Moller Financial Services Top Holdings and 13F Report (2026) About Moller Financial ServicesInvestment ActivityMoller Financial Services has $506.50 million in total holdings as of March 31, 2026.Moller Financial Services owns shares of 67 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.64% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Moller Financial Services has purchased 69 new stocks and bought additional shares in 41 stocks.Moller Financial Services sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings FlexShares Morningstar Global Upstream Natural Resources Index Fund $53,816,232Schwab Fundamental U.S. Small Company ETF $41,057,350Vanguard Short-Term Inflation-Protected Securities ETF $39,130,727Vanguard Small-Cap ETF $35,667,474iShares Core S&P 500 ETF $26,801,759 Largest New Holdings this Quarter 580135101 - McDonald's $232,471 Holding931142103 - WALMART INC $218,360 Holding Largest Purchases this Quarter Vanguard Short-Term Inflation-Protected Securities ETF 73,440 shares (about $3.67M)iShares Core S&P 500 ETF 4,743 shares (about $3.10M)SPDR Portfolio High Yield Bond ETF 108,543 shares (about $2.53M)Dimensional Core Fixed Income ETF 44,121 shares (about $1.86M)Vanguard Tax-Exempt Bond ETF 37,202 shares (about $1.86M) Largest Sales this Quarter FlexShares Morningstar Global Upstream Natural Resources Index Fund 100,647 shares (about $5.55M)Vanguard FTSE Pacific ETF 4,427 shares (about $432.65K)WisdomTree International Equity Fund 4,462 shares (about $311.85K)Invesco Fundamental High Yield Corporate Bond ETF 11,156 shares (about $200.14K)Invesco S&P 500 Top 50 ETF 3,379 shares (about $184.33K) 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$53,816,232$5,551,687 â–¼-9.4%975,63910.6%ETFFNDASchwab Fundamental U.S. Small Company ETF$41,057,350$1,568,639 â–²4.0%1,266,0308.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$39,130,727$3,668,328 â–²10.3%783,3987.7%ManufacturingVBVanguard Small-Cap ETF$35,667,474$967,532 â–²2.8%136,1777.0%ETFIVViShares Core S&P 500 ETF$26,801,759$3,098,163 â–²13.1%41,0315.3%ETFFNDXSchwab Fundamental U.S. Large Company ETF$26,765,135$959,850 â–²3.7%961,0465.3%ETFVVVanguard Large-Cap ETF$23,861,977$336,804 â–²1.4%79,8464.7%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$21,468,582$1,530,768 â–²7.7%482,9834.2%ETFVNQVanguard Real Estate ETF$21,344,176$1,183,348 â–²5.9%240,6334.2%ETFVTEBVanguard Tax-Exempt Bond ETF$20,375,552$1,856,006 â–²10.0%408,4104.0%ETFDFCFDimensional Core Fixed Income ETF$20,166,600$1,862,789 â–²10.2%477,6554.0%ETFFNDFSchwab Fundamental International Equity ETF$18,878,542$89,786 â–²0.5%385,8283.7%ETFVEAVanguard FTSE Developed Markets ETF$15,837,470$85,739 â–¼-0.5%247,1523.1%ETFVWOVanguard FTSE Emerging Markets ETF$14,340,464$664,222 â–²4.9%265,3182.8%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$14,054,077$523,664 â–²3.9%367,3312.8%ETFVPLVanguard FTSE Pacific ETF$12,627,033$432,652 â–¼-3.3%129,2032.5%ETFVGKVanguard FTSE Europe ETF$12,528,715$356,180 â–²2.9%151,9922.5%ETFIWMiShares Russell 2000 ETF$9,141,570$843,948 â–²10.2%36,8611.8%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$8,223,184$282,193 â–²3.6%92,0541.6%FinanceMUBiShares National Muni Bond ETF$7,563,8240.0%71,2561.5%ETFDWMWisdomTree International Equity Fund$6,869,897$311,852 â–¼-4.3%98,2951.4%FinanceSPHYSPDR Portfolio High Yield Bond ETF$6,824,129$2,531,222 â–²59.0%292,6301.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,771,985$166,201 â–²3.0%39,5911.1%ETFEFAiShares MSCI EAFE ETF$5,631,520$15,832 â–²0.3%57,9791.1%FinanceFNDCSchwab Fundamental International Small Equity ETF$4,965,700$5,331 â–²0.1%107,1121.0%ETFIJHiShares Core S&P Mid-Cap ETF$4,506,940$31,401 â–¼-0.7%66,7400.9%ETFBSVVanguard Short-Term Bond ETF$3,530,248$54,965 â–²1.6%45,0230.7%ETFSCHASchwab US Small-Cap ETF$1,885,460$54,263 â–¼-2.8%64,8370.4%ETFJPMJPMorgan Chase & Co.$1,759,380$55,008 â–²3.2%5,9810.3%FinanceICLNiShares Global Clean Energy ETF$1,387,860$2,817 â–¼-0.2%75,8810.3%ETFJNJJohnson & Johnson$1,338,553$4,889 â–²0.4%5,4760.3%MedicalRWRSPDR Dow Jones REIT ETF$1,323,212$3,635 â–²0.3%13,1050.3%ETFXLGInvesco S&P 500 Top 50 ETF$1,203,979$184,325 â–¼-13.3%22,0710.2%ETFPGProcter & Gamble$1,129,810$38,421 â–¼-3.3%7,8220.2%Consumer StaplesEESWisdomTree U.S. SmallCap Fund$1,067,9220.0%18,3970.2%FinanceGEGE Aerospace$1,044,274$2,554 â–²0.2%3,6800.2%AerospacePBWInvesco WilderHill Clean Energy ETF$923,020$40,928 â–¼-4.2%29,2280.2%ETFGE VERNOVA INC$801,322$3,492 â–²0.4%9180.2%COMPHBInvesco Fundamental High Yield Corporate Bond ETF$724,697$200,137 â–¼-21.6%40,3960.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$615,697$67,795 â–²12.4%6,4390.1%ManufacturingAMATApplied Materials$562,9280.0%1,6470.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$535,962$232,218 â–²76.5%1,6710.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$525,448$3,062 â–²0.6%6,3500.1%ETFISCFiShares International Small Cap Equity Factor ETF$497,558$139,079 â–¼-21.8%11,9060.1%ETFXOMExxonMobil$459,100$2,206 â–²0.5%2,7060.1%EnergyBRK.BBerkshire Hathaway$457,636$7,667 â–²1.7%9550.1%FinanceSPYSPDR S&P 500 ETF Trust$446,133$1,301 â–²0.3%6860.1%FinanceTROWT. Rowe Price Group$432,672$144,675 â–¼-25.1%4,8000.1%FinanceVHTVanguard Health Care ETF$416,624$43,569 â–²11.7%1,5300.1%ETFITWIllinois Tool Works$400,586$4,685 â–²1.2%1,5390.1%IndustrialsAAPLApple$390,329$30,201 â–²8.4%1,5380.1%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$378,174$8,094 â–¼-2.1%8,3170.1%ManufacturingVYMVanguard High Dividend Yield ETF$368,665$1,777 â–²0.5%2,4890.1%Financial ServicesGSThe Goldman Sachs Group$325,706$5,076 â–²1.6%3850.1%FinanceVOTVanguard Mid-Cap Growth ETF$316,952$64,317 â–¼-16.9%1,2320.1%ETFVOOVanguard S&P 500 ETF$310,7260.0%5200.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$303,755$944 â–²0.3%6,1130.1%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$291,2940.0%8,1050.1%FinanceEPSWisdomTree U.S. LargeCap Fund$254,0500.0%3,7300.1%FinanceESGUiShares ESG Aware MSCI USA ETF$250,596$849 â–²0.3%1,7720.0%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$246,056$93,335 â–¼-27.5%5,2330.0%ETFTAT&T$241,762$7,973 â–¼-3.2%8,3390.0%Computer and TechnologyNVDANVIDIA$237,533$28,776 â–²13.8%1,3620.0%Computer and TechnologyMCDMcDonald's$232,471$232,471 â–²New Holding7480.0%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$228,3950.0%2,9840.0%ETFWALMART INC$218,360$218,360 â–²New Holding1,7570.0%COMIEFiShares 7-10 Year Treasury Bond ETF$217,122$286 â–²0.1%2,2750.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$268,431 â–¼-100.0%00.0%ETFMSFTMicrosoft$0$240,198 â–¼-100.0%00.0%Computer and TechnologyPSXPhillips 66$0$225,562 â–¼-100.0%00.0%EnergyLLYEli Lilly and Company$0$206,339 â–¼-100.0%00.0%MedicalShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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