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Moller Wealth Partners

All holdings · as of Dec 31, 2025

69 positions

CompanyClassValueShares% of portfolio
ELI LILLY & Co$206.3K1920.0%
AT&T INC.$214.0K8,6140.0%
ISHARES TR$218.5K2,2720.0%
NVIDIA Corp$223.2K1,1970.0%
Phillips 66$225.6K1,7480.0%
SPDR SERIES TRUST$239.4K2,9840.1%
MICROSOFT CORP$240.2K4970.1%
ISHARES TR$263.1K1,7660.1%
WISDOMTREE TR$264.3K3,7300.1%
J P MORGAN EXCHANGE TRADED F$268.4K5,3060.1%
WISDOMTREE TR$271.1K8,1050.1%
WISDOMTREE TR$284.7K6,0940.1%
VANGUARD INDEX FDS$317.6K9470.1%
EXXON MOBIL CORP$324.1K2,6930.1%
VANGUARD INDEX FDS$326.1K5200.1%
ISHARES TR$331.9K7,2180.1%
THE GOLDMAN SACHS GROUP, INC.$333.1K3790.1%
VANGUARD WHITEHALL FDS$355.5K2,4770.1%
ILLINOIS TOOL WORKS INC$374.6K1,5210.1%
ISHARES INC$375.2K8,4950.1%
Apple Inc.$385.8K1,4190.1%
VANGUARD WORLD FD$394.4K1,3700.1%
VANGUARD INDEX FDS$413.6K1,4820.1%
APPLIED MATERIALS INC /DE$423.3K1,6470.1%
SPDR S&P 500 ETF TR$466.4K6840.1%
Warren E. Buffett$472.0K9390.1%
VANGUARD SCOTTSDALE FDS$528.7K6,3130.1%
ISHARES TR$544.9K5,7300.1%
GE Vernova Inc.$597.4K9140.1%
ISHARES TR$631.9K15,2340.1%
T Rowe Price Group Inc$655.7K6,4050.1%
INVESCO EXCHANGE TRADED FD T$932.2K30,5240.2%
Invesco Bloomberg Enhanced Fallen Angels ETF$958.9K51,5520.2%
WISDOMTREE TR$1.05M18,3970.2%
JOHNSON & JOHNSON$1.13M5,4560.2%
GENERAL ELECTRIC CO$1.13M3,6710.2%
PROCTER & GAMBLE Co$1.16M8,0880.2%
ISHARES TR$1.25M76,0350.3%
SPDR SERIES TRUST$1.28M13,0690.3%
INVESCO EXCHANGE TRADED FD T$1.51M25,4500.3%
JPMORGAN CHASE & CO$1.87M5,7940.4%
SCHWAB STRATEGIC TR$1.90M66,7030.4%
VANGUARD BD INDEX FDS$3.49M44,3220.7%
SPDR SERIES TRUST$4.36M184,0870.9%
ISHARES TR$4.44M67,2050.9%
SCHWAB STRATEGIC TR$4.77M106,9971.0%
VANGUARD INTL EQUITY INDEX F$5.51M38,4511.2%
ISHARES TR$5.55M57,8161.2%
WISDOMTREE TR$7.07M102,7571.5%
ISHARES TR$7.63M71,2561.6%
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