MilWealth Group LLC

Est. AUM

$420.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	LARGE CAP ETF	$88.4M	295789	21.04%	SOLE
2	VANGUARD INDEX FDS	SMALL CP ETF	$45.3M	172797	10.77%	SOLE
3	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$41.8M	556531	9.95%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$40.0M	483643	9.53%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$37.8M	635361	9.01%	SOLE
6	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$31.1M	799943	7.40%	SOLE
7	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$28.5M	592950	6.78%	SOLE
8	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$27.7M	512349	6.58%	SOLE
9	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$22.9M	674680	5.46%	SOLE
10	VANGUARD BD INDEX FDS	SHORT TRM BOND	$19.1M	243212	4.54%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$17.2M	117741	4.09%	SOLE
12	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.0M	23102	1.18%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$2.5M	5757	0.60%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$2.2M	11065	0.52%	SOLE
15	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.9M	77302	0.46%	SOLE
16	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	49198	0.34%	SOLE
17	VANGUARD INDEX FDS	MID CAP ETF	$1.0M	3525	0.24%	SOLE
18	VANGUARD INDEX FDS	TOTAL STK MKT	$718K	2238	0.17%	SOLE
19	EA SERIES TRUST	ALPHA ARCHITECT	$644K	13834	0.15%	SOLE
20	VANGUARD WORLD FD	ESG INTL STK ETF	$465K	6483	0.11%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$399K	667	0.09%	SOLE
22	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$390K	2633	0.09%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$378K	578	0.09%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$331K	690	0.08%	SOLE
25	APPLE INC	COM	$323K	1271	0.08%	SOLE
26	SPDR GOLD TR	GOLD SHS	$196K	456	0.05%	SOLE
27	VANGUARD STAR FDS	VG TL INTL STK F	$189K	2456	0.04%	SOLE
28	CNH INDL N V	SHS	$177K	16059	0.04%	SOLE
29	PROCTER & GAMBLE CO	COM	$161K	1116	0.04%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$153K	2387	0.04%	SOLE
31	EA SERIES TRUST	ALPHA ARCHITECT	$147K	2995	0.03%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET IND	$141K	869	0.03%	SOLE
33	ISHARES TR	RUS 1000 VAL ETF	$132K	618	0.03%	SOLE
34	OMNICOM GROUP INC	COM	$127K	1683	0.03%	SOLE
35	GARTNER INC	COM	$104K	654	0.02%	SOLE
36	UNITED PARCEL SVCS INC	CL B	$90K	917	0.02%	SOLE
37	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$82K	133	0.02%	SOLE
38	ISHARES TR	RUS 2000 VAL ETF	$79K	417	0.02%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$78K	120	0.02%	SOLE
40	ISHARES TR	SELECT DIVID ETF	$74K	487	0.02%	SOLE
41	SCHWAB STRATEGIC TR	5 10YR CORP BD	$71K	3118	0.02%	SOLE
42	US BANCORP	COM NEW	$68K	1300	0.02%	SOLE
43	MICROSOFT CORP	COM	$57K	154	0.01%	SOLE
44	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$56K	1032	0.01%	SOLE
45	ADVANCED MICRO DEVICES INC	COM	$51K	250	0.01%	SOLE
46	VANGUARD INDEX FDS	EXTEND MKT ETF	$40K	194	0.01%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$39K	851	0.01%	SOLE
48	SEMPRA	COM	$38K	388	0.01%	SOLE
49	AMAZON COM INC	COM	$37K	179	0.01%	SOLE
50	VANGUARD WORLD FD	ENERGY ETF	$32K	185	0.01%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.