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CIK: 0001972750
Total reported value
$468.9M
$468.9M
74 檔
54.3%
According to the latest 13F quarterly dataset, MilWealth Group LLC managed an equity portfolio of $468.9M at the end of Q4 2025, spanning 74 distinct U.S. exchange-listed positions.
In Q4 2025, MilWealth Group LLC displayed an active expansion posture, initiating 6 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 21.95% | +1.06% | -1.24% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 10.58% | +0.43% | +1.13% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.87% | -0.14% | -0.49% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.39% | -0.43% | +2.96% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 8.79% | -0.37% | +4.32% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.53% | +0.25% | -0.20% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.61% | -0.16% | +3.81% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.41% | -0.12% | +4.00% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.37% | -0.19% | -0.79% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.44% | -0.17% | +3.87% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.03% | -0.20% | +0.87% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.23% | -0.02% | -0.74% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | +0.03% | -0.12% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.01% | +4.15% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.46% | -0.05% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | +0.02% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | — | -0.48% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.01% | -1.19% | |
| 19 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.16% | — | — | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.11% | — | -5.70% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.04% | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.09% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | -15.32% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.06% | -0.01% | -0.25% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.04% | -0.01% | — | |
| 28 | IT | Gartner Inc | Stock-Tech | 0.04% | — | — | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.04% | -0.01% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.04% | — | — | |
| 31 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.04% | — | — | |
| 32 | OMC | Omnicom Group | Stock-Comm Services | 0.03% | — | -15.72% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.03% | — | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.03% | — | — | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.02% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.02% | — | — | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.02% | — | — | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.02% | — | — | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.02% | — | +10.00% | |
| 40 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.02% | — | — | |
| 41 | USB | US Bancorp | Stock-Financials | 0.02% | — | — | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.02% | — | — | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.01% | — | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | +0.02% | — | |
| 45 | EXK | Exact Sciences CORP | Stock-Materials | 0.01% | — | — | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.01% | — | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.01% | — | +79.00% | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.01% | — | — | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.01% | — | — | |
| 50 | SRE | Sempra | Stock-Utilities | 0.01% | — | — |
According to official SEC Form 13F filings, MilWealth Group LLC reported a total U.S. public equity portfolio value of $468.9M across 74 disclosed positions in Q4 2025.
During Q4 2025, MilWealth Group LLC's top holdings by market value included VV (21.9%)、VB (10.6%)、VEU (9.9%). The largest single position, VV, represented 21.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, VB, VEU) accounted for 54.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAEQ
市值: $692.1K
Top Position Liquidated / Trimmed
FISV
前期市值: $49.6K
In Q4 2025, MilWealth Group LLC made 30 total portfolio adjustments, initiating 6 new buys, adding to 11 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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