MOLLER WEALTH PARTNERS

Filed: 7/10/2025ACC: 0001475271-25-000008

📋 What this filing means

MOLLER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $452.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$452.89M

Total AUM (reported)

8.43M

Total Shares

Allocation by class

MORNSTAR UPSTR$44.81M9.9%

FUNDAMENTAL US S$36.76M8.1%

STRM INFPROIDX$34.11M7.5%

SMALL CP ETF$32.07M7.1%

CORE S&P500 ETF$25.11M5.5%

LARGE CAP ETF$24.06M5.3%

FUNDAMENTAL US L$21.45M4.7%

Portfolio Concentration

Top 3$115.68M25.5%

4–10$159.23M35.2%

11–25$146.86M32.4%

Rest$31.12M6.9%

Top 3 weight

25.5%

Top 10 weight

60.7%

Voting Authority Distribution

Total shares with voting rights: 8.43M

Sole

Full voting authority

2.70M

% of voting shares32.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.73M

% of voting shares68.0%

Investment Discretion (by position count)

Sole69

Shared0

Other0

Dominant voting typeNone · 68.0% of voting shares

Institutional Holdings69

Rows:

FLEXSHARES TR

SOLE

MORNSTAR UPSTR

Shares1.12M

TypeSH

Market value$44.81M

9.90%

Sole

409.60K

Shared

0.00

None

707.71K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares1.28M

TypeSH

Market value$36.76M

8.12%

Sole

432.24K

Shared

0.00

None

850.88K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares678.48K

TypeSH

Market value$34.11M

7.53%

Sole

162.88K

Shared

0.00

None

515.60K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares135.34K

TypeSH

Market value$32.07M

7.08%

Sole

48.99K

Shared

0.00

None

86.36K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares40.45K

TypeSH

Market value$25.11M

5.55%

Sole

10.74K

Shared

0.00

None

29.71K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares84.33K

TypeSH

Market value$24.06M

5.31%

Sole

58.29K

Shared

0.00

None

26.04K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares873.90K

TypeSH

Market value$21.45M

4.74%

Sole

228.93K

Shared

0.00

None

644.98K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares424.16K

TypeSH

Market value$19.57M

4.32%

Sole

109.83K

Shared

0.00

None

314.33K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares216.34K

TypeSH

Market value$19.27M

4.25%

Sole

67.12K

Shared

0.00

None

149.22K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares360.83K

TypeSH

Market value$17.69M

3.91%

Sole

156.22K

Shared

0.00

None

204.62K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares413.61K

TypeSH

Market value$17.48M

3.86%

Sole

104.78K

Shared

0.00

None

308.82K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares405.64K

TypeSH

Market value$16.23M

3.58%

Sole

124.15K

Shared

0.00

None

281.49K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares260.92K

TypeSH

Market value$14.87M

3.28%

Sole

111.02K

Shared

0.00

None

149.90K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares269.93K

TypeSH

Market value$13.35M

2.95%

Sole

82.71K

Shared

0.00

None

187.22K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares375.87K

TypeSH

Market value$12.41M

2.74%

Sole

111.59K

Shared

0.00

None

264.29K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares144.80K

TypeSH

Market value$11.22M

2.48%

Sole

28.82K

Shared

0.00

None

115.98K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares134.96K

TypeSH

Market value$11.09M

2.45%

Sole

24.05K

Shared

0.00

None

110.92K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares39.47K

TypeSH

Market value$8.52M

1.88%

Sole

30.84K

Shared

0.00

None

8.63K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares92.81K

TypeSH

Market value$7.62M

1.68%

Sole

53.31K

Shared

0.00

None

39.49K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares71.70K

TypeSH

Market value$7.49M

1.65%

Sole

18.41K

Shared

0.00

None

53.29K

WISDOMTREE TR

SOLE

INTL EQUITY FD

Shares106.91K

TypeSH

Market value$6.80M

1.50%

Sole

90.18K

Shared

0.00

None

16.73K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares64.66K

TypeSH

Market value$5.78M

1.28%

Sole

42.51K

Shared

0.00

None

22.15K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares39.10K

TypeSH

Market value$5.25M

1.16%

Sole

7.72K

Shared

0.00

None

31.38K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares108.77K

TypeSH

Market value$4.57M

1.01%

Sole

22.56K

Shared

0.00

None

86.21K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares67.20K

TypeSH

Market value$4.17M

0.92%

Sole

67.20K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FLEXSHARES TRSOLE	MORNSTAR UPSTR	1.12M	SH	$44.81M 9.90%	409.60K	707.71K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	1.28M	SH	$36.76M 8.12%	432.24K	850.88K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	678.48K	SH	$34.11M 7.53%	162.88K	515.60K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	135.34K	SH	$32.07M 7.08%	48.99K	86.36K
ISHARES TRSOLE	CORE S&P500 ETF	40.45K	SH	$25.11M 5.55%	10.74K	29.71K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	84.33K	SH	$24.06M 5.31%	58.29K	26.04K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	873.90K	SH	$21.45M 4.74%	228.93K	644.98K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	424.16K	SH	$19.57M 4.32%	109.83K	314.33K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	216.34K	SH	$19.27M 4.25%	67.12K	149.22K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	360.83K	SH	$17.69M 3.91%	156.22K	204.62K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	413.61K	SH	$17.48M 3.86%	104.78K	308.82K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	405.64K	SH	$16.23M 3.58%	124.15K	281.49K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	260.92K	SH	$14.87M 3.28%	111.02K	149.90K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	269.93K	SH	$13.35M 2.95%	82.71K	187.22K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	375.87K	SH	$12.41M 2.74%	111.59K	264.29K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	144.80K	SH	$11.22M 2.48%	28.82K	115.98K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	134.96K	SH	$11.09M 2.45%	24.05K	110.92K
ISHARES TRSOLE	RUSSELL 2000 ETF	39.47K	SH	$8.52M 1.88%	30.84K	8.63K
WISDOMTREE TRSOLE	US LARGECAP DIVD	92.81K	SH	$7.62M 1.68%	53.31K	39.49K
ISHARES TRSOLE	NATIONAL MUN ETF	71.70K	SH	$7.49M 1.65%	18.41K	53.29K
WISDOMTREE TRSOLE	INTL EQUITY FD	106.91K	SH	$6.80M 1.50%	90.18K	16.73K
ISHARES TRSOLE	MSCI EAFE ETF	64.66K	SH	$5.78M 1.28%	42.51K	22.15K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	39.10K	SH	$5.25M 1.16%	7.72K	31.38K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	108.77K	SH	$4.57M 1.01%	22.56K	86.21K
ISHARES TRSOLE	CORE S&P MCP ETF	67.20K	SH	$4.17M 0.92%	67.20K	0.00

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