Moller Wealth Partners
Net buyer this quarter
$553M
31
+$17.5M
11.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FNDF | $20.5M | 3.71% | Not reported | +0.8% | Q2 2019 |
 VPL | $14.8M | 2.67% | Not reported | -1.1% | Q2 2013 |
 USRT | $13.8M | 2.49% | Not reported | New | Q2 2026 |
 BSVN | $3.55M | 0.64% | 0.48% | +1.3% | Q1 2021 |
 JPM | $1.96M | 0.35% | 0.00% | -0.1% | Q2 2013 |
 JNJ | $1.75M | 0.32% | 0.00% | +25.6% | Q2 2013 |
 GE | $1.42M | 0.26% | 0.00% | +3.1% | Q3 2021 |
 PG | $1.36M | 0.25% | 0.00% | +18.2% | Q2 2013 |
 AMAT | $1.19M | 0.22% | 0.00% | Not reported | Q2 2025 |
 GEV | $1.11M | 0.20% | 0.00% | +3.3% | Q2 2024 |
 MCD | $672K | 0.12% | 0.00% | +232.2% | Q4 2014 |
 ABBV | $643K | 0.12% | 0.00% | Not reported | Q4 2013 |
 SPY | $512K | 0.09% | Not reported | Not reported | Q2 2024 |
 CSCO | $472K | 0.09% | 0.00% | New | Q2 2026 |
 BRK.B | $467K | 0.08% | Not reported | -2.2% | Q2 2024 |
 ITW | $464K | 0.08% | 0.00% | +11.6% | Q2 2013 |
 AAPL | $440K | 0.08% | 0.00% | -1.2% | Q4 2013 |
 MRK | $426K | 0.08% | 0.00% | Not reported | Q1 2014 |
 TROW | $409K | 0.07% | 0.00% | -25.0% | Q2 2013 |
 XOM | $391K | 0.07% | 0.00% | +5.7% | Q2 2013 |
 MSFT | $380K | 0.07% | 0.00% | Not reported | Q4 2017 |
 GS | $336K | 0.06% | 0.00% | -13.8% | Q4 2024 |
 KO | $282K | 0.05% | 0.00% | Not reported | Q4 2018 |
 NVDA | $265K | 0.05% | 0.00% | -2.7% | Q3 2025 |
 ABT | $261K | 0.05% | 0.00% | Not reported | Q1 2014 |
| VYM | $253K | 0.05% | Not reported | -35.6% | Q2 2024 |
 IBM | $249K | 0.05% | 0.00% | Not reported | Q1 2014 |
 LLY | $236K | 0.04% | 0.00% | Not reported | Q4 2025 |
 PEP | $232K | 0.04% | 0.00% | Not reported | Q1 2014 |
 MMM | $215K | 0.04% | 0.00% | Not reported | Q4 2013 |
 SJM | $200K | 0.04% | 0.00% | Not reported | Q1 2015 |
| Q1 2026 | |||||
| FNDF | $18.9M | 3.73% | Not reported | +0.5% | Q2 2019 |
| VPL | $12.6M | 2.49% | Not reported | -3.3% | Q2 2013 |
| BSVN | $3.53M | 0.70% | 0.47% | +1.6% | Q1 2021 |
| JPM | $1.76M | 0.35% | 0.00% | +3.2% | Q2 2013 |
| JNJ | $1.34M | 0.26% | 0.00% | +0.4% | Q2 2013 |
| PG | $1.13M | 0.22% | 0.00% | -3.3% | Q2 2013 |
| GE | $1.04M | 0.21% | 0.00% | +0.3% | Q3 2021 |
| GEV | $801K | 0.16% | 0.00% | +0.4% | Q2 2024 |
| AMAT | $563K | 0.11% | 0.00% | Not reported | Q2 2025 |
| XOM | $459K | 0.09% | 0.00% | +0.5% | Q2 2013 |
| BRK.B | $458K | 0.09% | Not reported | +1.7% | Q2 2024 |
| SPY | $446K | 0.09% | Not reported | +0.3% | Q2 2024 |
| TROW | $433K | 0.09% | 0.00% | -25.1% | Q2 2013 |
| ITW | $401K | 0.08% | 0.00% | +1.2% | Q2 2013 |
| AAPL | $390K | 0.08% | 0.00% | +8.4% | Q4 2013 |
| VYM | $369K | 0.07% | Not reported | +0.5% | Q2 2024 |
| GS | $326K | 0.06% | 0.00% | +1.6% | Q4 2024 |
| VOT | $317K | 0.06% | Not reported | -16.9% | Q4 2024 |
 T | $242K | 0.05% | 0.00% | -3.2% | Q2 2013 |
| NVDA | $238K | 0.05% | 0.00% | +13.8% | Q3 2025 |
| MCD | $232K | 0.05% | 0.00% | Not reported | Q4 2014 |
 WMT | $218K | 0.04% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| FNDF | $17.4M | 3.64% | Not reported | -4.7% | Q2 2019 |
| VPL | $12.1M | 2.53% | Not reported | -1.1% | Q2 2013 |
| BSVN | $3.49M | 0.73% | 0.47% | -3.8% | Q1 2021 |
| JPM | $1.87M | 0.39% | 0.00% | 0.0% | Q2 2013 |
| PG | $1.16M | 0.24% | 0.00% | +0.6% | Q2 2013 |
| GE | $1.13M | 0.24% | 0.00% | Not reported | Q3 2021 |
| JNJ | $1.13M | 0.24% | 0.00% | Not reported | Q2 2013 |
| TROW | $656K | 0.14% | 0.00% | -11.1% | Q2 2013 |
| GEV | $597K | 0.13% | 0.00% | Not reported | Q2 2024 |
| BRK.B | $472K | 0.10% | Not reported | +1.8% | Q2 2024 |
| SPY | $466K | 0.10% | Not reported | Not reported | Q2 2024 |
| AMAT | $423K | 0.09% | 0.00% | Not reported | Q2 2025 |
| VOT | $414K | 0.09% | Not reported | -54.8% | Q4 2024 |
| AAPL | $386K | 0.08% | 0.00% | -0.4% | Q4 2013 |
| ITW | $375K | 0.08% | 0.00% | -0.3% | Q2 2013 |
| VYM | $356K | 0.07% | Not reported | -48.0% | Q2 2024 |
| GS | $333K | 0.07% | 0.00% | Not reported | Q4 2024 |
| XOM | $324K | 0.07% | 0.00% | Not reported | Q2 2013 |
| MSFT | $240K | 0.05% | 0.00% | -0.2% | Q4 2017 |
 PSX | $226K | 0.05% | 0.00% | Not reported | Q4 2013 |
| NVDA | $223K | 0.05% | 0.00% | Not reported | Q3 2025 |
| T | $214K | 0.04% | 0.00% | -1.6% | Q2 2013 |
| LLY | $206K | 0.04% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| FNDF | $17.3M | 3.61% | Not reported | -0.7% | Q2 2019 |
| VPL | $11.9M | 2.47% | Not reported | +0.1% | Q2 2013 |
| BSVN | $3.64M | 0.76% | 0.49% | -6.5% | Q1 2021 |
| JPM | $1.83M | 0.38% | 0.00% | Not reported | Q2 2013 |
| PG | $1.24M | 0.26% | 0.00% | -1.0% | Q2 2013 |
| GE | $1.1M | 0.23% | 0.00% | Not reported | Q3 2021 |
| JNJ | $1.01M | 0.21% | 0.00% | -0.1% | Q2 2013 |
| VOT | $963K | 0.20% | Not reported | -1.8% | Q4 2024 |
| TROW | $740K | 0.15% | 0.00% | Not reported | Q2 2013 |
| VYM | $671K | 0.14% | Not reported | -20.8% | Q2 2024 |
| GEV | $562K | 0.12% | 0.00% | Not reported | Q2 2024 |
| BRK.B | $464K | 0.10% | Not reported | -2.4% | Q2 2024 |
| SPY | $456K | 0.10% | Not reported | Not reported | Q2 2024 |
| ITW | $398K | 0.08% | 0.00% | +0.3% | Q2 2013 |
| AAPL | $363K | 0.08% | 0.00% | -0.1% | Q4 2013 |
| AMAT | $337K | 0.07% | 0.00% | +0.2% | Q2 2025 |
| XOM | $304K | 0.06% | 0.00% | +0.2% | Q2 2013 |
| GS | $302K | 0.06% | 0.00% | Not reported | Q4 2024 |
| MSFT | $258K | 0.05% | 0.00% | +1.6% | Q4 2017 |
| T | $247K | 0.05% | 0.00% | 0.0% | Q2 2013 |
| PSX | $238K | 0.05% | 0.00% | Not reported | Q4 2013 |
 QQQ | $231K | 0.05% | Not reported | Not reported | Q2 2024 |
| NVDA | $223K | 0.05% | 0.00% | New | Q3 2025 |