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CIK: 0001475271
Total reported value
$545.2M
$545.2M
75 檔
38.4%
As reported in its official Q2 2026 Form 13F filing, Moller Wealth Partners's tracked investment portfolio stood at $545.2M with 75 total positions.
Moller Wealth Partners executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 5 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | ETF-Other | 9.35% | +0.52% | +7.46% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 8.46% | -0.51% | -2.92% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.34% | +0.21% | +3.08% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.25% | -0.31% | -2.96% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.48% | +0.20% | -1.38% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.39% | +0.17% | -0.25% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 4.91% | -0.02% | -1.08% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.15% | -0.05% | +5.84% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.89% | +0.44% | +4.08% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.80% | +0.04% | +4.23% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.71% | +0.08% | +0.82% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.15% | -0.03% | -1.19% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.91% | +0.02% | +1.47% | |
| 14 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.67% | +0.14% | -1.07% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.66% | +0.20% | +0.76% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.51% | +0.08% | +2.95% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.49% | -0.09% | — | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.95% | -0.13% | -2.60% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.87% | -0.12% | -55.38% | |
| 20 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.67% | +0.35% | +34.24% | |
| 21 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.60% | +0.03% | -0.28% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.35% | -0.50% | -2.44% | |
| 23 | DWM | Wisdomtree International Equ | ETF-Other | 1.29% | +0.01% | -0.57% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.13% | +0.07% | +2.26% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.09% | -0.01% | -0.39% | |
| 26 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.98% | +0.09% | +4.58% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | -0.05% | -2.99% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.64% | -0.03% | +1.29% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.39% | -0.05% | -7.59% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.01% | -0.05% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.05% | +25.57% | |
| 32 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.27% | -0.02% | — | |
| 33 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.26% | — | -6.53% | |
| 34 | GE | General Electric | Stock-Industrials | 0.26% | -0.05% | +3.07% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.05% | +18.24% | |
| 36 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.23% | -0.01% | — | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.22% | -0.07% | — | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.20% | -0.04% | +3.27% | |
| 39 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.19% | -0.01% | -5.64% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.12% | EXIT | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | +0.01% | +0.20% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.12% | EXIT | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | — | -0.78% | |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.10% | — | -60.85% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | +0.03% | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-Other | 0.09% | — | +8.82% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.09% | -0.09% | EXIT | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | +0.01% | -2.20% | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.08% | -0.01% | +11.57% | |
| 50 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.08% | — | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USRT | Ishares Core US Reit ETF | +2.5% | NEW | New buy |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.4% | -2.92% | Trim |
| 3 | SPHY | Ss Spdr P High Yield ETF | +0.3% | +34.24% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.2% | -2.96% | Trim |
| 5 | VV | Vanguard Large-cap ETF | +0.2% | -1.08% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.38% | Trim |
| 7 | VPL | Vanguard Ftse Pacific ETF | +0.2% | -1.07% | Trim |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | -2.60% | Trim |
| 9 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 10 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | -0.25% | Trim |
| 11 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 12 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.47% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 15 | MCD | Mcdonald's CORP | +0.1% | +232.22% | Add |
| 16 | NUSC | Nuveen Esg Small-cap ETF | +0.1% | NEW | New buy |
| 17 | MSFT | Microsoft CORP | +0.1% | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | +0.1% | +25.57% | Add |
| 19 | GE | General Electric | +0.1% | +3.07% | Add |
| 20 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 21 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 22 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 23 | VGK | Vanguard Ftse Europe ETF | 0% | +2.95% | Add |
| 24 | GEV | GE Vernova Inc | 0% | +3.27% | Add |
| 25 | LLY | Eli Lilly & Co | 0% | NEW | New buy |
| 26 | PEP | Pepsico Inc | 0% | NEW | New buy |
| 27 | MMM | 3m Co | 0% | NEW | New buy |
| 28 | SJM | Jm Smucker Co/the | 0% | NEW | New buy |
| 29 | PG | Procter & Gamble Co/the | 0% | +18.24% | Add |
| 30 | ESGU | Ishares Esg Aware Msci USA | 0% | +49.49% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | -1.19% | Trim |
| 32 | SCHA | Schwab US Small-cap ETF | 0% | -7.59% | Trim |
| 33 | EES | Wisdomtree US Smallcap Fund | 0% | — | Unchanged |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | -2.99% | Trim |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | 0% | — | Unchanged |
| 36 | PBW | Invesco Wilderhill Clean Ene | 0% | -5.64% | Trim |
| 37 | VHT | Vanguard Health Care ETF | 0% | +8.82% | Add |
| 38 | ESGE | Ishares Inc Ishares Esg Awar | 0% | -0.73% | Trim |
| 39 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | — | +4.58% | Add |
| 40 | JPM | Jpmorgan Chase & Co | — | -0.05% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | — | -0.78% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 43 | ITW | Illinois Tool Works | — | +11.57% | Add |
| 44 | AAPL | Apple Inc | — | -1.24% | Trim |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | — | +0.20% | Add |
| 46 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 47 | ESML | Ishares Esg Aware Msci USA S | — | -2.62% | Trim |
| 48 | EPS | Wisdomtree US Large Cap Fund | — | — | Unchanged |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | — | Unchanged |
| 50 | DES | Wisdomtree US Smallcap Divid | — | -2.05% | Trim |
According to official SEC Form 13F filings, Moller Wealth Partners reported a total U.S. public equity portfolio value of $545.2M across 75 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GUNR, FNDA, VTIP) accounted for 38.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
USRT
市值: $13.8M
Top Position Liquidated / Trimmed
IFLN
前期市值: $724.7K
During Q2 2026, Moller Wealth Partners's top holdings by market value included GUNR (9.3%)、FNDA (8.5%)、VTIP (7.3%). The largest single position, GUNR, represented 9.3% of total portfolio value.
In Q2 2026, Moller Wealth Partners made 73 total portfolio adjustments, initiating 13 new buys, adding to 23 positions, trimming 32 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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