MOLLER WEALTH PARTNERS
Sector Allocation
- Other93.8%$511.4M
- Financials4.1%$22.5M
- Technology1.0%$5.3M
- Industrials0.4%$2.4M
- Healthcare0.3%$1.7M
- Consumer Staples0.2%$1.3M
- Energy0.1%$622,213
AUM History
13fpro.ai/research/fund/moller-wealth-partners-1475271
Conviction and streaks
Stable · top 10 = 60.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- FLEXSHARES$53.8M
- SCHWAB$43.3M
- VANGUARD$41.2M
- VANGUARD$37.8M
- ISHARES$31.0M
- SCHWAB$30.3M
- VANGUARD$26.6M
- VANGUARD$23.6M
- VANGUARD$22.4M
- DIMENSIONAL$20.9M
- SCHWAB$20.6M
- VANGUARD$17.0M
- VANGUARD$16.0M
- SCHWAB$15.6M
- VANGUARD$15.3M
- VANGUARD$14.1M
- ISHARES$13.1M
- SPDR$11.0M
- ISHARES$9.9M
- VANGUARD$9.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/moller-wealth-partners-1475271
MOLLER WEALTH PARTNERS 13F holdings — Q3 2026
$545.2M portfolio (-1.4% QoQ) · 68 holdings · Q3 2026 13F · top 10 are 61% of the stock portfolio
- 1
FLEXSHARES TR - NRTRN TR MRN GBL
$53.8M
9.9% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - FUNDAMENTAL US S
$43.3M
8.0% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD MALVERN FDS - STRM INFPROIDX
$41.2M
7.5% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR SML CAP
$37.8M
6.9% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE S&P500 ETF
$31.0M
5.7% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$30.3M
5.6% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD INDEX FDS - MRNGSTR LRG CAP
$26.6M
4.9% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD MUN BD FDS - TAX EXEMPT BD
$23.6M
4.3% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INTL EQUITY INDEX F - GLB EX US ETF
$22.4M
4.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - CORE FIXE IN ETF
$20.9M
3.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FLEXSHARES TR - NRTRN TR MRN GBL | $53.8M | 9.9% | -3% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $43.3M | 8.0% | +0.8% | — | — | — | — | |
| 3 | VANGUARD MALVERN FDS - STRM INFPROIDX | $41.2M | 7.5% | +4% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR SML CAP | $37.8M | 6.9% | +0.6% | — | — | — | — | |
| 5 | ISHARES TR - CORE S&P500 ETF | $31.0M | 5.7% | -0.1% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $30.3M | 5.6% | +0.4% | — | — | — | — | |
| 7 | VANGUARD INDEX FDS - MRNGSTR LRG CAP | $26.6M | 4.9% | -4% | — | — | — | — | |
| 8 | VANGUARD MUN BD FDS - TAX EXEMPT BD | $23.6M | 4.3% | +17% | — | — | — | — | |
| 9 | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $22.4M | 4.1% | +3% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $20.9M | 3.8% | +5% | — | — | — | — |
All holdings — MOLLER WEALTH PARTNERS (Q3 2026)
68 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $20.6M | 3.8% | 384K | -1% | — | — | 13F |
| 12 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $17.0M | 3.1% | 241K | -1% | — | — | 13F |
| 13 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $16.0M | 2.9% | 270K | +0.2% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund | — | $15.6M | 2.9% | 372K | +0.6% | — | — | 13F |
| 15 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETFetf/fund | — | $15.3M | 2.8% | 132K | +3% | — | — | 13F |
| 16 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETFetf/fund | — | $14.1M | 2.6% | 163K | +4% | — | — | 13F |
| 17 | — | ISHARES TR - CRE U S REIT ETFetf/fund | — | $13.1M | 2.4% | 213K | +3% | — | — | 13F |
| 18 | — | SPDR SERIES TRUST - ST PORT HIGH ETFetf/fund | — | $11.0M | 2.0% | 488K | +24% | — | — | 13F |
| 19 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $9.9M | 1.8% | 36K | -0.7% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $9.5M | 1.8% | 106K | -0.8% | — | — | 13F |
| 21 | WisdomTree, Inc. | Financials | $8.9M | 1.6% | 91K | -0.5% | 11+ qtrs | 61.3 | 13F | |
| 22 | WisdomTree, Inc. | Financials | $7.1M | 1.3% | 97K | -1% | 11+ qtrs | 61.3 | 13F | |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $6.6M | 1.2% | 42K | +4% | — | — | 13F |
| 24 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $5.9M | 1.1% | 57K | -2% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $5.8M | 1.1% | 117K | +5% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.7M | 0.8% | 65K | — | |||
| 27 | — | ISHARES TR - NATIONAL MUN ETF | — | $4.6M | 0.8% | 46K | -34% | |||
| 28 | $META | Meta Platforms, Inc. | Technology | $3.3M | 0.6% | 44K | -4% | |||
| 29 | $JPM | JPMORGAN CHASE & CO | Financials | $2.0M | 0.4% | 5,978 | — | |||
| 30 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.8M | 0.3% | 56K | -6% | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.3% | 5,480 | -20% | |||
| 32 | — | ISHARES TR - GL CLEAN ENE ETF | — | $1.4M | 0.3% | 83K | +17% | |||
| 33 | — | SPDR SERIES TRUST - ST STR DOW REIT | — | $1.4M | 0.3% | 13K | -0.3% | |||
| 34 | $WT | WisdomTree, Inc. | Financials | $1.2M | 0.2% | 18K | -0.4% | |||
| 35 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.2% | 3,672 | -3% | |||
| 36 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.2% | 7,646 | -17% | |||
| 37 | — | INVESCO EXCHANGE TRADED FD T - WILDERHIL CLAN | — | $958K | 0.2% | 33K | +20% | |||
| 38 | $GEV | GE Vernova Inc. | Industrials | $873K | 0.2% | 918 | -3% | |||
| 39 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $842K | 0.1% | 1,647 | — | |||
| 40 | — | ISHARES TR - ESG AW MSCI EAFE | — | $701K | 0.1% | 6,804 | +5% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $652K | 0.1% | 855 | +25% | |||
| 42 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $621K | 0.1% | 1,660 | +0.1% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $550K | 0.1% | 8,645 | +0.0% | |||
| 44 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $510K | 0.1% | 1,613 | -3% | |||
| 45 | $AAPL | Apple Inc. | Technology | $506K | 0.1% | 1,519 | — | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $465K | 0.1% | 934 | — | |||
| 47 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $446K | 0.1% | 8,243 | -0.2% | |||
| 48 | — | ISHARES TR - ESG AWR MSCI USA | — | $441K | 0.1% | 2,643 | -0.2% | |||
| 49 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $440K | 0.1% | 8,739 | New | |||
| 50 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $415K | 0.1% | 2,550 | -11% | |||
| 51 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $395K | 0.1% | 1,537 | -10% | |||
| 52 | $NU | Nu Holdings Ltd. | Financials | $393K | 0.1% | 8,103 | +4% | |||
| 53 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $364K | 0.1% | 520 | — | |||
| 54 | $TROW | PRICE T ROWE GROUP INC | Financials | $312K | 0.1% | 3,000 | -17% | |||
| 55 | $NVDA | NVIDIA CORP | Technology | $303K | 0.1% | 1,325 | — | |||
| 56 | $WT | WisdomTree, Inc. | Financials | $301K | 0.1% | 7,939 | — | |||
| 57 | $GS | GOLDMAN SACHS GROUP INC | Financials | $299K | 0.1% | 332 | — | |||
| 58 | $WT | WisdomTree, Inc. | Financials | $298K | 0.1% | 3,730 | — | |||
| 59 | $WT | WisdomTree, Inc. | Financials | $271K | 0.1% | 4,894 | -17% | |||
| 60 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $268K | 0.1% | 2,984 | — | |||
| 61 | — | ISHARES TR - ESG AWARE MSCI | — | $265K | 0.1% | 5,093 | -0.1% | |||
| 62 | — | ISHARES TR - INTERNATIONAL SL | — | $259K | 0.1% | 5,805 | — | |||
| 63 | $MSFT | MICROSOFT CORP | Technology | $257K | 0.1% | 502 | -51% | |||
| 64 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $250K | 0.1% | 1,609 | +0.4% | |||
| 65 | $LLY | ELI LILLY & Co | Healthcare | $229K | 0.0% | 198 | +0.5% | |||
| 66 | $SJM | J M SMUCKER Co | Consumer Staples | $211K | 0.0% | 1,778 | — | |||
| 67 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $210K | 0.0% | 2,685 | +0.6% | |||
| 68 | $MPC | Marathon Petroleum Corp | Energy | $207K | 0.0% | 524 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 25 added to, 28 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$440K
first bought this quarter
$MPCMarathon Petroleum Corp$207K
first bought this quarter
Added to (25)
- VANGUARD MUN BD FDS - TAX EXEMPT BD+17%
now $23.6M
- SPDR SERIES TRUST - ST PORT HIGH ETF+24%
now $11.0M
- VANGUARD MALVERN FDS - STRM INFPROIDX+4%
now $41.2M
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF+5%
now $20.9M
- VANGUARD INTL EQUITY INDEX F - GLB EX US ETF+3%
now $22.4M
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF+4%
now $14.1M
+19 more in the Excel export
Trimmed (28)
- ISHARES TR - NATIONAL MUN ETF-34%
now $4.6M
- FLEXSHARES TR - NRTRN TR MRN GBL-3%
now $53.8M
- VANGUARD INDEX FDS - MRNGSTR LRG CAP-4%
now $26.6M
$JNJJOHNSON & JOHNSON-20%
now $1.5M · held 11+ qtrs
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL-1%
now $20.6M
$MSFTMICROSOFT CORP-51%
now $257K · held 2 qtrs
+22 more in the Excel export
Holdings by quarter
Every 13F MOLLER WEALTH PARTNERS has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow MOLLER WEALTH PARTNERS?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MOLLER WEALTH PARTNERS's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.9%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MOLLER WEALTH PARTNERS disclosed 68 positions worth $545.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 9 and a full exit from $MCD. The portfolio is most concentrated in Other (93.8% of disclosed assets). All figures are sourced directly from MOLLER WEALTH PARTNERS’s Form 13F-HR filing with the SEC under CIK 1475271.
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