Moller Wealth Partners 13F Holdings · Q2 2026
Moller Wealth Partners reported 75 securities worth $552.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GUNR (9.35%), FNDA (8.46%), VTIP (7.34%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GUNR | FLEXSHARES TR | $51.7M | 9.35% | 1.0M | Added |
| 2 | FNDA | SCHWAB STRATEGIC TR | $46.8M | 8.46% | 1.2M | Trimmed |
| 3 | VTIP | VANGUARD MALVERN FDS | $40.6M | 7.34% | 807,517 | Added |
| 4 | VB | VANGUARD INDEX FDS | $40.1M | 7.25% | 132,140 | Trimmed |
| 5 | IVV | ISHARES TR | $30.3M | 5.48% | 40,463 | Trimmed |
| 6 | FNDX | SCHWAB STRATEGIC TR | $29.8M | 5.39% | 958,661 | Trimmed |
| 7 | VV | VANGUARD INDEX FDS | $27.2M | 4.91% | 78,984 | Trimmed |
| 8 | VNQI | VANGUARD INTL EQUITY INDEX F | $22.9M | 4.15% | 511,167 | Added |
| 9 | VTEB | VANGUARD MUN BD FDS | $21.5M | 3.89% | 425,059 | Added |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $21.0M | 3.80% | 497,866 | Added |
| 11 | FNDF | SCHWAB STRATEGIC TR | $20.5M | 3.71% | 388,978 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $17.4M | 3.15% | 244,220 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $16.1M | 2.91% | 269,212 | Added |
| 14 | VPL | VANGUARD INTL EQUITY INDEX F | $14.8M | 2.67% | 127,817 | Trimmed |
| 15 | FNDE | SCHWAB STRATEGIC TR | $14.7M | 2.66% | 370,133 | Added |
| 16 | VGK | VANGUARD INTL EQUITY INDEX F | $13.9M | 2.51% | 156,477 | Added |
| 17 | USRT | ISHARES TR | $13.8M | 2.49% | 206,928 | New |
| 18 | IWM | ISHARES TR | $10.8M | 1.95% | 35,903 | Trimmed |
| 19 | VNQ | VANGUARD INDEX FDS | $10.4M | 1.87% | 107,370 | Trimmed |
| 20 | SPHY | SPDR SERIES TRUST | $9.2M | 1.67% | 392,827 | Added |
| 21 | DLN | WISDOMTREE TR | $8.8M | 1.60% | 91,793 | Trimmed |
| 22 | MUB | ISHARES TR | $7.5M | 1.35% | 69,518 | Trimmed |
| 23 | DWM | WISDOMTREE TR | $7.2M | 1.29% | 97,736 | Trimmed |
| 24 | VSS | VANGUARD INTL EQUITY INDEX F | $6.2M | 1.13% | 40,487 | Added |
| 25 | EFA | ISHARES TR | $6.0M | 1.09% | 57,755 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR