Moller Wealth Partners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's positions in 68 different securities, managed by Chief Compliance Officer Faith Charles.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant share counts. The Vanguard International Equity Index Fund FTSE Emerging Markets ETF is the largest holding, with 269,622 shares. The Schwab Strategic Trust Fundamental International ETF follows with 383,948 shares, and the Vanguard International Equity Index Fund FTSE Europe ETF holds 162,740 shares.
Among individual equities, JPMorgan Chase & Co. is the largest holding with 5,978 shares. Other notable individual stock positions include Procter & Gamble Co. with 7,646 shares, Johnson & Johnson with 5,480 shares, and Illinois Tool Works Inc. with 1,537 shares. The filing also lists positions in Applied Materials Inc., ExxonMobil Holdings Corp., and GE Vernova Inc.
The filing indicates that the firm holds a mix of large-cap and small-cap funds, as well as sector-specific ETFs such as the Vanguard Real Estate ETF and the iShares Global Clean Energy ETF. The report was signed by Faith Charles on October 15, 2026.
