Moller Financial Services Top Holdings and 13F Report (2026) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $545.16 million in total holdings as of September 30, 2026.Moller Financial Services owns shares of 68 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 2.04% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 75 new stocks and bought additional shares in 25 stocks.Moller Financial Services sold shares of 27 stocks and completely divested from 10 stocks this quarter.Largest Holdings FlexShares Morningstar Global Upstream Natural Resources Index Fund $53,818,297Schwab Fundamental U.S. Small Company ETF $43,342,494Vanguard Short-Term Inflation-Protected Securities ETF $41,181,397Vanguard Small-Cap ETF $37,825,977iShares Core S&P 500 ETF $30,971,510 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $440,183 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $415,013 Holding56585A102 - Marathon Petroleum $207,200 Holding Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 72,938 shares (about $3.45M)SPDR Portfolio High Yield Bond ETF 94,983 shares (about $2.15M)Vanguard Short-Term Inflation-Protected Securities ETF 29,163 shares (about $1.44M)Dimensional Core Fixed Income ETF 24,207 shares (about $971.19K)Vanguard Global ex-U.S. Real Estate ETF 14,576 shares (about $619.77K) Largest Sales this Quarter iShares National Muni Bond ETF 23,626 shares (about $2.39M)FlexShares Morningstar Global Upstream Natural Resources Index Fund 27,943 shares (about $1.47M)Vanguard Large-Cap ETF 3,274 shares (about $1.15M)Johnson & Johnson 1,396 shares (about $369.58K)Schwab Fundamental International Equity ETF 5,030 shares (about $270.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoller Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$53,818,297$1,473,713 ▼-2.7%1,020,4469.9%ETFFNDASchwab Fundamental U.S. Small Company ETF$43,342,494$323,505 ▲0.8%1,238,3578.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$41,181,397$1,435,403 ▲3.6%836,6807.6%ETFVBVanguard Small-Cap ETF$37,825,977$233,566 ▲0.6%132,9616.9%ETFIVViShares Core S&P 500 ETF$30,971,510$16,849 ▼-0.1%40,4415.7%ETFFNDXSchwab Fundamental U.S. Large Company ETF$30,291,381$122,324 ▲0.4%962,5485.6%ETFVVVanguard Large-Cap ETF$26,638,564$1,151,957 ▼-4.1%75,7104.9%ETFVTEBVanguard Tax-Exempt Bond ETF$23,585,142$3,454,344 ▲17.2%497,9974.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$22,354,581$619,771 ▲2.9%525,7434.1%ETFDFCFDimensional Core Fixed Income ETF$20,945,585$971,186 ▲4.9%522,0733.8%ETFFNDFSchwab Fundamental International Equity ETF$20,637,224$270,363 ▼-1.3%383,9483.8%ETFVEAVanguard FTSE Developed Markets ETF$17,033,580$210,771 ▼-1.2%241,2353.1%ETFVWOVanguard FTSE Emerging Markets ETF$15,991,254$24,317 ▲0.2%269,6222.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$15,590,448$92,993 ▲0.6%372,3542.9%ETFVPLVanguard FTSE Pacific ETF$15,316,827$514,313 ▲3.5%132,2582.8%ETFVGKVanguard FTSE Europe ETF$14,125,875$543,630 ▲4.0%162,7402.6%ETFUSRTiShares Core U.S. REIT ETF$13,101,125$358,518 ▲2.8%212,7502.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$11,019,620$2,145,664 ▲24.2%487,8102.0%ETFIWMiShares Russell 2000 ETF$9,909,882$67,250 ▼-0.7%35,6611.8%ETFVNQVanguard Real Estate ETF$9,543,257$80,308 ▼-0.8%106,4741.8%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$8,876,207$46,073 ▼-0.5%91,3191.6%ETFDWMWisdomTree International Equity Fund$7,107,578$90,141 ▼-1.3%96,5121.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$6,563,320$277,741 ▲4.4%42,2761.2%ETFEFAiShares MSCI EAFE ETF$5,900,027$100,150 ▼-1.7%56,7911.1%ETFFNDCSchwab Fundamental International Small Equity ETF$5,847,367$265,495 ▲4.8%117,3461.1%ETFIJHiShares Core S&P Mid-Cap ETF$4,658,5340.0%64,7470.9%ETFMUBiShares National Muni Bond ETF$4,639,681$2,388,588 ▼-34.0%45,8920.9%ETFBSVVanguard Short-Term Bond ETF$3,343,451$140,730 ▼-4.0%43,7620.6%ETFJPMJPMorgan Chase & Co.$1,977,6880.0%5,9780.4%FinanceSCHASchwab US Small-Cap ETF$1,839,712$115,347 ▼-5.9%56,3810.3%ETFJNJJohnson & Johnson$1,450,775$369,577 ▼-20.3%5,4800.3%HealthcareICLNiShares Global Clean Energy ETF$1,408,905$203,200 ▲16.9%82,8770.3%ETFRWRSPDR Dow Jones REIT ETF$1,371,514$3,462 ▼-0.3%13,0720.3%ETFEESWisdomTree U.S. SmallCap Fund$1,183,556$4,521 ▼-0.4%18,3270.2%ETFGEGE Aerospace$1,146,729$37,787 ▼-3.2%3,6720.2%IndustrialsPGProcter & Gamble$1,110,811$232,884 ▼-17.3%7,6460.2%Consumer StaplesPBWInvesco WilderHill Clean Energy ETF$958,293$156,571 ▲19.5%32,9650.2%ETFGE VERNOVA INC$872,550$28,515 ▼-3.2%9180.2%COMAMATApplied Materials$842,2430.0%1,6470.2%TechnologyESGDiShares ESG Aware MSCI EAFE ETF$701,152$36,274 ▲5.5%6,8040.1%ETFSPYSPDR S&P 500 ETF Trust$652,049$128,885 ▲24.6%8550.1%ETFVTIVanguard Total Stock Market ETF$621,189$748 ▲0.1%1,6600.1%ETFXLGInvesco S&P 500 Top 50 ETF$549,905$254 ▲0.0%8,6450.1%ETFVHTVanguard Health Care ETF$509,962$16,440 ▼-3.1%1,6130.1%ETFAAPLApple$505,8570.0%1,5190.1%TechnologyBRK.BBerkshire Hathaway$465,0850.0%9340.1%FinanceESGEiShares ESG Aware MSCI EM ETF$446,441$704 ▼-0.2%8,2430.1%ETFESGUiShares ESG Aware MSCI USA ETF$440,852$1,001 ▼-0.2%2,6430.1%ETFJPSTJPMorgan Ultra-Short Income ETF$440,183$440,183 ▲New Holding8,7390.1%ETFEXXONMOBIL HOLDINGS CORP$415,013$415,013 ▲New Holding2,5500.1%COM SHSITWIllinois Tool Works$395,439$46,310 ▼-10.5%1,5370.1%IndustrialsNUSCNuveen ESG Small-Cap ETF$393,198$14,072 ▲3.7%8,1030.1%ETFVOOVanguard S&P 500 ETF$364,4470.0%5200.1%ETFTROWT. Rowe Price Group$312,150$62,430 ▼-16.7%3,0000.1%FinanceNVDANVIDIA$302,6040.0%1,3250.1%TechnologyDESWisdomTree U.S. SmallCap Dividend Fund$300,8880.0%7,9390.1%ETFGSThe Goldman Sachs Group$298,9200.0%3320.1%FinanceEPSWisdomTree U.S. LargeCap Fund$298,2140.0%3,7300.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$270,687$55,310 ▼-17.0%4,8940.0%ETFSPLGSPDR Portfolio S&P 500 ETF$267,8440.0%2,9840.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$264,836$156 ▼-0.1%5,0930.0%ETFISCFiShares International Small Cap Equity Factor ETF$259,2680.0%5,8050.0%ETFMSFTMicrosoft$257,347$265,549 ▼-50.8%5020.0%TechnologyVYMVanguard High Dividend Yield ETF$249,727$1,086 ▲0.4%1,6090.0%ETFLLYEli Lilly and Company$229,102$1,157 ▲0.5%1980.0%HealthcareSJMJ. M. Smucker$211,4220.0%1,7780.0%Consumer StaplesVCITVanguard Intermediate-Term Corporate Bond ETF$210,272$1,175 ▲0.6%2,6850.0%ETFMPCMarathon Petroleum$207,200$207,200 ▲New Holding5240.0%EnergyMCDMcDonald's$0$671,720 ▼-100.0%00.0%Consumer DiscretionaryABBVAbbVie$0$642,689 ▼-100.0%00.0%HealthcareCSCOCisco Systems$0$472,189 ▼-100.0%00.0%TechnologyMRKMerck & Co., Inc.$0$426,106 ▼-100.0%00.0%HealthcareXOMExxonMobil$0$391,156 ▼-100.0%00.0%EnergyKOCoca-Cola$0$281,519 ▼-100.0%00.0%Consumer StaplesABTAbbott Laboratories$0$261,211 ▼-100.0%00.0%HealthcareIBMInternational Business Machines$0$249,152 ▼-100.0%00.0%TechnologyPEPPepsiCo$0$232,346 ▼-100.0%00.0%Consumer StaplesMMM3M$0$215,016 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. 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