§ 13F · FUND PROFILE
MilWealth Group LLC.
AUM · $469M (13F)Positions · 82Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$490K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 301K | $104M | 22.1% | +2% |
| 2 | VB | VANGUARD INDEX FDS | 173K | $53M | 11.2% | ±0% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | 549K | $46M | 9.8% | −1% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 516K | $43M | 9.1% | +7% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | 687K | $40M | 8.6% | +8% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 808K | $36M | 7.6% | +1% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 641K | $31M | 6.6% | +8% |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 557K | $30M | 6.5% | +9% |
| 9 | DFAX | DIMENSIONAL ETF TRUST | 671K | $25M | 5.3% | −1% |
| 10 | BSV | VANGUARD BD INDEX FDS | 263K | $20M | 4.4% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILWEALTH SIGNAL
AC read
MilWealth Group LLC is a Other fund managing $469 million in assets. The fund runs a portfolio of 82 positions.
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