MOLLER WEALTH PARTNERS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, MOLLER WEALTH PARTNERS held in its portfolio 66 assets valued at $477,528,075 (i.e. $477.53M).
The most valuable assets in the portfolio included: FLEXSHARES TR ($49.35M), SCHWAB STRATEGIC TR ($38.37M), and VANGUARD MALVERN FDS ($35.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 66 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOLLER WEALTH PARTNERS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FLEXSHARES TR | 1076286 | 49347710 | MORNSTAR UPSTR |
| SCHWAB STRATEGIC TR | 1217660 | 38368465 | FUNDAMENTAL US S |
| VANGUARD MALVERN FDS | 709958 | 35114520 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 132483 | 34173930 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 926581 | 25212266 | FUNDAMENTAL US L |
| ISHARES TR | 36288 | 24854899 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 78719 | 24780741 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 490990 | 22127008 | FUNDAMENTAL INTL |
| VANGUARD INTL EQUITY INDEX F | 448545 | 20561290 | GLB EX US ETF |
| VANGUARD INDEX FDS | 227292 | 20113051 | REAL ESTATE ETF |
| VANGUARD MUN BD FDS | 371208 | 18668043 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 433534 | 18451224 | CORE FIXED INCOM |
| VANGUARD TAX-MANAGED FDS | 248490 | 15523195 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 253029 | 13602865 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 353644 | 12752396 | FUNDAMENTAL EMER |
| VANGUARD INTL EQUITY INDEX F | 147671 | 12346788 | FTSE EUROPE ETF |
| VANGUARD INTL EQUITY INDEX F | 133630 | 12080174 | FTSE PACIFIC ETF |
| ISHARES TR | 33458 | 8236063 | RUSSELL 2000 ETF |
| WISDOMTREE TR | 88895 | 7829850 | US LARGECAP DIVD |
| ISHARES TR | 71256 | 7632230 | NATIONAL MUN ETF |
| WISDOMTREE TR | 102757 | 7065571 | INTL EQUITY FD |
| SPDR SERIES TRUST | 200140 | 5880479 | STATE STREET SPD |
| ISHARES TR | 57816 | 5552070 | MSCI EAFE ETF |
| VANGUARD INTL EQUITY INDEX F | 38451 | 5511195 | FTSE SMCAP ETF |
| ISHARES TR | 67205 | 4435518 | CORE S&P MCP ETF |
| VANGUARD BD INDEX FDS | 44322 | 3493045 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 66703 | 1899701 | US SML CAP ETF |
| JPMORGAN CHASE & CO. | 5794 | 1866794 | COM |
| INVESCO EXCHANGE TRADED FD T | 25450 | 1508681 | S&P 500 TOP 50 |
| ISHARES TR | 76035 | 1249252 | GL CLEAN ENE ETF |
| PROCTER AND GAMBLE CO | 8088 | 1159091 | COM |
| GE AEROSPACE | 3671 | 1130778 | COM NEW |
| JOHNSON & JOHNSON | 5456 | 1129119 | COM |
| WISDOMTREE TR | 18397 | 1047341 | US SMALLCAP FUND |
| INVESCO EXCH TRADED FD TR II | 51552 | 958872 | FNDMNTL HY CRP |
| INVESCO EXCHANGE TRADED FD T | 30524 | 932203 | WILDERHIL CLAN |
| PRICE T ROWE GROUP INC | 6405 | 655744 | COM |
| ISHARES TR | 15234 | 631902 | INTERNATIONAL SL |
| GE VERNOVA INC | 914 | 597363 | COM |
| ISHARES TR | 5730 | 544866 | ESG AW MSCI EAFE |
| VANGUARD SCOTTSDALE FDS | 6313 | 528734 | INT-TERM CORP |
| BERKSHIRE HATHAWAY INC DEL | 939 | 471988 | CL B NEW |
| SPDR S&P 500 ETF TR | 684 | 466433 | TR UNIT |
| APPLIED MATLS INC | 1647 | 423263 | COM |
| VANGUARD INDEX FDS | 1482 | 413610 | MCAP GR IDXVIP |
| VANGUARD WORLD FD | 1370 | 394445 | HEALTH CAR ETF |
| APPLE INC | 1419 | 385769 | COM |
| ISHARES INC | 8495 | 375224 | ESG AWR MSCI EM |
| ILLINOIS TOOL WKS INC | 1521 | 374622 | COM |
| VANGUARD WHITEHALL FDS | 2477 | 355514 | HIGH DIV YLD |
| GOLDMAN SACHS GROUP INC | 379 | 333141 | COM |
| ISHARES TR | 7218 | 331884 | ESG AWARE MSCI |
| VANGUARD INDEX FDS | 520 | 326108 | S&P 500 ETF SHS |
| EXXON MOBIL CORP | 2693 | 324076 | COM |
| VANGUARD INDEX FDS | 947 | 317577 | TOTAL STK MKT |
| WISDOMTREE TR | 6094 | 284651 | EMER MKT HIGH FD |
| WISDOMTREE TR | 8105 | 271112 | US SMALLCAP DIVD |
| J P MORGAN EXCHANGE TRADED F | 5306 | 268431 | ULTRA SHRT ETF |
| WISDOMTREE TR | 3730 | 264308 | US LARGECAP FUND |
| ISHARES TR | 1766 | 263099 | ESG AWR MSCI USA |
| MICROSOFT CORP | 497 | 240198 | COM |
| PHILLIPS 66 | 1748 | 225562 | COM |
| NVIDIA CORPORATION | 1197 | 223241 | COM |
| ISHARES TR | 2272 | 218473 | 7-10 YR TRSY BD |
| AT&T INC | 8614 | 213980 | COM |
| ELI LILLY & CO | 192 | 206339 | COM |
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