MOLLER WEALTH PARTNERS

Filed: 1/8/2026ACC: 0001475271-26-000002

📋 What this filing means

MOLLER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $477.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$477.53M

Total AUM (reported)

8.39M

Total Shares

Allocation by class

MORNSTAR UPSTR$49.35M10.3%

FUNDAMENTAL US S$38.37M8.0%

STRM INFPROIDX$35.11M7.4%

SMALL CP ETF$34.17M7.2%

FUNDAMENTAL US L$25.21M5.3%

CORE S&P500 ETF$24.85M5.2%

LARGE CAP ETF$24.78M5.2%

Portfolio Concentration

Top 3$122.83M25.7%

4–10$168.36M35.3%

11–25$153.15M32.1%

Rest$33.19M6.9%

Top 3 weight

25.7%

Top 10 weight

61.0%

Voting Authority Distribution

Total shares with voting rights: 8.39M

Sole

Full voting authority

2.53M

% of voting shares30.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.86M

% of voting shares69.9%

Investment Discretion (by position count)

Sole69

Shared0

Other0

Dominant voting typeNone · 69.9% of voting shares

Institutional Holdings69

Rows:

FLEXSHARES TR

SOLE

MORNSTAR UPSTR

Shares1.08M

TypeSH

Market value$49.35M

10.33%

Sole

384.07K

Shared

0.00

None

692.22K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares1.22M

TypeSH

Market value$38.37M

8.03%

Sole

380.44K

Shared

0.00

None

837.23K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares709.96K

TypeSH

Market value$35.11M

7.35%

Sole

164.15K

Shared

0.00

None

545.80K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares132.48K

TypeSH

Market value$34.17M

7.16%

Sole

46.05K

Shared

0.00

None

86.43K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares926.58K

TypeSH

Market value$25.21M

5.28%

Sole

207.84K

Shared

0.00

None

718.74K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares36.29K

TypeSH

Market value$24.85M

5.20%

Sole

7.59K

Shared

0.00

None

28.70K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares78.72K

TypeSH

Market value$24.78M

5.19%

Sole

55.03K

Shared

0.00

None

23.69K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares448.55K

TypeSH

Market value$20.56M

4.31%

Sole

116.75K

Shared

0.00

None

331.80K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares227.29K

TypeSH

Market value$20.11M

4.21%

Sole

65.77K

Shared

0.00

None

161.52K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares371.21K

TypeSH

Market value$18.67M

3.91%

Sole

149.54K

Shared

0.00

None

221.67K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares433.53K

TypeSH

Market value$18.45M

3.86%

Sole

111.73K

Shared

0.00

None

321.80K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares383.99K

TypeSH

Market value$17.36M

3.64%

Sole

110.61K

Shared

0.00

None

273.39K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares248.49K

TypeSH

Market value$15.52M

3.25%

Sole

100.29K

Shared

0.00

None

148.20K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares253.03K

TypeSH

Market value$13.60M

2.85%

Sole

66.22K

Shared

0.00

None

186.80K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares353.64K

TypeSH

Market value$12.75M

2.67%

Sole

91.83K

Shared

0.00

None

261.81K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares147.67K

TypeSH

Market value$12.35M

2.59%

Sole

28.73K

Shared

0.00

None

118.94K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares133.63K

TypeSH

Market value$12.08M

2.53%

Sole

23.79K

Shared

0.00

None

109.84K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares33.46K

TypeSH

Market value$8.24M

1.72%

Sole

25.30K

Shared

0.00

None

8.16K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares88.89K

TypeSH

Market value$7.83M

1.64%

Sole

49.75K

Shared

0.00

None

39.15K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares71.26K

TypeSH

Market value$7.63M

1.60%

Sole

18.41K

Shared

0.00

None

52.84K

WISDOMTREE TR

SOLE

INTL EQUITY FD

Shares102.76K

TypeSH

Market value$7.07M

1.48%

Sole

88.67K

Shared

0.00

None

14.09K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares57.82K

TypeSH

Market value$5.55M

1.16%

Sole

40.10K

Shared

0.00

None

17.71K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares38.45K

TypeSH

Market value$5.51M

1.15%

Sole

7.09K

Shared

0.00

None

31.36K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares107K

TypeSH

Market value$4.77M

1.00%

Sole

21.88K

Shared

0.00

None

85.12K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares67.20K

TypeSH

Market value$4.44M

0.93%

Sole

67.20K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FLEXSHARES TRSOLE	MORNSTAR UPSTR	1.08M	SH	$49.35M 10.33%	384.07K	692.22K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	1.22M	SH	$38.37M 8.03%	380.44K	837.23K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	709.96K	SH	$35.11M 7.35%	164.15K	545.80K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	132.48K	SH	$34.17M 7.16%	46.05K	86.43K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	926.58K	SH	$25.21M 5.28%	207.84K	718.74K
ISHARES TRSOLE	CORE S&P500 ETF	36.29K	SH	$24.85M 5.20%	7.59K	28.70K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	78.72K	SH	$24.78M 5.19%	55.03K	23.69K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	448.55K	SH	$20.56M 4.31%	116.75K	331.80K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	227.29K	SH	$20.11M 4.21%	65.77K	161.52K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	371.21K	SH	$18.67M 3.91%	149.54K	221.67K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	433.53K	SH	$18.45M 3.86%	111.73K	321.80K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	383.99K	SH	$17.36M 3.64%	110.61K	273.39K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	248.49K	SH	$15.52M 3.25%	100.29K	148.20K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	253.03K	SH	$13.60M 2.85%	66.22K	186.80K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	353.64K	SH	$12.75M 2.67%	91.83K	261.81K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	147.67K	SH	$12.35M 2.59%	28.73K	118.94K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	133.63K	SH	$12.08M 2.53%	23.79K	109.84K
ISHARES TRSOLE	RUSSELL 2000 ETF	33.46K	SH	$8.24M 1.72%	25.30K	8.16K
WISDOMTREE TRSOLE	US LARGECAP DIVD	88.89K	SH	$7.83M 1.64%	49.75K	39.15K
ISHARES TRSOLE	NATIONAL MUN ETF	71.26K	SH	$7.63M 1.60%	18.41K	52.84K
WISDOMTREE TRSOLE	INTL EQUITY FD	102.76K	SH	$7.07M 1.48%	88.67K	14.09K
ISHARES TRSOLE	MSCI EAFE ETF	57.82K	SH	$5.55M 1.16%	40.10K	17.71K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	38.45K	SH	$5.51M 1.15%	7.09K	31.36K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	107K	SH	$4.77M 1.00%	21.88K	85.12K
ISHARES TRSOLE	CORE S&P MCP ETF	67.20K	SH	$4.44M 0.93%	67.20K	0.00

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