§ 13F · FUND PROFILE
MilWealth Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $410M (13F)Positions · 68Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$179K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 296K | $88M | 21.0% | +1% |
| 2 | VB | VANGUARD INDEX FDS | 173K | $45M | 10.8% | ±0% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 557K | $42M | 9.9% | −1% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 484K | $40M | 9.5% | +3% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 635K | $38M | 9.0% | +3% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 800K | $31M | 7.4% | ±0% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 593K | $28M | 6.8% | +3% |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 512K | $28M | 6.6% | +3% |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 675K | $23M | 5.5% | −2% |
| 10 | BSV | VANGUARD BD INDEX FDS | 243K | $19M | 4.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILWEALTH SIGNAL
AC read
MilWealth Group LLC is a Other fund managing $410 million in assets. The fund runs a portfolio of 68 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed