MilWealth Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, MilWealth Group LLC held in its portfolio 74 assets valued at $420,085,908 (i.e. $420.09M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($92.22M), VANGUARD INDEX FDS ($44.45M), and VANGUARD INTL EQUITY INDEX F ($41.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MilWealth Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 292935 | 92215930 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 172321 | 44450085 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 563899 | 41480446 | ALLWRLD EX US |
| VANGUARD SCOTTSDALE FDS | 470819 | 39431113 | INT-TERM CORP |
| VANGUARD SCOTTSDALE FDS | 616356 | 36938210 | INTER TERM TREAS |
| DIMENSIONAL ETF TRUST | 799156 | 31638572 | US CORE EQUITY 2 |
| VANGUARD CHARLOTTE FDS | 574479 | 27758836 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 497757 | 26913720 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 689731 | 22574898 | WORLD EX US CORE |
| VANGUARD BD INDEX FDS | 236872 | 18667904 | SHORT TRM BOND |
| VANGUARD INTL EQUITY INDEX F | 118015 | 16915079 | FTSE SMCAP ETF |
| VANGUARD SPECIALIZED FUNDS | 23588 | 5184090 | DIV APP ETF |
| VANGUARD INDEX FDS | 5794 | 2826704 | GROWTH ETF |
| VANGUARD INDEX FDS | 11527 | 2201518 | VALUE ETF |
| SCHWAB STRATEGIC TR | 77302 | 1938734 | INT-TRM U.S TRES |
| SCHWAB STRATEGIC TR | 49198 | 1401153 | US SML CAP ETF |
| VANGUARD INDEX FDS | 3552 | 1030751 | MID CAP ETF |
| VANGUARD INDEX FDS | 2238 | 750496 | TOTAL STK MKT |
| EA SERIES TRUST | 14031 | 692118 | ALPHA ARCHITECT |
| VANGUARD WORLD FD | 6483 | 464281 | ESG INTL STK ETF |
| VANGUARD INDEX FDS | 667 | 418296 | S&P 500 ETF SHS |
| ISHARES TR | 578 | 395896 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 2633 | 377929 | HIGH DIV YLD |
| BERKSHIRE HATHAWAY INC DEL | 724 | 363919 | CL B NEW |
| APPLE INC | 1271 | 345535 | COM |
| VANGUARD STAR FDS | 3157 | 238186 | VG TL INTL STK F |
| SPDR GOLD TR | 456 | 180718 | GOLD SHS |
| GARTNER INC | 654 | 164992 | COM |
| PROCTER AND GAMBLE CO | 1116 | 159934 | COM |
| VANGUARD TAX-MANAGED FDS | 2387 | 149116 | VAN FTSE DEV MKT |
| CNH INDL N V | 16059 | 148064 | SHS |
| OMNICOM GROUP INC | 1683 | 135903 | COM |
| SELECT SECTOR SPDR TR | 869 | 134800 | STATE STREET IND |
| ISHARES TR | 618 | 130069 | RUS 1000 VAL ETF |
| UNITED PARCEL SERVICE INC | 917 | 90958 | CL B |
| SPDR S&P 500 ETF TR | 120 | 81890 | TR UNIT |
| SPDR S&P MIDCAP 400 ETF TR | 132 | 79874 | UTSER1 S&PDCRP |
| ISHARES TR | 417 | 75608 | RUS 2000 VAL ETF |
| MICROSOFT CORP | 154 | 74478 | COM |
| SCHWAB STRATEGIC TR | 3118 | 71621 | 5 10YR CORP BD |
| US BANCORP DEL | 1300 | 69368 | COM NEW |
| ISHARES TR | 487 | 68672 | SELECT DIVID ETF |
| VANGUARD INTL EQUITY INDEX F | 1032 | 55481 | FTSE EMR MKT ETF |
| ADVANCED MICRO DEVICES INC | 250 | 53540 | COM |
| EXACT SCIENCES CORP | 500 | 50780 | COM |
| SALESFORCE INC | 165 | 43711 | COM |
| AMAZON COM INC | 179 | 41317 | COM |
| VANGUARD INDEX FDS | 194 | 40595 | EXTEND MKT ETF |
| SPDR INDEX SHS FDS | 851 | 37793 | PORTFOLIO DEVLPD |
| SEMPRA | 388 | 34257 | COM |
| VANGUARD SCOTTSDALE FDS | 631 | 29708 | MTG-BKD SECS ETF |
| DIMENSIONAL ETF TRUST | 581 | 27855 | SHORT DURATION F |
| SCHWAB STRATEGIC TR | 990 | 27156 | US DIVIDEND EQ |
| VANGUARD WORLD FD | 185 | 23341 | ENERGY ETF |
| SELECT SECTOR SPDR TR | 512 | 22892 | STATE STREET ENE |
| FIDELITY COVINGTON TRUST | 633 | 21940 | ENHANCED LARGE |
| VANGUARD INDEX FDS | 100 | 21179 | SM CP VAL ETF |
| VISA INC | 48 | 16835 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 192 | 15304 | SHRT TRM CORP BD |
| BANK AMERICA CORP | 270 | 14850 | COM |
| ISHARES TR | 88 | 12413 | RUS MDCP VAL ETF |
| MARATHON PETE CORP | 75 | 12198 | COM |
| XCEL ENERGY INC | 148 | 10932 | COM |
| JOHNSON & JOHNSON | 50 | 10348 | COM |
| VANGUARD INDEX FDS | 58 | 10248 | MCAP VL IDXVIP |
| WEC ENERGY GROUP INC | 89 | 9386 | COM |
| TESLA INC | 10 | 4498 | COM |
| MARRIOTT INTL INC NEW | 10 | 3103 | CL A |
| PALANTIR TECHNOLOGIES INC | 15 | 2667 | CL A |
| ALPHABET INC | 1 | 314 | CAP STK CL A |
| UNDER ARMOUR INC | 60 | 288 | CL C |
| STARBUCKS CORP | 3 | 253 | COM |
| NVIDIA CORPORATION | 1 | 187 | COM |
| UNDER ARMOUR INC | 15 | 75 | CL A |
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