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Disclosery

13F-HR filed by MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-08, with 69 holding rows worth $477,528,075.

Accession
0001475271-26-000002
Filer
CIK 1475271
Filed
2026-01-08
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 69 entries on the cover page, a total value of $477,528,075 stated on the cover page (in dollars after the unit check, H1), rows summing to $477,528,075 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 UPSTR1,076,286$49,347,710dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S1,217,660$38,368,465dollars as filed
VANGUARD MALVERN FDS922020805SHS709,958$35,114,520dollars as filed
Vanguard Small-Cap ETF922908751SHS132,483$34,173,930dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L926,581$25,212,266dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS36,288$24,854,899dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF78,719$24,780,741dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM448,545$20,561,290dollars as filed
Vanguard Real Estate922908553SHS227,292$20,113,051dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF371,208$18,668,043dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF433,534$18,451,224dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL383,993$17,360,303dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS248,490$15,523,195dollars as filed
VWO922042858SHS253,029$13,602,865dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS353,644$12,752,396dollars as filed
Vanguard FTSE Europe ETF922042874SHS147,671$12,346,788dollars as filed
Vanguard FTSE Pacific ETF922042866SHS133,630$12,080,174dollars as filed
iShares Russell 2000 ETF464287655SHS33,458$8,236,063dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD88,895$7,829,850dollars as filed
ISHARES TR464288414NATIONAL MUN ETF71,256$7,632,230dollars as filed
WISDOMTREE TR97717W703INTL EQUITY FD102,757$7,065,571dollars as filed
ISHARES TR464287465MSCI EAFE ETF57,816$5,552,070dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS38,451$5,511,195dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL106,997$4,766,705dollars as filed
IJH464287507COM67,205$4,435,518dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS184,087$4,357,335dollars as filed
Vanguard Short-Term Bond ETF921937827SHS44,322$3,493,045dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS66,703$1,899,701dollars as filed
JPMorgan Chase & Co46625H100COM5,794$1,866,794dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF25,450$1,508,681dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT13,069$1,283,768dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM76,035$1,249,252dollars as filed
Procter & Gamble Co742718109COM8,088$1,159,091dollars as filed
General Electric Company369604301COM3,671$1,130,778dollars as filed
Johnson & Johnson478160104COM5,456$1,129,119dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND18,397$1,047,341dollars as filed
INVESCO EXCH TRADED FD TR II46138E719BLOO EN ANGE ETF51,552$958,872dollars as filed
INVESCO EXCHANGE TRADED FD T46137V134WILDERHIL CLAN30,524$932,203dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock6,405$655,744dollars as filed
ISHARES TR46434V266INTERNATIONAL SL15,234$631,902dollars as filed
GE Vernova Inc.36828A101COM914$597,363dollars as filed
ISHARES TR46435G516COM5,730$544,866dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS6,313$528,734dollars as filed
Berkshire Hathaway Inc084670702COM939$471,988dollars as filed
SPY78462F103SHS684$466,433dollars as filed
Applied Materials,Inc.038222105COM1,647$423,263dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS1,482$413,610dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,370$394,445dollars as filed
Apple Inc037833100COM1,419$385,769dollars as filed
ISHARES INC46434G863COM8,495$375,224dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,521$374,622dollars as filed
Vanguard High Dividend Yield ETF921946406SHS2,477$355,514dollars as filed
Goldman Sachs Group,Inc.38141G104COM379$333,141dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS7,218$331,884dollars as filed
Vanguard S&P 500 ETF922908363COM520$326,108dollars as filed
EXXON MOBIL CORP30231G102COM2,693$324,076dollars as filed
VTI922908769COM947$317,577dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD6,094$284,651dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD8,105$271,112dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF5,306$268,431dollars as filed
WISDOMTREE TR97717W588US LARGECAP FUND3,730$264,308dollars as filed
ISHARES TR46435G425COM1,766$263,099dollars as filed
Microsoft Corp594918104COM497$240,198dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,984$239,376dollars as filed
PHILLIPS 66 COM718546104Stock1,748$225,562dollars as filed
NVIDIA Corp67066G104COM1,197$223,241dollars as filed
ISHARES TR4642874407-10 YR TRSY BD2,272$218,473dollars as filed
AT&T Inc00206R102COM8,614$213,980dollars as filed
Eli Lilly and Company532457108COM192$206,339dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001475271-26-000002this filing2026-01-08acceptance time not in the bulk data set