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Disclosery

13F-HR filed by MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-06, with 70 holding rows worth $479,501,744.

Accession
0001475271-25-000010
Filer
CIK 1475271
Filed
2025-10-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 70 entries on the cover page, a total value of $479,501,744 stated on the cover page (in dollars after the unit check, H1), rows summing to $479,501,744 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 UPSTR1,103,642$48,317,444dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S1,234,398$38,463,834dollars as filed
VANGUARD MALVERN FDS922020805SHS702,581$35,571,660dollars as filed
Vanguard Small-Cap ETF922908751SHS132,769$33,760,419dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS39,224$26,252,853dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L938,733$24,688,680dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF79,891$24,595,243dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM438,007$20,910,467dollars as filed
Vanguard Real Estate922908553SHS219,565$20,072,639dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF437,529$18,708,753dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF367,697$18,410,575dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL402,984$17,312,212dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS261,337$15,659,328dollars as filed
VWO922042858SHS261,272$14,155,708dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS366,489$13,252,229dollars as filed
Vanguard FTSE Pacific ETF922042866SHS135,079$11,865,361dollars as filed
Vanguard FTSE Europe ETF922042874SHS147,225$11,748,560dollars as filed
iShares Russell 2000 ETF464287655SHS37,444$9,059,991dollars as filed
ISHARES TR464288414NATIONAL MUN ETF74,345$7,916,999dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD89,099$7,754,303dollars as filed
WISDOMTREE TR97717W703INTL EQUITY FD103,207$6,834,151dollars as filed
ISHARES TR464287465MSCI EAFE ETF59,398$5,546,015dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS38,262$5,454,216dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL106,871$4,756,850dollars as filed
IJH464287507COM67,205$4,385,786dollars as filed
Vanguard Short-Term Bond ETF921937827SHS46,073$3,635,631dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS141,709$3,392,508dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF36,312$2,088,656dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS67,034$1,870,249dollars as filed
JPMorgan Chase & Co46625H100COM5,793$1,827,303dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT13,105$1,314,300dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM82,153$1,271,735dollars as filed
Procter & Gamble Co742718109COM8,044$1,235,961dollars as filed
General Electric Company369604301COM3,671$1,104,310dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND18,442$1,030,355dollars as filed
Johnson & Johnson478160104COM5,456$1,011,652dollars as filed
INVESCO EXCH TRADED FD TR II46138E719BLOO EN ANGE ETF51,993$966,032dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS3,276$962,550dollars as filed
INVESCO EXCHANGE TRADED FD T46137V134WILDERHIL CLAN31,982$923,640dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock7,205$739,521dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,763$671,387dollars as filed
ISHARES TR46434V266INTERNATIONAL SL15,600$641,550dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS6,920$582,045dollars as filed
GE Vernova Inc.36828A101COM914$562,019dollars as filed
ISHARES TR46435G516COM5,730$532,775dollars as filed
Berkshire Hathaway Inc084670702COM922$463,526dollars as filed
SPY78462F103SHS684$455,667dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,526$397,920dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,454$377,498dollars as filed
ISHARES INC46434G863COM8,495$368,853dollars as filed
Apple Inc037833100COM1,425$362,848dollars as filed
Applied Materials,Inc.038222105COM1,647$337,207dollars as filed
Vanguard S&P 500 ETF922908363COM538$329,460dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS7,197$324,441dollars as filed
VTI922908769COM943$309,436dollars as filed
ISHARES TR46435G425COM2,103$306,197dollars as filed
EXXON MOBIL CORP30231G102COM2,693$303,636dollars as filed
Goldman Sachs Group,Inc.38141G104COM379$301,817dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF5,835$296,010dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD6,113$281,137dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD8,105$272,976dollars as filed
ISHARES TR4642874407-10 YR TRSY BD2,771$267,314dollars as filed
Microsoft Corp594918104COM498$257,754dollars as filed
WISDOMTREE TR97717W588US LARGECAP FUND3,730$257,146dollars as filed
AT&T Inc00206R102COM8,754$247,213dollars as filed
iShares Core Dividend Growth ETF46434V621SHS3,520$239,608dollars as filed
PHILLIPS 66 COM718546104Stock1,748$237,763dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,984$233,767dollars as filed
INVESCO QQQ TR46090E103COM384$230,759dollars as filed
NVIDIA Corp67066G104COM1,197$223,336dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001475271-25-000010this filing2025-10-06acceptance time not in the bulk data set