StockDriftsStockDriftsTop 50 Moller Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GUNR | FLEXSHARES TR | 9.35% | 1.05M | $51.7M | +7.46%(+72.75K) | $34.70(+55.63%) | 2026-06-30 | |
| FNDA | SCHWAB STRATEGIC TR | 8.46% | 1.23M | $46.8M | -2.92%(-36.92K) | $22.15(+71.78%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 7.34% | 807.5K | $40.6M | +3.08%(+24.12K) | $49.56(+0.27%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 7.25% | 132.1K | $40.1M | -2.96%(-4.04K) | $171.45(+78.72%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.48% | 40.5K | $30.3M | -1.38%(-568) | $251.59(+208.97%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.39% | 958.7K | $29.8M | -0.25%(-2.38K) | $16.77(+93.61%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 4.91% | 79.0K | $27.2M | -1.08%(-862) | $95.87(+271.54%) | 2026-06-30 | |
| VNQI | VANGUARD INTL EQUITY INDEX F | 4.15% | 511.2K | $22.9M | +5.84%(+28.18K) | $46.01(-0.85%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 3.89% | 425.1K | $21.5M | +4.08%(+16.65K) | $50.77(-1.85%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.8% | 497.9K | $21.0M | +4.23%(+20.21K) | $42.17(-1.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.26% | +37.73% | +4.92% | +27.14% |
| Top 20 Holdings Unweighted | +11.61% | +39.04% | +4.55% | +24.93% |
Moller Wealth Partners reports $552.82M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are GUNR (9.3%), FNDA (8.5%) and VTIP (7.3%). The top 20 holdings account for 85.61% of reported assets. Its disclosed equity book has returned +37.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moller Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1475271). View Moller Wealth Partners’s 13F filings on SEC