Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MilWealth Group LLC (CIK 1972750) reported $468.9M across 82 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VV ($103.6M, 22.10%), VB ($52.5M, 11.20%), VEU ($46.0M, 9.81%), VCIT ($42.7M, 9.10%), VGIT ($40.5M, 8.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $103.6M | 22.10% | 301,376 | Added |
| 2 | VB | VANGUARD INDEX FDS | $52.5M | 11.20% | 173,301 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $46.0M | 9.81% | 549,176 | Trimmed |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $42.7M | 9.10% | 516,400 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $40.5M | 8.64% | 686,632 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $35.9M | 7.65% | 808,386 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $31.1M | 6.62% | 641,227 | Added |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $30.3M | 6.46% | 556,533 | Added |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $24.7M | 5.27% | 670,634 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $20.5M | 4.37% | 262,722 | Added |
| 11 | VSS | VANGUARD INTL EQUITY INDEX F | $18.3M | 3.89% | 118,364 | Added |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $5.5M | 1.16% | 23,048 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $3.0M | 0.63% | 34,518 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $2.4M | 0.51% | 11,063 | Trimmed |
| 15 | SCHR | SCHWAB STRATEGIC TR | $1.9M | 0.41% | 77,302 | Hold |
| 16 | SCHA | SCHWAB STRATEGIC TR | $1.7M | 0.36% | 47,123 | Trimmed |
| 17 | VO | VANGUARD INDEX FDS | $1.1M | 0.24% | 13,947 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $828,328 | 0.18% | 2,238 | Hold |
| 19 | AAEQ | EA SERIES TRUST | $680,207 | 0.15% | 12,789 | Trimmed |
| 20 | VSGX | VANGUARD WORLD FD | $501,990 | 0.11% | 6,097 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $458,103 | 0.10% | 667 | Hold |
| 22 | ABT | ABBOTT LABORATORIES | $490,269 | 0.10% | 5,403 | New |
| 23 | VYM | VANGUARD WHITEHALL FDS | $416,138 | 0.09% | 2,633 | Hold |
| 24 | AAPL | APPLE INC | $364,015 | 0.08% | 1,258 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $345,270 | 0.07% | 690 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30