MilWealth Group LLC 13F Holdings
CIK 0001972750 · MILWAUKEE, WI
As of Sep 30, 2025, MilWealth Group LLC reported 68 positions worth $410.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 296,609 | $91.3M | 22.26% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 170,395 | $43.3M | 10.56% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 566,700 | $40.4M | 9.86% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 457,269 | $38.5M | 9.37% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 590,806 | $35.5M | 8.64% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 800,764 | $30.9M | 7.53% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 553,408 | $27.4M | 6.67% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 478,634 | $26.6M | 6.48% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 695,190 | $21.8M | 5.32% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 228,036 |