MW

Moller Wealth Partners

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$506.5M

Reporting period: 2026-03-31 · Number of holdings: 67

MOLLER WEALTH PARTNERS disclosed 67 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $506.5M and a quarterly turnover rate of 7.3%.

Personality snowflake

Concentration
20.12
Portfolio Stability
7.33
Momentum/Contrarian
100
Sector conviction
57.37
Diversification
100
Sizing Uniformity
84.49

Recent moves

  • Trim VV

    +1.4%　-$918.8K

  • Add SPHY

    +59.0%　$2.5M

  • Add VTIP

    +10.3%　$4.0M

  • Add GUNR

    -9.4%　$4.5M

  • Add DFCF

    +10.2%　$1.7M

  • Trim VB

    +2.8%　$1.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GUNRFlexshares Global Upstream NETF-Other10.63%+0.30%-9.35%
2FNDASchwab Fndmntl US Sm Co ETFETF-Other8.11%+0.08%+3.97%
3VTIPVanguard Short-term TipsETF-Other7.73%+0.38%+10.34%
4VBVanguard Small-cap ETFETF-Other7.04%-0.12%+2.79%
5IVVIshares Core S&p 500 ETFETF-Large Cap & Growth5.29%+0.09%+13.07%
6FNDXSchwab Fndmntl US Lrg Co ETFETF-Other5.28%—+3.72%
7VVVanguard Large-cap ETFETF-Other4.71%-0.48%+1.43%
8VNQIVanguard Glbl Ex-us Real EstETF-Other4.24%-0.07%+7.68%
9VNQVanguard Real Estate ETFETF-Other4.21%—+5.87%
10VTEBVanguard Tax-exempt Bond ETFETF-Other4.02%+0.11%+10.02%
11DFCFDimensional Core Fixed INCETF-Other3.98%+0.12%+10.18%
12FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other3.73%+0.09%+0.48%
13VEAVanguard Ftse Developed ETFETF-Other3.13%-0.12%-0.54%
14VWOVanguard Ftse Emerging MarkeETF-Emerging Markets2.83%-0.02%+4.86%
15FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other2.77%+0.10%+3.87%
16VPLVanguard Ftse Pacific ETFETF-Other2.49%-0.04%-3.31%
17VGKVanguard Ftse Europe ETFETF-Other2.47%-0.12%+2.93%
18IWMIshares Russell 2000 ETFETF-Small Cap1.80%+0.08%+10.17%
19DLNWisdomtree US Largecap DividETF-Other1.62%-0.02%+3.55%
20MUBIshares National Muni Bond EETF-Other1.49%-0.11%—
21DWMWisdomtree International EquETF-Other1.36%-0.12%-4.34%
22SPHYSs Spdr P High Yield ETFETF-High Yield1.35%+0.44%+58.96%
23VSSVanguard Ftse All Wo X-us ScETF-Other1.14%-0.01%+2.96%
24EFAIshares Msci Eafe ETFETF-Other1.11%-0.05%+0.28%
25FNDCSchwab Fndmnt Intl Sm Eq ETFETF-Other0.98%-0.02%+0.11%
26IJHIshares Core S&p Midcap ETFETF-Other0.89%-0.04%-0.69%
27BSVVanguard Short-term Bond ETFETF-Other0.70%-0.03%+1.58%
28SCHASchwab US Small-cap ETFETF-Other0.37%—-2.80%
29JPMJpmorgan Chase & CoStock-Financials0.35%-0.04%+3.23%
30ICLNIshares Global Clean EnergyETF-Other0.27%+0.01%-0.20%
31JNJJohnson & JohnsonStock-Healthcare0.26%+0.02%+0.37%
32RWRSs Spdr Dow Jones Reit ETFETF-Other0.26%-0.01%+0.28%
33XLGInvesco S&p 500 Top 50 ETFETF-Large Cap & Growth0.24%-0.08%-13.28%
34PGProcter & Gamble Co/theStock-Consumer Staples0.22%-0.02%-3.29%
35EESWisdomtree US Smallcap FundETF-Other0.21%——
36GEGeneral ElectricStock-Industrials0.21%-0.03%+0.25%
37PBWInvesco Wilderhill Clean EneETF-Other0.18%—-4.25%
38GEVGE Vernova INCStock-Industrials0.16%+0.03%+0.44%
39IFLNInvesco Bloomberg Enhanced FETF-Other0.14%-0.06%-21.64%
40ESGDIshares Trust Ishares Esg AwETF-Other0.12%+0.01%+12.37%
41AMATApplied Materials INCStock-Tech0.11%+0.02%—
42VTIVanguard Total Stock Mkt ETFETF-Other0.11%+0.04%+76.45%
43VCITVanguard Int-term CorporateETF-Corp Bonds0.10%—+0.59%
44ISCFIshares International SmallETF-Other0.10%-0.03%-21.85%
45XOMExxon Mobil CORPStock-Energy0.09%+0.02%+0.48%
46BRK-BBerkshire Hathaway Inc-cl BStock-Other0.09%—+1.70%
47SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.09%—+0.29%
48TROWT Rowe Price Group INCStock-Financials0.09%-0.05%-25.06%
49VHTVanguard Health Care ETFETF-Other0.08%—+11.68%
50ITWIllinois Tool WorksStock-Industrials0.08%—+1.18%
1–50 of 67

Holding changes this quarter

Moller Wealth Partners's most significant position changes for 2026-03-31: Sold out: Jpmorgan Ultra-short Income (JPST); Sold out: Microsoft CORP (MSFT); New buy: Mcdonald's CORP (MCD); Sold out: Phillips 66 (PSX); New buy: Walmart INC (WMT).

Position changes disclosed by Moller Wealth Partners for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPHYSs Spdr P High Yield ETF+0.4%+58.96%Add
2VTIPVanguard Short-term Tips+0.4%+10.34%Add
3GUNRFlexshares Global Upstream N+0.3%-9.35%Trim
4DFCFDimensional Core Fixed INC+0.1%+10.18%Add
5VTEBVanguard Tax-exempt Bond ETF+0.1%+10.02%Add
6FNDESchwab Fndmntl Em Mrk Eq ETF+0.1%+3.87%Add
7IVVIshares Core S&p 500 ETF+0.1%+13.07%Add
8FNDFSchwab Fndmn Intl Lrg Co ETF+0.1%+0.48%Add
9FNDASchwab Fndmntl US Sm Co ETF+0.1%+3.97%Add
10IWMIshares Russell 2000 ETF+0.1%+10.17%Add
11VTIVanguard Total Stock Mkt ETF0%+76.45%Add
12GEVGE Vernova INC0%+0.44%Add
13JNJJohnson & Johnson0%+0.37%Add
14AMATApplied Materials INC0%—Unchanged
15XOMExxon Mobil CORP0%+0.48%Add
16ICLNIshares Global Clean Energy0%-0.20%Trim
17ESGDIshares Trust Ishares Esg Aw0%+12.37%Add
18FNDXSchwab Fndmntl US Lrg Co ETF—+3.72%Add
19VNQVanguard Real Estate ETF—+5.87%Add
20VSSVanguard Ftse All Wo X-us Sc0%+2.96%Add
21RWRSs Spdr Dow Jones Reit ETF0%+0.28%Add
22VWOVanguard Ftse Emerging Marke0%+4.86%Add
23DLNWisdomtree US Largecap Divid0%+3.55%Add
24FNDCSchwab Fndmnt Intl Sm Eq ETF0%+0.11%Add
25ESMLIshares Esg Aware Msci USA S0%-27.50%Trim
26PGProcter & Gamble Co/the0%-3.29%Trim
27ISCFIshares International Small0%-21.85%Trim
28VOTVanguard Mid-cap Growth ETF0%-16.87%Trim
29GEGeneral Electric0%+0.25%Add
30BSVVanguard Short-term Bond ETF0%+1.58%Add
31VPLVanguard Ftse Pacific ETF0%-3.31%Trim
32JPMJpmorgan Chase & Co0%+3.23%Add
33IJHIshares Core S&p Midcap ETF0%-0.69%Trim
34TROWT Rowe Price Group INC-0.1%-25.06%Trim
35EFAIshares Msci Eafe ETF-0.1%+0.28%Add
36IFLNInvesco Bloomberg Enhanced F-0.1%-21.64%Trim
37VNQIVanguard Glbl Ex-us Real Est-0.1%+7.68%Add
38XLGInvesco S&p 500 Top 50 ETF-0.1%-13.28%Trim
39MUBIshares National Muni Bond E-0.1%—Unchanged
40VBVanguard Small-cap ETF-0.1%+2.79%Add
41VEAVanguard Ftse Developed ETF-0.1%-0.54%Trim
42DWMWisdomtree International Equ-0.1%-4.34%Trim
43VGKVanguard Ftse Europe ETF-0.1%+2.93%Add
44VVVanguard Large-cap ETF-0.5%+1.43%Add
45JPSTJpmorgan Ultra-short Income—EXITSold out
46MSFTMicrosoft CORP—EXITSold out
47MCDMcdonald's CORP—NEWNew buy
48PSXPhillips 66—EXITSold out
49WMTWalmart INC—NEWNew buy
50LLYEli Lilly & Co—EXITSold out

FAQ

What is Moller Wealth Partners and what type of investor is it?
Moller Wealth Partners is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $506.5M, spread across 67 disclosed positions.
What are Moller Wealth Partners's largest equity positions?
Based on the latest 13F filing, Moller Wealth Partners's top holdings by market value are: 1. Flexshares Global Upstream N (GUNR) — $53.8M (10.6%) 2. Schwab Fndmntl US Sm Co ETF (FNDA) — $41.1M (8.1%) 3. Vanguard Short-term Tips (VTIP) — $39.1M (7.7%) 4. Vanguard Small-cap ETF (VB) — $35.7M (7.0%) 5. Ishares Core S&p 500 ETF (IVV) — $26.8M (5.3%)
What changes did Moller Wealth Partners make in its most recent portfolio filing?
In the latest reported quarter, Moller Wealth Partners made 48 notable position adjustments: 2 new positions were initiated, 29 existing holdings were added to, 13 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Jpmorgan Ultra-short Income (JPST); Sold out: Microsoft CORP (MSFT); New buy: Mcdonald's CORP (MCD); Sold out: Phillips 66 (PSX); New buy: Walmart INC (WMT)
What sectors does Moller Wealth Partners focus on?
Moller Wealth Partners is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 29.7% • Industrials: 22.4% • Consumer Staples: 13.4% • Health Care: 13.3% • Information Technology: 11.9% • Energy: 4.6%