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CIK: 0001972750
Total reported value
$468.9M
$468.9M
81 檔
54.0%
As reported in its official Q1 2026 Form 13F filing, MilWealth Group LLC's tracked investment portfolio stood at $468.9M with 81 total positions.
In Q1 2026, MilWealth Group LLC displayed an active expansion posture, initiating 10 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VV, VB, VEU) accounted for 54.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 21.04% | +1.06% | +0.97% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-Other | 10.77% | +0.43% | +0.28% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 9.95% | -0.14% | -1.31% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 9.53% | -0.43% | +2.72% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 9.01% | -0.37% | +3.08% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.40% | +0.25% | +0.10% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.78% | -0.16% | +3.22% | |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 6.58% | -0.12% | +2.93% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.46% | -0.19% | -2.18% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.54% | -0.17% | +2.68% | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.09% | -0.20% | -0.23% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.18% | -0.02% | -2.06% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.03% | -0.64% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | -0.01% | -4.01% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.46% | -0.05% | — | |
| 16 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | +0.02% | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | — | -0.76% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | +0.01% | — | |
| 19 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.15% | — | -1.40% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.11% | — | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.09% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | -0.04% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | -0.01% | -4.70% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.05% | -0.01% | — | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.05% | -0.01% | -22.20% | |
| 28 | CNH | CNH Industrial N.V. | Stock-Industrials | 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 | AAUA | Alpha Architect US Equ 3 ETF | ETF-Other | 0.03% | +0.01% | — | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.03% | — | — | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.03% | — | — | |
| 34 | OMC | Omnicom Group | Stock-Comm Services | 0.03% | — | — | |
| 35 | IT | Gartner Inc | Stock-Tech | 0.02% | — | — | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.02% | — | — | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.02% | — | +0.76% | |
| 38 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.02% | — | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.02% | — | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.02% | — | — | |
| 41 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.02% | — | — | |
| 42 | USB | US Bancorp | Stock-Financials | 0.02% | — | — | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.01% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.01% | — | — | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | +0.02% | — | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.01% | — | — | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.01% | — | — | |
| 48 | SRE | Sempra | Stock-Utilities | 0.01% | — | — | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.01% | — | — | |
| 50 | VDE | Vanguard Energy ETF | ETF-Other | 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 81 disclosed positions in Q1 2026.
During Q1 2026, MilWealth Group LLC's top holdings by market value included VV (21.0%)、VB (10.8%)、VEU (9.9%). The largest single position, VV, represented 21.0% of total portfolio value.
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Top New Position Initiated
AAUA
市值: $146.6K
Top Position Liquidated / Trimmed
EXK
前期市值: $50.8K
In Q1 2026, MilWealth Group LLC made 34 total portfolio adjustments, initiating 10 new buys, adding to 11 positions, trimming 10 holdings, and fully liquidating 3 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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