Q2 2026 13F · SEC CIK 1475271

Moller Wealth Partners

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $552.8M
Reported positions: 75
Top holdings a year, 3 yrs: +12.3%
Assets under management: $755.9M

Moller Wealth Partners is a wealth manager that reported 75 positions worth $552.8M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Flexshares Tr Mornstar Upstr (GUNR, 9.3%), Schwab Strategic Tr (FNDA, 8.5%), Vanguard Malvern Fds (VTIP, 7.3%). A portfolio copying its top holdings returned 12.3% a year over the last 3 years, against 20.4% for the S&P 500.

Moller Wealth Partners holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Moller Wealth Partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GUNRFlexshares Tr Mornstar Upstr	9.3%	10.6%	1,048,389	+7.5%	$51.7M
FNDASchwab Strategic Tr	8.5%	8.1%	1,229,114	-2.9%	$46.8M
VTIPVanguard Malvern Fds	7.3%	7.7%	807,517	+3.1%	$40.6M
VBVanguard Indx Fd	7.2%	7.0%	132,140	-3.0%	$40.1M
IVVIshares Core S&p 500 ETF	5.5%	5.3%	40,463	-1.4%	$30.3M
FNDXSchwab Strategic Tr	5.4%	5.3%	958,661	-0.2%	$29.8M
VVVanguard Inx Lrg	4.9%	4.7%	78,984	-1.1%	$27.2M
VNQIVanguard Global ex-US Real Estate ETF (V	4.1%	4.2%	511,167	+5.8%	$22.9M
VTEBVanguard Tx Ex Bd	3.9%	4.0%	425,059	+4.1%	$21.5M
DFCFDimensional ETF Trust	3.8%	4.0%	497,866	+4.2%	$21.0M
FNDFSchwab Strategic Tr	3.7%	3.7%	388,978	+0.8%	$20.5M
VEAVanguard Tax-Managed Fds	3.1%	3.1%	244,220	-1.2%	$17.4M
VWOVanguard Intl Equity Index F	2.9%	2.8%	269,212	+1.5%	$16.1M
VPLVanguard Ftse Pacific ETF	2.7%	2.5%	127,817	-1.1%	$14.8M
FNDESchwab Fundamental Emerging Markets Equi	2.7%	2.8%	370,133	+0.8%	$14.7M
VGKVanguard Intl Equity Index F	2.5%	2.5%	156,477	+3.0%	$13.9M
USRTIshares Tr	2.5%	—	206,928	—	$13.8M
IWMIshares	2.0%	1.8%	35,903	-2.6%	$10.8M
VNQVanguard Real Estate ETF	1.9%	4.2%	107,370	-55.4%	$10.4M
SPHYSpdr Series Trust	1.7%	1.3%	392,827	+34.2%	$9.2M
DLNWisdomTree US LargeCap Dividend ETF Tota	1.6%	1.6%	91,793	-0.3%	$8.8M
MUBIshares National Muni Bond ETF	1.4%	1.5%	69,518	-2.4%	$7.5M
DWMWisdomtree Tr	1.3%	1.4%	97,736	-0.6%	$7.2M
VSSVanguard Intl Equity Index F	1.1%	1.1%	40,487	+2.3%	$6.2M
EFAiShs MSCI EAFE	1.1%	1.1%	57,755	-0.4%	$6.0M
FNDCSchwab Strategic Tr	1.0%	1.0%	112,018	+4.6%	$5.4M
IJHIshares Tr	0.9%	0.9%	64,747	-3.0%	$5.0M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.6%	0.7%	45,604	+1.3%	$3.6M
SCHASchwab U.s. Small-Cap ETF	0.4%	0.4%	59,916	-7.6%	$2.2M
JPMJpmorgan Chase & Co	0.4%	0.3%	5,978	-0.1%	$2.0M
JNJJohnson & Johnson	0.3%	0.3%	6,876	+25.6%	$1.7M
RWRSpdr Series Trust	0.3%	0.3%	13,105	+0.0%	$1.5M
ICLNIshares Tr	0.3%	0.3%	70,924	-6.5%	$1.5M
GEGe Aerospace	0.3%	0.2%	3,793	+3.1%	$1.4M
PGProcter & Gamble Co Com	0.2%	0.2%	9,249	+18.2%	$1.4M
EESWisdomtree Tr	0.2%	0.2%	18,397	+0.0%	$1.2M
AMATApplied Matls Inc	0.2%	0.1%	1,647	+0.0%	$1.2M
GEVGe Vernova Inc	0.2%	0.2%	948	+3.3%	$1.1M
PBWInvesco Wilderhill Clean Energy ETF	0.2%	0.2%	27,579	-5.6%	$1.1M
MCDMcdonalds Corp Com	0.1%	—	2,485	—	$672K
ESGDIshares Msci Eafe Esg	0.1%	0.1%	6,452	+0.2%	$663K
ABBVAbbvie Inc	0.1%	—	2,554	—	$643K
VTIVanguard Index Fds	0.1%	0.1%	1,658	-0.8%	$614K
XLGInvesco S&P 500 Top 50 ETF Total	0.1%	0.2%	8,641	-60.8%	$529K
SPYSpdr S&p 500 ETF Tr	0.1%	0.1%	686	+0.0%	$512K
VHTVanguard Health Care ETF	0.1%	0.1%	1,665	+8.8%	$498K
CSCOCisco Sys Inc	0.1%	—	4,020	—	$472K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	934	-2.2%	$467K
ITWIllinois Tool Works Inc.	0.1%	0.1%	1,717	+11.6%	$464K
ESGEIshares Inc	0.1%	—	8,256	—	$452K

What Moller Wealth Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.0% /yr; S&P 500 +20.1%
3 years: +12.3% /yr; S&P 500 +20.4%
5 years: +5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$552.8M	75
Q1 2026	$506.5M	67
Q4 2025	$477.5M	69
Q3 2025	$479.5M	70
Q2 2025	$452.9M	69
Q1 2025	$404.4M	66
Q4 2024	$380.2M	64
Q3 2024	$400.2M	65
Q2 2024	$374.8M	65
Q1 2024	$369.1M	51
Q4 2023	$354.8M	50
Q3 2023	$314.7M	47

Questions about Moller Wealth Partners's portfolio

What stocks does Moller Wealth Partners own?

Moller Wealth Partners's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 75 positions worth $552.8M. The largest are Flexshares Tr Mornstar Upstr (GUNR) at 9.3%, Schwab Strategic Tr (FNDA) at 8.5%, Vanguard Malvern Fds (VTIP) at 7.3%, Vanguard Indx Fd (VB) at 7.2% and Ishares Core S&p 500 ETF (IVV) at 5.5%.

What did Moller Wealth Partners buy last quarter?

In Q2 2026, Moller Wealth Partners added Spdr Series Trust (SPHY) (+34.2% shares), Johnson & Johnson (JNJ) (+25.6% shares) and Procter & Gamble Co Com (PG) (+18.2% shares), compared with its Q1 2026 filing.

What did Moller Wealth Partners sell last quarter?

In Q2 2026, Moller Wealth Partners cut from its top 50 Invesco Exch Traded Fd Tr II (PHB), cut from its top 50 Vanguard Scottsdale Fds (VCIT), cut from its top 50 Ishares Tr (ISCF), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 T. Rowe Price Group Inc. (TROW), Invesco S&P 500 Top 50 ETF Total (XLG) (-60.8% shares), Vanguard Real Estate ETF (VNQ) (-55.4% shares) and Schwab U.s. Small-Cap ETF (SCHA) (-7.6% shares), compared with its Q1 2026 filing.

How has Moller Wealth Partners's portfolio performed?

A portfolio copying Moller Wealth Partners's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.0% against +20.1%. Over 5 years: +5.3% a year against +11.6%.

When is Moller Wealth Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Moller Wealth Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Moller Wealth Partners manage?

Moller Wealth Partners reported $755.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $552.8M.