MilWealth Group LLC
CIK 1972750
13F filing for Q2 2026・No. 4,054
- Holdings
- US$468.89M
- Quarter change
- +US$48.78M
- Entries
- 82
- Net bought (estimate)
- +US$13.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 12
- Added 10
- Corporate actions 0
- Unchanged 59
Largest holdings
82 stocks worth US$468.89M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSLARGE CAP ETF | Added | 301,376 | US$103.65M | 22.10% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 173,301 | US$52.53M | 11.20% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Cut | 549,176 | US$45.99M | 9.81% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 516,400 | US$42.68M | 9.10% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 686,632 | US$40.5M | 8.64% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 808,386 | US$35.86M | 7.65% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 641,227 | US$31.05M | 6.62% |
| DIMENSIONAL ETF TRUSTGLOB CO PLUS ETF | Added | 556,533 | US$30.31M | 6.46% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 670,634 | US$24.71M | 5.27% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 262,722 | US$20.47M | 4.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.