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Disclosery

13F-HR filed by MOLLER WEALTH PARTNERS

MOLLER WEALTH PARTNERS filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-15 19:01:47 UTC, with 68 holding rows worth $545,164,214.

Accession
0001475271-26-000010
Filer
CIK 1475271
Filed
2026-10-15
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 68 entries on the cover page, a total value of $545,164,214 stated on the cover page (in dollars after the unit check, H1), rows summing to $545,164,214 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 UPSTR1,020,446$53,818,297dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S1,238,357$43,342,494dollars as filed
VANGUARD MALVERN FDS922020805SHS836,680$41,181,397dollars as filed
Vanguard Small-Cap ETF922908751SHS132,961$37,825,977dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS40,441$30,971,510dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L962,548$30,291,381dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF75,710$26,638,564dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF497,997$23,585,142dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM525,743$22,354,581dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF522,073$20,945,585dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL383,948$20,637,224dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS241,235$17,033,580dollars as filed
VWO922042858SHS269,622$15,991,254dollars as filed
Schwab Fundamental Emerging Markets Equity ETF808524730SHS372,354$15,590,448dollars as filed
Vanguard FTSE Pacific ETF922042866SHS132,258$15,316,827dollars as filed
Vanguard FTSE Europe ETF922042874SHS162,740$14,125,875dollars as filed
ISHARES TR464288521CRE U S REIT ETF212,750$13,101,125dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS487,810$11,019,620dollars as filed
iShares Russell 2000 ETF464287655SHS35,661$9,909,882dollars as filed
Vanguard Real Estate922908553SHS106,474$9,543,257dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD91,319$8,876,207dollars as filed
WISDOMTREE TR97717W703INTL EQUITY FD96,512$7,107,578dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS42,276$6,563,320dollars as filed
ISHARES TR464287465MSCI EAFE ETF56,791$5,900,027dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL117,346$5,847,367dollars as filed
IJH464287507COM64,747$4,658,534dollars as filed
ISHARES TR464288414NATIONAL MUN ETF45,892$4,639,681dollars as filed
Vanguard Short-Term Bond ETF921937827SHS43,762$3,343,451dollars as filed
JPMorgan Chase & Co46625H100COM5,978$1,977,688dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS56,381$1,839,712dollars as filed
Johnson & Johnson478160104COM5,480$1,450,775dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM82,877$1,408,905dollars as filed
SPDR SERIES TRUST78464A607ST STR DOW REIT13,072$1,371,514dollars as filed
WISDOMTREE TR97717W562US SMALLCAP FUND18,327$1,183,556dollars as filed
General Electric Company369604301COM3,672$1,146,729dollars as filed
Procter & Gamble Co742718109COM7,646$1,110,811dollars as filed
INVESCO EXCHANGE TRADED FD T46137V134WILDERHIL CLAN32,965$958,293dollars as filed
GE Vernova Inc.36828A101COM918$872,550dollars as filed
Applied Materials,Inc.038222105COM1,647$842,243dollars as filed
ISHARES TR46435G516COM6,804$701,152dollars as filed
SPY78462F103SHS855$652,049dollars as filed
VTI922908769COM1,660$621,189dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF8,645$549,905dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,613$509,962dollars as filed
Apple Inc037833100COM1,519$505,857dollars as filed
Berkshire Hathaway Inc084670702COM934$465,085dollars as filed
ISHARES INC46434G863COM8,243$446,441dollars as filed
ISHARES TR46435G425COM2,643$440,852dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF8,739$440,183dollars as filed
EXXON MOBIL CORP30233Q108COM2,550$415,013dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,537$395,439dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP8,103$393,198dollars as filed
Vanguard S&P 500 ETF922908363COM520$364,447dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock3,000$312,150dollars as filed
NVIDIA Corp67066G104COM1,325$302,604dollars as filed
WISDOMTREE TR97717W604US SMALLCAP DIVD7,939$300,888dollars as filed
Goldman Sachs Group,Inc.38141G104COM332$298,920dollars as filed
WISDOMTREE TR97717W588US LARGECAP FUND3,730$298,214dollars as filed
WISDOMTREE TR97717W315EMER MKT HIGH FD4,894$270,687dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,984$267,844dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS5,093$264,836dollars as filed
ISHARES TR46434V266INTERNATIONAL SL5,805$259,268dollars as filed
Microsoft Corp594918104COM502$257,347dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,609$249,727dollars as filed
Eli Lilly and Company532457108COM198$229,102dollars as filed
SMUCKER J M CO832696405COM NEW1,778$211,422dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS2,685$210,272dollars as filed
MARATHON PETE CORP COM56585A102Stock524$207,200dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001475271-26-000010this filing2026-10-15