Skip to content
Disclosery

13F-HR filed by MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-10, with 69 holding rows worth $452,888,361.

Accession
0001475271-25-000008
Filer
CIK 1475271
Filed
2025-07-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 69 entries on the cover page, a total value of $452,888,361 stated on the cover page (in dollars after the unit check, H1), rows summing to $452,888,361 with VALUE read as dollars as filed, 13F file number 028-13687. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FLEXSHARES TR33939L407MORNSTAR UPSTR1,117,302$44,814,977dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S1,283,119$36,761,349dollars as filed
VANGUARD MALVERN FDS922020805SHS678,478$34,107,088dollars as filed
Vanguard Small-Cap ETF922908751SHS135,343$32,073,557dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS40,448$25,114,285dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF84,325$24,057,923dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L873,902$21,445,545dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM424,160$19,574,996dollars as filed
Vanguard Real Estate922908553SHS216,341$19,267,321dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF360,832$17,691,609dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF413,606$17,479,002dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL405,639$16,233,690dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS260,918$14,874,938dollars as filed
VWO922042858SHS269,931$13,350,766dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS375,874$12,407,589dollars as filed
Vanguard FTSE Europe ETF922042874SHS144,799$11,221,928dollars as filed
Vanguard FTSE Pacific ETF922042866SHS134,961$11,091,105dollars as filed
iShares Russell 2000 ETF464287655SHS39,472$8,517,654dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD92,805$7,622,977dollars as filed
ISHARES TR464288414NATIONAL MUN ETF71,699$7,491,112dollars as filed
WISDOMTREE TR97717W703INTL EQUITY FD106,914$6,795,454dollars as filed
ISHARES TR464287465MSCI EAFE ETF64,663$5,780,248dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS39,099$5,254,543dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL108,766$4,573,631dollars as filed
IJH464287507COM67,205$4,168,043dollars as filed
Vanguard Short-Term Bond ETF921937827SHS49,250$3,875,959dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS96,165$2,288,730dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF36,723$1,913,254dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS72,068$1,823,320dollars as filed
JPMorgan Chase & Co46625H100COM5,793$1,679,327dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT14,078$1,357,682dollars as filed
Procter & Gamble Co742718109COM8,127$1,294,794dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM84,280$1,104,917dollars as filed
INVESCO EXCH TRADED FD TR II46138E719BLOO EN ANGE ETF51,881$957,715dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS3,336$948,851dollars as filed
General Electric Company369604301COM3,671$944,879dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND18,442$939,804dollars as filed
Johnson & Johnson478160104COM5,461$834,168dollars as filed
Vanguard High Dividend Yield ETF921946406SHS6,013$801,625dollars as filed
INVESCO EXCHANGE TRADED FD T46137V134WILDERHIL CLAN37,709$751,163dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock7,205$695,283dollars as filed
ISHARES TR46435G516COM5,730$511,231dollars as filed
GE Vernova Inc.36828A101COM914$483,643dollars as filed
Berkshire Hathaway Inc084670702COM945$459,053dollars as filed
SPY78462F103SHS684$422,609dollars as filed
ISHARES INC MSCI GERMANY ETF464286806MSCI GERMANY ETF9,965$421,603dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF20,000$393,000dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,521$376,067dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF6,812$345,232dollars as filed
ISHARES INC46434G863COM8,626$337,880dollars as filed
iShares Core Dividend Growth ETF46434V621SHS4,879$311,973dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,249$310,053dollars as filed
Vanguard S&P 500 ETF922908363COM538$305,600dollars as filed
Applied Materials,Inc.038222105COM1,644$300,967dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD6,639$300,680dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS7,176$296,584dollars as filed
Apple Inc037833100COM1,426$292,572dollars as filed
EXXON MOBIL CORP30231G102COM2,689$289,874dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD9,086$288,571dollars as filed
VTI922908769COM941$285,876dollars as filed
ISHARES TR46435G425COM2,103$284,536dollars as filed
Goldman Sachs Group,Inc.38141G104COM379$268,237dollars as filed
AT&T Inc00206R102COM8,752$253,283dollars as filed
CORTEVA INC COM22052L104Stock3,310$246,694dollars as filed
Microsoft Corp594918104COM490$243,542dollars as filed
WISDOMTREE TR97717W588US LARGECAP FUND3,730$238,757dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,984$216,907dollars as filed
INVESCO QQQ TR46090E103COM384$212,000dollars as filed
PHILLIPS 66 COM718546104Stock1,748$208,536dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001475271-25-000008this filing2025-07-10acceptance time not in the bulk data set