MilWealth Group LLC
CIK: 0001972750SEC EDGAR →
Portfolio Value
$420.1B
Holdings
74
As of
Q4 2025
New Positions
74
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 292,935 | $92.2B | 21.95% |
| 2 | VANGUARD INDEX FDS | 172,321 | $44.5B | 10.58% |
| 3 | VANGUARD INTL EQUITY INDEX F | 563,899 | $41.5B | 9.87% |
| 4 | VANGUARD SCOTTSDALE FDS | 470,819 | $39.4B | 9.39% |
| 5 | VANGUARD SCOTTSDALE FDS | 616,356 | $36.9B | 8.79% |
| 6 | DIMENSIONAL ETF TRUST | 799,156 | $31.6B | 7.53% |
| 7 | VANGUARD CHARLOTTE FDS | 574,479 | $27.8B | 6.61% |
| 8 | DIMENSIONAL ETF TRUST | 497,757 | $26.9B | 6.41% |
| 9 | DIMENSIONAL ETF TRUST | 689,731 | $22.6B | 5.37% |
| 10 | VANGUARD BD INDEX FDS | 236,872 | $18.7B | 4.44% |
Quarterly Changes
New Positions (74)
$92.2B · 293K shares
$44.5B · 172K shares
$41.5B · 564K shares
$39.4B · 471K shares
$36.9B · 616K shares
$31.6B · 799K shares
$27.8B · 574K shares
$26.9B · 498K shares
$22.6B · 690K shares
$18.7B · 237K shares
$16.9B · 118K shares
$5.2B · 24K shares
$2.8B · 6K shares
$2.2B · 12K shares
$1.9B · 77K shares
$1.4B · 49K shares
$1.0B · 4K shares
$750.0M · 2K shares
$692.0M · 14K shares
$464.0M · 6K shares
$418.0M · 667 shares
$395.0M · 578 shares
$377.0M · 3K shares
$363.0M · 724 shares
$345.0M · 1K shares
$238.0M · 3K shares
$180.0M · 456 shares
$164.0M · 654 shares
$159.0M · 1K shares
$149.0M · 2K shares
$148.0M · 16K shares
$135.0M · 2K shares
$134.0M · 869 shares
$130.0M · 618 shares
$90.0M · 917 shares
$81.0M · 120 shares
$79.0M · 132 shares
$75.0M · 417 shares
$74.0M · 154 shares
$71.0M · 3K shares
$69.0M · 1K shares
$68.0M · 487 shares
$55.0M · 1K shares
$53.0M · 250 shares
$50.0M · 500 shares
$43.0M · 165 shares
$41.0M · 179 shares
$40.0M · 194 shares
$37.0M · 851 shares
$34.0M · 388 shares
$29.0M · 631 shares
$27.0M · 581 shares
$27.0M · 990 shares
$23.0M · 185 shares
$22.0M · 512 shares
$21.0M · 633 shares
$21.0M · 100 shares
$16.0M · 48 shares
$15.0M · 192 shares
$14.0M · 270 shares
$12.0M · 75 shares
$12.0M · 88 shares
$10.0M · 50 shares
$10.0M · 148 shares
$10.0M · 58 shares
$9.0M · 89 shares
$4.0M · 10 shares
$3.0M · 10 shares
$2.0M · 15 shares
$0 · 1 shares
$0 · 1 shares
$0 · 60 shares
$0 · 15 shares
$0 · 3 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $418.0B | 99.5% |
| Unknown | 5 | $780.0M | 0.2% |
| Technology | 7 | $681.0M | 0.2% |
| Consumer Defensive | 1 | $159.0M | 0.0% |
| Communication Services | 2 | $135.0M | 0.0% |
| Industrials | 1 | $90.0M | 0.0% |
| Healthcare | 2 | $60.0M | 0.0% |
| Utilities | 3 | $53.0M | 0.0% |
| Consumer Cyclical | 6 | $48.0M | 0.0% |
| Energy | 1 | $12.0M | 0.0% |