Moller Wealth Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$506.5M
Q ending 2026-03-31
Prior quarter
$477.5M
Q ending 2025-12-31
Change
+6.1% QoQ · +25.2% YoY
Positions
67
reported holdings
Largest positions
All 67 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Flexshares Tr | GUNR | Shares | $53.8M | 976K |
| Schwab Strategic Tr | FNDA | Shares | $41.1M | 1.3M |
| Vanguard Malvern Fds | VTIP | Shares | $39.1M | 783K |
| Vanguard Index Fds | VB | Shares | $35.7M | 136K |
| Ishares Tr | IVV | Shares | $26.8M | 41K |
| Schwab Strategic Tr | FNDX | Shares | $26.8M | 961K |
| Vanguard Index Fds | VV | Shares | $23.9M | 80K |
| Vanguard Intl Equity Index F | VNQI | Shares | $21.5M | 483K |
| Vanguard Index Fds | VNQ | Shares | $21.3M | 241K |
| Vanguard Mun Bd Fds | VTEB | Shares | $20.4M | 408K |
| Dimensional Etf Trust | DFCF | Shares | $20.2M | 478K |
| Schwab Strategic Tr | FNDF | Shares | $18.9M | 386K |
| Vanguard Tax-Managed Fds | VEA | Shares | $15.8M | 247K |
| Vanguard Intl Equity Index F | VWO | Shares | $14.3M | 265K |
| Schwab Strategic Tr | FNDE | Shares | $14.1M | 367K |
| Vanguard Intl Equity Index F | VPL | Shares | $12.6M | 129K |
| Vanguard Intl Equity Index F | VGK | Shares | $12.5M | 152K |
| Ishares Tr | IWM | Shares | $9.1M | 37K |
| Wisdomtree Tr | DLN | Shares | $8.2M | 92K |
| Ishares Tr | MUB | Shares | $7.6M | 71K |
| Wisdomtree Tr | DWM | Shares | $6.9M | 98K |
| Spdr Series Trust | SPHY | Shares | $6.8M | 293K |
| Vanguard Intl Equity Index F | VSS | Shares | $5.8M | 40K |
| Ishares Tr | EFA | Shares | $5.6M | 58K |
| Schwab Strategic Tr | FNDC | Shares | $5.0M | 107K |
| Ishares Tr | IJH | Shares | $4.5M | 67K |
| Vanguard Bd Index Fds | BSV | Shares | $3.5M | 45K |
| Schwab Strategic Tr | SCHA | Shares | $1.9M | 65K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Ishares Tr | ICLN | Shares | $1.4M | 76K |
| Johnson & Johnson | JNJ | Shares | $1.3M | 5K |
| Spdr Series Trust | RWR | Shares | $1.3M | 13K |
| Invesco Exchange Traded Fd T | XLG | Shares | $1.2M | 22K |
| Procter & Gamble Co | PG | Shares | $1.1M | 8K |
| Wisdomtree Tr | EES | Shares | $1.1M | 18K |
| Ge Aerospace | GE | Shares | $1.0M | 4K |
| Invesco Exchange Traded Fd T | PBW | Shares | $923K | 29K |
| Ge Vernova Inc | GEV | Shares | $801K | 918 |
| Invesco Exch Traded Fd Tr Ii | IFLN | Shares | $725K | 40K |
| Ishares Tr | ESGD | Shares | $616K | 6K |
| Applied Matls Inc | AMAT | Shares | $563K | 2K |
| Vanguard Index Fds | VTI | Shares | $536K | 2K |
| Vanguard Scottsdale Fds | VCIT | Shares | $525K | 6K |
| Ishares Tr | ISCF | Shares | $498K | 12K |
| Exxon Mobil Corp | XOM | Shares | $459K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $458K | 955 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $446K | 686 |
| Price T Rowe Group Inc | TROW | Shares | $433K | 5K |
| Vanguard World Fd | VHT | Shares | $417K | 2K |
| Illinois Tool Wks Inc | ITW | Shares | $401K | 2K |
| Apple Inc | AAPL | Shares | $390K | 2K |
| Ishares Inc | ESGE | Shares | $378K | 8K |
| Vanguard Whitehall Fds | VYM | Shares | $369K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $326K | 385 |
| Vanguard Index Fds | VOT | Shares | $317K | 1K |
| Vanguard Index Fds | VOO | Shares | $311K | 520 |
| Wisdomtree Tr | DEM | Shares | $304K | 6K |
| Wisdomtree Tr | DES | Shares | $291K | 8K |
| Wisdomtree Tr | EPS | Shares | $254K | 4K |
| Ishares Tr | ESGU | Shares | $251K | 2K |
| Ishares Tr | ESML | Shares | $246K | 5K |
| At&T Inc | T | Shares | $242K | 8K |
| Nvidia Corporation | NVDA | Shares | $238K | 1K |
| Mcdonalds Corp | MCD | Shares | $232K | 748 |
| Spdr Series Trust | SPYM | Shares | $228K | 3K |
| Walmart Inc | WMT | Shares | $218K | 2K |
| Ishares Tr | IEF | Shares | $217K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.