MOLLER WEALTH PARTNERS

Filed: 10/6/2025ACC: 0001475271-25-000010

📋 What this filing means

MOLLER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $479.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$479.50M

Total AUM (reported)

8.48M

Total Shares

Allocation by class

MORNSTAR UPSTR$48.32M10.1%

FUNDAMENTAL US S$38.46M8.0%

STRM INFPROIDX$35.57M7.4%

SMALL CP ETF$33.76M7.0%

CORE S&P500 ETF$26.25M5.5%

FUNDAMENTAL US L$24.69M5.1%

LARGE CAP ETF$24.60M5.1%

Portfolio Concentration

Top 3$122.35M25.5%

4–10$168.99M35.2%

11–25$154.11M32.1%

Rest$34.05M7.1%

Top 3 weight

25.5%

Top 10 weight

60.8%

Voting Authority Distribution

Total shares with voting rights: 8.48M

Sole

Full voting authority

2.61M

% of voting shares30.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.86M

% of voting shares69.2%

Investment Discretion (by position count)

Sole70

Shared0

Other0

Dominant voting typeNone · 69.2% of voting shares

Institutional Holdings70

Rows:

FLEXSHARES TR

SOLE

MORNSTAR UPSTR

Shares1.10M

TypeSH

Market value$48.32M

10.08%

Sole

397.25K

Shared

0.00

None

706.39K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares1.23M

TypeSH

Market value$38.46M

8.02%

Sole

394.22K

Shared

0.00

None

840.18K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares702.58K

TypeSH

Market value$35.57M

7.42%

Sole

167.98K

Shared

0.00

None

534.60K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares132.77K

TypeSH

Market value$33.76M

7.04%

Sole

45.97K

Shared

0.00

None

86.80K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares39.22K

TypeSH

Market value$26.25M

5.48%

Sole

10.35K

Shared

0.00

None

28.88K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares938.73K

TypeSH

Market value$24.69M

5.15%

Sole

212.76K

Shared

0.00

None

725.97K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares79.89K

TypeSH

Market value$24.60M

5.13%

Sole

55.88K

Shared

0.00

None

24.01K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares438.01K

TypeSH

Market value$20.91M

4.36%

Sole

117.86K

Shared

0.00

None

320.15K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares219.56K

TypeSH

Market value$20.07M

4.19%

Sole

66.99K

Shared

0.00

None

152.58K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares437.53K

TypeSH

Market value$18.71M

3.90%

Sole

108.12K

Shared

0.00

None

329.41K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares367.70K

TypeSH

Market value$18.41M

3.84%

Sole

159.85K

Shared

0.00

None

207.85K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares402.98K

TypeSH

Market value$17.31M

3.61%

Sole

120.22K

Shared

0.00

None

282.76K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares261.34K

TypeSH

Market value$15.66M

3.27%

Sole

110.06K

Shared

0.00

None

151.28K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares261.27K

TypeSH

Market value$14.16M

2.95%

Sole

73.75K

Shared

0.00

None

187.53K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares366.49K

TypeSH

Market value$13.25M

2.76%

Sole

101.99K

Shared

0.00

None

264.50K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares135.08K

TypeSH

Market value$11.87M

2.47%

Sole

23.83K

Shared

0.00

None

111.25K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares147.22K

TypeSH

Market value$11.75M

2.45%

Sole

28.46K

Shared

0.00

None

118.76K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares37.44K

TypeSH

Market value$9.06M

1.89%

Sole

29.29K

Shared

0.00

None

8.16K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares74.34K

TypeSH

Market value$7.92M

1.65%

Sole

18.41K

Shared

0.00

None

55.93K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares89.10K

TypeSH

Market value$7.75M

1.62%

Sole

49.86K

Shared

0.00

None

39.24K

WISDOMTREE TR

SOLE

INTL EQUITY FD

Shares103.21K

TypeSH

Market value$6.83M

1.43%

Sole

89.11K

Shared

0.00

None

14.10K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares59.40K

TypeSH

Market value$5.55M

1.16%

Sole

40.17K

Shared

0.00

None

19.23K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares38.26K

TypeSH

Market value$5.45M

1.14%

Sole

6.94K

Shared

0.00

None

31.32K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares106.87K

TypeSH

Market value$4.76M

0.99%

Sole

21.83K

Shared

0.00

None

85.04K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares67.20K

TypeSH

Market value$4.39M

0.91%

Sole

67.20K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FLEXSHARES TRSOLE	MORNSTAR UPSTR	1.10M	SH	$48.32M 10.08%	397.25K	706.39K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	1.23M	SH	$38.46M 8.02%	394.22K	840.18K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	702.58K	SH	$35.57M 7.42%	167.98K	534.60K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	132.77K	SH	$33.76M 7.04%	45.97K	86.80K
ISHARES TRSOLE	CORE S&P500 ETF	39.22K	SH	$26.25M 5.48%	10.35K	28.88K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	938.73K	SH	$24.69M 5.15%	212.76K	725.97K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	79.89K	SH	$24.60M 5.13%	55.88K	24.01K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	438.01K	SH	$20.91M 4.36%	117.86K	320.15K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	219.56K	SH	$20.07M 4.19%	66.99K	152.58K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	437.53K	SH	$18.71M 3.90%	108.12K	329.41K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	367.70K	SH	$18.41M 3.84%	159.85K	207.85K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	402.98K	SH	$17.31M 3.61%	120.22K	282.76K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	261.34K	SH	$15.66M 3.27%	110.06K	151.28K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	261.27K	SH	$14.16M 2.95%	73.75K	187.53K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	366.49K	SH	$13.25M 2.76%	101.99K	264.50K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	135.08K	SH	$11.87M 2.47%	23.83K	111.25K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	147.22K	SH	$11.75M 2.45%	28.46K	118.76K
ISHARES TRSOLE	RUSSELL 2000 ETF	37.44K	SH	$9.06M 1.89%	29.29K	8.16K
ISHARES TRSOLE	NATIONAL MUN ETF	74.34K	SH	$7.92M 1.65%	18.41K	55.93K
WISDOMTREE TRSOLE	US LARGECAP DIVD	89.10K	SH	$7.75M 1.62%	49.86K	39.24K
WISDOMTREE TRSOLE	INTL EQUITY FD	103.21K	SH	$6.83M 1.43%	89.11K	14.10K
ISHARES TRSOLE	MSCI EAFE ETF	59.40K	SH	$5.55M 1.16%	40.17K	19.23K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	38.26K	SH	$5.45M 1.14%	6.94K	31.32K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	106.87K	SH	$4.76M 0.99%	21.83K	85.04K
ISHARES TRSOLE	CORE S&P MCP ETF	67.20K	SH	$4.39M 0.91%	67.20K	0.00

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