Sponsored

The Analysis of MOLLER WEALTH PARTNERS's Holdings & P&L

Currently, MOLLER WEALTH PARTNERS holds 75 types of securities in its portfolio with a total value $552.8M. In the most recent quarter, they have increased their positions in USRT (+206.9K shares, valued at $13.8M), GUNR (+72.8K shares, valued at $3.6M), SPHY (+100.2K shares, valued at $2.3M); decreased their positions in VNQ (-133.3K shares, valued at $12.9M), FNDA (-36.9K shares, valued at $1.4M), VB (-4.0K shares, valued at $1.2M); initiated new positions in USRT (+206.9K shares, valued at $13.8M), N/A (+2.6K shares, valued at $642.7K), N/A (+4.0K shares, valued at $472.2K).

1M P&L

+14.0M+2.72%

3M P&L

+10.6M+2.05%

HY P&L

+18.6M+3.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A505.3M

97.9%

2Drug Manufacturers - General2.4M

0.5%

3Aerospace & Defense1.4M

0.3%

Top Industries by Stock Count

1N/A46 stocks

70.8%

2Drug Manufacturers - General3 stocks

4.6%

3Beverages - Non-Alcoholic2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GUNR FLEXSHARES TR1.0M shares7.46%2026-06-302026-07-15

FNDA SCHWAB STRATEGIC TR1.2M shares-2.92%2026-06-302026-07-15

VTIP VANGUARD MALVERN FDS807.5K shares3.08%2026-06-302026-07-15

VB VANGUARD INDEX FDS132.1K shares-2.96%2026-06-302026-07-15

ISHARES TR ISHARES TR40.5K shares-1.38%2026-06-302026-07-15

FNDX SCHWAB STRATEGIC TR958.7K shares-0.25%2026-06-302026-07-15

VV VANGUARD INDEX FDS79.0K shares-1.08%2026-06-302026-07-15

VNQI VANGUARD INTL EQUITY INDEX F511.2K shares5.84%2026-06-302026-07-15

Sponsored

VTEB VANGUARD MUN BD FDS425.1K shares4.08%2026-06-302026-07-15

DFCF DIMENSIONAL ETF TRUST497.9K shares4.23%2026-06-302026-07-15

FNDF SCHWAB STRATEGIC TR389.0K shares0.82%2026-06-302026-07-15

VEA VANGUARD TAX-MANAGED FDS244.2K shares-1.19%2026-06-302026-07-15

VWO VANGUARD INTL EQUITY INDEX F269.2K shares1.47%2026-06-302026-07-15

VPL VANGUARD INTL EQUITY INDEX F127.8K shares-1.07%2026-06-302026-07-15

FNDE SCHWAB STRATEGIC TR370.1K shares0.76%2026-06-302026-07-15

VGK VANGUARD INTL EQUITY INDEX F156.5K shares2.95%2026-06-302026-07-15

Sponsored

USRT ISHARES TR206.9K sharesnew addition2026-06-302026-07-15

IWM ISHARES TR35.9K shares-2.60%2026-06-302026-07-15

VNQ VANGUARD INDEX FDS107.4K shares-55.38%2026-06-302026-07-15

SPHY SPDR SERIES TRUST392.8K shares34.24%2026-06-302026-07-15

DLN WISDOMTREE TR91.8K shares-0.28%2026-06-302026-07-15

MUB ISHARES TR69.5K shares-2.44%2026-06-302026-07-15

DWM WISDOMTREE TR97.7K shares-0.57%2026-06-302026-07-15

VSS VANGUARD INTL EQUITY INDEX F40.5K shares2.26%2026-06-302026-07-15

Sponsored

EFA ISHARES TR57.8K shares-0.39%2026-06-302026-07-15

FNDC SCHWAB STRATEGIC TR112.0K shares4.58%2026-06-302026-07-15

IJH ISHARES TR64.7K shares-2.99%2026-06-302026-07-15

BSV VANGUARD BD INDEX FDS45.6K shares1.29%2026-06-302026-07-15

SCHA SCHWAB STRATEGIC TR59.9K shares-7.59%2026-06-302026-07-15

JPMORGAN CHASE & CO JPMORGAN CHASE & CO6.0K shares-0.05%2026-06-302026-07-15

JNJ JOHNSON & JOHNSON6.9K shares25.57%2026-06-302026-07-15

RWR SPDR SERIES TRUST13.1K shares0.00%2026-06-302026-07-15

Sponsored

ICLN ISHARES TR70.9K shares-6.53%2026-06-302026-07-15

GE GE AEROSPACE3.8K shares3.07%2026-06-302026-07-15

PG PROCTER & GAMBLE CO9.2K shares18.24%2026-06-302026-07-15

EES WISDOMTREE TR18.4K shares0.00%2026-06-302026-07-15

APPLIED MATLS INC APPLIED MATLS INC1.6K shares0.00%2026-06-302026-07-15

GEV GE VERNOVA INC948 shares3.27%2026-06-302026-07-15

PBW INVESCO EXCHANGE TRADED FD T27.6K shares-5.64%2026-06-302026-07-15

MCD MCDONALDS CORP2.5K shares232.22%2026-06-302026-07-15

Sponsored

ESGD ISHARES TR6.5K shares0.20%2026-06-302026-07-15

ABBVIE INC ABBVIE INC2.6K sharesnew addition2026-06-302026-07-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-0.78%2026-06-302026-07-15

XLG INVESCO EXCHANGE TRADED FD T8.6K shares-60.85%2026-06-302026-07-15

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T686 shares0.00%2026-06-302026-07-15

VHT VANGUARD WORLD FD1.7K shares8.82%2026-06-302026-07-15

CISCO SYS INC CISCO SYS INC4.0K sharesnew addition2026-06-302026-07-15

BRK.B BERKSHIRE HATHAWAY INC DEL934 shares-2.20%2026-06-302026-07-15

Sponsored

ITW ILLINOIS TOOL WKS INC1.7K shares11.57%2026-06-302026-07-15

ESGE ISHARES INC8.3K shares-0.73%2026-06-302026-07-15

AAPL APPLE INC1.5K shares-1.24%2026-06-302026-07-15

ESGU ISHARES TR2.6K shares49.49%2026-06-302026-07-15

MRK MERCK & CO INC3.3K sharesnew addition2026-06-302026-07-15

TROW PRICE T ROWE GROUP INC3.6K shares-25.00%2026-06-302026-07-15

NUSC NUSHARES ETF TR7.8K sharesnew addition2026-06-302026-07-15

EXXON MOBIL CORP EXXON MOBIL CORP2.9K shares5.73%2026-06-302026-07-15

Sponsored

MSFT MICROSOFT CORP1.0K sharesnew addition2026-06-302026-07-15

VOO VANGUARD INDEX FDS520 shares0.00%2026-06-302026-07-15

GS GOLDMAN SACHS GROUP INC332 shares-13.77%2026-06-302026-07-15

DES WISDOMTREE TR7.9K shares-2.05%2026-06-302026-07-15

DEM WISDOMTREE TR5.9K shares-3.58%2026-06-302026-07-15

EPS WISDOMTREE TR3.7K shares0.00%2026-06-302026-07-15

ESML ISHARES TR5.1K shares-2.62%2026-06-302026-07-15

KO COCA COLA CO3.5K sharesnew addition2026-06-302026-07-15

Sponsored

NVDA NVIDIA CORPORATION1.3K shares-2.72%2026-06-302026-07-15

SPDR SERIES TRUST SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-15

ABT ABBOTT LABORATORIES2.9K sharesnew addition2026-06-302026-07-15

VYM VANGUARD WHITEHALL FDS1.6K shares-35.64%2026-06-302026-07-15

ISCF ISHARES TR5.8K shares-51.24%2026-06-302026-07-15

IBM INTERNATIONAL BUSINESS MACHS886 sharesnew addition2026-06-302026-07-15

LLY ELI LILLY & CO197 sharesnew addition2026-06-302026-07-15

PEP PEPSICO INC1.7K sharesnew addition2026-06-302026-07-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.7K shares-57.95%2026-06-302026-07-15

3M CO 3M CO1.3K sharesnew addition2026-06-302026-07-15

SJM SMUCKER J M CO1.8K sharesnew addition2026-06-302026-07-15

GUNR

FLEXSHARES TR

7.46%

Shares1.0M

Event2026-06-30

Filed2026-07-15

FNDA

SCHWAB STRATEGIC TR

-2.92%

Shares1.2M

Event2026-06-30

Filed2026-07-15

VTIP

VANGUARD MALVERN FDS

3.08%

Shares807.5K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-2.96%

Shares132.1K

Event2026-06-30

Filed2026-07-15

ISHARES TR

-1.38%

Shares40.5K

Event2026-06-30

Filed2026-07-15

FNDX

SCHWAB STRATEGIC TR

-0.25%

Shares958.7K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-1.08%

Shares79.0K

Event2026-06-30

Filed2026-07-15

VNQI

VANGUARD INTL EQUITY INDEX F

5.84%

Shares511.2K

Event2026-06-30

Filed2026-07-15

VTEB

VANGUARD MUN BD FDS

4.08%

Shares425.1K

Event2026-06-30

Filed2026-07-15

DFCF

DIMENSIONAL ETF TRUST

4.23%

Shares497.9K

Event2026-06-30

Filed2026-07-15

FNDF

SCHWAB STRATEGIC TR

0.82%

Shares389.0K

Event2026-06-30

Filed2026-07-15

VEA

VANGUARD TAX-MANAGED FDS

-1.19%

Shares244.2K

Event2026-06-30

Filed2026-07-15

VWO

VANGUARD INTL EQUITY INDEX F

1.47%

Shares269.2K

Event2026-06-30

Filed2026-07-15

VPL

VANGUARD INTL EQUITY INDEX F

-1.07%

Shares127.8K

Event2026-06-30

Filed2026-07-15

FNDE

SCHWAB STRATEGIC TR

0.76%

Shares370.1K

Event2026-06-30

Filed2026-07-15

VGK

VANGUARD INTL EQUITY INDEX F

2.95%

Shares156.5K

Event2026-06-30

Filed2026-07-15

USRT

ISHARES TR

New

Shares206.9K

Event2026-06-30

Filed2026-07-15

IWM

ISHARES TR

-2.60%

Shares35.9K

Event2026-06-30

Filed2026-07-15

VNQ

VANGUARD INDEX FDS

-55.38%

Shares107.4K

Event2026-06-30

Filed2026-07-15

SPHY

SPDR SERIES TRUST

34.24%

Shares392.8K

Event2026-06-30

Filed2026-07-15

DLN

WISDOMTREE TR

-0.28%

Shares91.8K

Event2026-06-30

Filed2026-07-15

MUB

ISHARES TR

-2.44%

Shares69.5K

Event2026-06-30

Filed2026-07-15

DWM

WISDOMTREE TR

-0.57%

Shares97.7K

Event2026-06-30

Filed2026-07-15

VSS

VANGUARD INTL EQUITY INDEX F

2.26%

Shares40.5K

Event2026-06-30

Filed2026-07-15

EFA

ISHARES TR

-0.39%

Shares57.8K

Event2026-06-30

Filed2026-07-15

FNDC

SCHWAB STRATEGIC TR

4.58%

Shares112.0K

Event2026-06-30

Filed2026-07-15

IJH

ISHARES TR

-2.99%

Shares64.7K

Event2026-06-30

Filed2026-07-15

BSV

VANGUARD BD INDEX FDS

1.29%

Shares45.6K

Event2026-06-30

Filed2026-07-15

SCHA

SCHWAB STRATEGIC TR

-7.59%

Shares59.9K

Event2026-06-30

Filed2026-07-15

JPMORGAN CHASE & CO

-0.05%

Shares6.0K

Event2026-06-30

Filed2026-07-15

JNJ

JOHNSON & JOHNSON

25.57%

Shares6.9K

Event2026-06-30

Filed2026-07-15

RWR

SPDR SERIES TRUST

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-15

ICLN

ISHARES TR

-6.53%

Shares70.9K

Event2026-06-30

Filed2026-07-15

GE AEROSPACE

3.07%

Shares3.8K

Event2026-06-30

Filed2026-07-15

PROCTER & GAMBLE CO

18.24%

Shares9.2K

Event2026-06-30

Filed2026-07-15

EES

WISDOMTREE TR

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-15

APPLIED MATLS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-15

GEV

GE VERNOVA INC

3.27%

Shares948

Event2026-06-30

Filed2026-07-15

PBW

INVESCO EXCHANGE TRADED FD T

-5.64%

Shares27.6K

Event2026-06-30

Filed2026-07-15

MCD

MCDONALDS CORP

232.22%

Shares2.5K

Event2026-06-30

Filed2026-07-15

ESGD

ISHARES TR

0.20%

Shares6.5K

Event2026-06-30

Filed2026-07-15

ABBVIE INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-15

VANGUARD INDEX FDS

-0.78%

Shares1.7K

Event2026-06-30

Filed2026-07-15

XLG

INVESCO EXCHANGE TRADED FD T

-60.85%

Shares8.6K

Event2026-06-30

Filed2026-07-15

STATE STR SPDR S&P 500 ETF T

0.00%

Shares686

Event2026-06-30

Filed2026-07-15

VHT

VANGUARD WORLD FD

8.82%

Shares1.7K

Event2026-06-30

Filed2026-07-15

CISCO SYS INC

New

Shares4.0K

Event2026-06-30

Filed2026-07-15

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.20%

Shares934

Event2026-06-30

Filed2026-07-15

ITW

ILLINOIS TOOL WKS INC

11.57%

Shares1.7K

Event2026-06-30

Filed2026-07-15

ESGE

ISHARES INC

-0.73%

Shares8.3K

Event2026-06-30

Filed2026-07-15

AAPL

APPLE INC

-1.24%

Shares1.5K

Event2026-06-30

Filed2026-07-15

ESGU

ISHARES TR

49.49%

Shares2.6K

Event2026-06-30

Filed2026-07-15

MRK

MERCK & CO INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-15

TROW

PRICE T ROWE GROUP INC

-25.00%

Shares3.6K

Event2026-06-30

Filed2026-07-15

NUSC

NUSHARES ETF TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-15

EXXON MOBIL CORP

5.73%

Shares2.9K

Event2026-06-30

Filed2026-07-15

MSFT

MICROSOFT CORP

New

Shares1.0K

Event2026-06-30

Filed2026-07-15

VOO

VANGUARD INDEX FDS

0.00%

Shares520

Event2026-06-30

Filed2026-07-15

GOLDMAN SACHS GROUP INC

-13.77%

Shares332

Event2026-06-30

Filed2026-07-15

DES

WISDOMTREE TR

-2.05%

Shares7.9K

Event2026-06-30

Filed2026-07-15

DEM

WISDOMTREE TR

-3.58%

Shares5.9K

Event2026-06-30

Filed2026-07-15

EPS

WISDOMTREE TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-15

ESML

ISHARES TR

-2.62%

Shares5.1K

Event2026-06-30

Filed2026-07-15

COCA COLA CO

New

Shares3.5K

Event2026-06-30

Filed2026-07-15

NVDA

NVIDIA CORPORATION

-2.72%

Shares1.3K

Event2026-06-30

Filed2026-07-15

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-15

ABT

ABBOTT LABORATORIES

New

Shares2.9K

Event2026-06-30

Filed2026-07-15

VYM

VANGUARD WHITEHALL FDS

-35.64%

Shares1.6K

Event2026-06-30

Filed2026-07-15

ISCF

ISHARES TR

-51.24%

Shares5.8K

Event2026-06-30

Filed2026-07-15

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares886

Event2026-06-30

Filed2026-07-15

LLY

ELI LILLY & CO

New

Shares197

Event2026-06-30

Filed2026-07-15

PEP

PEPSICO INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-15

VCIT

VANGUARD SCOTTSDALE FDS

-57.95%

Shares2.7K

Event2026-06-30

Filed2026-07-15

3M CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-15

SJM

SMUCKER J M CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available