Moller Financial Services Portfolio Holdings by Sector

Moller Financial Services

$472 Million
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GUNR FNDA VTIP VB FNDX IVV VV VNQI 49 stocks	$449,205 95.14% of portfolio	9	33	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$12,225 2.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1,740 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR VTI 2 stocks	$1,610 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ITW 2 stocks	$1,472 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY 2 stocks	$1,284 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1,179 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$651 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$477 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts

Consumer Electronics \| Technology AAPL 1 stocks	$379 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$376 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$316 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$293 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$252 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$248 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$223 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$219 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moller Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Moller Financial Services with notifications on news.