHY), and Vanguard Muni Bond Funds, alongside the introduction of a small position in Utilities sector via Schwab Strategic Trust.
The overall portfolio structure shows that most assets remain concentrated in 'Unknown' sectors or large institutional funds. The firm's activity this quarter highlights both strategic additions to specific ETFs like DFCF and Dimensional and significant reductions from Vanguard REIT Index Fund (VNQ) and others, suggesting a focus on certain fixed income strategies while trimming exposure to real estate equities.
For detailed analysis of Moller Wealth Partners' holdings and performance trends throughout the year, investors can refer to the firm's full portfolio reports available through InsiderSet.