Moller Financial Services Portfolio Holdings

Moller Financial Services

  • $472 Million
  • Q4 2025

Moller Financial Services has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $472 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 $48M, Schwab Fundamental U S Small C with a value of $37M, Vanguard Sht Trm Inflt Prot Fd with a value of $35.5M, Vanguard Small Cap ETF with a value of $33.1M, and Schwab Fundamental U S Large C with a value of $24.6M.

Examining the 13F form we can see an decrease of $6.77M in the current position value, from $479M to 472M.

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

Portfolio value $472 Million
ETFs: $463 Million
Financial Services: $3.16 Million
Industrials: $1.47 Million
Healthcare: $1.28 Million
Technology: $1.23 Million
Consumer Defensive: $1.18 Million
Energy: $564,000
Communication Services: $219,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$881B
$1.74 Million 0.37% of portfolio
5,794
Q4 2025 Added 0.02%
$346B
$1.18 Million 0.25% of portfolio
8,088
Q4 2025 Added 0.55%
$328B
$1.1 Million 0.23% of portfolio
3,671
Q2 2025 Added 1.05%
$522B
$1.09 Million 0.23% of portfolio
5,456
Q3 2025 Reduced 0.09%
$23B
$651,000 0.14% of portfolio
6,405
Q4 2025 Reduced 11.1%
$662B
$477,000 0.1% of portfolio
939
Q4 2025 Added 1.84%
$4.3T
$379,000 0.08% of portfolio
1,419
Q4 2025 Reduced 0.42%
$74.9B
$371,000 0.08% of portfolio
1,521
Q4 2025 Reduced 0.33%
$197B
$376,000 0.08% of portfolio
1,647
Q3 2025 Added 0.18%
$490B
$316,000 0.07% of portfolio
2,693
Q3 2025 Added 0.15%
$265B
$293,000 0.06% of portfolio
379
Q2 2025 New
$181B
$219,000 0.05% of portfolio
8,614
Q4 2025 Reduced 1.6%
$68.5B
$248,000 0.05% of portfolio
1,748
Q2 2025 Reduced 16.6%
$3.78T
$252,000 0.05% of portfolio
497
Q4 2025 Reduced 0.2%
$465B
$223,000 0.05% of portfolio
1,197
Q3 2025 New
$971B
$196,000 0.04% of portfolio
192
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $472 Million
  • Prior Value $479 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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