MOLLER WEALTH PARTNERS

Filed: 4/14/2026ACC: 0001475271-26-000004

📋 What this filing means

MOLLER WEALTH PARTNERS filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $506.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$506.50M

Total AUM (reported)

8.69M

Total Shares

Allocation by class

MORNSTAR UPSTR$53.82M10.6%

FUNDAMENTAL US S$41.06M8.1%

STRM INFPROIDX$39.13M7.7%

SMALL CP ETF$35.67M7.0%

CORE S&P500 ETF$26.80M5.3%

FUNDAMENTAL US L$26.77M5.3%

LARGE CAP ETF$23.86M4.7%

Portfolio Concentration

Top 3$134.00M26.5%

4–10$176.28M34.8%

11–25$163.42M32.3%

Rest$32.79M6.5%

Top 3 weight

26.5%

Top 10 weight

61.3%

Voting Authority Distribution

Total shares with voting rights: 8.69M

Sole

Full voting authority

2.48M

% of voting shares28.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.21M

% of voting shares71.4%

Investment Discretion (by position count)

Sole67

Shared0

Other0

Dominant voting typeNone · 71.4% of voting shares

Institutional Holdings67

Rows:

FLEXSHARES TR

SOLE

MORNSTAR UPSTR

Shares975.64K

TypeSH

Market value$53.82M

10.63%

Sole

334.35K

Shared

0.00

None

641.29K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares1.27M

TypeSH

Market value$41.06M

8.11%

Sole

371.34K

Shared

0.00

None

894.69K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares783.40K

TypeSH

Market value$39.13M

7.73%

Sole

173.05K

Shared

0.00

None

610.35K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares136.18K

TypeSH

Market value$35.67M

7.04%

Sole

44.19K

Shared

0.00

None

91.99K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares41.03K

TypeSH

Market value$26.80M

5.29%

Sole

7.32K

Shared

0.00

None

33.71K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares961.05K

TypeSH

Market value$26.77M

5.28%

Sole

203.91K

Shared

0.00

None

757.13K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares79.85K

TypeSH

Market value$23.86M

4.71%

Sole

54.73K

Shared

0.00

None

25.11K

VANGUARD INTL EQUITY INDEX F

SOLE

GLB EX US ETF

Shares482.98K

TypeSH

Market value$21.47M

4.24%

Sole

125.92K

Shared

0.00

None

357.06K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares240.63K

TypeSH

Market value$21.34M

4.21%

Sole

66.46K

Shared

0.00

None

174.18K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares408.41K

TypeSH

Market value$20.38M

4.02%

Sole

153.61K

Shared

0.00

None

254.80K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares477.65K

TypeSH

Market value$20.17M

3.98%

Sole

121.11K

Shared

0.00

None

356.55K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares385.83K

TypeSH

Market value$18.88M

3.73%

Sole

106.52K

Shared

0.00

None

279.31K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares247.15K

TypeSH

Market value$15.84M

3.13%

Sole

92.74K

Shared

0.00

None

154.41K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares265.32K

TypeSH

Market value$14.34M

2.83%

Sole

64.96K

Shared

0.00

None

200.36K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL EMER

Shares367.33K

TypeSH

Market value$14.05M

2.77%

Sole

89.35K

Shared

0.00

None

277.98K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE PACIFIC ETF

Shares129.20K

TypeSH

Market value$12.63M

2.49%

Sole

23.12K

Shared

0.00

None

106.09K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EUROPE ETF

Shares151.99K

TypeSH

Market value$12.53M

2.47%

Sole

28.63K

Shared

0.00

None

123.36K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares36.86K

TypeSH

Market value$9.14M

1.80%

Sole

24.80K

Shared

0.00

None

12.06K

WISDOMTREE TR

SOLE

US LARGECAP DIVD

Shares92.05K

TypeSH

Market value$8.22M

1.62%

Sole

49.45K

Shared

0.00

None

42.60K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares71.26K

TypeSH

Market value$7.56M

1.49%

Sole

18.41K

Shared

0.00

None

52.84K

WISDOMTREE TR

SOLE

INTL EQUITY FD

Shares98.30K

TypeSH

Market value$6.87M

1.36%

Sole

84.28K

Shared

0.00

None

14.01K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares292.63K

TypeSH

Market value$6.82M

1.35%

Sole

47.61K

Shared

0.00

None

245.02K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares39.59K

TypeSH

Market value$5.77M

1.14%

Sole

7.23K

Shared

0.00

None

32.36K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares57.98K

TypeSH

Market value$5.63M

1.11%

Sole

38.05K

Shared

0.00

None

19.93K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares107.11K

TypeSH

Market value$4.97M

0.98%

Sole

21.85K

Shared

0.00

None

85.26K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
FLEXSHARES TRSOLE	MORNSTAR UPSTR	975.64K	SH	$53.82M 10.63%	334.35K	641.29K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	1.27M	SH	$41.06M 8.11%	371.34K	894.69K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	783.40K	SH	$39.13M 7.73%	173.05K	610.35K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	136.18K	SH	$35.67M 7.04%	44.19K	91.99K
ISHARES TRSOLE	CORE S&P500 ETF	41.03K	SH	$26.80M 5.29%	7.32K	33.71K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	961.05K	SH	$26.77M 5.28%	203.91K	757.13K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	79.85K	SH	$23.86M 4.71%	54.73K	25.11K
VANGUARD INTL EQUITY INDEX FSOLE	GLB EX US ETF	482.98K	SH	$21.47M 4.24%	125.92K	357.06K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	240.63K	SH	$21.34M 4.21%	66.46K	174.18K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	408.41K	SH	$20.38M 4.02%	153.61K	254.80K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	477.65K	SH	$20.17M 3.98%	121.11K	356.55K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	385.83K	SH	$18.88M 3.73%	106.52K	279.31K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	247.15K	SH	$15.84M 3.13%	92.74K	154.41K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	265.32K	SH	$14.34M 2.83%	64.96K	200.36K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL EMER	367.33K	SH	$14.05M 2.77%	89.35K	277.98K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE PACIFIC ETF	129.20K	SH	$12.63M 2.49%	23.12K	106.09K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EUROPE ETF	151.99K	SH	$12.53M 2.47%	28.63K	123.36K
ISHARES TRSOLE	RUSSELL 2000 ETF	36.86K	SH	$9.14M 1.80%	24.80K	12.06K
WISDOMTREE TRSOLE	US LARGECAP DIVD	92.05K	SH	$8.22M 1.62%	49.45K	42.60K
ISHARES TRSOLE	NATIONAL MUN ETF	71.26K	SH	$7.56M 1.49%	18.41K	52.84K
WISDOMTREE TRSOLE	INTL EQUITY FD	98.30K	SH	$6.87M 1.36%	84.28K	14.01K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	292.63K	SH	$6.82M 1.35%	47.61K	245.02K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	39.59K	SH	$5.77M 1.14%	7.23K	32.36K
ISHARES TRSOLE	MSCI EAFE ETF	57.98K	SH	$5.63M 1.11%	38.05K	19.93K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	107.11K	SH	$4.97M 0.98%	21.85K	85.26K

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