13F-HR filed by MOLLER WEALTH PARTNERS
MOLLER WEALTH PARTNERS filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-15, with 75 holding rows worth $552,823,518.
- Accession
- 0001475271-26-000006
- Filer
- CIK 1475271
- Filed
- 2026-07-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 75 entries on the cover page, a total value of $552,823,518 stated on the cover page (in dollars after the unit check, H1), rows summing to $552,823,518 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FLEXSHARES TR | 33939L407 | MORNSTAR UPSTR | 1,048,389 | $51,664,606 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 1,229,114 | $46,780,061 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 807,517 | $40,561,560 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 132,140 | $40,054,379 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 40,463 | $30,302,314 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 958,661 | $29,814,358 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 78,984 | $27,163,387 | dollars as filed | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 511,167 | $22,925,828 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 425,059 | $21,499,476 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 497,866 | $21,014,923 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 388,978 | $20,522,476 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 244,220 | $17,400,678 | dollars as filed | |
| VWO | 922042858 | SHS | 269,212 | $16,069,245 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 127,817 | $14,787,177 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 370,133 | $14,686,879 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 156,477 | $13,854,469 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 206,928 | $13,750,340 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 35,903 | $10,787,107 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 107,370 | $10,353,699 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 392,827 | $9,207,855 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 91,793 | $8,841,502 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 69,518 | $7,481,527 | dollars as filed | |
| WISDOMTREE TR | 97717W703 | INTL EQUITY FD | 97,736 | $7,155,673 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 40,487 | $6,246,737 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 57,755 | $5,999,600 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 112,018 | $5,439,612 | dollars as filed | |
| IJH | 464287507 | COM | 64,747 | $4,992,627 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 45,604 | $3,552,979 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 59,916 | $2,164,765 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 5,978 | $1,956,622 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,876 | $1,746,298 | dollars as filed | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 13,105 | $1,480,472 | dollars as filed | |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 70,924 | $1,453,228 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,793 | $1,417,558 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 9,249 | $1,356,273 | dollars as filed | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 18,397 | $1,247,133 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,647 | $1,190,781 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 948 | $1,113,767 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 27,579 | $1,075,857 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,485 | $671,720 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 6,452 | $663,330 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,554 | $642,689 | dollars as filed | |
| VTI | 922908769 | COM | 1,658 | $613,654 | dollars as filed | |
| INVESCO S&P 500 TOP 50 ETF | 46137V233 | ETF | 8,641 | $529,115 | dollars as filed | |
| SPY | 78462F103 | SHS | 686 | $512,284 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 1,665 | $497,960 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,020 | $472,189 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 934 | $467,364 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,717 | $464,397 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 8,256 | $451,521 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,519 | $439,538 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 2,649 | $433,562 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,316 | $426,106 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 3,600 | $409,284 | dollars as filed | |
| NUSHARES ETF TR | 67092P607 | NUVEEN ESG SMLCP | 7,813 | $407,214 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,861 | $391,156 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,020 | $380,378 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 520 | $357,141 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 332 | $335,775 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 7,939 | $322,959 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 5,894 | $317,038 | dollars as filed | |
| WISDOMTREE TR | 97717W588 | US LARGECAP FUND | 3,730 | $290,157 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 5,096 | $285,019 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,464 | $281,519 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,325 | $265,119 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 2,984 | $262,234 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,879 | $261,211 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 1,602 | $253,221 | dollars as filed | |
| ISHARES TR | 46434V266 | INTERNATIONAL SL | 5,805 | $251,314 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 886 | $249,152 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 197 | $236,288 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,716 | $232,346 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 2,670 | $220,695 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,328 | $215,016 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 1,778 | $200,025 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001475271-26-000006 | this filing | 2026-07-15 | acceptance time not in the bulk data set |