# EDGAR Filing Document

**Accession Number:** 0002059574
**File Stem:** 0001951757-25-001419
**Filing Date:** 2025-11
**Character Count:** 13889
**Document Hash:** 541446f518ce9f969b2649f8ea37c2ca
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001419.hdr.sgml**: 20251113

**ACCESSION NUMBER**: 0001951757-25-001419

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251113

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MEMBERS WEALTH LLC
- **CENTRAL INDEX KEY:** 0002059574

**ORGANIZATION NAME:**
- **EIN:** 883954368
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25460
- **FILM NUMBER:** 251476779

**BUSINESS ADDRESS:**
- **STREET 1:** 1 S OLIVE ST.
- **STREET 2:** SUITE 1C
- **CITY:** MEDIA
- **STATE:** PA
- **ZIP:** 19063
- **BUSINESS PHONE:** 267-367-5453

**MAIL ADDRESS:**
- **STREET 1:** 1 S OLIVE ST.
- **STREET 2:** SUITE 1C
- **CITY:** MEDIA
- **STATE:** PA
- **ZIP:** 19063

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** MEMBERS WEALTH LLC<br>**Address:** 1 S OLIVE ST.<br>SUITE 1C<br>MEDIA, PA 19063

**Form 13F File Number:** 028-25460

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tim Thomas<br>**Title:** Chief Compliance Officer<br>**Phone:** (267) 367-5453

**Signature, Place, and Date of Signing:**

Tim Thomas  Media, PA  11-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 104

**Form 13F Information Table Value Total:** $157889372

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ISHARES TR | CORE S ETF | 464287200 |  | 24540598 | 36527 | SH |  | SOLE |  | 0 | 0 | 36527 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 11013816 | 237674 | SH |  | SOLE |  | 0 | 0 | 237674 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 9066566 | 86389 | SH |  | SOLE |  | 0 | 0 | 86389 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 6671609 | 66470 | SH |  | SOLE |  | 0 | 0 | 66470 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 6413374 | 86294 | SH |  | SOLE |  | 0 | 0 | 86294 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 4662257 | 84020 | SH |  | SOLE |  | 0 | 0 | 84020 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 4216611 | 190624 | SH |  | SOLE |  | 0 | 0 | 190624 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 4170971 | 163696 | SH |  | SOLE |  | 0 | 0 | 163696 |
| MICROSOFT CORP | COM | 594918104 |  | 4136459 | 7959 | SH |  | SOLE |  | 0 | 0 | 7959 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 3984916 | 169932 | SH |  | SOLE |  | 0 | 0 | 169932 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3715550 | 134964 | SH |  | SOLE |  | 0 | 0 | 134964 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 3231988 | 133058 | SH |  | SOLE |  | 0 | 0 | 133058 |
| RB GLOBAL INC | COM | 74935Q107 |  | 3042480 | 28302 | SH |  | SOLE |  | 0 | 0 | 28302 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 2891266 | 119326 | SH |  | SOLE |  | 0 | 0 | 119326 |
| APPLE INC | COM | 037833100 |  | 2803342 | 10974 | SH |  | SOLE |  | 0 | 0 | 10974 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2606956 | 3900 | SH |  | SOLE |  | 0 | 0 | 3900 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2475809 | 13223 | SH |  | SOLE |  | 0 | 0 | 13223 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2441830 | 27780 | SH |  | SOLE |  | 0 | 0 | 27780 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 2406293 | 32632 | SH |  | SOLE |  | 0 | 0 | 32632 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2346622 | 7996 | SH |  | SOLE |  | 0 | 0 | 7996 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 2238609 | 6102 | SH |  | SOLE |  | 0 | 0 | 6102 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2223209 | 3618 | SH |  | SOLE |  | 0 | 0 | 3618 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2094452 | 9656 | SH |  | SOLE |  | 0 | 0 | 9656 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1886748 | 5729 | SH |  | SOLE |  | 0 | 0 | 5729 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1607279 | 6546 | SH |  | SOLE |  | 0 | 0 | 6546 |
| AMAZON COM INC | COM | 023135106 |  | 1571295 | 7122 | SH |  | SOLE |  | 0 | 0 | 7122 |
| HOME DEPOT INC | COM | 437076102 |  | 1523268 | 3837 | SH |  | SOLE |  | 0 | 0 | 3837 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1460255 | 2421 | SH |  | SOLE |  | 0 | 0 | 2421 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1391693 | 4736 | SH |  | SOLE |  | 0 | 0 | 4736 |
| COCA COLA CO | COM | 191216100 |  | 1255281 | 18797 | SH |  | SOLE |  | 0 | 0 | 18797 |
| ORACLE CORP | COM | 68389X105 |  | 1241321 | 4295 | SH |  | SOLE |  | 0 | 0 | 4295 |
| STRYKER CORPORATION | COM | 863667101 |  | 1081890 | 2971 | SH |  | SOLE |  | 0 | 0 | 2971 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1065782 | 6120 | SH |  | SOLE |  | 0 | 0 | 6120 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1020692 | 1423 | SH |  | SOLE |  | 0 | 0 | 1423 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 1007489 | 13700 | SH |  | SOLE |  | 0 | 0 | 13700 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 890297 | 4300 | SH |  | SOLE |  | 0 | 0 | 4300 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 884359 | 13589 | SH |  | SOLE |  | 0 | 0 | 13589 |
| BROADCOM INC | COM | 11135F101 |  | 880409 | 2641 | SH |  | SOLE |  | 0 | 0 | 2641 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 840242 | 4419 | SH |  | SOLE |  | 0 | 0 | 4419 |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | 092528884 |  | 791212 | 15647 | SH |  | SOLE |  | 0 | 0 | 15647 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 762477 | 3113 | SH |  | SOLE |  | 0 | 0 | 3113 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 758784 | 5823 | SH |  | SOLE |  | 0 | 0 | 5823 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 736868 | 1479 | SH |  | SOLE |  | 0 | 0 | 1479 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 722274 | 34053 | SH |  | SOLE |  | 0 | 0 | 34053 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 721034 | 2070 | SH |  | SOLE |  | 0 | 0 | 2070 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 705616 | 1498 | SH |  | SOLE |  | 0 | 0 | 1498 |
| ELI LILLY  CO | COM | 532457108 |  | 675544 | 818 | SH |  | SOLE |  | 0 | 0 | 818 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 641589 | 4188 | SH |  | SOLE |  | 0 | 0 | 4188 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 574185 | 22588 | SH |  | SOLE |  | 0 | 0 | 22588 |
| VISA INC | COM CL A | 92826C839 |  | 573006 | 1647 | SH |  | SOLE |  | 0 | 0 | 1647 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 572969 | 22399 | SH |  | SOLE |  | 0 | 0 | 22399 |
| ABBOTT LABS | COM | 002824100 |  | 515261 | 3861 | SH |  | SOLE |  | 0 | 0 | 3861 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 506074 | 5376 | SH |  | SOLE |  | 0 | 0 | 5376 |
| TESLA INC | COM | 88160R101 |  | 481055 | 1047 | SH |  | SOLE |  | 0 | 0 | 1047 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 474088 | 630 | SH |  | SOLE |  | 0 | 0 | 630 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 464561 | 18240 | SH |  | SOLE |  | 0 | 0 | 18240 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 430436 | 2303 | SH |  | SOLE |  | 0 | 0 | 2303 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 424982 | 8349 | SH |  | SOLE |  | 0 | 0 | 8349 |
| SOUTHERN CO | COM | 842587107 |  | 419526 | 4425 | SH |  | SOLE |  | 0 | 0 | 4425 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 419491 | 8391 | SH |  | SOLE |  | 0 | 0 | 8391 |
| WALMART INC | COM | 931142103 |  | 415256 | 4073 | SH |  | SOLE |  | 0 | 0 | 4073 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 414584 | 2228 | SH |  | SOLE |  | 0 | 0 | 2228 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 413990 | 20092 | SH |  | SOLE |  | 0 | 0 | 20092 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 411908 | 4112 | SH |  | SOLE |  | 0 | 0 | 4112 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | 46138J486 |  | 406337 | 17350 | SH |  | SOLE |  | 0 | 0 | 17350 |
| LOWES COS INC | COM | 548661107 |  | 397597 | 1603 | SH |  | SOLE |  | 0 | 0 | 1603 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 385971 | 1402 | SH |  | SOLE |  | 0 | 0 | 1402 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 365491 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 358173 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 345406 | 578 | SH |  | SOLE |  | 0 | 0 | 578 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 341010 | 5649 | SH |  | SOLE |  | 0 | 0 | 5649 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 333149 | 3729 | SH |  | SOLE |  | 0 | 0 | 3729 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 326580 | 2276 | SH |  | SOLE |  | 0 | 0 | 2276 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 308949 | 994 | SH |  | SOLE |  | 0 | 0 | 994 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 46138J510 |  | 303900 | 12880 | SH |  | SOLE |  | 0 | 0 | 12880 |
| NETFLIX INC | COM | 64110L106 |  | 300264 | 256 | SH |  | SOLE |  | 0 | 0 | 256 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 286888 | 2407 | SH |  | SOLE |  | 0 | 0 | 2407 |
| ABBVIE INC | COM | 00287Y109 |  | 282544 | 1156 | SH |  | SOLE |  | 0 | 0 | 1156 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 282172 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 275470 | 4100 | SH |  | SOLE |  | 0 | 0 | 4100 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 270544 | 771 | SH |  | SOLE |  | 0 | 0 | 771 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 266138 | 2649 | SH |  | SOLE |  | 0 | 0 | 2649 |
| RTX CORPORATION | COM | 75513E101 |  | 263957 | 1579 | SH |  | SOLE |  | 0 | 0 | 1579 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 261769 | 1284 | SH |  | SOLE |  | 0 | 0 | 1284 |
| CHEVRON CORP NEW | COM | 166764100 |  | 251765 | 1629 | SH |  | SOLE |  | 0 | 0 | 1629 |
| BOEING CO | COM | 097023105 |  | 250708 | 1165 | SH |  | SOLE |  | 0 | 0 | 1165 |
| SERVICENOW INC | COM | 81762P102 |  | 242706 | 266 | SH |  | SOLE |  | 0 | 0 | 266 |
| HONEYWELL INTL INC | COM | 438516106 |  | 241917 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 241110 | 2027 | SH |  | SOLE |  | 0 | 0 | 2027 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 238869 | 1345 | SH |  | SOLE |  | 0 | 0 | 1345 |
| LISTED FDS TR | ROUNDHILL MAGNIF | 53656G498 |  | 234917 | 3602 | SH |  | SOLE |  | 0 | 0 | 3602 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 230190 | 809 | SH |  | SOLE |  | 0 | 0 | 809 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 |  | 227550 | 3144 | SH |  | SOLE |  | 0 | 0 | 3144 |
| DISNEY WALT CO | COM | 254687106 |  | 221835 | 1964 | SH |  | SOLE |  | 0 | 0 | 1964 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 220616 | 1475 | SH |  | SOLE |  | 0 | 0 | 1475 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 218592 | 2390 | SH |  | SOLE |  | 0 | 0 | 2390 |
| ISHARES TR | 3YRTB ETF | 464288125 |  | 216061 | 2835 | SH |  | SOLE |  | 0 | 0 | 2835 |
| PEPSICO INC | COM | 713448108 |  | 215728 | 1507 | SH |  | SOLE |  | 0 | 0 | 1507 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 213010 | 1851 | SH |  | SOLE |  | 0 | 0 | 1851 |
| CENCORA INC | COM | 03073E105 |  | 212315 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 205584 | 1036 | SH |  | SOLE |  | 0 | 0 | 1036 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 205121 | 1334 | SH |  | SOLE |  | 0 | 0 | 1334 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 204108 | 1014 | SH |  | SOLE |  | 0 | 0 | 1014 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 203708 | 10801 | SH |  | SOLE |  | 0 | 0 | 10801 |

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