Sponsored

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

Currently, MOLLER WEALTH PARTNERS holds 67 types of securities in its portfolio with a total value $506.5M. In the most recent quarter, they have increased their positions in VTIP (+73.4K shares, valued at $3.7M), IVV (+4.7K shares, valued at $3.1M), SPHY (+108.5K shares, valued at $2.5M); decreased their positions in GUNR (-100.6K shares, valued at $5.6M), VPL (-4.4K shares, valued at $432.7K), DWM (-4.5K shares, valued at $311.9K); initiated new positions in MCD (+748 shares, valued at $232.5K), WMT (+1.8K shares, valued at $218.4K).

1M P&L

+9.3M+1.76%

3M P&L

+9.6M+1.82%

HY P&L

+55.5M+11.50%

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/A496.2M

98.3%

2Banks - Diversified1.8M

0.3%

3Drug Manufacturers - General1.3M

0.3%

Top Industries by Stock Count

1N/A50 stocks

78.1%

2Restaurants1 stocks

1.6%

3Capital Markets1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GUNR FLEXSHARES TR975.6K shares-9.35%2026-03-312026-04-14

FNDA SCHWAB STRATEGIC TR1.3M shares3.97%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS783.4K shares10.34%2026-03-312026-04-14

VB VANGUARD INDEX FDS136.2K shares2.79%2026-03-312026-04-14

IVV ISHARES TR41.0K shares13.07%2026-03-312026-04-14

FNDX SCHWAB STRATEGIC TR961.0K shares3.72%2026-03-312026-04-14

VV VANGUARD INDEX FDS79.8K shares1.43%2026-03-312026-04-14

VNQI VANGUARD INTL EQUITY INDEX F483.0K shares7.68%2026-03-312026-04-14

Sponsored

VNQ VANGUARD INDEX FDS240.6K shares5.87%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS408.4K shares10.02%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST477.7K shares10.18%2026-03-312026-04-14

FNDF SCHWAB STRATEGIC TR385.8K shares0.48%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS247.2K shares-0.54%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F265.3K shares4.86%2026-03-312026-04-14

FNDE SCHWAB STRATEGIC TR367.3K shares3.87%2026-03-312026-04-14

VPL VANGUARD INTL EQUITY INDEX F129.2K shares-3.31%2026-03-312026-04-14

Sponsored

VGK VANGUARD INTL EQUITY INDEX F152.0K shares2.93%2026-03-312026-04-14

IWM ISHARES TR36.9K shares10.17%2026-03-312026-04-14

DLN WISDOMTREE TR92.1K shares3.55%2026-03-312026-04-14

MUB ISHARES TR71.3K shares0.00%2026-03-312026-04-14

DWM WISDOMTREE TR98.3K shares-4.34%2026-03-312026-04-14

SPHY SPDR SERIES TRUST292.6K shares58.96%2026-03-312026-04-14

VSS VANGUARD INTL EQUITY INDEX F39.6K shares2.96%2026-03-312026-04-14

EFA ISHARES TR58.0K shares0.28%2026-03-312026-04-14

Sponsored

FNDC SCHWAB STRATEGIC TR107.1K shares0.11%2026-03-312026-04-14

IJH ISHARES TR66.7K shares-0.69%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS45.0K shares1.58%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR64.8K shares-2.80%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO6.0K shares3.23%2026-03-312026-04-14

ICLN ISHARES TR75.9K shares-0.20%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON5.5K shares0.37%2026-03-312026-04-14

RWR SPDR SERIES TRUST13.1K shares0.28%2026-03-312026-04-14

Sponsored

XLG INVESCO EXCHANGE TRADED FD T22.1K shares-13.28%2026-03-312026-04-14

PG PROCTER & GAMBLE CO7.8K shares-3.29%2026-03-312026-04-14

EES WISDOMTREE TR18.4K shares0.00%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE3.7K shares0.25%2026-03-312026-04-14

PBW INVESCO EXCHANGE TRADED FD T29.2K shares-4.25%2026-03-312026-04-14

GEV GE VERNOVA INC918 shares0.44%2026-03-312026-04-14

PHB INVESCO EXCH TRADED FD TR II40.4K shares-21.64%2026-03-312026-04-14

ESGD ISHARES TR6.4K shares12.37%2026-03-312026-04-14

Sponsored

AMAT APPLIED MATLS INC1.6K shares0.00%2026-03-312026-04-14

VTI VANGUARD INDEX FDS1.7K shares76.45%2026-03-312026-04-14

VCIT VANGUARD SCOTTSDALE FDS6.3K shares0.59%2026-03-312026-04-14

ISCF ISHARES TR11.9K shares-21.85%2026-03-312026-04-14

XOM EXXON MOBIL CORP2.7K shares0.48%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL955 shares1.70%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T686 shares0.29%2026-03-312026-04-14

TROW PRICE T ROWE GROUP INC4.8K shares-25.06%2026-03-312026-04-14

Sponsored

VHT VANGUARD WORLD FD1.5K shares11.68%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC1.5K shares1.18%2026-03-312026-04-14

AAPL APPLE INC1.5K shares8.39%2026-03-312026-04-14

ESGE ISHARES INC8.3K shares-2.10%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS2.5K shares0.48%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC385 shares1.58%2026-03-312026-04-14

VOT VANGUARD INDEX FDS1.2K shares-16.87%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS520 shares0.00%2026-03-312026-04-14

Sponsored

DEM WISDOMTREE TR6.1K shares0.31%2026-03-312026-04-14

DES WISDOMTREE TR8.1K shares0.00%2026-03-312026-04-14

EPS WISDOMTREE TR3.7K shares0.00%2026-03-312026-04-14

ESGU ISHARES TR1.8K shares0.34%2026-03-312026-04-14

ESML ISHARES TR5.2K shares-27.50%2026-03-312026-04-14

T AT&T INC8.3K shares-3.19%2026-03-312026-04-14

NVDA NVIDIA CORPORATION1.4K shares13.78%2026-03-312026-04-14

MCD MCDONALDS CORP748 sharesnew addition2026-03-312026-04-14

Sponsored

SPYM SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-14

WMT WALMART INC1.8K sharesnew addition2026-03-312026-04-14

IEF ISHARES TR2.3K shares0.13%2026-03-312026-04-14

GUNR

FLEXSHARES TR

-9.35%

Shares975.6K

Event2026-03-31

Filed2026-04-14

FNDA

SCHWAB STRATEGIC TR

3.97%

Shares1.3M

Event2026-03-31

Filed2026-04-14

VTIP

VANGUARD MALVERN FDS

10.34%

Shares783.4K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

2.79%

Shares136.2K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

13.07%

Shares41.0K

Event2026-03-31

Filed2026-04-14

FNDX

SCHWAB STRATEGIC TR

3.72%

Shares961.0K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

1.43%

Shares79.8K

Event2026-03-31

Filed2026-04-14

VNQI

VANGUARD INTL EQUITY INDEX F

7.68%

Shares483.0K

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

5.87%

Shares240.6K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

10.02%

Shares408.4K

Event2026-03-31

Filed2026-04-14

DFCF

DIMENSIONAL ETF TRUST

10.18%

Shares477.7K

Event2026-03-31

Filed2026-04-14

FNDF

SCHWAB STRATEGIC TR

0.48%

Shares385.8K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-0.54%

Shares247.2K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

4.86%

Shares265.3K

Event2026-03-31

Filed2026-04-14

FNDE

SCHWAB STRATEGIC TR

3.87%

Shares367.3K

Event2026-03-31

Filed2026-04-14

VPL

VANGUARD INTL EQUITY INDEX F

-3.31%

Shares129.2K

Event2026-03-31

Filed2026-04-14

VGK

VANGUARD INTL EQUITY INDEX F

2.93%

Shares152.0K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

10.17%

Shares36.9K

Event2026-03-31

Filed2026-04-14

DLN

WISDOMTREE TR

3.55%

Shares92.1K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

0.00%

Shares71.3K

Event2026-03-31

Filed2026-04-14

DWM

WISDOMTREE TR

-4.34%

Shares98.3K

Event2026-03-31

Filed2026-04-14

SPHY

SPDR SERIES TRUST

58.96%

Shares292.6K

Event2026-03-31

Filed2026-04-14

VSS

VANGUARD INTL EQUITY INDEX F

2.96%

Shares39.6K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

0.28%

Shares58.0K

Event2026-03-31

Filed2026-04-14

FNDC

SCHWAB STRATEGIC TR

0.11%

Shares107.1K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

-0.69%

Shares66.7K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

1.58%

Shares45.0K

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

-2.80%

Shares64.8K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

3.23%

Shares6.0K

Event2026-03-31

Filed2026-04-14

ICLN

ISHARES TR

-0.20%

Shares75.9K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

0.37%

Shares5.5K

Event2026-03-31

Filed2026-04-14

RWR

SPDR SERIES TRUST

0.28%

Shares13.1K

Event2026-03-31

Filed2026-04-14

XLG

INVESCO EXCHANGE TRADED FD T

-13.28%

Shares22.1K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-3.29%

Shares7.8K

Event2026-03-31

Filed2026-04-14

EES

WISDOMTREE TR

0.00%

Shares18.4K

Event2026-03-31

Filed2026-04-14

GE AEROSPACE

0.25%

Shares3.7K

Event2026-03-31

Filed2026-04-14

PBW

INVESCO EXCHANGE TRADED FD T

-4.25%

Shares29.2K

Event2026-03-31

Filed2026-04-14

GEV

GE VERNOVA INC

0.44%

Shares918

Event2026-03-31

Filed2026-04-14

PHB

INVESCO EXCH TRADED FD TR II

-21.64%

Shares40.4K

Event2026-03-31

Filed2026-04-14

ESGD

ISHARES TR

12.37%

Shares6.4K

Event2026-03-31

Filed2026-04-14

AMAT

APPLIED MATLS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

76.45%

Shares1.7K

Event2026-03-31

Filed2026-04-14

VCIT

VANGUARD SCOTTSDALE FDS

0.59%

Shares6.3K

Event2026-03-31

Filed2026-04-14

ISCF

ISHARES TR

-21.85%

Shares11.9K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

0.48%

Shares2.7K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

1.70%

Shares955

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

0.29%

Shares686

Event2026-03-31

Filed2026-04-14

TROW

PRICE T ROWE GROUP INC

-25.06%

Shares4.8K

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD WORLD FD

11.68%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

1.18%

Shares1.5K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

8.39%

Shares1.5K

Event2026-03-31

Filed2026-04-14

ESGE

ISHARES INC

-2.10%

Shares8.3K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

0.48%

Shares2.5K

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC

1.58%

Shares385

Event2026-03-31

Filed2026-04-14

VOT

VANGUARD INDEX FDS

-16.87%

Shares1.2K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares520

Event2026-03-31

Filed2026-04-14

DEM

WISDOMTREE TR

0.31%

Shares6.1K

Event2026-03-31

Filed2026-04-14

DES

WISDOMTREE TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-14

EPS

WISDOMTREE TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES TR

0.34%

Shares1.8K

Event2026-03-31

Filed2026-04-14

ESML

ISHARES TR

-27.50%

Shares5.2K

Event2026-03-31

Filed2026-04-14

AT&T INC

-3.19%

Shares8.3K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

13.78%

Shares1.4K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

New

Shares748

Event2026-03-31

Filed2026-04-14

SPYM

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available