Investor
MilWealth Group LLC
CIK 0001972750 · filed 2026-05-01 · SEC filing
13F book
$420.1M
Positions
81
10 new · 3 sold
Largest name
21.0%
Vanguard Index Fds
Est. mark
−$4.08M
Price effect on 71 names still held. Flow $4.11M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 295.8K | $88.4M | 21.0% | −$4.67M | Added−$3.82M |
| Vanguard Index Fds | — | 172.8K | $45.3M | 10.8% | $684.3K | Added$809K |
| Vanguard Intl Equity Index F | — | 556.5K | $41.8M | 9.9% | $857K | Cut$315K |
| Vanguard Scottsdale Fds | — | 483.6K | $40M | 9.5% | −$470.9K | Added$590.3K |
| Vanguard Scottsdale Fds | — | 635.4K | $37.8M | 9.0% | −$234.2K | Added$897.5K |
| Dimensional Etf Trust | — | 799.9K | $31.1M | 7.4% | −$583.4K | Added−$552.8K |
| Vanguard Charlotte Fds | — | 593K | $28.5M | 6.8% | −$155.1K | Added$732.4K |
| Dimensional Etf Trust | — | 512.3K | $27.7M | 6.6% | −$39.8K | Added$748K |
| Dimensional Etf Trust | — | 674.7K | $22.9M | 5.5% | $836.6K | Cut$344K |
| Vanguard Bd Index Fds | — | 243.2K | $19.1M | 4.5% | −$94.8K | Added$402.3K |
| Vanguard Intl Equity Index F | — | 117.7K | $17.2M | 4.1% | $289.6K | Cut$250.3K |
| Vanguard Specialized Funds | — | 23.1K | $4.97M | 1.2% | −$109.1K | Cut−$215.9K |
| Vanguard Growth Etf | — | 5.76K | $2.51M | 0.6% | −$294K | Cut−$312.1K |
| Vanguard Index Fds | — | 11.1K | $2.17M | 0.5% | $57.6K | Cut−$30.6K |
| Schwab Strategic Tr | — | 77.3K | $1.93M | 0.5% | −$13.1K | Held |
| Schwab Strategic Tr | — | 49.2K | $1.43M | 0.3% | $29.5K | Held |
| Vanguard Index Fds | — | 3.52K | $1.01M | 0.2% | −$10.7K | Cut−$18.6K |
| Vanguard Index Fds | — | 2.24K | $718.1K | 0.2% | −$32.4K | Held |
| Ea Series Trust | — | 13.8K | $643.5K | 0.2% | −$38.9K | Cut−$48.6K |
| Vanguard World Fd | — | 6.48K | $465K | 0.1% | $713 | Held |
| Vanguard Index Fds | — | 667 | $398.6K | 0.1% | −$19.7K | Held |
| Vanguard Whitehall Fds | — | 2.63K | $390K | 0.1% | $12.1K | Held |
| Ishares Tr | — | 578 | $377.6K | 0.1% | −$18.3K | Held |
| Berkshire Hathaway Inc Del | — | 690 | $330.6K | 0.1% | −$16.2K | Cut−$33.3K |
| Apple Inc. | AAPL | 1.27K | $322.6K | 0.1% | −$23K | Held |
| Spdr Gold Tr | — | 456 | $196.2K | 0.0% | $15.5K | Held |
| Vanguard Star Fds | — | 2.46K | $189.4K | 0.0% | $4.11K | Cut−$48.8K |
| Cnh Indl N V | — | 16.1K | $176.6K | 0.0% | $28.6K | Held |
| Procter And Gamble Co | PG | 1.12K | $161.2K | 0.0% | $1.26K | Held |
| Vanguard Tax-Managed Fds | — | 2.39K | $153K | 0.0% | $3.84K | Held |
| Ea Series Trust | — | 3K | $146.6K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 869 | $140.5K | 0.0% | $5.74K | Held |
| Ishares Tr | — | 618 | $132.1K | 0.0% | $2.06K | Held |
| Omnicom Group Inc. | OMC | 1.68K | $126.7K | 0.0% | −$9.16K | Held |
| Gartner Inc | IT | 654 | $103.6K | 0.0% | −$61.4K | Held |
| United Parcel Service Inc | UPS | 917 | $90.2K | 0.0% | −$743 | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 133 | $81.9K | 0.0% | $1.45K | Added$2.07K |
| Ishares Tr | — | 417 | $79.1K | 0.0% | $3.5K | Held |
| Spdr S&P 500 Etf Tr | — | 120 | $78.1K | 0.0% | −$3.79K | Held |
| Ishares Tr | — | 487 | $73.7K | 0.0% | $5K | Held |
| Schwab Strategic Tr | — | 3.12K | $70.7K | 0.0% | −$904 | Held |
| Us Bancorp Del | — | 1.3K | $67.6K | 0.0% | −$1.76K | Held |
| Microsoft Corp | MSFT | 154 | $57K | 0.0% | −$17.5K | Held |
| Vanguard Intl Equity Index F | — | 1.03K | $55.8K | 0.0% | $299 | Held |
| Advanced Micro Devices Inc | AMD | 250 | $50.9K | 0.0% | −$2.68K | Held |
| Vanguard Index Fds | — | 194 | $40K | 0.0% | −$644 | Held |
| Spdr Index Shs Fds | — | 851 | $38.8K | 0.0% | $1.06K | Held |
| Sempra | — | 388 | $37.7K | 0.0% | $3.45K | Held |
| Amazon Com Inc | AMZN | 179 | $37.3K | 0.0% | −$4.04K | Held |
| Vanguard World Fd | — | 185 | $32.1K | 0.0% | $8.73K | Held |
| Select Sector Spdr Tr | — | 512 | $31.4K | 0.0% | $8.47K | Held |
| Salesforce, Inc. | CRM | 165 | $30.8K | 0.0% | −$12.9K | Held |
| Schwab Strategic Tr | — | 990 | $30.4K | 0.0% | $3.22K | Held |
| Vanguard Scottsdale Fds | — | 631 | $29.6K | 0.0% | −$82 | Held |
| Dimensional Etf Trust | — | 581 | $27.8K | 0.0% | −$41 | Held |
| Fidelity Covington Trust | — | 633 | $22.1K | 0.0% | $159 | Held |
| Vanguard Index Fds | — | 100 | $21.7K | 0.0% | $546 | Held |
| Vanguard Scottsdale Fds | — | 193 | $15.3K | 0.0% | −$59 | Added$20 |
| Visa Inc. | V | 48 | $14.5K | 0.0% | −$2.33K | Held |
| Bank America Corp | — | 270 | $13.2K | 0.0% | −$1.69K | Held |
| Ishares Tr | — | 88 | $12.8K | 0.0% | $413 | Held |
| Johnson & Johnson | JNJ | 50 | $12.2K | 0.0% | $1.87K | Held |
| Vanguard Index Fds | — | 58 | $10.6K | 0.0% | $399 | Held |
| Wec Energy Group, Inc. | WEC | 89 | $10.3K | 0.0% | $918 | Held |
| Palantir Technologies Inc. | PLTR | 39 | $5.71K | 0.0% | −$473 | Added$3.04K |
| Dorian Lpg Ltd. | LPG | 121 | $4.14K | 0.0% | — | New |
| Albemarle Corp | — | 22 | $3.95K | 0.0% | — | New |
| Viper Energy, Inc. | VNOM | 80 | $3.76K | 0.0% | — | New |
| Tesla, Inc. | TSLA | 10 | $3.72K | 0.0% | −$780 | Held |
| Anglogold Ashanti Plc | AU | 37 | $3.6K | 0.0% | — | New |
| Williams Cos Inc | — | 48 | $3.49K | 0.0% | — | New |
| Verizon Communications Inc | VZ | 69 | $3.46K | 0.0% | — | New |
| Copt Defense Properties | CDP | 112 | $3.43K | 0.0% | — | New |
| Huntington Ingalls Inds Inc | — | 9 | $3.42K | 0.0% | — | New |
| Marriott Intl Inc New | — | 10 | $3.27K | 0.0% | $168 | Held |
| Centrus Energy Corp | LEU | 16 | $2.78K | 0.0% | — | New |
| Under Armour Inc | — | 60 | $348 | 0.0% | $60 | Held |
| Alphabet Inc | — | 1 | $288 | 0.0% | −$26 | Held |
| Starbucks Corp | SBUX | 3 | $269 | 0.0% | $16 | Held |
| Nvidia Corp | NVDA | 1 | $175 | 0.0% | −$12 | Held |
| Under Armour Inc | — | 15 | $89 | 0.0% | $14 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.