MOLLER WEALTH PARTNERS

Est. AUM

$506.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FLEXSHARES TR	MORNSTAR UPSTR	$53.8M	975639	10.62%	SOLE
2	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$41.1M	1266030	8.11%	SOLE
3	VANGUARD MALVERN FDS	STRM INFPROIDX	$39.1M	783398	7.73%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$35.7M	136177	7.04%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$26.8M	41031	5.29%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$26.8M	961046	5.28%	SOLE
7	VANGUARD INDEX FDS	LARGE CAP ETF	$23.9M	79846	4.71%	SOLE
8	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$21.5M	482983	4.24%	SOLE
9	VANGUARD INDEX FDS	REAL ESTATE ETF	$21.3M	240633	4.21%	SOLE
10	VANGUARD MUN BD FDS	TAX EXEMPT BD	$20.4M	408410	4.02%	SOLE
11	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$20.2M	477655	3.98%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$18.9M	385828	3.73%	SOLE
13	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.8M	247152	3.13%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.3M	265318	2.83%	SOLE
15	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$14.1M	367331	2.77%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$12.6M	129203	2.49%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$12.5M	151992	2.47%	SOLE
18	ISHARES TR	RUSSELL 2000 ETF	$9.1M	36861	1.80%	SOLE
19	WISDOMTREE TR	US LARGECAP DIVD	$8.2M	92054	1.62%	SOLE
20	ISHARES TR	NATIONAL MUN ETF	$7.6M	71256	1.49%	SOLE
21	WISDOMTREE TR	INTL EQUITY FD	$6.9M	98295	1.36%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$6.8M	292630	1.35%	SOLE
23	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.8M	39591	1.14%	SOLE
24	ISHARES TR	MSCI EAFE ETF	$5.6M	57979	1.11%	SOLE
25	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$5.0M	107112	0.98%	SOLE
26	ISHARES TR	CORE S&P MCP ETF	$4.5M	66740	0.89%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.5M	45023	0.70%	SOLE
28	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.9M	64837	0.37%	SOLE
29	JPMORGAN CHASE & CO	COM	$1.8M	5981	0.35%	SOLE
30	ISHARES TR	GL CLEAN ENE ETF	$1.4M	75881	0.27%	SOLE
31	JOHNSON & JOHNSON	COM	$1.3M	5476	0.26%	SOLE
32	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	13105	0.26%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.2M	22071	0.24%	SOLE
34	PROCTER & GAMBLE CO	COM	$1.1M	7822	0.22%	SOLE
35	WISDOMTREE TR	US SMALLCAP FUND	$1.1M	18397	0.21%	SOLE
36	GE AEROSPACE	COM NEW	$1.0M	3680	0.21%	SOLE
37	INVESCO EXCHANGE TRADED FD T	WILDERHIL CLAN	$923K	29228	0.18%	SOLE
38	GE VERNOVA INC	COM	$801K	918	0.16%	SOLE
39	INVESCO EXCH TRADED FD TR II	BLOOMBERG ENHANC	$725K	40396	0.14%	SOLE
40	ISHARES TR	ESG AW MSCI EAFE	$616K	6439	0.12%	SOLE
41	APPLIED MATLS INC	COM	$563K	1647	0.11%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$536K	1671	0.11%	SOLE
43	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$525K	6350	0.10%	SOLE
44	ISHARES TR	INTERNATIONAL SL	$498K	11906	0.10%	SOLE
45	EXXON MOBIL CORP	COM	$459K	2706	0.09%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$458K	955	0.09%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$446K	686	0.09%	SOLE
48	PRICE T ROWE GROUP INC	COM	$433K	4800	0.09%	SOLE
49	VANGUARD WORLD FD	HEALTH CAR ETF	$417K	1530	0.08%	SOLE
50	ILLINOIS TOOL WKS INC	COM	$401K	1539	0.08%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.