Investor
MOLLER WEALTH PARTNERS
CIK 0001475271 · filed 2026-04-14 · SEC filing
13F book
$506.5M
Positions
67
2 new · 4 sold
Largest name
10.6%
Flexshares Tr
Est. mark
$12.9M
Price effect on 65 names still held. Flow $16.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Flexshares Tr | — | 975.6K | $53.8M | 10.6% | $9.08M | Cut$4.47M |
| Schwab Strategic Tr | — | 1.27M | $41.1M | 8.1% | $1.12M | Added$2.69M |
| Vanguard Malvern Fds | — | 783.4K | $39.1M | 7.7% | $347.9K | Added$4.02M |
| Vanguard Index Fds | — | 136.2K | $35.7M | 7.0% | $526K | Added$1.49M |
| Ishares Tr | — | 41K | $26.8M | 5.3% | −$1.15M | Added$1.95M |
| Schwab Strategic Tr | — | 961K | $26.8M | 5.3% | $593K | Added$1.55M |
| Vanguard Index Fds | — | 79.8K | $23.9M | 4.7% | −$1.26M | Added−$918.8K |
| Vanguard Intl Equity Index F | — | 483K | $21.5M | 4.2% | −$623.5K | Added$907.3K |
| Vanguard Index Fds | — | 240.6K | $21.3M | 4.2% | $47.8K | Added$1.23M |
| Vanguard Mun Bd Fds | — | 408.4K | $20.4M | 4.0% | −$148.5K | Added$1.71M |
| Dimensional Etf Trust | — | 477.7K | $20.2M | 4.0% | −$147.4K | Added$1.72M |
| Schwab Strategic Tr | — | 385.8K | $18.9M | 3.7% | $1.43M | Added$1.52M |
| Vanguard Tax-Managed Fds | — | 247.2K | $15.8M | 3.1% | $397.9K | Cut$314.3K |
| Vanguard Intl Equity Index F | — | 265.3K | $14.3M | 2.8% | $73.4K | Added$737.6K |
| Schwab Strategic Tr | — | 367.3K | $14.1M | 2.8% | $778K | Added$1.3M |
| Vanguard Intl Equity Index F | — | 129.2K | $12.6M | 2.5% | $947.1K | Cut$546.9K |
| Vanguard Intl Equity Index F | — | 152K | $12.5M | 2.5% | −$174.3K | Added$181.9K |
| Ishares Tr | — | 36.9K | $9.14M | 1.8% | $61.6K | Added$905.5K |
| Wisdomtree Tr | — | 92.1K | $8.22M | 1.6% | $111.1K | Added$393.3K |
| Ishares Tr | — | 71.3K | $7.56M | 1.5% | −$68.4K | Held |
| Wisdomtree Tr | — | 98.3K | $6.87M | 1.4% | $111.1K | Cut−$195.7K |
| State Srt Spdr Prtfl Hgh | — | 292.6K | $6.82M | 1.3% | −$64.4K | Added$2.47M |
| Vanguard Intl Equity Index F | — | 39.6K | $5.77M | 1.1% | $94.6K | Added$260.8K |
| Ishares Tr | — | 58K | $5.63M | 1.1% | $63.6K | Added$79.5K |
| Schwab Strategic Tr | — | 107.1K | $4.97M | 1.0% | $193.7K | Added$199K |
| Ishares Tr | — | 66.7K | $4.51M | 0.9% | $102.1K | Cut$71.4K |
| Vanguard Bd Index Fds | — | 45K | $3.53M | 0.7% | −$17.8K | Added$37.2K |
| Schwab Strategic Tr | — | 64.8K | $1.89M | 0.4% | $38.9K | Cut−$14.2K |
| Jpmorgan Chase & Co. | — | 5.98K | $1.76M | 0.3% | −$162.4K | Added−$107.4K |
| Ishares Tr | — | 75.9K | $1.39M | 0.3% | $141.1K | Cut$138.6K |
| Johnson & Johnson | JNJ | 5.48K | $1.34M | 0.3% | $204.5K | Added$209.4K |
| Spdr Series Trust | — | 13.1K | $1.32M | 0.3% | $35.8K | Added$39.4K |
| Invesco Exchange Traded Fd T | — | 22.1K | $1.2M | 0.2% | −$104.4K | Cut−$304.7K |
| Procter And Gamble Co | PG | 7.82K | $1.13M | 0.2% | $8.84K | Cut−$29.3K |
| Wisdomtree Tr | — | 18.4K | $1.07M | 0.2% | $20.6K | Held |
| Ge Aerospace | — | 3.68K | $1.04M | 0.2% | −$89.1K | Added−$86.5K |
| Invesco Exchange Traded Fd T | — | 29.2K | $923K | 0.2% | $30.4K | Cut−$9.18K |
| GE Vernova Inc. | GEV | 918 | $801.3K | 0.2% | $200.5K | Added$204K |
| Invesco Exch Traded Fd Tr Ii | — | 40.4K | $724.7K | 0.1% | −$26.7K | Cut−$234.2K |
| Ishares Tr | — | 6.44K | $615.7K | 0.1% | $3.04K | Added$70.8K |
| Applied Matls Inc | — | 1.65K | $562.9K | 0.1% | $139.7K | Held |
| Vanguard Index Fds | — | 1.67K | $536K | 0.1% | −$13.8K | Added$218.4K |
| Vanguard Scottsdale Fds | — | 6.35K | $525.4K | 0.1% | −$6.35K | Added−$3.29K |
| Ishares Tr | — | 11.9K | $497.6K | 0.1% | $3.7K | Cut−$134.3K |
| Exxon Mobil Corp | — | 2.71K | $459.1K | 0.1% | $132.8K | Added$135K |
| Berkshire Hathaway Inc Del | — | 955 | $457.6K | 0.1% | −$22K | Added−$14.4K |
| Spdr S&P 500 Etf Tr | — | 686 | $446.1K | 0.1% | −$21.6K | Added−$20.3K |
| Price T Rowe Group Inc | TROW | 4.8K | $432.7K | 0.1% | −$58.8K | Cut−$223.1K |
| Vanguard World Fd | — | 1.53K | $416.6K | 0.1% | −$21.4K | Added$22.2K |
| Illinois Tool Wks Inc | — | 1.54K | $400.6K | 0.1% | $21.3K | Added$26K |
| Apple Inc. | AAPL | 1.54K | $390.3K | 0.1% | −$25.6K | Added$4.56K |
| Ishares Inc | — | 8.32K | $378.2K | 0.1% | $10.8K | Cut$2.95K |
| Vanguard Whitehall Fds | — | 2.49K | $368.7K | 0.1% | $11.4K | Added$13.2K |
| Goldman Sachs Group Inc | — | 385 | $325.7K | 0.1% | −$12.5K | Added−$7.43K |
| Vanguard Index Fds | — | 1.23K | $317K | 0.1% | −$26.9K | Cut−$96.7K |
| Vanguard Index Fds | — | 520 | $310.7K | 0.1% | −$15.4K | Held |
| Wisdomtree Tr | — | 6.11K | $303.8K | 0.1% | $18.2K | Added$19.1K |
| Wisdomtree Tr | — | 8.11K | $291.3K | 0.1% | $20.2K | Held |
| Wisdomtree Tr | — | 3.73K | $254.1K | 0.1% | −$10.3K | Held |
| Ishares Tr | — | 1.77K | $250.6K | 0.0% | −$13.4K | Added−$12.5K |
| Ishares Tr | — | 5.23K | $246.1K | 0.0% | $5.44K | Cut−$85.8K |
| At&T Inc | — | 8.34K | $241.8K | 0.0% | $34.6K | Cut$27.8K |
| Nvidia Corp | NVDA | 1.36K | $237.5K | 0.0% | −$14.5K | Added$14.3K |
| Mcdonalds Corp | MCD | 748 | $232.5K | 0.0% | — | New |
| Spdr Series Trust | — | 2.98K | $228.4K | 0.0% | −$11K | Held |
| Walmart Inc. | WMT | 1.76K | $218.4K | 0.0% | — | New |
| Ishares Tr | — | 2.27K | $217.1K | 0.0% | −$1.64K | Added−$1.35K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.