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Moller Wealth Partners Portfolio
$545.2M across 68 positions as of 2026-09-30, with 61% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.1%
-4.4% a year vs the S&P 500
3 years
+11.9%
-9.4% a year vs the S&P 500
5 years
+5.0%
-7.2% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +0.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -4.6% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| GUNRFlexShares Global Upstream Natural Resources Index Fund ETF | $53.8M | 9.9% | 1,020,446 |
| FNDASchwab Fundamental US Small Company Index ETF | $43.3M | 8.0% | 1,238,357 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $41.2M | 7.6% | 836,680 |
| VBVanguard Small-Cap ETF | $37.8M | 6.9% | 132,961 |
| IVViShares Core S&P 500 ETF | $31M | 5.7% | 40,441 |
| FNDXSchwab Fundamental US Large Company Index ETF | $30.3M | 5.6% | 962,548 |
| VVVanguard Large-Cap ETF | $26.6M | 4.9% | 75,710 |
| VTEBVanguard Tax-Exempt Bond ETF | $23.6M | 4.3% | 497,997 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $22.4M | 4.1% | 525,743 |
| DFCFDimensional Core Fixed Income ETF | $20.9M | 3.8% | 522,073 |
| FNDFSchwab Fundamental International Equity ETF | $20.6M | 3.8% | 383,948 |
| VEAVanguard FTSE Developed Markets ETF | $17M | 3.1% | 241,235 |
| VWOVanguard FTSE Emerging Markets ETF | $16M | 2.9% | 269,622 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $15.6M | 2.9% | 372,354 |
| VPLVanguard FTSE Pacific ETF | $15.3M | 2.8% | 132,258 |
| VGKVanguard FTSEEuropean ETF | $14.1M | 2.6% | 162,740 |
| ISHARES TR | $13.1M | 2.4% | 212,750 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $11M | 2.0% | 487,810 |
| IWMiShares Russell 2000 Index Fund | $9.9M | 1.8% | 35,661 |
| VNQVanguard Real Estate ETF | $9.5M | 1.8% | 106,474 |
| WISDOMTREE TR | $8.9M | 1.6% | 91,319 |
| WISDOMTREE TR | $7.1M | 1.3% | 96,512 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $6.6M | 1.2% | 42,276 |
| EFAiShares MSCI EAFE ETF | $5.9M | 1.1% | 56,791 |
| FNDCSchwab Fundamental International Small Equity ETF | $5.8M | 1.1% | 117,346 |
| IJHiShares Core S&P Mid-Cap ETF | $4.7M | 0.9% | 64,747 |
| MUBiShares National Muni Bond ETF | $4.6M | 0.9% | 45,892 |
| BSVVanguard Short-Term Bond ETF | $3.3M | 0.6% | 43,762 |
| JPMJPMorgan Chase & Co | $2M | 0.4% | 5,978 |
| SCHASchwab U.S. Small-Cap ETF | $1.8M | 0.3% | 56,381 |
| JNJJohnson & Johnson | $1.5M | 0.3% | 5,480 |
| ICLNiShares Global Clean Energy ETF | $1.4M | 0.3% | 82,877 |
| SPDR SERIES TRUST | $1.4M | 0.3% | 13,072 |
| WISDOMTREE TR | $1.2M | 0.2% | 18,327 |
| GEGeneral Electric Co | $1.1M | 0.2% | 3,672 |
| PGProcter & Gamble Co | $1.1M | 0.2% | 7,646 |
| INVESCO EXCHANGE TRADED FD T | $958.3K | 0.2% | 32,965 |
| GEVGE Vernova Inc | $872.6K | 0.2% | 918 |
| AMATApplied Materials Inc | $842.2K | 0.2% | 1,647 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $701.2K | 0.1% | 6,804 |
| SPYState Street SPDR S&P 500 ETF Trust | $652K | 0.1% | 855 |
| VTIVanguard Total Stock Market ETF | $621.2K | 0.1% | 1,660 |
| XLGInvesco S&P 500 Top 50 ETF | $549.9K | 0.1% | 8,645 |
| VHTVanguard Health Care ETF | $510K | 0.1% | 1,613 |
| AAPLApple Inc | $505.9K | 0.1% | 1,519 |
| BRK.BBerkshire Hathaway Inc | $465.1K | 0.1% | 934 |
| ESGEiShares ESG Aware MSCI EM ETF | $446.4K | 0.1% | 8,243 |
| ESGUiShares ESG Aware MSCI USA ETF | $440.9K | 0.1% | 2,643 |
| JPSTJPMorgan Ultra-Short Income ETF | $440.2K | 0.1% | 8,739 |
| XOMExxonmobil Holdings Corp | $415K | 0.1% | 2,550 |
| ITWIllinois Tool Works Inc | $395.4K | 0.1% | 1,537 |
| NUSHARES ETF TR | $393.2K | 0.1% | 8,103 |
| VOOVanguard S&P 500 ETF | $364.4K | 0.1% | 520 |
| TROWT Rowe Price Group Inc | $312.2K | 0.1% | 3,000 |
| NVDANVIDIA Corp | $302.6K | 0.1% | 1,325 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $300.9K | 0.1% | 7,939 |
| GSGoldman Sachs Group Inc | $298.9K | 0.1% | 332 |
| WISDOMTREE TR | $298.2K | 0.1% | 3,730 |
| WISDOMTREE TR | $270.7K | 0.0% | 4,894 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $267.8K | 0.0% | 2,984 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $264.8K | 0.0% | 5,093 |
| ISHARES TR | $259.3K | 0.0% | 5,805 |
| MSFTMicrosoft Corp | $257.3K | 0.0% | 502 |
| VYMVanguard High Dividend Yield ETF | $249.7K | 0.0% | 1,609 |
| LLYEli Lilly and Co | $229.1K | 0.0% | 198 |
| SJMJ.M. Smucker Co | $211.4K | 0.0% | 1,778 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $210.3K | 0.0% | 2,685 |
| MPCMarathon Petroleum Corp | $207.2K | 0.0% | 524 |
Quarter ending 2026-09-30.
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