Moller Financial Services Portfolio Holdings

Moller Financial Services

  • $452 Million
  • Q2 2025

Moller Financial Services has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Flexshares Tr Morningstar Glob with a value of $44.8M, Schwab Fundamental U S Small C with a value of $36.8M, Vanguard Sht Trm Inflt Prot Fd with a value of $34.1M, Vanguard Small Cap ETF with a value of $32.1M, and Ishares Core S&P 500 ETF with a value of $25.1M.

Examining the 13F form we can see an increase of $48.6M in the current position value, from $404M to 452M.

Below you can find more details about Moller Financial Services portfolio as well as his latest detailed transactions.

Portfolio value $452 Million
ETFs: $444 Million
Financial Services: $3.1 Million
Industrials: $1.32 Million
Consumer Defensive: $1.29 Million
Technology: $835,000
Healthcare: $834,000
Energy: $497,000
Communication Services: $253,000
Other: $246,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$831B
$1.68 Million 0.37% of portfolio
5,793
Q2 2025 Reduced 3.06%
$373B
$1.29 Million 0.29% of portfolio
8,127
Q2 2025 Reduced 2.93%
$274B
$944,000 0.21% of portfolio
3,671
Q2 2025 Added 1.05%
$409B
$834,000 0.18% of portfolio
5,461
Q2 2025 Added 1.56%
$22.9B
$695,000 0.15% of portfolio
7,205
Q2 2025 Added 0.07%
$631B
$459,000 0.1% of portfolio
945
Q2 2025 Added 7.75%
$79.8B
$376,000 0.08% of portfolio
1,521
Q2 2025 Added 4.18%
$168B
$300,000 0.07% of portfolio
1,644
Q2 2025 New
$474B
$289,000 0.06% of portfolio
2,689
Q2 2025 Added 7.35%
$238B
$268,000 0.06% of portfolio
379
Q2 2025 New
$200B
$253,000 0.06% of portfolio
8,752
Q2 2025 Added 0.52%
$3.39T
$292,000 0.06% of portfolio
1,426
Q2 2025 New
$3.75T
$243,000 0.05% of portfolio
490
Q2 2025 New
$62.8B
$208,000 0.05% of portfolio
1,748
Q2 2025 Reduced 16.6%
$54.8B
$246,000 0.05% of portfolio
3,310
Q2 2025 Reduced 15.13%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $452 Million
  • Prior Value $404 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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