MOLLER WEALTH PARTNERS
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 20.3% | $3,312,618 |
| Industrials | 19.7% | $3,210,736 |
| Financial Services | 19.4% | $3,169,200 |
| Technology | 18.3% | $2,997,258 |
| Consumer Defensive | 12.7% | $2,070,163 |
| Consumer Cyclical | 4.1% | $671,720 |
| Unclassified | 3.1% | $512,284 |
| Energy | 2.4% | $391,155 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MCD | Mcdonalds Corp | +1,737 | 2,485 | $671,720 | |
| PG | PROCTER & GAMBLE Co | +1,427 | 9,249 | $1,356,273 | |
| JNJ | Johnson & Johnson | +1,400 | 6,876 | $1,746,297 | |
| ITW | Illinois Tool Works Inc | +178 | 1,717 | $464,396 | |
| XOM | ExxonMobil Holdings Corp | +155 | 2,861 | $391,155 | |
| GE | General Electric Co | +113 | 3,793 | $1,417,557 | |
| GEV | GE Vernova Inc. | +30 | 948 | $1,113,767 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TROW | Price T Rowe Group Inc | −1,200 | 3,600 | $409,284 | |
| GS | Goldman Sachs Group Inc | −53 | 332 | $335,774 | |
| NVDA | Nvidia Corp | −37 | 1,325 | $265,119 | |
| BRK-B | Berkshire Hathaway Inc | −21 | 934 | $467,364 | |
| AAPL | Apple Inc. | −19 | 1,519 | $439,537 | |
| JPM | Jpmorgan Chase & Co | −3 | 5,978 | $1,956,778 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABBV | AbbVie Inc. | 2,554 | $642,688 | |
| CSCO | Cisco Systems, Inc. | 4,020 | $472,189 | |
| MRK | Merck & Co., Inc. | 3,316 | $426,106 | |
| MSFT | Microsoft Corp | 1,020 | $380,480 | |
| KO | Coca Cola Co | 3,464 | $281,519 | |
| ABT | Abbott Laboratories | 2,879 | $261,240 | |
| IBM | International Business Machines Corp | 886 | $249,152 | |
| LLY | ELI LILLY & Co | 197 | $236,287 | |
| PEP | Pepsico Inc | 1,716 | $232,346 | |
| MMM | 3M Co | 1,328 | $215,016 | |
| SJM | J M SMUCKER Co | 1,778 | $200,025 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | 1,266,030 | $41,057,352 | |
| VB | Vanguard Morningstar Small-Cap ETF | 136,177 | $35,667,479 | |
| VEA | Vanguard FTSE Developed Markets ETF | 247,152 | $15,837,500 | |
| T | At&T Inc. | 8,339 | $241,747 | |
| WMT | Walmart Inc. | 1,757 | $218,359 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,978 | $1,956,778 | 11.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,876 | $1,746,297 | 10.69% | |
| GE |
General Electric Co
Industrials
|
Added | 3,793 | $1,417,557 | 8.68% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 9,249 | $1,356,273 | 8.30% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,647 | $1,190,781 | 7.29% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 948 | $1,113,767 | 6.82% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,485 | $671,720 | 4.11% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 2,554 | $642,688 | 3.93% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 686 | $512,284 | 3.14% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 4,020 | $472,189 | 2.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 934 | $467,364 | 2.86% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 1,717 | $464,396 | 2.84% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,519 | $439,537 | 2.69% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
NEW | 3,316 | $426,106 | 2.61% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Reduced | 3,600 | $409,284 | 2.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,861 | $391,155 | 2.39% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 1,020 | $380,480 | 2.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 332 | $335,774 | 2.06% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 3,464 | $281,519 | 1.72% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,325 | $265,119 | 1.62% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 2,879 | $261,240 | 1.60% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 886 | $249,152 | 1.53% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 197 | $236,287 | 1.45% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 1,716 | $232,346 | 1.42% | |
| MMM |
3M Co
Industrials
|
NEW | 1,328 | $215,016 | 1.32% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
NEW | 1,778 | $200,025 | 1.22% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.