MOLLER WEALTH PARTNERS Q3 2025 Filing
Filed October 6, 2025
Portfolio Value
$479.5B
Holdings
70
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (70 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GUNRFLEXSHARES TR | 1,103,642 | $48.3B | 10.08% | |
| 2 | FNDASCHWAB STRATEGIC TR | 1,234,398 | $38.5B | 8.02% | |
| 3 | VTIPVANGUARD MALVERN FDS | 702,581 | $35.6B | 7.42% | |
| 4 | VBVANGUARD INDEX FDS | 132,769 | $33.8B | 7.04% | |
| 5 | IVVISHARES TR | 39,224 | $26.3B | 5.48% | |
| 6 | FNDXSCHWAB STRATEGIC TR | 938,733 | $24.7B | 5.15% | |
| 7 | VVVANGUARD INDEX FDS | 79,891 | $24.6B | 5.13% | |
| 8 | VNQIVANGUARD INTL EQUITY INDEX F | 438,007 | $20.9B | 4.36% | |
| 9 | VNQVANGUARD INDEX FDS | 219,565 | $20.1B | 4.19% | |
| 10 | DFCFDIMENSIONAL ETF TRUST | 437,529 | $18.7B | 3.90% | |
| 11 | VTEBVANGUARD MUN BD FDS | 367,697 | $18.4B | 3.84% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 402,984 | $17.3B | 3.61% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 261,337 | $15.7B | 3.27% | |
| 14 | VWOVANGUARD INTL EQUITY INDEX F | 261,272 | $14.2B | 2.95% | |
| 15 | FNDESCHWAB STRATEGIC TR | 366,489 | $13.3B | 2.76% | |
| 16 | VPLVANGUARD INTL EQUITY INDEX F | 135,079 | $11.9B | 2.47% | |
| 17 | VGKVANGUARD INTL EQUITY INDEX F | 147,225 | $11.7B | 2.45% | |
| 18 | IWMISHARES TR | 37,444 | $9.1B | 1.89% | |
| 19 | MUBISHARES TR | 74,345 | $7.9B | 1.65% | |
| 20 | DLNWISDOMTREE TR | 89,099 | $7.8B | 1.62% | |
| 21 | DWMWISDOMTREE TR | 103,207 | $6.8B | 1.43% | |
| 22 | EFAISHARES TR | 59,398 | $5.5B | 1.16% | |
| 23 | VSSVANGUARD INTL EQUITY INDEX F | 38,262 | $5.5B | 1.14% | |
| 24 | FNDCSCHWAB STRATEGIC TR | 106,871 | $4.8B | 0.99% | |
| 25 | IJHISHARES TR | 67,205 | $4.4B | 0.91% | |
| 26 | BSVVANGUARD BD INDEX FDS | 46,073 | $3.6B | 0.76% | |
| 27 | SPHYSPDR SERIES TRUST | 141,709 | $3.4B | 0.71% | |
| 28 | XLGINVESCO EXCHANGE TRADED FD T | 36,312 | $2.1B | 0.44% | |
| 29 | SCHASCHWAB STRATEGIC TR | 67,034 | $1.9B | 0.39% | |
| 30 | JPMJPMORGAN CHASE & CO. | 5,793 | $1.8B | 0.38% | |
| 31 | RWRSPDR SERIES TRUST | 13,105 | $1.3B | 0.27% | |
| 32 | ICLNISHARES TR | 82,153 | $1.3B | 0.27% | |
| 33 | PGPROCTER AND GAMBLE CO | 8,044 | $1.2B | 0.26% | |
| 34 | GEGE AEROSPACE | 3,671 | $1.1B | 0.23% | |
| 35 | EESWISDOMTREE TR | 18,442 | $1.0B | 0.21% | |
| 36 | JNJJOHNSON & JOHNSON | 5,456 | $1.0B | 0.21% | |
| 37 | PHBINVESCO EXCH TRADED FD TR II | 51,993 | $966.0M | 0.20% | |
| 38 | VOTVANGUARD INDEX FDS | 3,276 | $962.5M | 0.20% | |
| 39 | PBWINVESCO EXCHANGE TRADED FD T | 31,982 | $923.6M | 0.19% | |
| 40 | TROWPRICE T ROWE GROUP INC | 7,205 | $739.5M | 0.15% | |
| 41 | VYMVANGUARD WHITEHALL FDS | 4,763 | $671.4M | 0.14% | |
| 42 | ISCFISHARES TR | 15,600 | $641.5M | 0.13% | |
| 43 | VCITVANGUARD SCOTTSDALE FDS | 6,920 | $582.0M | 0.12% | |
| 44 | GEVGE VERNOVA INC | 914 | $562.0M | 0.12% | |
| 45 | ESGDISHARES TR | 5,730 | $532.8M | 0.11% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 922 | $463.5M | 0.10% | |
| 47 | SPYSPDR S&P 500 ETF TR | 684 | $455.7M | 0.10% | |
| 48 | ITWILLINOIS TOOL WKS INC | 1,526 | $397.9M | 0.08% | |
| 49 | VHTVANGUARD WORLD FD | 1,454 | $377.5M | 0.08% | |
| 50 | ESGEISHARES INC | 8,495 | $368.9M | 0.08% | |
| 51 | AAPLAPPLE INC | 1,425 | $362.8M | 0.08% | |
| 52 | AMATAPPLIED MATLS INC | 1,647 | $337.2M | 0.07% | |
| 53 | VOOVANGUARD INDEX FDS | 538 | $329.5M | 0.07% | |
| 54 | ESMLISHARES TR | 7,197 | $324.4M | 0.07% | |
| 55 | VTIVANGUARD INDEX FDS | 943 | $309.4M | 0.06% | |
| 56 | ESGUISHARES TR | 2,103 | $306.2M | 0.06% | |
| 57 | XOMEXXON MOBIL CORP | 2,693 | $303.6M | 0.06% | |
| 58 | GSGOLDMAN SACHS GROUP INC | 379 | $301.8M | 0.06% | |
| 59 | JPSTJ P MORGAN EXCHANGE TRADED F | 5,835 | $296.0M | 0.06% | |
| 60 | DEMWISDOMTREE TR | 6,113 | $281.1M | 0.06% | |
| 61 | DESWISDOMTREE TR | 8,105 | $273.0M | 0.06% | |
| 62 | IEFISHARES TR | 2,771 | $267.3M | 0.06% | |
| 63 | MSFTMICROSOFT CORP | 498 | $257.8M | 0.05% | |
| 64 | EPSWISDOMTREE TR | 3,730 | $257.1M | 0.05% | |
| 65 | TAT&T INC | 8,754 | $247.2M | 0.05% | |
| 66 | DGROISHARES TR | 3,520 | $239.6M | 0.05% | |
| 67 | PSXPHILLIPS 66 | 1,748 | $237.8M | 0.05% | |
| 68 | SPYMSPDR SERIES TRUST | 2,984 | $233.8M | 0.05% | |
| 69 | NDQINVESCO QQQ TR | 384 | $230.8M | 0.05% | |
| 70 | NVDANVIDIA CORPORATION | 1,197 | $223.3M | 0.05% |