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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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