Moller Wealth Partners ETF holdings
Northfield, IL
Reported $537.0M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$537.0M
ETFs held
50
Change from prior quarter
+8.2%
With price moves
ETFs as a share of its 13F
97.1%
of $552.8M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GUNR | Northern Trust Morningstar Global Upstream Natural Resources ETF | $51.7M | 1,048,389 | +72,750 shares |
| FNDA | Schwab Fundamental U.S. Small Company ETF | $46.8M | 1,229,114 | −36,916 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $40.6M | 807,517 | +24,119 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $40.1M | 132,140 | −4,037 shares |
| IVV | iShares Core S&P 500 ETF | $30.3M | 40,463 | −568 shares |
| FNDX | Schwab Fundamental U.S. Large Company ETF | $29.8M | 958,661 | −2,385 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $27.2M | 78,984 | −862 shares |
| VNQI | Vanguard Global ex-U.S. Real Estate ETF | $22.9M | 511,167 | +28,184 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $21.5M | 425,059 | +16,649 shares |
| DFCF | Dimensional Core Fixed Income ETF | $21.0M | 497,866 | +20,211 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001475271. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Moller Wealth Partners own?
Moller Wealth Partners reported 50 ETF positions worth $537.0M in its Form 13F for June 30, 2026. The largest was GUNR, at $51.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.