Institutions / MilWealth Group LLC
MilWealth Group LLC
CIK 1972750 · Institution · as of Dec 31, 2025
Portfolio value
$420.09M
Positions
74
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 74 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $92.22M | 22.0% |
| Vanguard Index Fds | $44.45M | 10.6% |
| Vanguard Intl Equity Index F | $41.48M | 9.9% |
| Vanguard Scottsdale Fds | $39.43M | 9.4% |
| Vanguard Scottsdale Fds | $36.94M | 8.8% |
| Dimensional ETF Trust | $31.64M | 7.5% |
| Vanguard Charlotte Fds | $27.76M | 6.6% |
| Dimensional ETF Trust | $26.91M | 6.4% |
| Dimensional ETF Trust | $22.57M | 5.4% |
| Vanguard Bd Index Fds | $18.67M | 4.4% |
| Vanguard Intl Equity Index F | $16.92M | 4.0% |
| Vanguard Specialized Funds | $5.18M | 1.2% |
| Vanguard Index Fds | $2.83M | 0.7% |
| Vanguard Index Fds | $2.20M | 0.5% |
| Schwab Strategic Tr | $1.94M | 0.5% |
| Schwab Strategic Tr | $1.40M | 0.3% |
| Vanguard Index Fds | $1.03M | 0.2% |
| Vanguard Index Fds | $750.5K | 0.2% |
| Ea Series Trust | $692.1K | 0.2% |
| Vanguard World Fd | $464.3K | 0.1% |
| Vanguard Index Fds | $418.3K | 0.1% |
| iShares Tr | $395.9K | 0.1% |
| Vanguard Whitehall Fds | $377.9K | 0.1% |
| Warren E. Buffett | $363.9K | 0.1% |
| Apple Inc. | $345.5K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.