Moller Wealth Partners holds a focused book of 75 stocks worth $552.8M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core US REIT ETF and trimmed Schwab FNDMNTL US SM Co ETF. Their largest long position is Flexshares Global Upstream N at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1475271/holdings"
Use Arkolith to show MOLLER WEALTH PARTNERS's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Flexshares TR MORNSTAR UPSTR | $51.7M | 1.05M | 9.3% | ▲+7.5% Added · +73K sh | |
| 2 | Schwab Strategic TR FUNDAMENTAL US S | $46.8M | 1.23M | 8.5% | ▼−2.9% Reduced · −37K sh | |
| 3 | Vanguard Malvern FDS STRM INFPROIDX | $40.6M | 807.5K | 7.3% | ▲+3.1% Added · +24K sh | |
| 4 | Vanguard Index FDS SMALL CP ETF | $40.1M | 132.1K | 7.2% | ▼−3.0% Reduced · −4K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $30.3M | 40.5K | 5.5% | ▼−1.4% Reduced · −568 sh | |
| 6 | Schwab Strategic TR FUNDAMENTAL US L | $29.8M | 958.7K | 5.4% | ▼−0.2% Reduced · −2K sh | |
| 7 | Vanguard Index FDS LARGE CAP ETF | $27.2M | 79.0K | 4.9% | ▼−1.1% Reduced · −862 sh | |
| 8 | Vanguard Intl Equity Index F GLB EX US ETF | $22.9M | 511.2K | 4.1% | ▲+5.8% Added · +28K sh | |
| 9 | Vanguard Mun BD FDS TAX EXEMPT BD | $21.5M | 425.1K | 3.9% | ▲+4.1% Added · +17K sh | |
| 10 | Dimensional ETF Trust CORE FIXE IN ETF | $21.0M | 497.9K | 3.8% | ▲+4.2% Added · +20K sh | |
| 11 | Schwab Strategic TR FUNDAMENTAL INTL | $20.5M | 389.0K | 3.7% | ▲+0.8% Added · +3K sh | |
| 12 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $17.4M | 244.2K | 3.1% | ▼−1.2% Reduced · −3K sh | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $16.1M | 269.2K | 2.9% | ▲+1.5% Added · +4K sh | |
| 14 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $14.8M | 127.8K | 2.7% | ▼−1.1% Reduced · −1K sh | |
| 15 | Schwab Strategic TR FUND EM EQUI ETF | $14.7M | 370.1K | 2.7% | ▲+0.8% Added · +3K sh | |
| 16 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $13.9M | 156.5K | 2.5% | ▲+3.0% Added · +4K sh | |
| 17 | Ishares TR CRE U S REIT ETF | $13.8M | 206.9K | 2.5% | ▲New New position | |
| 18 | Ishares TR RUSSELL 2000 ETF | $10.8M | 35.9K | 2.0% | ▼−2.6% Reduced · −958 sh | |
| 19 | Vanguard Index FDS REAL ESTATE ETF | $10.4M | 107.4K | 1.9% | ▼−55% Reduced · −133K sh | |
| 20 | SPDR Series Trust ST PORT HIGH ETF | $9.2M | 392.8K | 1.7% | ▲+34% Added · +100K sh | |
| 21 | Wisdomtree TR US LARGECAP DIVD | $8.8M | 91.8K | 1.6% | ▼−0.3% Reduced · −261 sh | |
| 22 | Ishares TR NATIONAL MUN ETF | $7.5M | 69.5K | 1.4% | ▼−2.4% Reduced · −2K sh | |
| 23 | Wisdomtree TR INTL EQUITY FD | $7.2M | 97.7K | 1.3% | ▼−0.6% Reduced · −559 sh | |
| 24 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $6.2M | 40.5K | 1.1% | ▲+2.3% Added · +896 sh | |
| 25 | Ishares TR MSCI EAFE ETF | $6.0M | 57.8K | 1.1% | ▼−0.4% Reduced · −224 sh | |
| 26 | Schwab Strategic TR FUNDAMENTAL INTL | $5.4M | 112.0K | 1.0% | ▲+4.6% Added · +5K sh | |
| 27 | Ishares TR CORE S&P MCP ETF | $5.0M | 64.7K | 0.9% | ▼−3.0% Reduced · −2K sh | |
| 28 | Vanguard BD Index FDS SHORT TRM BOND | $3.6M | 45.6K | 0.6% | ▲+1.3% Added · +581 sh | |
| 29 | Schwab Strategic TR US SML CAP ETF | $2.2M | 59.9K | 0.4% | ▼−7.6% Reduced · −5K sh | |
| 30 | JPMorgan Chase & Co COM | $2.0M | 6.0K | 0.4% | ▼−0.1% Reduced · −3 sh | |
| 31 | Johnson & Johnson COM | $1.7M | 6.9K | 0.3% | ▲+26% Added · +1K sh | |
| 32 | SPDR Series Trust ST STR DOW REIT | $1.5M | 13.1K | 0.3% | —Held | |
| 33 | Ishares TR GL CLEAN ENE ETF | $1.5M | 70.9K | 0.3% | ▼−6.5% Reduced · −5K sh | |
| 34 | Ge Aerospace COM NEW | $1.4M | 3.8K | 0.3% | ▲+3.1% Added · +113 sh | |
| 35 | Procter & Gamble Co COM | $1.4M | 9.2K | 0.2% | ▲+18% Added · +1K sh | |
| 36 | Wisdomtree TR US SMALLCAP FUND | $1.2M | 18.4K | 0.2% | —Held | |
| 37 | Applied Matls Inc COM | $1.2M | 1.6K | 0.2% | —Held | |
| 38 | Ge Vernova Inc COM | $1.1M | 948 | 0.2% | ▲+3.3% Added · +30 sh | |
| 39 | Invesco Exchange Traded FD T WILDERHIL CLAN | $1.1M | 27.6K | 0.2% | ▼−5.6% Reduced · −2K sh | |
| 40 | McDonalds Corp COM | $672K | 2.5K | 0.1% | ▲+232% Added · +2K sh | |
| 41 | Ishares TR ESG AW MSCI EAFE | $663K | 6.5K | 0.1% | ▲+0.2% Added · +13 sh | |
| 42 | Abbvie Inc COM | $643K | 2.6K | 0.1% | ▲New New position | |
| 43 | Vanguard Index FDS TOTAL STK MKT | $614K | 1.7K | 0.1% | ▼−0.8% Reduced · −13 sh | |
| 44 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $529K | 8.6K | 0.1% | ▼−61% Reduced · −13K sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $512K | 686 | 0.1% | —Held | |
| 46 | Vanguard World FD HEALTH CAR ETF | $498K | 1.7K | 0.1% | ▲+8.8% Added · +135 sh | |
| 47 | Cisco Sys Inc COM | $472K | 4.0K | 0.1% | ▲New New position | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $467K | 934 | 0.1% | ▼−2.2% Reduced · −21 sh | |
| 49 | Illinois Tool WKS Inc COM | $464K | 1.7K | 0.1% | ▲+12% Added · +178 sh | |
| 50 | Ishares Inc ESG AWR MSCI EM | $452K | 8.3K | 0.1% | ▼−0.7% Reduced · −61 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 75 | $552.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 67 | $506.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 69 | $477.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 6, 2025 | 70 | $479.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 69 | $452.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 66 | $404.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 7, 2025 | 64 | $380.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 65 | $400.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.