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 $420.1M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VV ($88.4M, 21.04%), VB ($45.3M, 10.77%), VEU ($41.8M, 9.95%), VCIT ($40.0M, 9.53%), VGIT ($37.8M, 9.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $88.4M | 21.04% | 295,789 | Added |
| 2 | VB | VANGUARD INDEX FDS | $45.3M | 10.77% | 172,797 | Added |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $41.8M | 9.95% | 556,531 | Trimmed |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $40.0M | 9.53% | 483,643 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $37.8M | 9.01% | 635,361 | Added |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $31.1M | 7.40% | 799,943 | Added |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $28.5M | 6.78% | 592,950 | Added |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $27.7M | 6.58% | 512,349 | Added |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $22.9M | 5.46% | 674,680 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $19.1M | 4.54% | 243,212 | Added |
| 11 | VSS | VANGUARD INTL EQUITY INDEX F | $17.2M | 4.09% | 117,741 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 1.18% | 23,102 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $2.5M | 0.60% | 5,757 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $2.2M | 0.52% | 11,065 | Trimmed |
| 15 | SCHR | SCHWAB STRATEGIC TR | $1.9M | 0.46% | 77,302 | Hold |
| 16 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.34% | 49,198 | Hold |
| 17 | VO | VANGUARD INDEX FDS | $1.0M | 0.24% | 3,525 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $718,127 | 0.17% | 2,238 | Hold |
| 19 | BOXA | EA SERIES TRUST | $643,521 | 0.15% | 13,834 | Trimmed |
| 20 | VSGX | VANGUARD WORLD FD | $464,994 | 0.11% | 6,483 | Hold |
| 21 | VOO | VANGUARD INDEX FDS | $398,566 | 0.09% | 667 | Hold |
| 22 | IVV | ISHARES TR | $377,556 | 0.09% | 578 | Hold |
| 23 | VYM | VANGUARD WHITEHALL FDS | $389,990 | 0.09% | 2,633 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $330,648 | 0.08% | 690 | Trimmed |
| 25 | AAPL | APPLE INC | $322,568 | 0.08% | 1,271 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31