Moller Wealth Partners
Moller Wealth Partners reported 75 holdings worth US$553M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Moller Wealth Partners reported 75 holdings worth US$553M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Johnson & Johnson and Ge Aerospace. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$553M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Jp Morgan Chase & Co. | 5,978 | US$1.96M | 0.35% |
| Johnson & Johnson | 6,876 | US$1.75M | 0.32% |
| Ge Aerospace | 3,793 | US$1.42M | 0.26% |
| Procter & Gamble Company (the) | 9,249 | US$1.36M | 0.25% |
| Applied Materials, Inc. | 1,647 | US$1.19M | 0.22% |
| Ge Vernova Inc. | 948 | US$1.11M | 0.20% |
| Mcdonald's Corporation | 2,485 | US$672K | 0.12% |
| Abbvie Inc. | 2,554 | US$643K | 0.12% |
| Cisco Systems, Inc. | 4,020 | US$472K | 0.09% |
| Berkshire Hathaway Inc. | 934 | US$467K | 0.08% |
| Illinois Tool Works Inc. | 1,717 | US$464K | 0.08% |
| Apple Inc | 1,519 | US$440K | 0.08% |
| Merck & Company, Inc. | 3,316 | US$426K | 0.08% |
| T. Rowe Price Group, Inc. | 3,600 | US$409K | 0.07% |
| Exxon Mobil Corporation | 2,861 | US$391K | 0.07% |
| Microsoft Corp. | 1,020 | US$380K | 0.07% |
| Goldman Sachs Group, Inc. (the) | 332 | US$336K | 0.06% |
| Coca-cola Company (the) | 3,464 | US$282K | 0.05% |
| Nvidia Corporation | 1,325 | US$265K | 0.05% |
| Abbott Laboratories | 2,879 | US$261K | 0.05% |
| International Business Machines Corporation | 886 | US$249K | 0.05% |
| Eli Lilly And Company | 197 | US$236K | 0.04% |
| Pepsico, Inc. | 1,716 | US$232K | 0.04% |
| 3m Company | 1,328 | US$215K | 0.04% |
| The J.m. Smucker Company | 1,778 | US$200K | 0.04% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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