Holders — by stockHoldings — by fund
MOLLER WEALTH PARTNERS
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001475271
$552.8M
disclosed book value
75
positions
9.3%
largest position share
Positions, as of 2026-06-30
top 75 of 75 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GUNRFLEXSHARES TR | 1.0M | $51.7M | 9.3% |
| 2 | FNDASCHWAB STRATEGIC TR | 1.2M | $46.8M | 8.5% |
| 3 | VTIPVANGUARD MALVERN FDS | 807,517 | $40.6M | 7.3% |
| 4 | VBVANGUARD INDEX FDS | 132,140 | $40.1M | 7.2% |
| 5 | IVVISHARES TR | 40,463 | $30.3M | 5.5% |
| 6 | FNDXSCHWAB STRATEGIC TR | 958,661 | $29.8M | 5.4% |
| 7 | VVVANGUARD INDEX FDS | 78,984 | $27.2M | 4.9% |
| 8 | VNQIVANGUARD INTL EQUITY INDEX F | 511,167 | $22.9M | 4.1% |
| 9 | VTEBVANGUARD MUN BD FDS | 425,059 | $21.5M | 3.9% |
| 10 | DFCFDIMENSIONAL ETF TRUST | 497,866 | $21.0M | 3.8% |
| 11 | FNDFSCHWAB STRATEGIC TR | 388,978 | $20.5M | 3.7% |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 244,220 | $17.4M | 3.1% |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 269,212 | $16.1M | 2.9% |
| 14 | VPLVANGUARD INTL EQUITY INDEX F | 127,817 | $14.8M | 2.7% |
| 15 | FNDESCHWAB STRATEGIC TR | 370,133 | $14.7M | 2.7% |
| 16 | VGKVANGUARD INTL EQUITY INDEX F | 156,477 | $13.9M | 2.5% |
| 17 | USRTISHARES TR | 206,928 | $13.8M | 2.5% |
| 18 | IWMISHARES TR | 35,903 | $10.8M | 2% |
| 19 | VNQVANGUARD INDEX FDS | 107,370 | $10.4M | 1.9% |
| 20 | SPHYSPDR SERIES TRUST | 392,827 | $9.2M | 1.7% |
| 21 | DLNWISDOMTREE TR | 91,793 | $8.8M | 1.6% |
| 22 | MUBISHARES TR | 69,518 | $7.5M | 1.4% |
| 23 | DWMWISDOMTREE TR | 97,736 | $7.2M | 1.3% |
| 24 | VSSVANGUARD INTL EQUITY INDEX F | 40,487 | $6.2M | 1.1% |
| 25 | EFAISHARES TR | 57,755 | $6.0M | 1.1% |
| 26 | FNDCSCHWAB STRATEGIC TR | 112,018 | $5.4M | 1% |
| 27 | IJHISHARES TR | 64,747 | $5.0M | 0.9% |
| 28 | BSVVANGUARD BD INDEX FDS | 45,604 | $3.6M | 0.6% |
| 29 | SCHASCHWAB STRATEGIC TR | 59,916 | $2.2M | 0.4% |
| 30 | JPMJPMORGAN CHASE & CO | 5,978 | $2.0M | 0.4% |
| 31 | JNJJOHNSON & JOHNSON | 6,876 | $1.7M | 0.3% |
| 32 | RWRSPDR SERIES TRUST | 13,105 | $1.5M | 0.3% |
| 33 | ICLNISHARES TR | 70,924 | $1.5M | 0.3% |
| 34 | GEGE AEROSPACE | 3,793 | $1.4M | 0.3% |
| 35 | PGPROCTER & GAMBLE CO | 9,249 | $1.4M | 0.2% |
| 36 | EESWISDOMTREE TR | 18,397 | $1.2M | 0.2% |
| 37 | AMATAPPLIED MATLS INC | 1,647 | $1.2M | 0.2% |
| 38 | GEVGE VERNOVA INC | 948 | $1.1M | 0.2% |
| 39 | PBWINVESCO EXCHANGE TRADED FD T | 27,579 | $1.1M | 0.2% |
| 40 | MCDMCDONALDS CORP | 2,485 | $671,720 | 0.1% |
| 41 | ESGDISHARES TR | 6,452 | $663,330 | 0.1% |
| 42 | ABBVABBVIE INC | 2,554 | $642,689 | 0.1% |
| 43 | VTIVANGUARD INDEX FDS | 1,658 | $613,654 | 0.1% |
| 44 | XLGINVESCO EXCHANGE TRADED FD T | 8,641 | $529,115 | 0.1% |
| 45 | SPYSTATE STR SPDR S&P 500 ETF T | 686 | $512,284 | 0.1% |
| 46 | VHTVANGUARD WORLD FD | 1,665 | $497,960 | 0.1% |
| 47 | CSCOCISCO SYS INC | 4,020 | $472,189 | 0.1% |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 934 | $467,364 | 0.1% |
| 49 | ITWILLINOIS TOOL WKS INC | 1,717 | $464,397 | 0.1% |
| 50 | ESGEISHARES INC | 8,256 | $451,521 | 0.1% |
| 51 | AAPLAPPLE INC | 1,519 | $439,538 | 0.1% |
| 52 | ESGUISHARES TR | 2,649 | $433,562 | 0.1% |
| 53 | MRKMERCK & CO INC | 3,316 | $426,106 | 0.1% |
| 54 | TROWPRICE T ROWE GROUP INC | 3,600 | $409,284 | 0.1% |
| 55 | NUSCNUSHARES ETF TR | 7,813 | $407,214 | 0.1% |
| 56 | XOMEXXON MOBIL CORP | 2,861 | $391,156 | 0.1% |
| 57 | MSFTMICROSOFT CORP | 1,020 | $380,378 | 0.1% |
| 58 | VOOVANGUARD INDEX FDS | 520 | $357,141 | 0.1% |
| 59 | GSGOLDMAN SACHS GROUP INC | 332 | $335,775 | 0.1% |
| 60 | DESWISDOMTREE TR | 7,939 | $322,959 | 0.1% |
| 61 | DEMWISDOMTREE TR | 5,894 | $317,038 | 0.1% |
| 62 | EPSWISDOMTREE TR | 3,730 | $290,157 | 0.1% |
| 63 | ESMLISHARES TR | 5,096 | $285,019 | 0.1% |
| 64 | KOCOCA COLA CO | 3,464 | $281,519 | 0.1% |
| 65 | NVDANVIDIA CORPORATION | 1,325 | $265,119 | 0% |
| 66 | SPYMSPDR SERIES TRUST | 2,984 | $262,234 | 0% |
| 67 | ABTABBOTT LABORATORIES | 2,879 | $261,211 | 0% |
| 68 | VYMVANGUARD WHITEHALL FDS | 1,602 | $253,221 | 0% |
| 69 | ISCFISHARES TR | 5,805 | $251,314 | 0% |
| 70 | IBMINTERNATIONAL BUSINESS MACHS | 886 | $249,152 | 0% |
| 71 | LLYELI LILLY & CO | 197 | $236,288 | 0% |
| 72 | PEPPEPSICO INC | 1,716 | $232,346 | 0% |
| 73 | VCITVANGUARD SCOTTSDALE FDS | 2,670 | $220,695 | 0% |
| 74 | MMM3M CO | 1,328 | $215,016 | 0% |
| 75 | SJMSMUCKER J M CO | 1,778 | $200,025 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.